Build vs Buy: Evaluating Tools & Total Cost
Build vs Buy: Evaluating Tools & Total Cost Understand the real costs of building vs. buying a new tool Stay focused on outcomes—not feature lists Plan rollout timelines, budgets, and training Avoid mistakes you’ll regret later with a clear, honest checklist Create a plan that accounts for your time, team, and goals Where You Are […]
Training Your Team: SOPs, Playbooks & Office Hours
Training Your Team: SOPs, Playbooks & Office Hours How to take inventory of your current processes and tools Why better team training starts with clear business outcomes A 30–60–90 day framework to document and roll out SOPs and playbooks Strategies for team adoption, training habits, and change management How owners can stay involved without micromanaging […]
AI Governance for SMBs (Privacy, Security, Risk)
AI Governance for SMBs (Privacy, Security, Risk) Common AI risks that can affect your business (even if you aren’t technical) Easy privacy and security basics to put in place now Habits and tools that protect your business and your customers What to ask vendors and staff when using AI platforms How to build AI confidence […]
Change Management: Helping Teams Adopt AI
Change Management: Helping Teams Adopt AI Understand how to assess where your business stands today Learn how to align AI initiatives to outcomes, not just shiny features Use a simple planning framework to prioritize efforts Define roles, budgets, and risks before launching new AI initiatives Build a human-first change management plan for smooth adoption Adopting […]
Build an AI Roadmap for Your Small Business
Build an AI Roadmap for Your Small Business How to assess your business for AI readiness How to define clear outcomes instead of chasing fancy features A simple way to prioritize AI opportunities A 30-60-90-day action plan to get started Tips to manage change with your team Practical risk, budget, and training considerations Where You […]
When to Hire an AI Automation Consultant
When to Hire an AI Automation Consultant How to assess your current workflows and tools before automating Why it’s better to focus on outcomes, not software features How to prioritize automation projects based on real impact What a simple 30–60–90 day automation plan looks like What to expect from an AI consultant—and when it makes […]
AI Strategy & Coaching — Hub
AI Strategy & Coaching — Hub Who this is for, and how it helps business owners and managers succeed Simple AI improvements for operations, marketing, and customer experience Quick-start projects and first wins using tools you already have The kind of data you need to begin — and where it already lives How to protect […]
Designing Reliable Workflows: Errors, Retries & Alerts
Designing Reliable Workflows: Errors, Retries & Alerts What makes a workflow reliable (and what breaks automations most often) How to handle errors and retries in plain English—no code required Easy alert setup so problems don’t go unnoticed Ideas you can implement even if you’re new to automation Common pitfalls and how to avoid them What […]
Connecting Your CRM to Your AI Stack (Lead Capture to Close)
Connecting Your CRM to Your AI Stack (Lead Capture to Close) What clean data in your CRM looks like—and why that matters. How AI tools can help capture leads across forms, chat, and calls. What it means to standardize, deduplicate, and normalize contacts. How to make sure sales handoffs and lifecycle stages actually reflect reality. […]
Passing Data Between Apps: A Plain‑English Guide
Passing Data Between Apps: A Plain‑English Guide What “passing data between apps” really means Why it’s worth understanding as a business owner A few easy-to-implement wins Examples of simple workflows Tips on staying safe and efficient What to watch out for and how to move forward What Does It Mean to “Pass Data Between Apps”? […]