Lunch & Learn: AI for the Rest of Us: Quick Wins to Scale Your Business

With the fast-paced and high-impact development of AI, do you find yourself confused and frustrated, still manually copying and pasting your most important information from one expensive system to another? How come your tools still don’t talk to one another, but you can talk to ChatGPT and feel like you’re getting a personalized therapist in real-time?

You don't need more buzzwords or another solution from a "tech-bro" who doesn't get your business. You need answers, and you need systems that actually work.

This Lunch & Learn is designed to give you the run-down on how technology (and AI) can truly help your business. (Or not even! Not everyone needs AI, so let's figure out how you can remove the headaches and pains of your current tech, regardless).

Join us for a lovely session to clarify the goals you have for your business and identify the real problem that’s holding you back from scaling. Because once you've found the root of the problem, we can easily choose the right solution.

We'll explore how you can:

• Streamline your systems so they finally talk to each other?
• Scale your business and get more customers without adding more chaos?
• Decide between a plug-and-play AI automation versus an all-in-one system (without paying for 3+ different tools)?
• And even explore what it takes to create an app that scales your business further?

Paola Santiago is a Tech and Product Management Consultant who solves technology problems for non-technical business owners. With over 8 years of experience in the tech world, she saw a recurring problem: brilliant ideas getting lost in translation, and powerful tools failing because they were cold, complicated, and intimidating. She founded PS Product Person to change that.

Drawing from her background in Sociology and Information Systems, Paola brings a uniquely human-centred approach to her work. Her experience is as diverse as it is deep, spanning the globe from government offices in Canada to fast-paced startups in the UK and US. She has navigated high-stakes environments, shaping go-to-market strategies that have secured million-dollar investments and launched major enterprise platforms. She’s not a typical tech consultant; she’s a tech detective who thrives in messy environments, untangling the chaos of disconnected systems and translating complex business needs into clear, actionable strategies. Her mission is to build the bridge between your vision and the technology that can bring it to life, ensuring you don't need to speak "developer jargon" to make technical things happen.

• Find the Real Problem: Most business owners don't need more ideas; they need better systems. You'll learn how to look past the surface-level symptoms (like messy spreadsheets) and diagnose the core operational bottlenecks that are truly blocking your growth, so you can fix the right thing, the first time.

• Embrace "Warm Tech": Discover how to approach technology collaboratively and intuitively. This session will give you the confidence to build or choose systems that your team will actually enjoy using.

• Create Your Actionable Tech Roadmap: Leave with a clearer understanding of whether you need a simple AI plug-in, a custom-built app, or a streamlined CRM. You'll gain the clarity to decide on the right-sized solution for your business, saving you from wasting money on the wrong tools.

BONUS: During this workshop, we’ll do a quick live demonstration, creating a dynamic lead generator using AI that can easily connect right to your CRM.

Let's untangle the mess and build the bridge to your business goals, together.

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