Scale & Business Systems · Automate with AI
AI Business Transformation Capstone
Complete your AI Implementation Playbook as a graduation artifact and receive your SMB AI Business Academy certification.
12 lessons · 795 minutes
Before starting: Completion of most Scale & Business Systems courses, including CRM & Client Management Setup · A CRM with live pipeline data to build on
Start courseWhat you walk away with
- Assemble one documented client acquisition system spanning ICP, positioning, outreach, closing, and retention
- Execute a 30-day sprint against planned targets with weekly review checkpoints
- Document the final system so another person could operate it
- Present the capstone for certification review
- An automation map for one repeated handoff, with exceptions, an owner, and a review step. Every artifact saves to your workspace, so you keep it after the course ends.
- A knowledge-check quiz and a visual walkthrough inside every one of the 12 lessons, about 13 hours of guided work.
- Most lessons close with a checklist, template, or do-it-this-week task, so progress shows up in your work, not just in the app.
Capstone Overview -- What You'll Build
Assemble everything you've learned into one revenue-generating machine that scales your SMB without burning you out -- integrating ICP, outreach, conversion, retention, and AI systems.
System Assembly: ICP + Positioning + Channel
Review and refine your Ideal Customer Profile, positioning, and channel strategy using real data from your sales activity -- connect these pieces into a cohesive front-of-funnel system.
System Assembly: Outreach + Sequences + CRM
Audit your outreach sequences and CRM pipeline, then connect them with AI automation to create a reliable engine for generating new client conversations -- ready for your growth sprint.
System Assembly: Discovery + Proposals + Closing
Build your conversion engine -- the documented process that turns sales conversations into signed contracts -- by refining your discovery calls, proposals, and closing flow.
System Assembly: Retention + Expansion + Advocacy
Close the loop on your business growth system by reviewing and strengthening your customer onboarding, health monitoring, expansion opportunities, and advocacy engine -- turning happy clients into your best sales channel.
The 30-Day Sprint: Planning Your Targets
Move from planning to execution by defining your top 2-3 priorities, setting measurable 30-day targets, and building a daily action plan you can stick to -- using the ICE and SMART frameworks.
Week 1 Execution & Review
Conduct your first weekly sprint review to capture real data, diagnose system friction, and make actionable course corrections for Week 2 -- turning execution into insight.
Week 2 Execution & Review
Optimize your outreach based on two weeks of data, identify bottlenecks in your funnel, and plan how to scale what's working to build a predictable client pipeline.
Week 3 Execution & Review
Scale what's working while maintaining quality, analyze discovery call patterns, and maintain client relationships during your growth sprint.
Week 4 Execution & Review
Complete your 30-day acquisition sprint by documenting results, analyzing ROI, capturing lessons learned, and transitioning to a sustainable weekly rhythm for your small business.
Final System Documentation
Learn how to document your complete AI-powered business growth system -- creating the living playbook that allows you to hire, scale, and step away from day-to-day operations.
Certification Presentation & Review
Complete your AI Business Academy journey by presenting your documented acquisition system, reviewing your 30-day sprint results, and earning your certification as an AI-Powered Business Operator.