Course

AI for Small Business Owners

The owner's week: promises, quotes, cash, complaints, hiring and the admin.

IntermediateSmall business

0/88 stops · about 2 hours · final quiz · certificate

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Start with

• AI at Work: FoundationsStart from zero and finish with three things you can actually use.

Who this is for

Owners of companies with two to twenty people who are the bottleneck for every decision. Every example follows Nadia, who owns a six-person dental-supply company in Orange County: two sales reps, a warehouse lead, a bookkeeper two days a week, a driver, and Nadia doing everything else.

You will be able to

• Turn the inbox into a promises log and clear it in thirty minutes a day
• Build quotes from the price list and prepare for a supplier call with the numbers ready
• Read the cash position from a QuickBooks export and know what to do about it this week
• Answer a complaint or a review with a reply you can send as is
• Hire with a job post, a screening sheet and a first-week plan written in an afternoon
• Keep the SOPs the team follows in one Project and run the admin nobody likes with Claude in Chrome

Stops

1. 1 The promises logEvery morning, turn the inbox into a list of what you owe people and what they owe you. Daily
2. 2 Quotes and the supplier callTurn a customer email into a quote from your own price list, and walk into the supplier call with the two numbers that matter. Weekly
3. 3 What the numbers sayTwo QuickBooks exports, a cash position in five lines, and the calls that get you paid this week. Weekly
4. 4 Complaints and reviewsA reply you can send as is, with a fix, a date, and no cause anybody invented. Daily
5. 5 Hiring a repA job post, eight screening questions, a scoring sheet for redacted resumes and a first week that does not fall apart. Later
6. 6 The SOP ProjectOne Project that holds how the company runs, so the team asks it before they ask you. Set once
7. 7 The admin nobody likesSupplier portals, the state resale certificate and insurance forms, with Claude filling and you pressing the button. Weekly
8. 8 Nadia's weekThree routines, one Dispatch from the warehouse floor, and a full week run on them. Weekly

Final quiz