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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.
          

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