Free 90-minute workshop: 60 minutes of teaching and practice, followed by 30 minutes of Q&A
By the end of this workshop you’ll leave with…
Ideas for taking time-consuming tasks off your plate so you have more room for clients and running your business
Ways to use AI to explore options and spot opportunities you might otherwise miss
More confidence getting useful responses without spending hours figuring out what to ask
A better sense of which AI tools deserve your time and where to draw the line
Workshop Overview
I’m a business coach who loves anything that streamlines and strengthens a business. Right now AI is one of the biggest tools for that.
I’ll share how I help my clients use AI to save hours each week and uncover insights they would have struggled to find on their own.
We will walk through practical examples in three different areas of your business. You’ll then use a short AI Opportunity Audit to identify and compare possibilities in your own business.
We’ll discuss boundaries around privacy, human review, client interactions, and the work I will not hand over to AI.
Your registration answers will help shape the live demonstrations. There will also be time to try something yourself, so bring a recurring task you’d like help with!
What You Will Learn
How to spot a worthwhile AI opportunity
Identify recurring tasks where AI could save time, reduce repetitive work, or help you follow through more consistently. Use a short AI Opportunity Audit to compare potential benefits, effort, and how likely you are to use the new process.
What useful AI workflows look like in practice
Watch live demonstrations shaped by registrants’ interests. See how everyday business tasks can become easier to manage with AI’s help.
How to talk to AI without overthinking your prompts
Learn how to explain what you need and get better responses without worrying about finding the perfect words or following a complicated formula.
How to apply what you’ve learned to your own work
Try a task during the session and choose one practical use to continue testing that week.
How to choose a main platform and use others when they fit
A practical approach to choosing one tool as your home base and deciding when and where others make the most sense.
How to use AI with sensible boundaries
Consider privacy, client confidentiality, and the human judgment needed throughout the process.
Who This Session Is For
This workshop is designed for:
- Independent consultants, coaches, and advisors
- Solo professional service providers
- Fractional leaders and small firm owners
- Business owners who have tried AI and want to use it more effectively
- Those who are curious about AI and want a practical place to begin
You don’t need technical expertise or polished prompts. Simply bring a recurring task or process you want to improve.
Your Workshop Resources
Participants will receive:
The Mini AI Opportunity Audit
A process to help you identify where AI could save time or improve follow-through in your business, compare your options, and choose what to work on first.
The About My Business interview prompt:
A guided conversation to help you build your own Business Blueprint for use with any AI platform. No more having to recreate and repeat what you do.
The AI for Your Business Workshop Companion:
A comprehensive worksheet covering the session’s key ideas with space to capture notes and plan how you’ll apply them.
Continue The Conversation
This workshop is part of the 2026 Strategic Advisor Series, designed to help solo professionals build stronger, more profitable businesses.
October’s session focuses on using AI to support the everyday work of running a business. Whether you’ve attended previous sessions or this is your first, you’ll leave with practical ideas you can put to work right away.
A Word Of Caution
I take concerns about AI’s broader risks and its future impact seriously. You may have some of those concerns yourself.
My focus here is on helping you make informed choices about using AI in your business. That includes deciding where you’re comfortable using it and what you will never hand over to it.
The examples will reflect my experience as a business owner and coach; your business may have additional confidentiality or professional requirements to consider.
Reserve Your Spot
Wednesday, October 28 • 12pm ET
You’ve got plenty to do. Let’s find out how much of it AI can help with! Register for this free workshop today.
"*" indicates required fields
