Harness the Power of AI

Transforming Small Businesses

Your AI Partner

Let us guide you through selecting and implementing the right AI tools for your business. Our expert team is here to help you unlock the full potential of AI, ensuring your business stays ahead in the digital era.

Table of Contents

AI Tools

Write articles with Surfer AI and increase your productivity

Learn about the AI Writing Tool, Surfer AI, and one way you can use it to compose articles for your business.

Unlock the full potential of ChatGPT with this comprehensive video tutorial!

If you are a curious beginner, this guide will walk you through everything you need to know to harness the power of AI-driven conversations.

Unlock the potential of AI with our comprehensive guide to Steve.ai

In this informative video, we delve into the capabilities and benefits of this powerful AI tool, designed to streamline workflows, boost productivity, and drive innovation.

AI Training Webinar

In this webinar we go over practical AI tools and automation strategies designed specifically for small businesses. 

Marketing

Competitive Analysis: Uncover Local Business Insights with AI

See how AI views your business vs. local rivals. Uncover key differentiators and steps to stand out.

This competitive analysis tool reveals how AI views your business vs. local rivals. Discover strengths, differentiators, and actionable takeaways to refine messaging and dominate your market.

ChatGPT: Easy Press Release Creation for Tech & Burgers!

See how AI instantly generates a full press release from a simple prompt, showcasing its power for marketing teams.

Create a press release accouncing a new Partnership between Plus 1 Technology and Bob’s Big Burgers. This partnership will mean every Plus 1 Technology client get s a Big Bob burger for every new Pc they buy this quarter. This should be a pdf

Accounting Firm: Target Underserved Markets for Growth

Get help finding underserved customer segments, with targeted service tweaks and pricing tips.

I run a [business type] in [location]. Based on current market trends, identify 3 underserved customer segments I could target. For each segment, suggest specific service modifications and pricing strategies.

Blog Post: Marketing Strategy Revealed!

Create engaging blog posts using the “They Ask, You Answer” framework to address real customer questions and needs.

I want to write a blog post about [topic] I want you to use the framework from the book by Marcus Sheridan “They ask, you answer.”

Create Content from Content: IT Guide for Small Business

Turn existing blog posts into a cohesive 10-page Small Business IT guide with Copilot pulling content from SharePoint.

Scan all articles in this Sharepoint document. Create a 10 page Small Business IT guide

Repurpose Content: Turn Blogs Into Engaging Social Posts!

Turn blog posts into 10 ready-to-share LinkedIn posts with hashtags and a 4-week calendar to keep content consistent.

Here are our last 3 blog posts. Turn them into 10 LinkedIn posts with a consistent voice, include hashtags, and propose a posting calendar for the next 4 weeks.

Create Engaging Video Ads: +1 Technology's Marketing Guide

Create 15–30 second video ads that hook viewers fast, keep them engaged, and elevate your marketing impact.

Write 3 short video ad scripts (15–30 seconds) that introduce Plus 1 Technology’s services in a way that grabs attention in the first 3 seconds

Website Conversion: 5 Proven Ways to Boost Results

Boost website performance by refining homepage copy, improving CTAs, and adding testimonials that build trust.

Analyze my website homepage copy and suggest 5 ways to improve conversion rate, clarity, and trust signals.

IT Customer Success: Google Review Marketing Magic!

Turn Google reviews into powerful success stories that showcase real results and highlight your impact on clients.

Using my last 5 Google reviews, write a customer success story highlighting how our service solved a key business challenge.

HR

Create the PERFECT Job Description: Easy Guide!

Crafting the perfect job post just became effortless. Streamline hiring and attract top talent!

Draft a job description for a plumbing technician to work in the field. List requirements and expectations.

Sales Interview Questions: Hiring Top Sales Talent

See how AI crafts tailored interview questions to help you find the right sales hire with skills that drive results.

I am considering hiring for this position can you give me 10 interview questions to ask.

10 Performance Review Questions for Customer-Facing Roles

Get AI’s help creating 10 thoughtful performance review questions that encourage growth and improve customer service.

Create a list of 10 performance review questions for employees in customer-facing roles to encourage reflection and growth.

