AI Strategy Session

AI Strategy Session for Small Business Owners

Future-proof your business in just half a day. Our AI Strategy Session is designed for small business owners and their teams who want to harness the power of artificial intelligence without the overwhelm.

In this hands-on, practical workshop, we’ll:

• Uncover Your Key Systems – Together, we’ll identify the processes that drive your business (sales, marketing, operations, customer service, bookkeeping, etc.).
• Map Your Processes – We’ll visualize how information flows in your company so you can see exactly where AI can deliver the most impact.
• Choose the Right AI Model – No one-size-fits-all. We’ll match your business with the best AI tools, platforms, and models.
• Craft Custom Prompts – You’ll walk away with prompts built for your workflows, not generic templates.
• Outline Your Database & Knowledge Base – From CRMs to document libraries, we’ll clarify what your AI agent needs to “know” to serve you well.

AI Strategy Outcome:

By the end of the session, you’ll have a clear, actionable AI strategy and roadmap tailored specifically to your business—plus the confidence to start integrating AI immediately.

This isn’t theory. It’s a working session that leaves you with a plan you can actually implement.

????️ Half-Day Workshop Outline

AI Strategy Session (Half-Day | 4 Hours)

AI Session 1: Orientation & Vision (30 mins)

• Quick intro to AI in business (practical, not hype).
• Clarify your goals: what do you want AI to accomplish?
• Examples of AI in small business.

Session 2: Systems & Process Mapping (60 mins)

• Identify your 3–5 most critical business systems (marketing, sales, ops, customer service, finance).
• Map workflows visually: where’s the bottleneck? Where’s the repeatable work?
• Prioritize top AI opportunities.

Break (15 mins)

Session 3: AI Model & Tool Selection (60 mins)

• Understanding model types: GPT, Claude, Gemini, specialized AI.
• Choose the right platform for your business size, budget, and needs.
• Align tool capabilities with your mapped processes.

Session 4: Prompts, Data & Next Steps (75 mins)

• Build a prompt library tailored to your workflows.
• Identify the data sources your AI needs (CRM, docs, spreadsheets, SOPs).
• Create your AI action plan (what to do in the next 30 days, 90 days, and 1 year).

Wrap-Up & Q&A (15 mins)

• Recap your personalized AI roadmap.
• Next-step recommendations.
• Open Q&A for your team.