What we cover

73 topics across 14 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 💻Productivity and office tools ⚡Automations and integrations 📊CRM and sales 💰Finance and accounting 💬Customer service and support 📣Marketing and content 🛒Ecommerce 🏨Hospitality and bookings ⚖️Professional services 🔧Tradespeople and field teams 📌Project management 🎓Research and training organisations ✅Getting AI right

⚙️

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

💻

Productivity and office tools

→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 NotebookLM to turn your own documents, reports, and research into a private AI you can query and interrogate

⚡

Automations and integrations

→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

📊

CRM and sales

→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

💰

Finance and accounting

→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

💬

Customer service and support

→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

📣

Marketing and content

→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

🛒

Ecommerce

→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

🏨

Hospitality and bookings

→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

⚖️

Professional services

→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

🔧

Tradespeople and field teams

→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

📌

Project management

→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

🎓

Research and training organisations

→Building automated content pipelines that transform source material into structured, multi-format study content
→Using text-to-speech to produce narrated lessons and audio study materials at scale
→Rendering study videos automatically — synchronised narration, on-screen steps, and embedded diagrams without manual editing
→Generating printable revision materials — formula sheets, worked steps, and answer keys — directly from source content
→Using NotebookLM to build research assistants from your own documents, papers, and institutional knowledge
→Automating the full course production cycle from a single source — one pipeline, multiple output formats, no manual repetition

✅

Getting AI right

→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, Gemini, and Copilot are actually good at — and when to use which
→How to make sure your business doesn't become dependent on AI — keeping humans in control of the decisions that matter
→How to become economical with AI — understanding which models to use for which use cases, how many tokens in vs tokens out, and getting more from less
→How to use local models on your own infrastructure — keeping data in-house and reducing ongoing costs
→How to build your own models — when it makes sense and how to get started

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.

Have a chat with Virgil →