Great news, your AI Consultancy path is…
Owner/Operator
You’ve already done the hard part. You built something real — a business with clients, a team, and a reputation. This track isn’t about starting from scratch. It’s about making what you’ve already built smarter, faster, and more resilient with AI.
The Owner/Operator track is a curated path through the AI Consultancy Project, designed specifically for business owners who aren’t looking to become AI consultants — you’re looking to use AI the way your competitors haven’t figured out yet. That means cutting through the noise, skipping what doesn’t apply to you, and focusing on the tools and workflows that will have the most immediate impact on your operations.
Here’s what you’ll walk away with: a clear understanding of how to tell which AI tools belong in your business (and which are just hype), hands-on experience building automations that actually save time, and the confidence to lead your team through the AI transition without getting lost in the technical weeds.
You’ll build real things — document automation systems, AI chatbots, voice agents, operational dashboards, and custom knowledge bases — using the same no-code and low-code tools that power some of today’s fastest-moving companies. No prior technical experience required.
You’ll also gain the broader context you need to make smart decisions: how to protect your data, navigate AI ethics and compliance, and stay ahead as the technology continues to evolve.
This is practical, roll-up-your-sleeves learning. By the time you’re done, AI won’t feel like something happening to your industry — it’ll be something you’re actively using to outpace it.
Let’s get started.
Join us on Slack:
Meet other business owners and introduce yourself to the Slack community!
Where to start:
Before you start, you’ll want to make sure you’ve knocked out the onboarding steps below. They’ll make sure you’re plugged into everything this course has to offer: the Slack community, the live sessions, all the resources you need. Once you’re done here, you’ll jump right into your personalized path.
First – Build your Tech Stack
Every great AI implementation starts with the right foundation. In this section, you’ll learn how to build a tech stack that actually fits your business — not just whatever tool is trending on LinkedIn. We’ll cover how to choose your automator, your data storage solution, and your large language model with intention. You’ll also get practical guidance on using Deep Research AI and preparing your team for a technology landscape that will keep changing long after this course ends.
Next: Build Your First Products
Ready to get moving? We have several options to choose from! These “Build it Together” lessons offer step-by-step walkthroughs at three difficulty levels so that you can provide solutions at your skill current level and build on them over time—all without writing a single line of code.
And remember, in your case both the consultant and the made up “client” mentioned in these lessons are… you! You and your team building these in-house at your company.
- Document Automation: Building automated estimate generators
- AI Agents and Chatbots: Creating and launching interactive tools
- Dashboards for Team Operations: Launching a project management framework
- Voice Agents: Automating interactive voice response (IVR) systems
Each series follows the same path:
You don’t need to do these sequentially, or even to do all five of them. But if you want to jump-start some products for potential clients, you’re in the right place. Ready to get started?
Then: Expand Your Skills With Custom GPTs
In this section, you’ll go under the hood and learn how to build custom AI tools that are trained on your business — your voice, your processes, your clients. From AI-powered chatbots to custom GPT assistants that can analyze documents and surface insights on demand, you’ll leave with tools you can deploy immediately. Think of it as building a tireless team member that already knows everything about how you operate.
AI isn’t just about automation — it’s changing how businesses create. Let’s explore the generative AI tools that are reshaping content, visuals, and multimedia production. From building a multimedia AI agent to creating compelling visuals and professional content with tools like Gamma and Descript, you’ll see firsthand how much is now possible without a creative agency or production team. Consider this your guided tour of what’s new, what’s useful, and what’s actually worth your time.
Additional tools: Software to Keep in Your Back Pocket
Think of this section as your AI toolkit — a practical, always-useful reference you’ll come back to again and again. We’ll start with a curated look at today’s most valuable AI tools and best practices, from project management and no-code AI to vibe coding and data cleansing.
From there, you’ll get deep-dive guides on the automators powering modern business workflows — Zapier, Make.com, and n8n — so you can choose and use the right one with confidence.
Finally, we’ll cover your data storage options, from beginner-friendly tools like Google Sheets and Airtable to the more powerful Supabase, so your AI systems always have a reliable home for your data.
Additional Recommended Resources
If you’ve chosen this path, we know you already have strong business acumen. That said, there are many resources in the AI Consultancy Project we’d still love for you to see! Here are some of our recommendations.
Legal Considerations
AI tools are only as trustworthy as the systems protecting them. These two lessons give you a practical understanding of the data privacy and cybersecurity risks every business owner should know before deploying AI across their operations — including a deeper look at the unique compliance landscape around medical AI for those operating in or adjacent to the healthcare space.
Business advice
Running a growing business is demanding, and adding AI to the mix can feel like one more thing to manage. These lessons are a reminder that sustainable success isn’t just about the tools you use — it’s about how you work. From daily productivity rituals to strategies for scaling beyond $250k without burning out, this is the section that makes sure your business growth and your quality of life are moving in the same direction.
The next two lessons give you the frameworks to assess any business’s AI readiness and put guardrails in place for responsible implementation. You’ll learn how to conduct a thorough AI audit — identifying gaps, opportunities, and quick wins — and how to create an AI governance policy that protects your clients and builds long-term trust.
AI Ethics
Intelligently implementing AI in your business operations means understanding the bigger picture. These lessons take a step back from the tools and tactics to explore how AI is reshaping society — from bias and intellectual property to wearable technology and the next generation of AI users. It’s the kind of context that makes you a more thoughtful leader inside your business and a more credible voice when clients and colleagues ask the hard questions.
You’re Just Getting Started
This track was designed to give you the most direct path to AI implementation in your business — but it’s just one way to experience the AI Consultancy Project. The full program goes even deeper, with additional lessons on lead generation, sales, client management, and building a thriving AI consultancy from the ground up. Whether you’re curious about expanding your skills or looking for your next challenge, there’s always more to explore.
And don’t forget — learning alongside a live community makes all the difference. Check out our calendar of upcoming live training sessions to connect with instructors and fellow members, get your questions answered in real time on Slack, and stay ahead of the latest developments in AI. The best time to show up is now.