AI Classes in Orange County California
    OC AI SchoolOrange County, CA
    Back to all classes
    Onsite team workshop

    Onsite Full-Day AI Workshop for Small & Midsize Businesses

    Practice AI on the work your teams actually do, then leave with workflows designed to save time—not another list of ideas.

    Onsite Full-Day AI Workshop for Small & Midsize Businesses

    Duration

    8 hours

    Format

    At your workplace

    Schedule

    Planned with your team

    Who this is for

    Built for small and midsize business teams

    Bring the people who do the work—from sales, marketing, events, research, finance, operations, and other functions. The plan connects shared needs with the tasks each team wants to improve.

    Small and midsize business owners and team leaders
    Cross-functional teams looking to apply AI to recurring work
    Organizations ready to practice with approved AI tools and data

    Class focus

    Topics Covered

    Spot repetitive, high-friction tasks that are good candidates for AI support
    Draft customer emails, proposals, procedures, and marketing content
    Summarize meetings, long documents, and customer conversations
    Research markets and prospects, then verify sources and claims
    Analyze spreadsheets and explain trends in plain language
    Create reusable prompt patterns for recurring team tasks
    Support sales follow-up, lead research, and CRM note preparation
    Improve customer-service replies and find answers in approved reference material
    Plan campaigns, events, and content calendars with AI assistance
    Identify simple automation opportunities across the tools your team already uses
    Check AI outputs, reduce errors, and keep appropriate human review
    Apply company and client data rules when choosing tools and examples
    Choose a workflow to test and define a practical 30-day goal

    Included

    What's Included

    A discovery conversation to map team priorities, current tools, and data rules
    A curated agenda shaped around your team's selected workflows
    Facilitated, hands-on practice with realistic business tasks
    Cross-functional examples for sales, marketing, operations, finance, and customer service
    Practical guidance on checking AI outputs and protecting sensitive information
    A 30-day goal to help your team assess progress after the workshop

    A practical plan, not a generic lecture

    AI workflows your team can practice at work

    Before the workshop, we’ll discuss the tasks that take the most time, what tools your team uses, what data can be used, and what you want to improve over the next 30 days. That discovery shapes a curated agenda for the people and work in your business.

    01

    Discover the work

    Choose the recurring tasks and team priorities that matter most.

    02

    Practice together

    Work through hands-on exercises based on the agreed agenda.

    03

    Define what’s next

    Agree on what progress should look like for your team after 30 days.

    Workshop questions, answered

    Onsite Full-Day AI Workshop for Small & Midsize Businesses: frequently asked questions

    What is an onsite full-day AI workshop for a small or midsize business?

    It is a hands-on, team workshop held at your workplace and planned around the work your people actually do. The goal is for participants to practice useful AI workflows during the session, rather than only hear general information about AI.

    How is the full-day AI workshop tailored to our company?

    The plan is curated after a discovery conversation about the tasks that consume time, the teams involved, the AI tools people already use, your rules for company and client data, and what you want to improve over the following 30 days.

    Which teams can take part in the workshop?

    A small or midsize business can bring people from sales, marketing, events, research, finance, operations, and other relevant functions. The workshop plan can connect shared workflows across teams as well as role-specific tasks.

    What will our team do during the workshop?

    Participants work through practical AI exercises based on the priorities agreed during discovery. The focus is on practicing ways to make selected recurring tasks more efficient; the exact agenda and outputs are set with your team before the workshop.

    Can we use company or client data in the AI exercises?

    That depends on your organization's data policies and the tools approved for the session. Those rules are discussed during discovery so the workshop can use appropriate sample, public, or approved information.

    Where does the full-day workshop take place?

    The workshop is designed to take place onsite at your workplace. Share your location and preferred timing in the inquiry so the details can be discussed before a plan is prepared.

    How do we plan or book a full-day AI workshop?

    Submit an inquiry to start a conversation about your team, priorities, location, and timing. A discovery call can clarify the best-fit agenda, scope, and next steps; submitting an inquiry does not create a booking or payment.