Small Business AI Workshop

Training Hub

Keep this page open during class. Everything we use today lives here, and you can come back after the workshop. We will practice first with Jake's completely fictional business, then use safe working copies from your own business.

Before class

Get ready

  • Sign into ChatGPT Plus on the laptop you will bring.
  • Sign into your Google account and confirm you can use Google Drive.
  • Create and confirm your Netlify account.
  • Bring business materials you would actually like to work with.
  • Use working copies. Do not bring your only copy of an important file.
  • Remove SSNs, passwords, payment-card data, private customer/employee data, tax records, medical information, credentials and other sensitive information from class materials.

Training sandbox

Jake's Home Services

Jake is our fictional pink-and-black Doberman entrepreneur. His business is intentionally ridiculous; the files and workflows are not. We can safely copy, upload, edit, break and rebuild Jake's business before touching real business material.

🐕 Jake's Branding Kit

Jake's Home Services
Serious service. Good boy.

Pink-and-black Doberman logo direction, business information, brand colors, service catalog, pricing, sample customer request and intentionally mediocre starting invoice.

🧾 Receipt Demo

Fictional receipt photos used to demonstrate image → extracted information → CSV → Google Sheets.

📊 Public Contracting Data

Public information used to demonstrate research, interpretation, identifying possible subcontracting leads and creating follow-up actions.

🌐 Jake's Sample Website

Simple website files for the Netlify deployment exercise. The website address becomes the real Netlify URL created during class.

Jake's fictional business identity

Business: Jake's Home Services

Tagline: Serious service. Good boy.

Alternate line: Protecting what matters. Eating what doesn't.

Email: info@senorrosa.com

Website: Assigned when Jake's site is published to Netlify during class.

Brand: A stylized black Doberman with hot-pink accents. Primary colors: Jake Pink #FF0A78, Doberman Black #171217, Warm White #FFF9FC, Soft Pink #FFE5F0, Gray #6F666C.

Services

  • Parcel Delivery Notifications — immediate notification of suspicious package-delivery activity.
  • Squirrel Patrols — enthusiastic monitoring and pursuit of unauthorized squirrels.
  • Cat Deterrence — perimeter monitoring, staring and strongly worded barking.
  • Food Disappearance — rapid removal of unattended food. Market price.

Jake's Home Services is fictional workshop training data. No squirrels were meaningfully deterred.

Participant session · 1:15–4:00

What we're doing today

1:15–1:30 · Welcome & get plugged in

TOGETHER

Introductions, connect laptops, verify ChatGPT, Google and Netlify accounts, open the shared training files, and make sure you can find them again.

1:30–2:00 · Create a branded business document

WATCH → ASK → DO

Watch Jake's business material become a professional branded, fillable document. Ask questions. Then repeat the workflow yourself using Jake's training business.

Pattern: source material → business context → request → refine → useful file → save it somewhere you understand.

PRINT IT — mobile workflow: After creating your own invoice or quote, move/open the finished document on your phone. One participant at a time will connect their phone to the workshop Bluetooth printer and print their document. The goal is to practice the complete real-world workflow: create → save → find/open on phone → connect to a device → print/share. Ask for help if you get stuck, but you will do the steps on your own device.

Why this matters: You can create or update a quote at a customer site, send the PDF immediately, or use a portable printer to hand them a physical copy without returning to an office.

2:00–2:15 · Receipt photos to spreadsheet

WATCH → ASK

Watch photographed receipts become structured information, CSV data and a usable Google Sheet.

Pattern: messy visual information → structured data.

2:15–2:35 · Public data to business leads

WATCH → ASK → DO

Use public information to understand opportunities, identify useful leads and organize practical follow-up actions.

Pattern: public information → interpretation → useful decision → next action.

2:35–3:15 · Bring in your business

DO → ASK

Create an AI Workshop - Working Copy folder with safe versions of your business materials, then build something useful for your actual business.

3:15–3:50 · Put a website on the internet

WATCH → ASK → DO

Watch simple website files get deployed to Netlify and become a real public website. Then deploy the training site or your own version.

Pattern: files you control → Netlify → public URL.

3:50–4:00 · Questions & wrap-up

ASK → KEEP GOING

Final questions, troubleshooting and next steps. Keep this training page and the workshop resources after class.

Keep this

Workshop resources

Prompt patterns

  • Goal + context + constraints + output format
  • “Ask me the questions you need before you begin.”
  • “Give me three approaches and explain the tradeoffs.”
  • “What assumptions are you making?”
  • “What should I verify before I act on this?”

Three things to remember

  • Give AI context. Better source material usually produces better work.
  • Understand your files. Know what they are, where they live and how to move them.
  • Protect your business. Work from copies, protect sensitive information and verify important output.
Codex handoff: Keep /training simple, static, unlisted, and student-facing: static navigation, anchor links, timestamps, clear WATCH → ASK → DO labels and links to the workshop assets. No login, password, encoded attendee token, access-activation function, student progress tracking, instructor mode, timers, synchronized classroom state or LMS features. This page should work cleanly on a laptop and phone. The URL is simply shared with registered attendees in their confirmation/onboarding message and should not be promoted in the public site navigation. This is lightweight obscurity for workshop resources, not a security boundary. The Jake branding kit, receipt demo, public contracting dataset and sample website may be generated as separate assets later; preserve obvious replaceable asset slots/paths instead of hard-coding temporary files. The page remains a lightweight class handout/workbench before, during, and after class.