Program · Small businesses
AI for Sales & Marketing Funnels (SMB Edition)
A practical program for small businesses that want AI to help with copy, follow-up, and lead qualification — without losing the human relationships that actually close deals.
We focus on a few key funnel stages: capturing the right leads, following up consistently, and keeping your message clear and honest. AI handles drafts and summaries; your team keeps the judgment and the final say.
Program overview · Audio
A short overview of the program: who it's for, what we cover, and how to get the most value out of it as a busy professional.
What your business will be able to do after this program
Less “we should follow up more” and more steady, on-brand communication that supports real sales conversations.
- • Map your actual sales and marketing funnel in plain language — not just what’s in a tool.
- • Use AI to draft landing copy, emails, and content that still sounds like you.
- • Capture better lead info up front, so follow-up is easier and more relevant.
- • Keep a consistent, respectful follow-up rhythm without spamming people.
- • Track a handful of meaningful numbers to see what’s working and what isn’t.
Who this is for
- • Service businesses and B2B SMBs
- • Owners, marketers, and sales leads who wear multiple hats
- • Teams that want better follow-up and clearer messaging without hiring a full-time marketer
What you'll work on
- • Your real funnel: from first touch to booked call/sale
- • Actual lead forms, emails, and pages you already use
- • A small set of AI-assisted workflows you keep running
Curriculum at a glance
Four modules to tighten your funnel with AI as a helper, not a hype machine.
Module 1
Clarifying your funnel & ideal customer
- • Map your real-world funnel: where leads come from and how they convert today
- • Define your ideal customers and “red flag” leads you don’t actually want
- • Spot the biggest drop-off points where AI can help (without adding noise)
Module 2
AI-assisted copy for top-of-funnel & offers
- • Use AI to draft landing page sections, lead magnets, and simple offers
- • Keep copy on-brand and honest instead of overhyped and generic
- • Create a small library of prompts for emails, pages, and social posts
Module 3
Lead capture, qualification & follow-up
- • Design forms and questions that make qualification easier later
- • Use AI to summarize leads and suggest simple next actions
- • Draft follow-up sequences that feel human, not robotic spam
Module 4
Lightweight reporting & improvement loops
- • Track a few meaningful funnel metrics instead of chasing dashboards
- • Review real conversations and results to refine copy and flows
- • Build a small backlog of “next tests” your team can run
1. Clarifying your funnel & ideal customer
Before we add AI, we make sure the funnel itself makes sense for your business.
We start by getting honest about how leads find you today, how they move (or don't) toward a sale, and which customers you actually want more of.
- • Map real channels: referrals, web, social, events, etc.
- • Define your best-fit customers and “no thanks” profiles
- • Identify 1–2 key drop-off points we’ll focus on
- • Decide where AI can help without creating more noise or admin work
Funnel snapshot
You'll leave this module with a one-page funnel snapshot:
- • Your main lead sources and stages
- • A description of your ideal customer
- • 2–3 spots where AI support could move the needle
2. AI-assisted copy for top-of-funnel & offers
Use AI as a drafting partner — you bring the truth, values, and boundaries.
Here we plug AI into your copy workflow: landing pages, emails, and posts. The goal: clearer, more consistent messaging in your voice, not generic AI jargon.
- • Draft or refine a core offer and positioning statement
- • Use AI to generate variations for headlines and sections
- • Create social/email snippets that point back to your funnel
- • Build prompts that help you avoid over-promising
Copy prompt library
We’ll co-create a small library of prompts tailored to your business, like:
- • “Rewrite this in our brand voice: [paste example]
- • “Draft 3 subject lines that are clear, not clickbait”
- • “Turn this idea into a short landing page section”
3. Lead capture, qualification & follow-up
Make it easier to know who’s a good fit — and to follow up like a pro, not a robot.
In this module, we tighten up your forms and first-touch flows, then use AI to summarize leads and draft thoughtful, context-aware follow-ups.
- • Redesign lead forms to capture useful context
- • Use AI to summarize a lead into a short “snapshot”
- • Draft follow-up email templates for different situations
- • Decide what should be automated vs. personally written
Lead snapshot & follow-up kit
You’ll put together a small kit your team can reuse:
- • A “lead snapshot” format (who, need, fit, next step)
- • 3–5 follow-up email starting points
- • Simple rules for frequency and when to stop
4. Lightweight reporting & improvement loops
You don’t need a giant dashboard — just a few numbers and regular check-ins.
Finally, we decide how you’ll measure whether your AI-assisted funnel is actually helping — and how you’ll keep improving without drowning in analytics.
- • Choose 3–6 metrics that really matter for your funnel
- • Set up simple reports or views (weekly or monthly)
- • Use AI to pull insights from small data sets
- • Capture ideas for future tests and experiments
Funnel review ritual
You’ll leave with a short, realistic review ritual:
- • How often you’ll review funnel performance
- • Who needs to be in the conversation
- • How to turn insights into specific copy or flow changes
Format & logistics
Built so you can keep talking to customers while improving how you reach them.
Schedule
- • 3–4 weeks total
- • Weekly live working sessions (60–90 minutes)
- • Async copy and funnel tweaks between sessions
Team
- • 2–8 participants
- • Ideally: owner/GM + sales/marketing lead + one “doer”
- • Private cohorts for a single business
What you leave with
- • A clear funnel snapshot and ideal customer definition
- • AI-assisted copy and follow-up templates
- • A simple reporting and review rhythm your team can keep
FAQ: AI for Sales & Marketing Funnels (SMB Edition)
Questions owners and sales/marketing leads usually ask before inviting AI into the funnel.
Is this going to turn us into a spammy marketing machine?
No. The focus is on clarity and consistency, not volume. We design follow-ups and content that you'd be comfortable receiving yourself — and we'll define clear rules for when to stop or switch to a more personal touch.
Do we need a fancy CRM in place first?
Not necessarily. We'll work from whatever you're using today — spreadsheets, a simple CRM, forms, or inboxes — and suggest upgrades only where they actually help. The core is the funnel thinking and workflows, not the tools.
Can AI handle our whole sales process?
For most small businesses, no — and it shouldn't. AI can help draft copy, summarize leads, and remind you to follow up. Humans should still run the actual conversations, proposals, and decisions. We design with that line in mind on purpose.
How soon will we see results?
Many teams feel the impact quickly in time saved on drafting and follow-ups. Funnel results depend on your traffic and sales cycle, but you'll have a much clearer view of what to watch — and a repeatable way to keep improving.
Ready to let AI support your funnel — without losing the human touch?
This program helps you turn AI into a quiet force-multiplier for your sales and marketing — grounded in how your business really works, not just what a tool demo promises.
If you want to bundle this with AI-Powered Inbox or No-Code Automation for your sales ops, mention that in your note and we'll share track options.