In today’s margin-tight marketplace, the winners aren’t the companies with the most data scientists—they’re the ones that turn everyday tasks into autonomous, revenue-driving workflows. This fast-paced, hands-on workshop shows leaders of small and midsize businesses how to go beyond chatbots and deploy personalized AI agents that slash busy work, delight customers, and unlock new growth channels.

We’ll demystify the tech (no PhD required) and walk through a proven four-step framework—Map, Measure, Prototype, Scale—that helps you pinpoint high-impact use cases, calculate ROI in plain dollars, and stand up a working pilot before you leave the room. Interactive breakouts, live demos, and SMB case studies ground every concept in the real world, so you go with:

- A simple scorecard to rank automation ideas by value vs. effort
- A blueprint for building your “master contextual database” and first AI agent
- Checklists of budget-friendly tools, frameworks, and guardrails for responsible deployment

Come ready to roll up your sleeves and walk out with an actionable roadmap for using AI to your unfair advantage.

Format & Duration
Preferred: 90-minute interactive workshop (60 min content + 30 min guided exercises). Can flex to a 45-minute keynote with downloadable work kit if the agenda is tight.

Technical Needs
• 1080p projector & HDMI (or USB-C) hookup
• Reliable ≥ 10 Mbps Wi-Fi for live AI demos
• House audio + handheld or lapel mic
• Whiteboard / flip-chart & markers
• Cabaret or classroom seating with power strips (participants will use laptops).

Attendee Prep
Bring a laptop with Chrome and basic business process data in mind (no coding skills required).

Ideal Audience Size
25–200. Groups > 100 receive an extra FIN Digital facilitator at no cost.

Target Roles
SMB owners & founders, operations/product leads, revenue leaders, and tech-curious professionals driving digital transformation.

First Public Delivery
This “Beyond Chatbots” playbook is debuting publicly at Web Con after six private pilot bootcamps with SMB clients (Q1-Q2 2025).

Prior Speaking Highlights
Dreamforce 2019 • Apple Developer Conference 2021 • SXSW 2022 • DC AI Industry Council Summit 2024.

Take-Home Materials
Digital workbook (ROI scorecard, prioritization matrix), no-code tool cheat-sheet, and 90-day rollout checklist supplied post-session.