Automate Scheduling & Communication

Stop the endless email chains. Learn to use AI for intelligent appointment scheduling, resource optimization, and automated client reminders, creating a seamless experience that reduces no-shows and administrative overhead.

Optimize Project & Service Delivery

Move from reactive to proactive project management. Discover how AI can generate project plans, prioritize tasks, and flag potential risks, ensuring you deliver your services on time and on budget, every time.

Streamline Billing & Personalize Offers

Ensure you get paid for every minute and create more value for your clients. This course covers how to automate time tracking and invoicing, and how to use AI to analyze client needs to recommend personalized service packages that increase retention and revenue.

About the Course

This course is a practical guide for any service-based business looking to leverage AI for operational excellence. We provide a clear roadmap for implementing intelligent scheduling, automated client updates, and AI-powered project management. You'll learn the skills to streamline your entire client lifecycle, from initial intake to final invoicing, and discover how to use data to offer more personalized service. By the end of this course, you’ll have the tools to reduce administrative friction, improve client satisfaction, and build a more profitable and scalable service operation. AI Topic Keywords: AI for Services, Intelligent Scheduling, Workflow Automation, Client Communication, AI Project Management, Resource Optimization, Service Personalization, Automated Invoicing, Client Management. Specific Skills Learned: Appointment Scheduling Automation, Resource Allocation, Automated Client Updates, Project Planning & Prioritization, Service Package Design, Time Tracking Automation, Invoice Generation.

Course Creator. Coach. Consultant.

Brett Price is a business and technology consultant with over 25 years of experience helping small and medium-sized organizations improve productivity through strategic planning, operational improvements, and digital transformation. As a founder of AIQGroup.ca, he has trained hundreds of leaders and teams to leverage digital technologies and AI. This AI Learning Series distills these insights into practical, role-specific training, empowering you to do more with less in today’s fast-changing world.

Course Curriculum

8 Chapters · 45 Lessons

  1. 1

    AI for Leadership & Executives

    1. (Included in full purchase)

      AI Governance & Strategy - A BOD Framework

    2. (Included in full purchase)

      AI Driven Market & Product Strategy

    3. (Included in full purchase)

      AI Go-to-Market Performance

    4. (Included in full purchase)

      AI for Operational & Service Excellence

    5. (Included in full purchase)

      AI Backoffice and Financial Resiliance

    6. (Included in full purchase)

      4.1.1: AI-Powered Business Intelligence Dashboards

    7. (Included in full purchase)

      4.1.2: Market Trend Analysis and Competitive Intelligence

    8. (Included in full purchase)

      4.1.3: Strategic Planning and Scenario Modeling

    9. (Included in full purchase)

      4.1.4: Summarizing Complex Reports and Internal Communications

    10. (Included in full purchase)

      4.1.5: Risk Assessment and Management

  2. 2

    AI for Service Operations

    1. (Included in full purchase)

      4.3.1: Intelligent Appointment and Resource Scheduling

    2. (Included in full purchase)

      4.3.2: Automated Client Communication and Status Updates

    3. (Included in full purchase)

      4.3.3: AI-Powered Project Management and Task Prioritization

    4. (Included in full purchase)

      4.3.4: Personalized Service Package Recommendations

    5. (Included in full purchase)

      4.3.5: Automated Time Tracking and Invoice Generation

  3. 3

    AI for Marketing

    1. (Included in full purchase)

      4.4.1: Personalized Content and Email Campaigns at Scale

    2. (Included in full purchase)

      4.4.2: AI-Powered SEO and Content Strategy

    3. (Included in full purchase)

      4.4.3: Predictive Analytics for Campaign Optimization

    4. (Included in full purchase)

      4.4.4: Social Media Content Creation and Scheduling

    5. (Included in full purchase)

      4.4.5: Market Research and Competitor Analysis

  4. 4

    AI for Sales

    1. (Included in full purchase)

      4.5.1: Intelligent Lead Scoring and Prioritization

    2. (Included in full purchase)

      4.5.2: Automated Sales Outreach and Follow-Up Sequences

    3. (Included in full purchase)

      4.5.3: AI-Powered Sales Forecasting

    4. (Included in full purchase)

      4.5.4: Conversation Intelligence for Call Analysis and Coaching

    5. (Included in full purchase)

      4.5.5: Automated CRM Data Entry and Meeting Summaries

  5. 5

    AI for Customer Service

    1. (Included in full purchase)

      4.6.1: Deploying AI Chatbots for 24/7 Support

    2. (Included in full purchase)

      4.6.2: Automated Ticket Categorization and Routing

    3. (Included in full purchase)

      4.6.3: Sentiment Analysis of Customer Feedback

    4. (Included in full purchase)

      4.6.4: AI-Powered Agent Assist and Knowledge Base Retrieval

    5. (Included in full purchase)

      4.6.5: Proactive Customer Support with Predictive Analytics

  6. 6

    AI for Administrators

    1. (Included in full purchase)

      4.7.1: Intelligent Calendar and Schedule Management

    2. (Included in full purchase)

      4.7.2: Automating Routine Correspondence and Emails

    3. (Included in full purchase)

      4.7.3: Smart Digital File Organization and Retrieval

    4. (Included in full purchase)

      4.7.4: Automating Data Entry and Form Processing

    5. (Included in full purchase)

      4.7.5: AI-Powered Meeting Preparation and Minute-Taking

  7. 7

    AI for HR

    1. (Included in full purchase)

      4.8.1: Resume Screening and Candidate Matching

    2. (Included in full purchase)

      4.8.2: Personalized Employee Onboarding Workflows

    3. (Included in full purchase)

      4.8.3: Analyzing Employee Engagement and Sentiment

    4. (Included in full purchase)

      4.8.4: Creating Internal Knowledge Bases and HR Policy Chatbots

    5. (Included in full purchase)

      4.8.5: Job Description Optimization for Better Candidate Pools

  8. 8

    AI for Finance

    1. (Included in full purchase)

      4.9.1: Automated Invoice Processing and Expense Reporting

    2. (Included in full purchase)

      4.9.2: AI-Powered Financial Forecasting and Budgeting

    3. (Included in full purchase)

      4.9.3: Fraud Detection and Anomaly Analysis

    4. (Included in full purchase)

      4.9.4: Automating Financial Reporting and Summaries

    5. (Included in full purchase)

      4.9.5: Regulatory Compliance Monitoring (RegTech)

What People Are Saying

Join others who have taken this course and see the impact AI can have on your work

”
“AIG brought our "new parent" training education program to life. We had the content but no experience with educational platforms or how to effectively present the information to our clients. They provided creative effective options. They listened to our needs, problem solved, trained our staff and created an education program that we can be proud of for years. I would highly recommend AIQ to any organization wanting to set up training programs for staff or clients.”
Delia R.

Executive Director, BC Non-Profit

”
“AIQ was instrumental in encouraging and leading our digital transformation. They successfully worked with us to design, build, test and refine a Custom GPT "Virtual Therapy Assistant" and are now effectively training our sector consisting of hundreds of therapists across the province through the implementation stage. They truly listened, tackled many questions with ease, researched best practice and led the initiative extremely well.”
Denise W.

Executive Director, BC Non-Profit

”
“AIQ has been a “champion” of our organization since our inception. Through the Columbia Basin Trust Non-Profit program, they worked with us on developing first strategic plan, and most recently, presented an informative and valuable AI presentation at our Speaker Series. Currently we are working with them again to streamline our information management and production workflows. I endorse AIQ and would be excited to refer our members to this AI learning series."
Kevin P.

Executive Director, BC Outdoor Economic Development Organization

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