Resources for small business owners navigating AI.
Practical tools and plain-language guides to help you think clearly before you build or buy anything.
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Guides
The AI Buyer's Guide for Small Business
Know the right questions, avoid the wrong vendors, and make a decision you won't have to undo. Written for business owners, not technologists.
Use AI Like A Pro
A practical, no-fluff guide to putting AI to work in your business โ written for solopreneurs and small business owners who are ready to move.
The Follow-Up Engine
Most leads don't say no. They go quiet. Five sequences, three touches each โ email, SMS/WhatsApp, and LinkedIn DM templates ready to use today. Includes lead tracker, Google Sheet structure, and Notion database map.
AI Tool Stack Scorecard
Twenty questions. Five categories. One clear verdict. Score any AI tool before you buy, build, or commit โ so you know exactly what you're getting into before you spend a dollar.
Weekly Prompt Vault
75 ready-to-use prompt frameworks organized by the work you actually do every week. Monday through Friday โ 15 prompts per day, with problem, variables, and framework structure for every entry.
AI Meeting System
Stop losing decisions, owners, and momentum the moment the call ends. Four assets, four phases โ from the moment a meeting is requested to the moment every action item is owned, tracked, and done.
Client Onboarding Playbook
Establish your authority, your boundaries, and your operating rules before the first kickoff call happens.
Reputation Builder
Most review strategies are built for the human eye. This one is built for the AI that decides who gets recommended.
Hiring Helper
Replace 15 hours of manual resume sorting with 15 minutes of AI-powered shortlisting.
SOPs in a Day Kit
Stop carrying your business in your head โ document your critical processes today using AI.
AI Readiness Assessment
Where does your business actually stand?
10 questions. Plain language. An honest result with a clear next step โ specific to where you are right now.
Question 1: When you hear the phrase "AI for your business," what is your honest first reaction?
- I'm not sure it's relevant to what I do.
- I'm curious but haven't looked into it seriously.
- I've been paying attention and want to understand it better.
- I know it applies to my business โ I just need direction on where to start.
Question 2: How would you describe the current state of your business processes?
- It's in my head. Most of it isn't written down anywhere.
- Some things are documented, but it's inconsistent.
- We have clear processes for most things, even if they're not perfect.
- Our processes are documented, consistent, and something a new person could follow.
Question 3: Think about the most repetitive task in your business right now.
- I can't think of one โ everything I do requires me specifically.
- There are repetitive tasks but I've never thought about automating them.
- I know exactly what it is and I've wondered if AI could handle it.
- I've already identified the task and I'm ready to hand it off to something reliable.
Question 4: Have you tried any AI tools in your business?
- No, I haven't tried anything.
- I've played around with a few things but nothing stuck.
- Yes โ some things worked, some didn't. I want to understand why.
- Yes, and I have a clear sense of what worked, what didn't, and what I want to build next.
Question 5: How do leads currently find out about your business?
- Mostly word of mouth. There's no real system.
- We have a website and maybe some social, but follow-up is inconsistent.
- We have a process but it depends too much on my personal attention.
- We have a clear lead flow โ I just want AI to handle more of it automatically.
Question 6: If an AI system made a mistake while representing your business to a client, how prepared are you to handle that?
- I haven't thought about that scenario at all.
- It would be a problem. I don't have a clear answer for how I'd handle it.
- I'd want guardrails in place so that scenario doesn't happen in the first place.
- I've already thought about this. I know where my AI needs hard boundaries and why.
Question 7: How would you describe your comfort level with technology?
- I use what I have to, but I'm not comfortable with new tools.
- I can figure things out but it takes time and I need clear instructions.
- I'm comfortable with technology and willing to learn what I need to.
- Technology doesn't intimidate me. I want to understand the systems I use, not just operate them.
Question 8: What is the biggest thing holding your business back from growing the way you want it to?
- I don't have enough time to do everything that needs to be done.
- I'm not getting enough leads or the right kind of leads.
