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
Explore AI Readiness & Strategy Book a consultation 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.
Who it’s for
- SMB owners & operators
- Law firms seeking AI-powered intake
- Organizations exploring workflow automation
Related resources
[tcb-script type=”application/ld+json”]{ “@context”:”https://schema.org”, “@type”:”VideoObject”, “name”:”AI for Small Business: How Artificial Intelligence Transforms Operations”, “description”:”Jonathan Goodman of Halyard Consulting explains practical ways small businesses can apply AI to automate workflows, improve service, and grow responsibly.”, “thumbnailUrl”:”https://img.youtube.com/vi/70-VrUOkBlw/maxresdefault.jpg”, “uploadDate”:”2025-05-11T10:00:00-04:00″, “duration”:”PT3M7S”, “embedUrl”:”https://www.youtube.com/embed/70-VrUOkBlw”, “contentUrl”:”https://halyard.consulting/ai-for-small-business/”, “mainEntityOfPage”:{ “@type”:”WebPage”, “@id”:”https://halyard.consulting/ai-for-small-business/” }, “isPartOf”:{ “@type”:”WebSite”, “@id”:”https://halyard.consulting/#website” }, “publisher”:{ “@type”:”Organization”, “name”:”Halyard Consulting”, “url”:”https://halyard.consulting” }}[/tcb-script]