Employee Survey Insights: Top 3 Themes & Actions

Boost culture and engagement with AI-powered summaries that turn employee survey feedback into key themes.

Summarize employee survey responses into top 3 themes and suggested actions.

Resume Assessment: IT Technician Job Description Guide

Discover how to use AI to quickly assess candidates and rank resumes against a job description.

Here are 10 resumes [upload PDFs]. Rank them against this job description. Output the top 5 with a one-paragraph justification for each, and auto-reject templates for the rest.

New Accountant Onboarding Plan: 30-60-90 Day Guide

Create a customized HR onboarding plan for new accountants that covers training, culture, and key performance goals.

Write a 30–60–90 day onboarding plan for new employees that includes technical training, company culture, and first performance review milestones.

HVAC Career Progression: Levels 1-3 Tech Framework

Create a career framework for HVAC techs outlining skills, roles, and pay ranges to support growth and communication.

Develop a career progression framework for Level 1–3 technicians showing skills, responsibilities, and pay ranges.

Finance

Hiring in a new employee? Creating a budget breakdown can be tricky!

Hiring a new employee? Learn how to factor in salary, benefits, and location to calculate true monthly costs.

Create a budget breakdown of hiring a new employee with the salary of $50,000. My company is based in PA but the new employee will be working from their home in Nevada. We offer a 3% retirement match, health benefits, and dental insurance. Ask me any additional information you need to create the most accurate monthly spend for this employee for the first year.

Price Increase Analysis: Calculate Dollar & Percentage Changes

See how AI performs a price increase analysis, calculating total and percentage changes to reveal real business impact.

I am thinking about increasing my prices. Can you tell me the total dollar increase and percentage increase (before tax) if we increase the price of item to $2.99 and the price of item to $3.99?

Polite Email Template: Overdue Invoice Reminder

Learn how AI writes a polite, effective overdue invoice email that keeps things friendly while getting payments in.

Write a polite email template reminding a client that their invoice is overdue by 15 days. Keep it professional but include a friendly tone.

P&L Statements: Simplify for Non-Financial Staff

See how AI simplifies complex P&L data into a clear, one-page visual summary that helps every team member understand.

Create a one-page summary of my P &L statement that I can share with non-financial staff. Keep it simple and visual.

AI's Analogy: Simplify Depreciation for Your Staff!

Get help simplifying tough concepts as AI creates clear, relatable analogies, like comparing depreciation to a sponge.

Explain depreciation to my staff in a short analogy they can remember easily.

Finance KPI Summary: Quick Report in Seconds!

Get AI’s help creating a one-page KPI summary that highlights revenue, margins, OPEX, EBITDA, and key variances.

Create a one-page KPI summary highlighting revenue, margins, OPEX, EBITDA, and variances for the last quarter.

Cut Business Expenses: Reduce Costs & Save Money!

Cut costs smarter with AI insights that analyze expenses, reveal 10% savings opportunities, and suggest automation tools.

Analyze my last 12 months of financial transactions (attach CSV/Excel export from QuickBooks or bank). Identify 3 areas where expenses can be reduced by at least 10% without hurting operations. Suggest automation tools or vendor alternatives to achieve those savings.

Cash Flow Forecast: Create a 6-Month Model

An AI finance model forecasts cash flow over six months, based on twelve months of past data.

Create a monthly cash flow forecast model that projects revenue, expenses, and net cash for the next 6 months using my past 12 months of data

Operations

Craft an SOP for Client Onboarding Without the Time Sink

Turn a complex client onboarding process into a clear, repeatable SOP that ensures smooth communication and a great first impression.

Create an SOP for onboarding new clients for an HVAC company using Service Titan, HubSpot, and that has a customized welcome package that we mail. The CSRs will typically handle the calls for new clients but we would like our sales people to be made aware of any new clients that come aboard. We would want this document to be a PDF.

Are there internal workflows holding back progress?

See how AI builds a workflow documentation template from a single prompt, helping teams streamline and automate tasks.

Generate a template for documenting workflows.

Copilot in SharePoint: List Files and Folders in Minutes!