- I'm spending too much time on things that shouldn't require my attention.
- I know what the bottleneck is and I'm ready to solve it systematically.
Question 9: How do you feel about the idea of AI representing your business to a potential client?
- Uncomfortable. I need to be involved in every client interaction.
- Open to it, but I'd have a lot of questions before I'd trust it.
- Ready for it โ as long as it's built right and reflects my business accurately.
- Completely ready. I want this working around the clock without me.
Question 10: When you think about investing in AI infrastructure for your business, what best describes where you are?
- I'm not sure it's worth the investment yet.
- I'm interested but I want to understand it better before I spend anything.
- I'm ready to invest โ I just want to make sure I'm investing in the right thing.
- I know what I want to build and I'm ready to move.
Your Result โ Foundation
You know AI is here but haven't made a move yet. That is not a problem.
It means you haven't wasted money on the wrong thing. Most businesses that jump in too fast spend months undoing decisions they made before they understood what they were building. You are starting from a better place than you think.
The right next step is not to buy a tool. It is to understand what your business actually needs before you touch anything. That clarity is what separates the businesses that use AI well from the ones that spend money and stay stuck.
Where to start
- The AI Buyer's Guide was written for exactly where you are. Seven dollars and a clear framework for what to look for โ and what to avoid.
- Read through the AI Glossary below. Get familiar with the terms before anyone tries to sell you something using them.
- Work through the Before You Build checklist.
Your Result โ Building
You've tried something. Maybe it worked, maybe it didn't. You have the right instinct.
The fact that you have already experimented means you are ahead of most. The challenge at this stage is usually not motivation โ it is direction.
What you need now is not another tool. It is a clear framework for evaluating what you have tried, understanding why it did or didn't work.
Where to focus
- Use AI Like A Pro was written for this stage โ practical, direct, and built for solopreneurs and small business owners who are ready to move with intention.
- Review the Questions to Ask Any AI Vendor below. If you can't answer those questions about tools you've already tried, that's worth knowing.
Your Result โ Ready
You know what you need. You have made the decision.
The next step is finding the right person to build it with you. Not someone who will sell you a template or a marketplace install. Someone who will ask the hard questions first, build the foundation correctly, and deliver something that actually works the way your business needs it to.
5 Questions to Ask Any AI Vendor
Before you spend a dollar, ask these.
Where does my data go โ and who owns it after the engagement ends?
This is the first question and the most important one. Ask it before anything else.What does it do when it doesn't know something?
This question separates real AI implementations from dangerous ones.What does implementation actually look like โ and what do you need from me?
A real AI implementation requires your input.What does success look like โ and how will we measure it?
If a vendor cannot define success in measurable terms, they are not accountable to any outcome.Who builds it, who owns it, and what happens if we part ways?
This question has two parts and both matter.
AI Glossary
The terms you keep hearing โ in plain language.
- AI Agent: A system that can take action on its own.
- Large Language Model (LLM): The technology that powers most AI tools.
- Prompt Engineering: Crafting the instructions you give an AI.
- Knowledge Base: The body of information an AI is trained on.
- Guardrails: Defined limits on what an AI will and will not do.
- Human-in-the-Loop: A design approach that keeps a human in the decision chain.
- Automation: Using technology to perform a task without human intervention.
- Hallucination: When an AI generates something factually wrong.
- RAG: A method of giving an AI access to a specific body of information.
- Fine-Tuning: Training an AI model further on specific data.
- API: A connection point that lets software talk to another.
- AEO: Structuring content so AI-powered search tools can accurately represent your business.
Before You Build
Answer these before you touch any AI tool.
- What is the one specific problem I want AI to solve?
- What does success look like โ specifically?
- What information does the AI need to do this job well?
- Where does the AI stop and a human begin?
- What happens when it gets something wrong?
- Do I own what gets built?
- Who maintains this after it goes live?
Soli โ AI Assistant
Hello. I'm Soli โ I know this business inside and out. What can I help you figure out today?