AI for BusinessOwners
Using AI in a chat window is a waste of time. Real value comes from AI that takes action, sees your data, and knows your business. That's what this workshop is about.
Designed for business owners who are smart, busy, and quietly worried about being left behind — no technical background required.
Where you start
Nervous. Skeptical. Behind.
Midway through
"Wait — that actually just worked."
When you leave
"I know what I'm doing next Monday."
The Framework
Everything in this workshop is built around three ways AI creates real business value.
Your AI doesn't just answer questions — it does the work. Drafts the email, updates the record, runs the report. You give the direction, AI handles the execution.
Feed AI your bank statements, vendor contracts, insurance policies, and compliance notices. It surfaces the patterns and buried risks you'd never have time to find manually.
When AI is connected to your tools — your email, your calendar, your project management, your data — it stops being generic and starts being yours.
What We Cover
Exercise-first. You're going to do things before you fully understand them — and that's the point.
Mindset Reset + Framework
Surface the real fear in the room. Reframe the threat. Introduce the HANDS / EYES / BRAIN framework with real examples. Land the shift: "You don't need to understand how it works. You need to know how to direct it."
Setup: Claude Code
Get everyone up and running with Claude Code. Walk through installation together, then run /init — this sets context so AI understands your work from the start.
Exercise: Analyze Bank Statements
Use Claude Code to combine and analyze five months of business bank data. Surface vendor price creep, duplicate payments, unusual patterns, and insights that would take hours to find manually.
Exercise: Review Business Documents
Run AI over a stack of real-looking business documents — vendor contracts, a commercial lease, an insurance policy, a compliance notice. It finds the gotchas buried in the fine print.
Demo: Connected AI
See what AI looks like when it's wired into where your work actually lives — Gmail, Google Calendar, project management tools. This is BRAIN: AI that knows your business.
From Chat to System: Building a Skill
"A chat is a conversation. A skill is a system." Learn how a one-time AI conversation becomes a repeatable process that runs the same way every time — no re-explaining required.
Your Projects — Hands-On Work
Every person works on a real problem from their own business. You leave with output — not ideas, not demos. Your actual work, done.
Close: The Snowball Method
A take-home system for building AI momentum. Map your org. Score your tasks by ease and risk. Start with the quick wins. Turn wins into repeatable skills. You don't need to win the AI race today — you just need to prove it works once.
What You Leave With
Not slides to review later. Not inspiration to act on someday. Real output, a working system, and one clear thing to do on Monday.
- Real output from your own business — built in the room
- The HANDS / EYES / BRAIN framework for thinking about AI
- The Snowball Method for building AI momentum after the workshop
- Claude Code running on your machine, configured and ready
- A repeatable skill you built yourself
- A peer group and accountability thread
- One clear thing to do on Monday
Bring This Workshop to Your Group
Available for EO chapters, business associations, and private groups. Small group format keeps it hands-on and high-impact.
Schedule Your Workshop