A practical, jargon-free day for business owners: see AI answer your calls and win you work — then learn how to keep it under control.
Morning — AI that answers the phone and wins you workNearly half of all business calls go unanswered, and most of those callers never ring back.We'll show you a live AI voice agent taking a real call: understanding what the caller wants, booking the appointment, and writing the whole thing into the CRM without a human touching it. Then we'll show what happens on your side of the conversation — automatic call notes, follow-up actions drafted before you've hung up, and the ability to see which conversations are winning business and which ones are stalling.
You'll see:
- an AI agent handle an inbound enquiry from "hello" to booked appointment
- calls, meetings and chats logged into your CRM automatically
- what your customer conversations reveal about why deals are won and lost
- how quickly this can be switched on in a business the size of yours
Afternoon — AI without losing control
Your staff don't need an IT project to start using AI. They need an email address and a browser.
Banning it doesn't work — it just moves the problem onto personal phones and home laptops. So the afternoon is about the practical alternative: knowing which AI tools your people are using, deciding which ones are allowed, protecting the information going into them, and being able to prove all of it if a client, insurer or auditor ever asks.
You'll see:
- how to discover the AI tools already in use across your business
- how to allow the good ones and shut down the risky ones — including for staff working from home
- how confidential data, client records and intellectual property can be caught before they leave the building
- what "AI evidence" looks like when someone asks you to demonstrate you have this under control
- the first three things to do when you get back to the office
Who this is for
Business owners, managing directors, finance and operations directors, and the IT or compliance people who have to make this work in practice. If your business handles client information, holds confidential data, or answers the phone for a living, this is aimed squarely at you.
You do not need a technical background. If you can use email, you'll follow everything on the day.
What you'll leave with
- a clear picture of where AI is already inside your business
- a realistic view of what AI can do for you in the next 90 days, and what it can't
- a simple checklist for adopting AI without exposing your business
- lunch, coffee, free parking and the chance to compare notes with other local business leaders