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Small Business AI Toolkit

Run a leaner, sharper business with AI as your unfair advantage — whether you are scaling a company, leading a department, or advising clients.

A practical, ten-hour live workshop for anyone who wants to use modern AI to win back time, sharpen marketing, tighten operations, and serve customers better — without hiring a data team or rebuilding their tech stack. You might be a small business owner modernizing your company, a department leader inside a larger organization trying to do more with less, or a consultant helping clients transform how they work. You will leave with a personalized AI playbook, a set of working assistants, and a clear 90-day rollout plan that fits your business or the businesses you advise.

Duration

Five 2-hour sessions (10 hours total)

Schedule

Monday–Friday · Pick your own 2-hour block

Level

Beginner friendly

Format

1-on-1 or cohort

Pick a time$499 1-on-1 · $299 cohort — per week · 2-hour sessions
Small business owner using an AI assistant dashboard in her shop with a teammate nearby

What you'll walk away with

  • Map the highest-leverage AI opportunities across your business, department, or client portfolio
  • Build custom AI assistants for marketing, sales, ops, support, and back-office work
  • Automate repetitive busywork with no-code AI workflows
  • Use AI to write sharper copy, proposals, and customer communication
  • Turn business data into clear, on-demand insights and reports
  • Create a 90-day AI rollout plan you can execute inside a company, a startup, or with clients

The curriculum

Five focused days. Every session is hands-on — you build as you learn.

Day 1 — Foundations & Your AI Playbook

From overwhelmed to opinionated about AI

  • The modern AI toolkit: what each tool is actually good for
  • Mapping your organization: where AI pays off first for a small business, a large team, or a client
  • Prompting like a pro: patterns that produce reliable, on-brand output
  • Drafting your personalized AI playbook
Day 2 — Marketing & Content

Small-team marketing at big-team scale

  • AI for content strategy, SEO, and social media
  • On-brand copy for emails, landing pages, and ads
  • Repurposing one idea into a week of content
  • Simple analytics and iteration with AI feedback
Day 3 — Sales & Customer Experience

Win more deals and delight more customers

  • AI-assisted lead research and outreach
  • Proposals, follow-ups, and objection handling with AI
  • Support, FAQs, and review responses at scale
  • Building your first customer-facing AI assistant
Day 4 — Operations, Finance & Reporting

Tighten the back office

  • AI for SOPs, hiring, onboarding, and compliance documentation
  • Finance, invoicing, and expense workflows
  • Turning spreadsheets into on-demand insights
  • No-code automations that connect your tools
Day 5 — Your 90-Day Rollout

Make it stick

  • Prioritizing quick wins vs. long-term bets for a company, department, or client
  • Governance, brand voice, security, and quality control
  • Rolling AI out to your team or stakeholders without friction
  • Your 90-day plan and what to do Monday morning

Pick a time block that works for you Monday – Friday

Choose 1-on-1 or a small cohort. Every session runs for two hours at the same time Monday through Friday for a 10-hour total for the week.

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Who it's for

  • Owners and operators of small and mid-sized businesses ready to modernize
  • Department leaders and managers inside larger companies asked to do more with less
  • Consultants, coaches, and advisors helping clients implement AI and operations improvements
  • Marketing and ops leads at small teams (5–100 people)
  • Franchisees, agencies, and service businesses competing on speed and customer experience

What you need

  • A laptop with a modern browser
  • Comfort using everyday SaaS tools (email, spreadsheets, etc.)
  • A real business, department, or client function you want to improve — bring your work

Ready to build with AI?

Go 1-on-1 for $499 a week, or join a cohort for $299 a week — same schedule, same curriculum. Pick a time that fits your schedule.

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