AI Foundations for Small Business: Defining Your AI Strategy

AI Foundations for Small Business

Most small and medium-sized businesses are curious about AI, but few know how to bring it into their workflows in a consistent, reliable way. Right now, employees might already be experimenting with ChatGPT or similar tools. But without a framework, those experiments often stay scattered and inconsistent.

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That’s why I built the AI Foundations for Small Business series. It’s a practical, step-by-step guide built around the five strategic pillars of AI adoption:

1. Audit — See Where You Stand

Every business needs a clear picture of its workflows, time sinks, and inefficiencies. An audit highlights where AI can create immediate value and sets the stage for smarter decisions.

2. Identity — Define Your AI Context

AI needs context to perform well. Your Master Prompt is your business’ “AI biography.” It tells the model who you are, what you’re working on, and how you want information delivered. With identity in place, AI becomes far more accurate and useful.

3. Process — Teach AI How to Work

System Prompts create consistency. They turn AI into a repeatable assistant for blogs, emails, customer support, or research. Instead of ad-hoc experiments, you standardize how tasks are handled across your business.

4. Automation — From Ideas to Action

Once you know your workflows and have strong prompts, you can build small automations that save hours and reduce costs. These aren’t enterprise systems — they’re practical tools that SMBs can adopt quickly with measurable ROI.

5. Governance — Keep it Safe and Accountable

AI isn’t just about speed and savings. It’s about trust. Governance means setting guardrails — privacy rules, accuracy checks, brand voice, compliance — so your team knows what’s acceptable and what’s off-limits. This ensures AI adoption scales without risk.

The Posts in This Series

• AI Business Audit — Finding the Quick Wins

  Learn how to spot wasted hours, prepare for a consultant-led audit, and grab your free prep checklist.

• Master Prompt — Building Your AI Identity

  How to create your AI biography and set context for accurate, tailored outputs. Includes a free template to start building your own.

• System Prompts — Teaching AI How to Work Like Your Assistant

  Templates and starter pack for blogs, emails, research, and more.

• Simple Automations — Saving Time and Boosting Revenue

  How to turn audit insights into practical automations that cut costs and grow revenue.

• AI governance for small business: The Fifth Pillar of an AI Strategy

How to Use This Series

• Read in order: Each post builds on the last.

• Download the freebies: Templates and checklists get you started faster.

• Share with your team: Bring others into the process so adoption isn’t siloed.

Next Step

Start here: AI Business Audit — Finding the Quick Wins