What we cover

62 topics across 13 areas

Every session is built around your business. No session covers everything — we pick what's relevant to you. But here's the full picture.

⚙️

Processes and workflows

→Building an end-to-end email triage process — so enquiries get sorted, drafted, and ready to send without starting from scratch each time
→Setting up a content production process — brief goes in, finished post comes out, consistently, every time
→Building a customer service workflow so your team follows the same process for every complaint, enquiry, or review
→Creating a meeting-to-actions process — notes go in, owners and deadlines come out, formatted the same way every time
→Using AI to build your SOPs — interview your team about how they do something, turn it into a documented repeatable process
→Building a proposal process — client details go in, a structured personalised proposal comes out ready to send
→Setting up a follow-up sequence so no lead goes cold — templated but personalised
→Building an intake process — new client in, brief, file note, and welcome letter out
→Building a shift handover process — consistent every time, takes two minutes
→Setting up a booking enquiry process — enquiry comes in, personalised response goes out
→Building automated workflows that run without you — not just prompts you remember to use, but processes that happen as part of how the business operates
→Mapping your business and identifying where AI can sit inside it permanently, not just as a one-off tool

💻

→Connecting AI to Gmail or Outlook so it drafts replies inside your inbox, not in a separate tab
→Using AI inside Google Docs and Word to edit, rewrite, and format without copy-pasting
→Using AI to write and explain Excel and Google Sheets formulas in plain English
→Using AI to clean, reformat, and organise messy spreadsheet data
→Building Excel and Google Sheets templates and dashboards with AI
→Pulling data from a spreadsheet and asking AI to summarise, spot patterns, and flag what matters
→Connecting AI to your calendar to prep briefs before meetings and summarise actions after
→Using AI with Slack or Teams to summarise threads, draft updates, and keep projects moving
→Using AI with Notion or Confluence to build and maintain your internal knowledge base

⚡

→Using AI with Zapier or Make to build automations that connect your tools without writing code
→Understanding what Zapier, Make, and n8n do and how AI plugs into them
→Connecting AI to the tools your team already uses — so adoption happens naturally, not as extra work
→Setting up MCPs to connect AI directly to your tools
→Using APIs without needing to write code
→Building a simple AI stack for a small business — what you actually need and what you don't

📊

→Connecting AI to your CRM (HubSpot, Pipedrive, Salesforce) so it drafts follow-ups, updates contact notes, and flags stale leads
→Pulling CRM data into AI to personalise every customer response automatically
→Using AI with LinkedIn to research prospects before a call
→Connecting AI to your quoting or proposal tool (PandaDoc, Proposify, Quotient)
→Using AI with e-signature tools (DocuSign, HelloSign) to send contracts faster

💰

→Connecting AI to Xero, QuickBooks, or FreeAgent to summarise financial data in plain English
→Pulling reports from your accounting software and asking AI to explain what they mean
→Using AI with receipt and expense tools (Dext, Hubdoc) to categorise and summarise spending
→Using AI to chase invoices directly from your billing tool
→Using Excel with AI to build cash flow models and spot trends without needing an accountant to interpret them

💬

→Connecting AI to your helpdesk (Zendesk, Freshdesk, Intercom) to draft responses inside your existing support flow
→Using AI with live chat tools so your team responds faster without losing the human touch
→Connecting AI to your review platforms so responses go out the same day, every time

📣

→Connecting AI to your social scheduling tool (Buffer, Hootsuite, Later) so content goes from draft to scheduled in one step
→Using AI with your CMS (WordPress, Webflow, Squarespace) to publish content faster
→Using AI with Canva to generate copy alongside visuals in one workflow
→Using AI with your email marketing platform (Klaviyo, Mailchimp, Omnisend) to build campaigns, flows, and segments

🛒

→Connecting AI to Shopify to manage product descriptions, reviews, and abandoned cart emails
→Using AI with WooCommerce to generate bulk product copy from a spreadsheet
→Connecting AI to your inventory system to automate supplier reorder communications
→Pulling sales data from your ecommerce platform and asking AI to identify patterns and opportunities

🏨

→Connecting AI to your booking system (OpenTable, ResDiary, Booksy) to handle enquiry responses and confirmations
→Using AI with your EPOS or till system reports to understand what's selling and when
→Connecting AI to your review platforms so responses go out the same day, every time

⚖️

→Connecting AI to your practice management software to draft client comms and update records
→Using AI with document management systems (SharePoint, Google Drive) to search, summarise, and extract from large file libraries
→Connecting AI to your time recording or billing tool to turn notes into file entries automatically

🔧

→Connecting AI to your job management software (Jobber, Tradify, ServiceM8) to generate quotes, invoices, and follow-ups
→Pulling job history from your CRM to identify upsell or maintenance reminder opportunities

📌

→Connecting AI to Asana, Monday, Trello, or ClickUp to turn meeting notes into tasks automatically
→Using Excel with AI to build project trackers, resource plans, and status reports that update themselves

✅

→How to evaluate any new AI tool before committing to it
→What to do when AI gets something wrong — building review steps into your processes
→Keeping your data private when using AI tools
→What Claude, ChatGPT, and Gemini are actually good at — and when to use which

Not sure what's relevant to you?

That's exactly what the discovery call is for. We'll figure it out together before we build the session.