Stay Competitive: Unlock AI's Potential for Your Small Business

Are you struggling to keep up with the demands of running a small business? Do you wish you had more time to focus on growth rather than getting bogged down by daily tasks?

AI Assessment and Roadmap Workshop for Small Business Leaders

Non-Technical / Hands-On Workshop for Small Business Owners

The question is no longer "should we adopt AI?" but "how quickly can we operationalize it before competitors lock in structural advantages?"

Why This Workshop?

Leveraging AI for Small Business Capacity Building

Forward-thinking leaders know that integrating Artificial Intelligence (AI) is now a core management strategy for staying competitive. This workshop empowers you to build a strategic roadmap for AI adoption—aligning automation with your business goals and operational priorities.


In just three hours, you’ll learn how to identify high-impact opportunities, design AI-driven solutions tailored to your management challenges, and implement best practices for responsible, scalable deployment.


Walk away with a clear, actionable assessment and plan to leverage AI as a powerful driver of growth, efficiency, and long-term strategic advantage.

Nonprofit team are sitting around a table reviewing a strategy plan.

Tailored for Small Business

Non-Technical Workshop

Hands-On/Practical

“Small businesses that integrate AI into their workflows will unlock unprecedented productivity and agility, essential for thriving in today’s market.”

Ginni Rometty, Former CEO of IBM

Workshop Overview

• Objective:

Empower small business leaders to strategically harness AI and agentic automation by developing a clear, actionable personalized roadmap/assessment that drives measurable growth, efficiency, and competitive advantage for their business.


Comprehensive Review of your Business Functions / Standard Operating Procedures (SOPs) to provide a framework to assess how AI can be integrated.


• Target Audience:

For-Profit/Non-Profit Small Business Founder / Owner / CEO / President  / Executive Director / Management


• Duration:

3 hours + working lunch

Register Today

Limited seating - 20 companies per workshop

Business Functions / Standard Operating Procedures (SOPs)

Sales & Marketing

Finance & Accounting

HR & Recruiting

Operations & Inventory

What You Will Gain

Accelerated Productivity Gains through AI Automation

Small businesses that adopt AI-powered automation report productivity increases of up to 40%.

Enhanced Customer Experience and Engagement

95% of small businesses using AI for customer service report improved response quality, with over 92% experiencing faster issue resolution.

Strategic Roadmap for AI Adoption and Implementation

This workshop guides you through creating a clear, actionable roadmap/assessment aligned with your management priorities and business goals. 

Improved Decision-Making through Data Driven Insights

The workshop demonstrates how to leverage AI tools for sales forecasting, customer segmentation, financial analysis, and workforce planning.

Addressing Labor Shortages and Enhancing Workforce Productivity

The workshop explores how AI agents can handle administrative tasks such as scheduling, recruitment screening, and routine communications, reducing the burden on your staff.

America's AI Future Runs Through Small Business

Win the Global AI Race

Now The White House's America's AI Action Plan declares AI dominance "a national security imperative," and experts warn China may already be years ahead in deploying AI at scale. Every small business that delays adoption widens the gap America cannot afford to lose.

Your AI Decision Is a National Security Decision

Small businesses generate 43.5% of U.S. GDP and create 9 of every 10 new jobs — making your adoption choice a direct input to America's economic security. Waiting is no longer neutral; in the AI era, standing still means falling behind, for your business and for the country.

Close the Productivity Gap Before Competitors Do

U.S. small businesses operate at just 47% the productivity of larger firms — and the AI tools to fix that are available today. Companies already deploying AI report 30% productivity gains on key use cases; those that wait will be outpaced by competitors who didn't.

Strengthen Supply Chains Before the Next Disruption

The Pentagon is actively recruiting small businesses into its Trusted AI Defense Industrial Base — but the window to position your firm is closing fast. AI-ready manufacturers, logistics providers, and suppliers are reshoring production now; the rest risk being locked out of the next decade of contracts.

Claim Your Share of the Innovation Pipeline

The reauthorized SBIR/STTR program has deployed $81+ billion to small businesses and just launched $30 million Strategic Breakthrough Awards — but only AI-ready firms can compete. The funding is moving; the question is whether your business will be ready to capture it.