Watch how Microsoft Copilot creates a Word document listing every file in a SharePoint library with shareable links.

Create a word document with all the files in this sharepoint library.

Phone Script: Calmly Escalate Frustrated Customers to a Manager

AI creates a calm, professional phone script to defuse frustration and smoothly escalate issues to a manager.

Create a phone script for a support rep who needs to escalate a frustrated customer to a manager while keeping the customer calm.

ChatGPT GPTs: Automate Invoice and PO Matching!

See how GPTs automate invoice and PO matching, catching discrepancies fast and streamlining financial workflows.

Custom GPT – Compare PO and Invoice

Troubleshooting Guide: Convert PDFs Into Decision Trees

Convert complex troubleshooting guides into simple decision trees that help frontline teams resolve issues faster.

Turn this troubleshooting guide into a decision tree format so frontline staff can use it quickly.

Automate Your Business Workflow: Invoice & Payment Secrets

Streamline your workflow by identifying repetitive tasks and deciding which to automate, delegate, or eliminate.

List all the repetitive tasks in my business workflow: [describe your workflow]. For each task, suggest whether it should be automated, delegated, or eliminated. Provide specific tools or methods for automation.

Seamless Integration: Sync Your Data Across All Systems

Design an integration blueprint that syncs data across tools using connectors, APIs, and workflows.

I use [list tools: QuickBooks, Outlook, Teams, CRM, Service Titan, etc.]. Create an integration blueprint that connects these systems so that when data is entered in one, it updates across all others automatically. Include suggested connectors, APIs, and workflows.

Daily Email Summary: Stay Organized & Boost Productivity!

Stay on top of email with Copilot summaries that sort urgent messages, highlight priorities, and draft quick replies.

Summarize all emails received today into a single report by: urgent (needs reply today), important (can wait 48 hours), and FYI. Draft short replies for the urgent ones in my tone of voice.

Boost Team Productivity: Weekly Task List & Project Tracker

Copilot turns chats and emails into a tracker with owners, due dates, urgency, and overdue items.

From this week’s Slack/Teams messages and email threads, generate a task list sorted by owner, due date, and urgency. Highlight anything overdue. Output in a project tracker format.

Knowledge Base Structure: Internal Process Documentation Guide

Build a structured knowledge base with clear naming, folders, and version control to keep team processes consistent.

Design a knowledge base structure for documenting internal processes, including naming conventions, folder structure, and version control rules.

How AI Automations Remove Business Bottlenecks

how AI automations can remove bottlenecks inside your business and create smoother, more efficient operations. From automating repetitive tasks to improving internal workflows and reporting, AI allows your team to focus on higher-value work instead of manual busywork.

Design a knowledge base structure for documenting internal processes, including naming conventions, folder structure, and version control rules.

Purchasing

Find BEST Prices Online: Smart Shopping Guide!

AI goes bargain hunting to find the best online price, factoring in shipping and reliability. See how it saves money.

Where online has the best price of this item including shipping RELIABILT Slip Double Union 1-1/2-in PVC PVC Sch 40 Ball Valve

Sales

Outbound Sales Strategy in 1 minute!

AI goes bargain hunting to find the best online price, factoring in shipping and reliability. See how it saves money.

You are a senior small-business sales strategist. Using the inputs below, create a complete, practical outbound kit that a 1–5 person sales team can use today.

# Inputs (fill these in)

Industry/Niche: [e.g., accounting firms]

Ideal Customer Profile: [company size, roles, tech stack, locations]

Offer: [what you sell + core outcome]

Proof/Trust: [case study stats, testimonials, certifications]

Differentiators: [what makes you unique]

Tone/Voice: [plain-spoken, friendly, confident, etc.]

Compliance constraints: [if any]

# Output exactly in this structure (plain text, no filler):

1) Value Prop (2 sentences) tailored to the ICP.

2) Top 5 Pains (short bullets) + matching Outcomes (one line each).

