AI Training for SMBs
Small and midsize businesses need a short list of useful workflows and tools that fit their constraints. Clear rules make adoption safer. This training helps your team pick what to do first and make it daily practice that survives a busy week.
- modules
- 6
- hours
- 13
Why this training
Why AI at this company stage?
So start with the calendar. One person often drafts the proposal, answers the complaint, and reconciles the invoices in the same week. A long menu of possible AI uses won't help unless a few get picked and finished. That's the whole argument, really: prioritization is the strategy here.
The common failure is starting with tools instead. A few people open separate accounts while subscriptions start overlapping. Interesting demos pile up without turning into dependable work. Customer details or commercial information may already be sitting inside a service nobody on the leadership team has reviewed.
None of this means banning experimentation or picking one platform for everyone. It means choosing use cases by impact, effort, risk, and frequency, comparing tools with clear cost and data awareness in mind, and putting an actual human check around anything that leaves the building.
Six modules cover everyday documents, sales and marketing, service and admin, tool selection, KVKK-aware data boundaries, and one simple automation with a review point built in. Teams that want a shared starting vocabulary first can add AI literacy and prompt engineering training as a foundation layer. What you leave with is a short list of pilots and a 90-day roadmap, sized to what your team can run this quarter. The AI training catalog holds the deeper role and tool programs.
There's one person doing four jobs
In a smaller team, the same person drafts the proposal, answers the customer, updates the campaign, and reconciles the week's admin before Friday. AI can take the sorting and drafting off that plate, so attention goes back to the calls only your people can make.
You can't pilot everything AI could theoretically do
The list of possible use cases is endless and your capacity to test them isn't, so a plain impact, effort, risk, and frequency filter is what actually narrows it to a few workflows worth the time.
Nobody budgeted for six subscriptions
Unused seats and disconnected experiments quietly erase whatever value a tool was supposed to create. A team needs a grounded way to weigh fit, effort, data handling, and likely use before it adds one more product to the pile.
Shadow use starts before anyone agrees on the rules
Staff try a consumer AI tool long before the business has said what's shareable or who checks the output. A short list of rules for confidential and personal data, including customer records, turns that guesswork into work someone can review.
A workshop habit doesn't survive month-end on its own
A workflow that only works inside a training room won't hold up against sales deadlines or a customer emergency, especially when month-end lands in the same week. The version that lasts has an owner and a template, with a review step built in. It also has a place in the team's normal routine.
Syllabus
Training syllabus
What a small team should try first
120 minBeginner
The session starts with what mainstream generative AI tools do well and where they fail. It then identifies sensible first tasks for a small or midsize business. The session builds a shared vocabulary without turning into a tour of every product on the market.
- What's happening inside the model
- The decisions that stay with people
- Wrong, but confident about it
- Safe places to start this week
- Impact, effort, risk, frequency
Briefing a model like you'd brief a person
120 minBeginner
A repeatable way to give an AI tool context, task, format, examples, and a check, practiced on the documents and information work that fill a normal week, then turned into shared team templates.
- Emails, proposals, briefs, made better
- Meetings and long documents, in three lines
- Context without the confidential parts
- Don't take the first draft
- A prompt library, kept short
Sales and marketing, without a content factory
150 minIntermediate
Direct support for finding, preparing, and following up on commercial opportunities, shaped around your sales cycle, channels, and brand voice. The judgment of the people who know the customer stays exactly where it is.
- Account research before the discovery call
- Outreach a human still reads first
- One idea, several channels
- Feedback sorted into themes and actions
- Who signs off on the tone
The paperwork behind support and operations
150 minIntermediate
Repetitive text and information flows across customer support, purchasing, recruitment, finance administration, and internal operations get mapped into assisted workflows. The aim is consistent, faster handling. A person still makes the call that needs context or accountability.
- Customer replies, grounded in policy
- The same question, answered once, reused
- Action items out of messy forms
- First drafts for job posts and onboarding
- Where escalation kicks in
Choosing tools without the sales pitch
120 minIntermediate
A vendor-neutral way to compare tools by workflow fit, adoption effort, security controls, data handling, and total operational burden, with KVKK translated into everyday boundaries.
- General-purpose or embedded, with specialist tools where needed
- Licenses and limits nobody reads twice
- Where your data goes
- Personal, customer, confidential: three different rules under KVKK
- One checklist for what's approved
Building the 90-day plan
120 minIntermediate
This module tells a useful assisted workflow apart from a fragile chain of apps. The team designs one simple automation with clear human checkpoints built in. Everyone leaves with a 90-day plan for pilots, owners, measurement, and what to try next.
- Trigger, inputs, steps, output, owner, review
- Template, or full automation?
- A pilot small enough to measure
- Owners, champions, a review cadence
- Stop or continue, then expand
Outcomes
Outcomes & audience
What you will learn
- Rank ideas by impact and effort, then check risk
- Reusable prompts for the documents you write
- Sales, marketing, service, and admin workflows
- Tool fit and cost
- KVKK-aware boundaries for personal and customer data
- One workflow, automated, with a person still checking
- A small prompt library, maintained
- A 90-day plan tied to current workflows
Who should attend
- Owners and founders, including general managers running day to day
- Sales and business-development staff
- Marketing and e-commerce people
- Operations and admin, including procurement
- Customer service and account management
- HR and office management, including finance administration
Format
Training format
Two days, splittable into half-day sessions so a busy operating schedule doesn't have to stop. Both onsite and live-online formats run on your own priorities and anonymized workflow examples.
- Format
- Onsite or live online
- Duration
- 2 days (about 13 hours, can be split into half-day sessions)
- Group size
- Up to 20 participants per group
- Language
- English or Turkish
- Materials
- Use-case scorecard, prompt templates, tool checklist, and 90-day roadmap worksheet
- Certificate
- Certificate of completion
About Zeo
Why Zeo
Zeo started in 2011 and now works out of San Francisco, Istanbul, Ankara, and Lisbon. We run Copilot Academy and organize Digitalzone, an international digital marketing conference. This program draws on the 10+ years of consulting and training work behind that, applied to corporate AI adoption.
- 2011founded in Istanbul
- 10+years of experience
- 3offices: San Francisco, Istanbul, Ankara, Lisbon
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Let's find your team's first three workflows
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