# Small Business AI Quick Wins Kit

## Start Here

Use AI where the work is repetitive, time-sensitive, and expensive to ignore.

## The Best Early Use Cases

1. Lead intake summaries
2. Faster follow-up drafting
3. Internal SOP lookup
4. Meeting recap and task extraction
5. Estimate and proposal prep
6. Customer reply drafting
7. Knowledge cleanup
8. Routing incoming requests
9. Quality-control checklists
10. Service recap generation
11. CRM note normalization
12. Post-call next-step summaries

## Prioritization Worksheet

Score each possible use case from 1-5 on:

- volume
- repetition
- delay cost
- ease of integration
- risk level

Start with the workflow that scores highest on volume, repetition, and delay cost while staying relatively low risk.

## Avoid These Mistakes

- automating a broken workflow before cleaning it up
- choosing a flashy use case with low business impact
- skipping human review on customer-facing work too early
- buying multiple tools before validating one clear use case