3) 5-Touch Sequence over 12 business days:

  • Email 1 (Subject + 110–140 word body using {{first_name}}, {{company}})
  • LinkedIn DM (≤60 words)
  • Voicemail Script (30 seconds, natural language)
  • Email 2 (Subject + 90–120 words, adds proof point)
  • Email 3 (Subject + 70–100 words, soft CTA)

4) Discovery Call Guide (7–10 questions: goals, current process, impact, timeline, budget, stakeholders, next step).

5) Objection Handling (concise replies for: “price,” “we already have a vendor,” “timing,” “send info,” “not a priority”).

6) Clear CTAs (3 options; time-boxed and low-friction).

7) Personalization Tokens (list 8 data points to personalize outreach using public info/CRM).

8) Metrics to Track (open rate, reply rate, meeting rate, SQO rate) + simple weekly improvement idea.

Constraints:

  • 7th–8th grade reading level; no buzzwords or jargon.
  • Keep total output under 900 words.
  • Use placeholders like {{first_name}}, {{company}}, {{your_name}}, {{your_calendly}}.
  • Assume sender has ≤1 hour/day for sales; keep steps realistic for a small team.”

AI Sales Script: Phone Success Tips!

See how AI creates a friendly 60-second cold call script that wins over local businesses without the pushy sales techniques.

Draft a 60-second phone script for reaching out to local businesses about our pest control services. Keep it friendly, not pushy.

Sales Roleplay: Overcoming Budget Objections in Sales

Overcome sales objections with AI role-play that helps you practice real conversations, ease budget worries, and close deals.

Roleplay as a hesitant prospect who’s worried about budget. Help me practice handling that objection in a natural conversation.

Sales Call Analysis: Uncover Client Pain Points & Objections

Overcome sales objections with AI role-play that helps you practice real conversations, ease budget worries, and close deals.

Summarize these last 5 sales calls into 3 bullet points each: client pain points, objections, and next steps.

Gary Vee's Secrets: Business Management Questions!

Use AI and LinkedIn to uncover business challenges and craft tailored discovery questions that spark meaningful sales conversations.

Based on this LinkedIn profile [paste bio], summarize likely business challenges in [industry]. Suggest 3 discovery questions tailored to their role.

QuickBooks: Calculate Client Business Years Easily!

Discover how to quickly determine the length of client relationships using transaction history and AI.

This document contains all sales for each of our clients. I need you to use the first sale data and determine how many years we have done business with that client and then create an excel document with the client name and how many years we have done business with them.

HVAC Sales: Overcome Objections & Close Deals!

Overcome client objections with better talk tracks and analogies that turn hesitation into confident closed deals.

Based on these 3 client objections, write improved talk tracks and analogies to help close deals faster

Leadership

Cloud Native Security Trends: Leadership Summary 2024

Get AI’s help turning a 20-page industry report into 5 clear trends packed with insights your leadership team can use.

Summarize this 20-page industry report into 5 key trends I should share with my leadership team.

Boost Revenue: 5 Streams for Divorce Mediation

Find new ways to grow with 5 alternative revenue streams that complement your business, complete with ROI insights.

My business currently makes money through [current revenue streams]. Suggest 5 alternative revenue streams that would complement my existing model, including implementation difficulty and potential ROI estimates.

Delegate & Automate: Top Tasks for Business Owners

Free up time and boost efficiency with AI that ranks your tasks by value, difficulty, and impact to guide delegation.

I currently handle: [list all your responsibilities]. Identify which tasks I should delegate first based on my hourly value of $[amount], training difficulty, and business impact.

Dashboard Workflow: Real-Time Data with Power BI & More

Design a one-page operations dashboard showing tickets, tasks, utilization, and risks with real-time automated updates.

Design a dashboard workflow that gives me a 1-page daily snapshot of: open tickets, overdue tasks, resource utilization, order fulfillment status, and risks. Suggest the best tool and automation setup to feed this in real-time.

IT

Ransomware Insurance: Get Answers & IT Policy Analysis

Simplify ransomware insurance prep by matching questions to your IT policies and spotting gaps before submitting.

I uploaded a ransomware insurance application, based off of these policies can you provide suggested answers. For any questions you can not answer based off this information, provide me a word document with questions I can send to my IT provider.

What can we do better?

We love to hear from our clients, please let us know if there are any areas that you think we could improve upon.