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 designed for professionals in service-based operations who are ready to integrate Artificial Intelligence into their workflows to dramatically improve efficiency, client satisfaction, and overall project management. You'll learn how to leverage AI for intelligent scheduling, automate client communications, enhance project oversight, and even streamline time tracking and invoicing. By the end of this course, you'll have the practical skills to transform your service delivery model, reduce operational friction, and drive excellence in every client interaction. AI Topic Keywords: Intelligent Scheduling, Automated Client Communication, AI-Powered Project Management, Service Personalization, Workflow Automation, Time Tracking Automation, Invoicing Automation 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

7 Chapters · 38 Lessons

  1. 1

    OVERVIEW

    1. (Included in full purchase)

      Introduction

    2. (Included in full purchase)

      VIDEO: About Us

    3. VIDEO: Overview Free preview
    4. (Included in full purchase)

      VIDEO: AI-Powered Client Journey (Part 1)

    5. (Included in full purchase)

      VIDEO: AI-Powered Operational Engine (Part 2)

  2. 2

    4.3.1: Client Onboarding & Project Setup

    1. (Included in full purchase)

      4.3.1.1: Project Charters and Kickoff Agendas

    2. (Included in full purchase)

      4.3.1.2: Contract Analysis to Identify Key Deliverables and Risks

    3. (Included in full purchase)

      4.3.1.3: Task Breakdowns and Timelines with AI Assistants

    4. (Included in full purchase)

      4.3.1.4: Automating Client Requirements

    5. (Included in full purchase)

      4.3.1.5: Client Welcome Kits and Onboarding

    6. (Included in full purchase)

      4.3.1.6: Data Readiness: CRM and Project Data

    7. (Included in full purchase)

      DOWNLOAD: Data Readiness Checklist

    8. (Included in full purchase)

      4.3.1.7: Client Data Privacy (PII)

  3. 3

    4.3.2: Workforce & Resource Optimization

    1. (Included in full purchase)

      4.3.2.1: Skills Matching for Team Assembly

    2. (Included in full purchase)

      4.3.2.2: Forecasting Resource Needs for Upcoming Projects

    3. (Included in full purchase)

      4.3.2.3: Staff Scheduling and Field Service Routes

    4. (Included in full purchase)

      4.3.2.4: Analyzing Team Workload

    5. (Included in full purchase)

      4.3.2.5: Identifying Skills Gaps for Future Training

  4. 4

    4.3.3: Service Delivery & Project Management

    1. (Included in full purchase)

      4.3.3.1: Meeting Summaries and Action Item Tracking

    2. (Included in full purchase)

      4.3.3.2: Client-Facing Status Reports and Progress Updates

    3. (Included in full purchase)

      4.3.3.3: Identifying At-Risk Projects and Deadlines

    4. (Included in full purchase)

      4.3.3.4: Scope Creep Monitoring and Management

    5. (Included in full purchase)

      4.3.3.5: Project Documentation and Knowledge Base Articles

  5. 5

    4.3.4: Client Communication & Satisfaction

    1. (Included in full purchase)

      4.3.4.1: Analyzing Client Emails and Communications

    2. (Included in full purchase)

      4.3.4.2: Client Check-in Messages

    3. (Included in full purchase)

      4.3.4.3: Chatbots for Tier-1 Customer Support

    4. (Included in full purchase)

      DOWNLOAD: Chatbot Implementation Checklist

    5. (Included in full purchase)

      4.3.4.4: Client Satisfaction Surveys

    6. (Included in full purchase)

      4.3.4.5: Personalizing Client Experience

  6. 6

    4.3.5: Analytics & Reporting

    1. (Included in full purchase)

      4.3.5.1: Project Profitability and Margins

    2. (Included in full purchase)

      4.3.5.2: Key Performance Indicators (KPIs)

    3. (Included in full purchase)

      4.3.5.3: Executive Summaries and Business Reviews

    4. (Included in full purchase)

      4.3.5.4: Analyzing Team Utilization Rates

    5. (Included in full purchase)

      4.3.5.5: Forecasting Service Revenue & Growth

    6. (Included in full purchase)

      DOWNLOAD: Profitability Analysis Checklist

  7. 7

    4.3.7: WRAP UP & NEXT STEPS

    1. (Included in full purchase)

      AUDIO: Recap

    2. (Included in full purchase)

      Wrap-Up & Next Steps

    3. (Included in full purchase)

      SURVEY

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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