AI PLAYBOOK: Practical AI Adoption for Your Role
Your step-by-step guide to identifying, piloting, and scaling AI in your business—based on 55+ workshops and real implementations with SMB teams.
PICK YOUR ROLE
[Office Managers & Admins]
Common Tasks: Follow-ups, scheduling, intake forms, meeting notes, email management
AI Quick Wins: Automate reminders, turn meeting notes into tasks, reduce manual data entry
30-Day Impact: Save 5+ hours per week
90-Day Roadmap: Full intake automation + AI-assisted scheduling
[Marketing Teams]
Common Tasks: Content creation, research, email campaigns, social media, personalization
AI Quick Wins: Generate content 40% faster, personalize at scale, research-to-campaign automation
30-Day Impact: Reduce content creation time by 40%
90-Day Roadmap: Full campaign automation + AI content assistant
[Sales Teams]
Common Tasks: Lead qualification, proposal writing, follow-ups, deal tracking, pipeline management
AI Quick Wins: Automate lead scoring, write proposals faster, AI-assisted follow-ups
30-Day Impact: Save 3+ hours per week on admin work
90-Day Roadmap: Full pipeline automation + AI sales assistant
[Healthcare & Dental Offices]
Common Tasks: Patient communications, scheduling, administrative burden, notes, intake
AI Quick Wins: Automate patient reminders, reduce admin burden, improve communication
30-Day Impact: Save 4+ hours per week on scheduling & reminders
90-Day Roadmap: Full patient communication automation + AI intake
[Professional Services (Accounting, Legal, Consulting)]
Common Tasks: Document review, client onboarding, billing summaries, research, correspondence
AI Quick Wins: Automate document summaries, faster client onboarding, reduce billable admin time
30-Day Impact: Save 5+ hours per week on document work
90-Day Roadmap: Full document automation + client communication AI
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HOW TO USE THIS PLAYBOOK
1. **Find Your Role** — Select your position above
2. **Identify Your Quick Wins** — See what you can implement in 30 days
3. **Plan Your 90-Day Roadmap** — Build a realistic adoption path
4. **Book Your AI Readiness Call** — We'll help you prioritize and get started
Ready to start? [Book a Call] or [Join the Monthly Workshop]
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Questions? We've delivered 55+ workshops and helped 100+ SMBs adopt AI practically.
Let's figure out what works for your team.