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Half Day | Max. 16 Participants
Workshop Outcomes
- Identify the three tasks in your business where AI will return the most time for the least effort
- Use AI confidently for quoting, proposals, customer correspondence and marketing content
- Set up simple automations for enquiries, follow up, scheduling and record keeping
- Choose tools that suit a small business budget and avoid unnecessary subscriptions
- Leave with a short, realistic plan you can act on the following week
Topics Covered
- Cutting through the noise: what AI actually does well for a business your size
- Quotes, proposals and tenders: drafting faster without losing your voice
- Customer enquiries and follow up: templates, automation and response consistency
- Marketing without a marketing team: content, social media and customer communication
- Administration, record keeping and the paperwork that eats your evenings
- Tools and cost: what is worth paying for, what is free and what to ignore
- Building your first three improvements and knowing whether they worked
Location
- Willing to work remote
- Willing to work interstate
- Willing to work internationally
How can this workshop be delivered?
- Face to Face
- Virtual
Overview
Business owners are being told constantly that AI will transform their business, usually by someone selling something. Very little of that advice is written for an organisation of eight people where the owner is also the operations manager, the salesperson and the bookkeeper.
This workshop is written for exactly that reader. It is practical, hands on and focused on time recovered rather than technology explained. Participants work on their own business throughout, identify the handful of tasks where AI will make a genuine difference, and leave with a short plan and working examples rather than a list of concepts.
The facilitator has spent over 30 years helping organisations improve performance through technology, marketing and business transformation, and has worked with thousands of Australian small and medium businesses alongside large enterprises including IBM, Westpac and The Salvation Army.
Workshop Outcomes
- Identify the three tasks in your business where AI will return the most time for the least effort
- Use AI confidently for quoting, proposals, customer correspondence and marketing content
- Set up simple automations for enquiries, follow up, scheduling and record keeping
- Choose tools that suit a small business budget and avoid unnecessary subscriptions
- Leave with a short, realistic plan you can act on the following week
Topics Covered
- Cutting through the noise: what AI actually does well for a business your size
- Quotes, proposals and tenders: drafting faster without losing your voice
- Customer enquiries and follow up: templates, automation and response consistency
- Marketing without a marketing team: content, social media and customer communication
- Administration, record keeping and the paperwork that eats your evenings
- Tools and cost: what is worth paying for, what is free and what to ignore
- Building your first three improvements and knowing whether they worked
Who is this workshop for
Owners, directors and managers of small and medium businesses, sole traders, franchisees and practice principals. No technical background required.
Handouts/materials provided
Small business AI starter pack including a prompt library for quoting, proposals and customer communication, a time recovery worksheet, and a plain English tool and cost comparison guide.
What to bring
A laptop or tablet and a list of the three tasks in your week you most resent doing.
Facilitator
About the facilitator
Over more than 30 years, Razz has helped organisations improve performance through technology, marketing and business transformation, working with IBM, Westpac, The Salvation Army, Jefferies and Company, Computer Based Solutions and Kenneth Cole, alongside thousands of Australian small and medium businesses.
His focus is not AI for its own sake. It is workflow automation, business systems, productivity and process improvement, with AI applied where it genuinely improves the outcome. The method is deliberately problem-first: identify the repetitive, manual and low-value work, quantify what it costs, then select the technology.
That approach is grounded in commercial and delivery discipline. Razz is a former CPA, an accredited PRINCE2 project manager, a member of the Australian Marketing Institute and holds a Master of Teaching, so sessions carry the financial rigour of a finance function, the delivery structure of a project office and the instructional design of a qualified teacher.
His facilitation style is practical and hands-on. Participants work on their own processes, their own numbers and their own documents, and leave with working examples and measurable outcomes rather than theory.
His philosophy is straightforward: AI should remove friction, improve decision-making, and let people spend their time on work that is actually worth their attention.
Key Expertise
- AI Strategy and Business Transformation
- AI WorkflowAutomation and Process Improvement
- Marketing Strategy and Customer Growth
- Business Systems Design
- Digital Transformation
- Prompt Engineering and AI Adoption
Industry Focus
- Financial Services
- Government
- Professional Services
- Retail
- Not for Profit
- Technology
- Small and Medium Business
Based in:
About the facilitator
Over more than 30 years, Razz has helped organisations improve performance through technology, marketing and business transformation, working with IBM, Westpac, The Salvation Army, Jefferies and Company, Computer Based Solutions and Kenneth Cole, alongside thousands of Australian small and medium businesses.
His focus is not AI for its own sake. It is workflow automation, business systems, productivity and process improvement, with AI applied where it genuinely improves the outcome. The method is deliberately problem-first: identify the repetitive, manual and low-value work, quantify what it costs, then select the technology.
That approach is grounded in commercial and delivery discipline. Razz is a former CPA, an accredited PRINCE2 project manager, a member of the Australian Marketing Institute and holds a Master of Teaching, so sessions carry the financial rigour of a finance function, the delivery structure of a project office and the instructional design of a qualified teacher.
His facilitation style is practical and hands-on. Participants work on their own processes, their own numbers and their own documents, and leave with working examples and measurable outcomes rather than theory.
His philosophy is straightforward: AI should remove friction, improve decision-making, and let people spend their time on work that is actually worth their attention.
Key Expertise
- AI Strategy and Business Transformation
- AI WorkflowAutomation and Process Improvement
- Marketing Strategy and Customer Growth
- Business Systems Design
- Digital Transformation
- Prompt Engineering and AI Adoption
Industry Focus
- Financial Services
- Government
- Professional Services
- Retail
- Not for Profit
- Technology
- Small and Medium Business
Based in:
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