BIC 004 - AI for Small Business: Leveraging Artificial Intelligence to Grow, Streamline & Scale Your Business

Course Description

4 Sessions

Artificial Intelligence (AI) is no longer reserved for large corporations with dedicated technology teams. Today, affordable and accessible AI tools enable entrepreneurs and small business owners to streamline operations, improve productivity, strengthen marketing efforts, enhance customer experiences, and make better business decisions.

The AI for Small Business series is a practical, hands-on program designed specifically for entrepreneurs, startups, and established small businesses seeking to integrate AI into their daily operations. Participants will explore real-world AI applications that simplify administrative tasks, improve financial management, automate workflows, create compelling marketing content, and strengthen sales strategies—all while learning to use AI responsibly and ethically.

Each interactive session combines demonstrations, guided exercises, and practical takeaways that participants can implement immediately within their businesses.

Learning Objectives

By the end of this program, participants will be able to:

• Understand how AI can improve day-to-day business operations.
• Utilize AI tools to automate repetitive administrative tasks.
• Improve business planning and financial decision-making using AI.
• Create high-quality marketing content using generative AI.
• Build AI-assisted sales and customer outreach strategies.
• Develop efficient business workflows that save time and reduce costs.
• Apply responsible and ethical AI practices in business.

Please see below the series descriptions for the four sessions that make up each series.

Session 1

Stop Scaling the Mess: Fixing Your Daily Routines and Business Math with AI Today

Growing businesses often struggle because inefficient processes and poor financial tracking become bigger problems as the business expands. This hands-on workshop helps entrepreneurs organize daily operations while strengthening their understanding of essential business finances before applying AI tools.

Participants will learn how AI can transform scattered ideas into clear operating procedures, automate repetitive workflows, and support more informed business decisions. The session also emphasizes understanding financial fundamentals because successful AI implementation depends on accurate business data and sound financial practices.

Participants will leave with practical workflow templates, process documentation, and financial planning tools ready for immediate implementation.

Topics Covered

• Introduction to AI for business operations
• Creating Standard Operating Procedures (SOPs) with AI
• Documenting daily business workflows
• Business planning fundamentals
• Understanding pricing, profit margins, and cash flow
• Avoiding common financial mistakes
• AI-assisted budgeting and forecasting
• Building operational checklists
• Using AI to simplify recurring business tasks

Hands-On Activities

• Map one business process using AI
• Create a workflow guide
• Analyze pricing and profitability
• Build a customized operational checklist

Learning Outcomes

Participants will:

• Organize business operations more efficiently.
• Improve financial decision-making.
• Create AI-assisted operating procedures.
• Save time through workflow automation.

Session 2

Stop Doing It Manually: Administrative Efficiencies Your Team Can Unlock with AI Today

Administrative responsibilities consume valuable time that could otherwise be invested in growing a business. This practical workshop demonstrates how AI can automate routine office tasks, improve internal communication, organize information, and increase team productivity.

Participants will explore accessible AI tools that simplify scheduling, email management, document creation, meeting summaries, customer communications, and project management.

Topics Covered

• AI productivity tools for small businesses
• Automating emails and customer communications
• Calendar and meeting management
• AI-generated meeting notes and summaries
• Document creation and organization
• Workflow automation
• AI-powered project management
• Customer relationship management support
• Time-saving productivity techniques

Hands-On Activities

• Automate an email workflow
• Generate meeting summaries
• Build AI prompts for administrative tasks
• Create reusable administrative templates

Learning Outcomes

Participants will:

• Reduce administrative workload.
• Increase operational efficiency.
• Improve internal communication.
• Implement AI-powered office workflows immediately.

Session 3

The Hands-On AI Playbook: Responsible Creation Across Words, Sites, Visuals & Sound

Generative AI is transforming how businesses create content, communicate with customers, and build digital brands. This immersive workshop explores AI-powered content creation across multiple formats—including written content, websites, graphics, presentations, videos, and audio.

Participants will also learn best practices for prompt engineering, copyright considerations, search engine optimization (SEO), responsible AI usage, and maintaining authentic brand identity.

Topics Covered

• Introduction to generative AI
• Prompt engineering fundamentals
• AI writing assistants
• AI website creation
• AI-generated graphics and visual content
• AI for presentations and social media
• AI-generated audio and music
• Responsible and ethical AI
• Copyright, privacy, and intellectual property
• Maintaining originality and avoiding AI misuse

Hands-On Activities

• Write marketing content using AI
• Generate branded visuals
• Build a simple webpage
• Create multimedia marketing assets

Learning Outcomes

Participants will:

• Produce professional business content using AI.
• Improve branding and digital presence.
• Apply responsible AI practices.
• Select the right AI tools for creative projects.

Session 4

AI Handles the Grunt Work So You Can Focus on Sales Strategies & Client Relationships

AI is revolutionizing both marketing and business-to-business (B2B) sales by helping organizations identify prospects, personalize outreach, analyze customer data, and improve sales performance.

This workshop demonstrates how entrepreneurs can leverage AI throughout the marketing and sales pipeline—from market research and content creation to lead generation, customer engagement, and sales forecasting.

Participants will gain practical experience using AI to build stronger client relationships while allowing automation to handle repetitive marketing and sales tasks.

Topics Covered

Marketing

• AI-powered audience research
• Customer personas
• Marketing strategy development
• Content ideation
• SEO optimization
• Paid advertising support
• Campaign performance analysis

Sales

• B2B prospect research
• LinkedIn AI strategies
• Personalized outreach campaigns
• Lead scoring
• Sales forecasting
• CRM enhancements
• Call transcription and coaching
• Relationship management

Hands-On Activities

• Build a customer persona
• Create an AI-generated outreach campaign
• Develop LinkedIn messaging
• Analyze sales opportunities using AI

Learning Outcomes

Participants will:

• Improve B2B marketing effectiveness.
• Increase lead generation.
• Strengthen customer engagement.
• Create AI-assisted sales strategies.
• Build personalized outreach campaigns.

Recommended AI Tools Introduced Throughout the Program

Participants will gain exposure to a variety of widely used AI platforms, including:

• ChatGPT
• Microsoft Copilot
• Google Gemini
• Claude
• Canva AI
• Grammarly
• Notion AI
• Perplexity AI
• Otter.ai
• Fireflies.ai
• Gamma
• DALL·E

LinkedIn AI features