Series · One part every Monday
AI for small business, step by step
A practical series for owners who want results from AI, not experiments: where it helps, where it does not, how to start with one workflow and how to measure whether it paid back.
How it will work
- Six short parts, one decision each: what to automate, for whom, with which tool and how to judge it.
- Every part includes a worked example and a one-page checklist.
- No hype: each part also says where a person should stay in charge.
The case
The first part helps you choose the one workflow worth automating first. The related guides below cover sales agents, workflow automation and measuring what matters.
The outline
6 parts, one every week.
The first part is planned for Mon Oct 26 and the last for Mon Nov 30. Titles and dates may change as I write. Each part links here as soon as it is published, and the series calendar shows all five series together.
- 01Where AI helps a small business, and where it does notMon Oct 26
- 02AI for sales: follow-up that never forgetsMon Nov 2
- 03AI for operations: reports, schedules and checklistsMon Nov 9
- 04AI for customers: answers and onboardingMon Nov 16
- 05Measuring the return: hours saved, errors avoided, revenue wonMon Nov 23
- 06Risks, privacy and a one-page AI policyMon Nov 30
Be first
Get each part when it is published.
One short email per part. No spam. You can also suggest what the series should cover.
General information, not legal advice. Check privacy and employment rules with a qualified professional before putting customer or employee data into any AI tool.
Read meanwhile
Guides that already cover parts of this.
AI Agents for Sales: The Intern Who Never Sleeps
AI agents can answer leads at 2 a.m., follow up on day three and update your CRM. Here is how to hire one without creating a mess.
Interactive tool: Is your sales process ready for an AI intern?
21
Automate the Boring Stuff: 7 Workflows Every Small Business Should Run on Autopilot
Seven repetitive workflows that quietly eat your week, and how to hand them to automation.
Interactive tool: How many hours could you get back?
01
Data-Driven Project Management: Measure What Moves the Result
Data does not manage projects, people do. How to pick the few numbers that change decisions, collect them without drama and act on them every week.
Interactive tool: Is your project data-driven?
25
Shipping SaaS Without Chaos: Project Management for Tech Teams That Move Fast
Fast teams do not skip structure. They keep just enough of it. A practical look at Scrum, Agile and AI in small tech teams.
Interactive tool: Work-in-progress check
04
Change Management: Why Good Projects Fail at the People Part
The system works, the plan was perfect, and nobody uses it. Change management closes the gap between delivered and adopted.
Interactive tool: Change readiness check
More in the guides library and the free templates. Also coming: One project, step by step, through the PMBOK lens, Project Focus for business success, Construction project management, from a civil engineer's desk, Utah business, run like a project.
Next step
Let's find the project that moves your business.
Tell me where things are stuck. I will tell you which project I would start with.