AI for Small Business: How Artificial Intelligence Transforms Operations
Jonathan Goodman shares practical ways SMBs can use AI to streamline work, improve service, and grow responsibly.
Overview
In this talk, Halyard Consulting’s Founder & CEO Jonathan Goodman demonstrates how small businesses can put AI to work today, automating repetitive tasks, accelerating content and customer support, and building ethical, human-centered systems that scale.
- Quick wins: automate intake, scheduling, and FAQs with chat/voice agents
- Workflow automation that saves staff hours and reduces errors
- How to adopt AI responsibly (governance, transparency, accessibility)
- When to move from pilots to integrated operations
Read transcript / key moments
In this demo, I'll walk you through how our AI powered lead generation chatbot engages with potential clients specifically tailored for personal injury lawyers.
The chatbot says: "Hello, I'm Ava from Lexoria Legal Advisory. How can I help you?"
User: "I was in a car accident. Can you help?"
Chatbot: "I'm sorry to hear about your accident. I can certainly help you with that. Can you briefly describe the details of the accident, such as the date and location and whether you received any medical treatment?"
User: "Truck ran a red light and hit me in Jersey City, New Jersey. I'm in the hospital now. I have two broken legs."
Chatbot: "I'm really sorry to hear about your injuries. It sounds like a serious situation. We can help you with your case. Your initial consultation is completely free and an attorney will evaluate your case during that time. Would you like to schedule a consultation to discuss this further?"
User selects: Schedule an appointment.
Chatbot: "Please provide your full name."
User: John Smith
Chatbot: "Thanks, John Smith. What's your email?"
User: johnsmith@gmail.com
Chatbot: "Great. Just need your phone number to confirm your appointment."
The bot then checks the calendar and offers available slots: April 11th, 9:00 a.m., 9:15 a.m., 9:30 a.m., 9:45 a.m.
User selects: 9:30 a.m.
Chatbot confirms: "Your appointment has been successfully scheduled for April 11th at 9:30 a.m. John Smith, johnsmith@gmail.com. Are these details correct?"
User: Yes.
Chatbot: "Your appointment has been successfully scheduled."
At this point:
- Visitor receives an email confirmation with calendar invite.
- The client (Lexoria Legal Advisory) receives a calendar message and a summary email including the intake information and sentiment analysis.
Thank you for watching.