Free guide · 8 chapters

The AI Playbook for small business

How to put AI to work in a real business, one process at a time. Written for owners and managers who want results they can check, not hype.

The chapters

  1. Chapter 15 min read

    What AI Can (and Can't) Do for a Small Business Today

    AI can draft, summarize, sort, and answer questions from your own documents, reliably, once you know where its limits are.

  2. Chapter 25 min read

    Find the First Process Worth Handing to AI

    Before you shop for a tool, find the one task worth handing over first. Picking it wrong is why most first attempts stall.

  3. Chapter 37 min read

    Answer Every Customer Fast, Even After Hours

    The business that answers first usually gets the job, not the business that does the best work. Speed is a skill you can build on purpose.

  4. Chapter 46 min read

    Faster Quotes and Follow-Up That Actually Happens

    The job usually goes to whoever answered first, not whoever charged least. Here is how to get a quote out fast and follow up without it feeling like nagging.

  5. Chapter 55 min read

    Get the Know-How Out of One Person's Head

    One person in your business answers most of the hard questions. Here is how to get what they know somewhere the rest of the team, and an AI assistant, can actually reach it.

  6. Chapter 65 min read

    Train Your Team So They Actually Use It

    Buying the tool is the easy part. Here is how to train a team so it is still open a month from now, on the day everything is on fire.

  7. Chapter 76 min read

    Set Simple Rules: Privacy, Accuracy and Risk

    You do not need a legal department to use AI safely. You need four rules on one page and someone who owns them.

  8. Chapter 86 min read

    Measure What Changed, Then Grow

    The point was never to "use AI." It was to answer faster, quote sooner, and get an hour of your week back. Here is how to check if that happened.

How to use this playbook

  • · Read it in order the first time. Each chapter builds on the one before.
  • · Every chapter ends with something to do this week, not someday.
  • · The free tools linked along the way run on your own numbers.

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