Automate with AI
Scale & Business Systems
Build the systems, infrastructure, and AI-powered processes that let your business grow beyond what you can manage manually.
12 courses
What you walk away with
- Stand up the operating systems a growing business runs on: CRM, dashboards, automation, finance reporting, and project management
- Automate intake, quoting, scheduling, reporting, and follow-up with a stack under $100 per month
- Turn raw business data into weekly decisions on pricing, pipeline, and cash flow
- Hire, onboard, and manage early team members with structured AI-assisted processes
- Leave with working artifacts: configured CRM, analytics playbook, automation blueprint, and implementation playbook
CRM & Client Management Setup
Choose and configure a CRM that fits your business - from generic tools to AI-native CRMs - and build a client data system that scales.
10 lessons
AI Analytics & Business Intelligence
Build dashboards and reporting workflows that surface the metrics that matter most for scaling your business.
10 lessons
Business Process Automation
Identify and automate the five processes every SMB should automate - intake, quoting, scheduling, reporting, and follow-up.
10 lessons
Team Building & Hiring with AI
Use AI to write job descriptions, screen candidates, structure interviews, and onboard new team members.
8 lessons
Your AI Implementation Playbook
Build the sales playbook matching your stage (from zero, established, scaling past 50 customers): five core questions, a one-page personal acquisition system, and a signed 90-day commitment contract.
10 lessons
Financial Reporting & AI
Use AI to generate financial summaries, analyze profitability, prepare for tax season, and track business performance metrics.
8 lessons
Legal Basics for SMBs Using AI
Understand contracts, IP considerations, and regulatory basics as they apply to AI-generated content and AI-built tools - not legal advice, but informed preparation.
7 lessons
Business Finance & Tax Preparation
Organize financial records with AI, prepare for tax filings, and build simple financial models for planning - in partnership with your accountant.
7 lessons
AI-Powered Project Management
Use AI to plan projects, assign tasks, track progress, and communicate status - without adding management overhead.
8 lessons
Brand Identity & AI
Use AI to audit, refine, and consistently apply your brand identity across all customer touchpoints and content types.
8 lessons
Partnerships & Strategic Growth
Make your first sales hire with confidence: pick SDR, AE, fractional, or VA with the first-hire matrix, then run interviews, a 30-day onboarding playbook, ramp expectations, and compensation design.
10 lessons
AI Business Transformation Capstone
Complete your AI Implementation Playbook as a graduation artifact and receive your SMB AI Business Academy certification.
12 lessons