2026 AI Stack Checklist
Purpose: Build a small, stable AI-enabled stack for a service business (1-20 people) that reliably
runs three workflows: lead capture, follow-up, and proposals/onboarding.
Who this is for
- Solo founders and small teams selling services (consultants, coaches, accountants, agencies,
trainers, freelancers). - Businesses that want practical AI workflows with human review (no risky auto-send).
- UK + global audiences (supports time zones and multiple currencies).
Course Waiting List
Course Title: AI Systems for Solo & Small Service Businesses
Build an end-to-end client system: leads -> booked calls -> proposals -> onboarding -> delivery.
Outcome promise
- Capture and qualify leads automatically (with clear next steps).
- Book more calls using professional follow-up and booking hygiene.
- Send proposals faster with scope-control built in.
- Onboard clients consistently with repeatable templates.
- Save hours each week with safe, documented workflows.
Who it is for - Service-based businesses (1-20 people) that want practical workflows, not hype.
- Founders who want AI support with human review and safer data habits
Consulting Offer Outline
Offer name: AI Systems Implementation for Service Businesses
Workflow audit -> build -> deploy -> train your team (with safe-use practices).
Who it is for
- Leads slip through cracks or response time is slow.
- Follow-up is inconsistent and bookings are lower than they should be.
- Proposals take too long or scope creep is common.
- You want AI automation but prefer a safe, human-reviewed approach