For small businesses

Training programs for small businesses implementing AI into daily workflows

Practical, time-respectful programs for owners, operators, and small teams who want AI to help with real work — inboxes, docs, customers, and decisions — without hiring a full AI team or rebuilding everything at once.

Beginner

AI Starter Kit for Small Teams

Set up core AI tools for your small business, and give your team a shared playbook for safe, useful everyday usage.

  • Picking the right tools for a small team
  • Setting up accounts, access, and simple guardrails
  • Everyday workflows: email, docs, and quick research
  • A simple “how we use AI here” playbook
Beginner

AI-Powered Inbox, Docs & Meetings

Use AI to tame email, documents, and meetings — without changing all your systems at once.

  • Summarizing long threads and docs
  • Drafting replies and routine messages
  • Turning meetings into notes and action lists
  • Lightweight templates your whole team can reuse
Beginner

Simple AI Helpdesk & FAQ Setup

Stand up a basic AI-powered FAQ or helpdesk assistant that actually reflects how your business works.

  • Collecting and cleaning starter FAQ content
  • Setting up an internal or external Q&A assistant
  • Hand-off patterns to humans when AI isn’t sure
  • Measuring whether it’s actually helping customers
Intermediate

No-Code Automation for Small Businesses

Connect the tools you already use with no-code automation and AI, so routine work happens without chasing tabs.

  • Mapping a few high-value workflows end-to-end
  • Using tools like Zapier/Make with AI in the loop
  • Designing human-in-the-loop approvals and checks
  • Documenting automations so they survive turnover
Intermediate

AI for SOPs & Operations Playbooks

Turn how-you-really-work into living SOPs and playbooks your team can follow and keep up to date.

  • Capturing processes from people’s heads and screens
  • Using AI to draft and improve SOPs and checklists
  • Publishing to tools like Notion, ClickUp, or Google Docs
  • Setting light review cadences so things don’t rot
Intermediate

AI for Sales & Marketing Funnels (SMB Edition)

Use AI to support outreach, follow-ups, and content without spamming or turning into a content farm.

  • Drafting emails, posts, and simple landing copy
  • Repurposing content across channels sanely
  • Using AI to research prospects and segments
  • Keeping messaging consistent with your real voice
Advanced

Owner Dashboard & Decision Co-Pilot

Give the owner or leadership team a clearer view of the business — with AI helping synthesize, not just summarize.

  • Connecting basic metrics from tools you already use
  • Using AI to write short weekly business reviews
  • Scenario prompts for pricing, hiring, and investment decisions
  • Keeping a written decision log you can revisit later
Advanced

AI Assistant Stack for Small Teams

Design a small, maintainable “assistant stack” that supports ops, sales, and internal questions.

  • Identifying 2–3 assistants that really matter
  • Choosing where they live (chat, docs, internal tools)
  • Basic guardrails and access control for a small org
  • Simple metrics so you know it’s working
Advanced

Lightweight Data & Reporting with AI Tools

Use AI on top of the data you already have to produce clearer reports and decisions — without a full data team.

  • Pulling exports from tools you already use
  • Using AI to clean up and interpret simple reports
  • Designing recurring summaries for owners & managers
  • Knowing when you’ve outgrown spreadsheets + AI