Save time, streamline ops, and grow without a tech team.
7:11

Are you still wearing way too many hats, from founder and marketer to customer service agent and administrative assistant? Time is your ultimate currency.

AI has moved beyond enterprise technology and is now more accessible than ever. According to the U.S. Chamber of Commerce, 58% of small businesses now report using generative AI, up from 40% in 2024 and more than double the 23% reported in 2023. Low-cost tools are currently being built specifically for small businesses and small teams.

Implementing AI isn't just about replacing humans, and in most cases, it's not about replacing employees at all. AI is now a force multiplier for small and mid-sized businesses globally. It allows you to save hours while building a stronger and more profitable business.

This blog will outline a few ideas on how you can leverage AI to save time and help your business grow. We'll cover:

Streamlining Operations & Daily Tasks (Saving Time)

As a business owner, I’ve found one of the best ways to streamline daily tasks and operations is to automate some of our administrative work. Using AI meeting assistants to generate instant meeting notes, action items, and task assignments is a great way to save time and create efficiency. It also gives you the ability to speed up inbox management by routing conversations using technology and workflows. A great example of this is Google Workspace Studio, which allows you to create automations directly within the Google Workspace environment.

images - Google workspace studio

Financials and data management are often areas where I hear colleagues and contemporaries using AI. I'm not quite there yet in terms of my comfort level granting AI access to sensitive financial data, but I understand the appeal. images-1Many businesses are using it to streamline invoice processing, expense categorization, and receipt tracking through accounting tools like QuickBooks AI and Zoho, for example.

Workflow automation is also heavily utilized by small and mid-sized businesses. There are now several different platforms that allow you to connect your existing tools and tech stack without needing to be a programmer. In the past, people would use third-party integration tools such as Zapier to connect their software. Now, you have additional tools like Make that can automatically transfer customer data, sync calendars, and trigger follow-up alerts to create incredible efficiencies.

Drive Growth with Digital Marketing & Sales

Growth is always on the minds of small business owners, and now more than ever, they are leveraging AI to handle digital marketing and sales. Before you dive in, I highly recommend having a clear strategy or plan in place before using any AI tool for marketing and sales.

AI will help you create high-speed content, improve search visibility, and offer 24/7 customer engagement and lead capturing. You can even use AI CRM features to lead-score, personalize email campaigns, and identify the optimum time to reach out to potential customers.

The issue with just using AI to do these things is that it doesn't intuitively tell you what high-value content needs to be created to resonate with your target audience. That is where your strategy comes in! You will also encounter AI tools that hallucinate and provide misinformation around the keywords you should be optimizing for, which is exactly why you need a human involved in the process.

Maintaining your brand voice is also essential. Keeping your value proposition, your niche, and your target audience top of mind while pursuing these new markets for sales growth and carefully choosing where you allocate your marketing time and attention is critical.

Smart Hiring, HR, and Talent Management

AI can help you accelerate recruitment, streamline your onboarding and internal training, and optimize workforce management.

AI is great for helping you write targeted job descriptions in seconds. You can also use AI resume screening to filter quality candidates faster so that you can reach out to the most legitimate prospects earlier in the process. One of the applications I like most is using AI to create internal knowledge bases for new hires and generating standard operating procedures (SOPs).

Many of us use project management tools like Asana and ClickUp. Now, these tools have AI technology built-in to help schedule tasks, track completion, and manage team workloads to minimize burnout. Some of these tools even use conditional logic to work with AI, allocating tasks and updating your staff in real time.

Quality Control & Brand Voice: The "Human-in-the-Loop"

I believe you can successfully use AI for quality control, but it fundamentally requires a human to be involved in the process. In the agency and marketing space, this concept is known as the "human-in-the-loop."

Consider implementing the 80/20 rule of AI creation: treat AI as the first draft that gets you 80% of the way there, and leave the critical remaining 20% to a human for editing, injecting personal storytelling, applying local context, etc.

Knowing what is off-limits is equally important. You must recognize where AI adds the most value (for example, with drafts and brainstorming) versus where genuine human connection is mandatory in your business.

4-Step AI Implementation Roadmap for Small Businesses

There are countless AI tools available, and it feels like the "latest and greatest" tool hits the market every single day. Before I get into the four steps, I highly advise you to take the time to understand what you already have in your existing tech stack. For example, explore all the AI capabilities you might already have access to within Microsoft 365 or Google Workspace. Figure out what is available in your current monthly subscriptions before you start spending incremental dollars on new tools.

That being said, below are my top four steps:

  1. Conduct a time audit: Identify two to three repetitive tasks consuming more than 5 hours of your week.
  2. Start small with high-impact tools: Test one tool at a time. For example, try adopting meeting summaries before trying to automate complex sales workflows.
  3. Set guardrails: Put basic data security policies in place before rolling out tools across the entire team. For example, you likely do not want everyone having full access to your QuickBooks Online AI information.
  4. Measure ROI and iterate: Track your hours saved and monitor the impact on lead generation or response times, then refine your approach.

Key Takeaway

I don't believe that AI will replace small business owners or key decision-makers within small and mid-sized businesses. I do believe that small business owners and decision-makers who adopt AI will outperform those who do not.

Don't know where to start? Download our AI strategy checklist!

 

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