Scaling Up with Smarter Tech: How AI helps the little guy Compete!

Introduction & Objectives
– Define scalability challenges for SMBs and set workshop goals.

AI Landscape & Trends
– Overview of the latest AI capabilities (LLMs, generative vision, function calling, agents).

Automating Core Operations
– Workflow automation (Zapier AI, Power Automate AI Builder), document processing, task routing.

AI-Driven Marketing & Sales
– Generative content (ChatGPT, Jasper), personalized email campaigns, predictive lead scoring.

Smart Finance & Analytics
– Automated bookkeeping (QuickBooks AI), AI forecasting, real-time dashboards with embedded ML insights.

AI for HR & Talent Management
– AI screening tools, virtual onboarding assistants, adaptive training programs.

Hands-On Tool Demos
– Live walkthroughs: ChatGPT Plugins, Midjourney for brand assets, Gong for sales coaching.

Implementation Roadmap
– Building your AI pilot: vendor selection, change management, measuring ROI.

Security, Privacy & Ethics
– Data governance, bias mitigation, compliance best practices.

Q&A, Case Studies & Next Steps
– Real-world SMB success stories and action plans for attendees.