Build an AI-Ready Workforce While Training Is Subsidized

NSF's "AI-Ready America" hubs are launching now, and the AI Action Plan just made AI training tax-free for employers. These incentives won't last forever — firms that upskill today will own the talent advantage tomorrow.

Harden Your Defenses Against AI-Powered Cyber Threats

Ransomware drives 88% of small business breaches, and AI-powered phishing is 4.5x more effective than traditional attacks — meaning attackers have already upgraded. Small businesses that don't adopt AI-enabled defenses aren't just at risk; they're the soft targets adversaries are hunting right now.

Workshop Outline

  • Introduction to AI in Small Business
  • Assessing Your Company’s Business Functions
  • Company SOP Review/Development Exercises
  • Planning and Implementing AI Integration
  • Laptop Required to Complete Exercises

Registration Includes

  • 2 individuals per small business
  • Participant workbook - Interactive exercises
  • Continental breakfast
  • Working lunch
  • Comprehensive assessment report

Limited seating - 20 companies per workshop

Why Now?

29%

Small businesses with an explicit AI strategy

95%

Using AI for customer service report improved response quality

40%

Small businesses that adopt AI-powered automation report productivity increases

91%

Small businesses already using AI report higher sales

Workshop Locations

Cities
Washington, DC New York, NY Atlanta, GA
Chicago, IL Philadelphia, PA Los Angeles, CA
Huntsville, AL Dallas, TX Baltimore, MD
Detroit, MI Charlotte, NC Houston, TX
Richmond, VA Oakland, CA Miami, FL
San Diego, CA Tampa, FL Nashville, TN
Phoenix, AZ Columbus, OH San Francisco, CA
Austin, TX Boston, MA San Antonio, TX
Register Today

Limited seating - 20 companies per workshop

Why AI Matters for Small Business

“The future of small business growth depends on how quickly leaders adopt AI to streamline operations and personalize customer experiences.”

Sundar Pichai

CEO of Alphabet (Google)

“AI adoption is not just a technology upgrade; it’s a strategic imperative for small businesses to future-proof their operations.”

Jeff Bezos

Founder of Amazon

“AI empowers small businesses to compete on a global scale by automating routine tasks and unlocking insights that were once only available to large corporations.”

Satya Nadella

CEO of Microsoft

FAQs

  • What is AI, and how can it benefit my small business?

    Artificial Intelligence (AI) refers to technologies that simulate human intelligence, such as automation, machine learning, and natural language processing. For small businesses, AI can automate repetitive tasks, improve efficiency, and provide valuable insights by analyzing large datasets. This enables owners and managers to focus on strategic growth, enhance customer service, and gain a competitive edge.

  • How do I identify the best areas in my business to implement AI?

    Start by analyzing your current business processes and pinpointing pain points or bottlenecks that slow down productivity or impact customer experience. Common areas where AI adds value include customer service, marketing, operations, and finance. The workshop will guide you through a business process audit to help identify high-impact opportunities for AI integration.

  • What are the main challenges or risks of adopting AI in a small business?

    Key challenges include the need for quality data, potential data privacy concerns, and ensuring your team has the necessary skills to work with AI tools. There may also be risks related to algorithmic bias and the cost of implementation. The workshop addresses these challenges and provides strategies for risk mitigation, data security, and staff training.

  • How do I develop and implement an effective AI strategy for my business?

    Developing an AI strategy involves defining clear business objectives, assessing your current resources and technology, and creating a step-by-step roadmap for AI adoption. The workshop will help you set measurable goals, choose the right tools, and establish a timeline for implementation, ensuring your AI investments align with your overall business strategy.

  • How do I measure the success of AI initiatives in my business?

    Success can be measured using key performance indicators (KPIs) such as increased productivity, cost savings, improved customer satisfaction, and revenue growth. Regularly tracking these metrics, gathering feedback from employees and customers, and iterating on your AI strategy are essential for long-term success. The workshop will show you how to set benchmarks and evaluate the impact of your AI projects.

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Special Offer

Get 10% OFF workshop fee - Register ten+ days before workshop:

Limited time offer. Cannot be combined with other promotions.

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