Saturday, June 28, 2025

How Do I Start with AI When I Don't Know What Tools Are Right for My Business?

The Short Version

The key isn't finding the "best" AI tools, it's finding the right fit for your specific workflow through a systematic four-step process that focuses on human-centered implementation. With over a thousand AI tools flooding the market, choosing the right ones for your business feels impossible. Without proper change management, even the most powerful AI tools will sit unused and waste your money.

Stop Drowning in the Sea of 1,000+ AI Tools and Start Implementing the Ones that Actually Matter for YOUR Workflow

Key Takeaways

  • Not all AI tools are the right match for your business and finding the right fit is what matters
  • AI should only handle computer-centric tasks, not human-centered work that requires intuition and emotional intelligence
  • The four-step implementation process: audit current workflow, assess tech stack, identify AI opportunities, and manage change
  • Change management is the make-or-break factor that determines whether AI implementation actually succeeds
  • Getting your team emotionally invested in the outcome is essential for long-term adoption

How Can AI Actually Help My Service Business?

I absolutely love this question because it highlights two critical elements that most businesses get wrong when approaching AI implementation. First, there's the overwhelming question of where to even start when faced with thousands of AI tools. Second, and more importantly, there's the recognition that not every tool is right for every business.

Here's the reality: there are over a thousand different AI tools that do all types of tasks for business. But just because a tool exists doesn't mean it belongs in your workflow. The businesses that succeed with AI aren't the ones using the most tools...they're the ones using the right tools in the right places.

​When implemented correctly, AI can raise the ceiling on your growth and scalability because, let's face it, robots can work 24/7 without needing sleep, days off, or coffee breaks. But here's where most businesses fail: they try to automate everything instead of focusing on what should actually be automated.

What Tasks Should I Automate with AI vs. Keep Human?

"AI should only be integrated into workflows that are very much computer tasks. There are a lot of tasks in a service business that actually should be completed by a human because they require intuition and human connection."

The goal isn't to replace humans, it's to take nonhuman tasks off someone's plate so they can spend all their time focused on the human-centric work that actually drives your business forward.

Why Isn’t AI Working as Expected in My Business?

Before diving into implementation, understand this fundamental truth: AI can define emotions, but it doesn't know what they feel like.

When AI triggers an emotion in someone, it won't understand how to deal with it. That's when human intuition: emotional intelligence, comes into play.

​This is why certain aspects of your business should remain human-driven, especially in service businesses where client relationships matter. AI excels at tasks like finance (numbers, computations, data processing) but struggles with nuanced human interactions that require reading between the lines.

The 4-Step Process for AI Implementation

Based on eight-plus years of consulting with businesses on tech integrations, here's the proven framework that ensures your AI implementation not only works but sticks:

Step 1: Assess Your Current Workflow

Before diving into implementation, understand this fundamental truth: AI can define emotions, but it doesn't know what they feel like.

When AI triggers an emotion in someone, it won't understand how to deal with it. That's when human intuition: emotional intelligence, comes into play.

​This is why certain aspects of your business should remain human-driven, especially in service businesses where client relationships matter. AI excels at tasks like finance (numbers, computations, data processing) but struggles with nuanced human interactions that require reading between the lines.

The people doing the daily tasks can tell you:

  • What parts of the workflow are genuinely difficult
  • Where the real pain points exist
  • What aspects of the process consistently cause problems

When someone says "this part sucks," don't take it personally. Listen, because that becomes a huge opportunity where AI could potentially help.

Step 2: Audit Your Current Tech Stack

Notice how we're still not putting any new tech anywhere? You're taking a step back to understand what you're working with first.

Look at your current technology setup and identify:

  • Which pieces of tech handle which parts of your workflow
  • Where you have overlapping capabilities across multiple platforms
  • What tools are performing duplicate functions

Why this matters: If you have tech overlap, you don't want to add more complexity on top of an already complicated setup. Before adding AI tools, see if you can remove some existing tech to streamline your stack.


Don't rely on what marketing departments tell you about what tools can do. Talk to your team, the people who use these tools daily, because they'll give you the real story about capabilities and limitations.

Step 3: Identify AI Opportunities

Now comes the actual AI tool evaluation. With your process mapped and tech stack understood, you can identify specific opportunities where AI makes sense.

Real-world example: When I was a senior consultant for Salesforce, I spent hours in meetings taking notes, tracking action items, then manually transferring everything to our task management system. I'd assign tasks, estimate timelines, and write detailed descriptions so everyone knew exactly what to do.

Today's AI note-taking apps can:

  • Join meetings and transcribe everything in the background
  • Track who said what during discussions
  • Pull action items and key takeaways automatically
  • Send tasks directly to your task management system through automation

The Ninja Pro Tip: During meetings, naturally dictate assignments by saying "So-and-so will complete this task." The AI picks up these cues and automatically assigns tasks to the right people.

This type of implementation would have cut my post-meeting workflow from hours to minutes, while letting me stay fully present during actual meetings instead of multitasking between listening and note-taking.

​Look for these low-hanging fruit opportunities—tasks that involve creating text, managing data, or organizing information that doesn't require human intuition.

Step 4: Change Management (The Make-or-Break Factor)

This is the most undervalued skill in business, and it determines whether your AI implementation succeeds or becomes expensive shelf-ware.

​I can build you a system that saves $20,000 a year in employee time, but if no one on your team actually uses it, you've wasted money and created frustration instead of efficiency.

The key question: How do you get your team emotionally invested in the outcome?

Your employees need to see how AI implementation will make their lives easier. They need to get excited about the prospect of going home an hour earlier or focusing on work they actually enjoy instead of repetitive tasks.

Here's the reality: If you implement AI correctly, you can turn 8-hour workdays into 6-hour workdays by eliminating time-wasting manual tasks. Whether you give employees that time back or redirect it to higher-value work is up to you, but they need to see the personal benefit to buy in.

Without positive emotional investment from your team, even perfectly designed AI systems will fail. I've seen amazing implementations sit unused because businesses skipped the human element of change management.

Pro Tip: Your AI Opportunities are in the Complaints

Nobody wants to hear complaining, but complaints are gold mines for AI opportunities. When team members consistently complain about specific parts of their workflow, that's exactly where you should focus your AI implementation efforts.

The complaining gets a lot less when you fix the underlying issues correctly. Use those pain points as your roadmap for where AI can make the biggest impact.

Measuring and Improving AI’s Impact

Implementing AI successfully isn't about finding the coolest tools or automating everything possible. It's about taking a systematic approach that puts human needs first and technology second.

Remember the four steps: audit your current workflow, assess your tech stack, identify specific AI opportunities, and most importantly, manage the human side of change. Skip any of these steps, especially change management, and your implementation will fail regardless of how sophisticated your AI tools are.

The businesses winning with AI aren't the ones using the most tools. They're the ones using the right tools in the right places with full team buy-in. Focus on making your team's lives easier, and the business benefits will follow naturally.

Next Steps:

Listen to the full podcast episode below and start with step one today.

Map out one workflow that your team frequently complains about and identify exactly where the pain points exist. That's your roadmap to AI implementation success.

Want Personalized Help? Book a Tech Clarity Call

Listen To The Winning Business Podcast

The businesses winning with AI aren't the ones using the most tools, they're the ones using the right tools in the right places with full team buy-in.

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FAQs

You have got questions, we have got answers

 How do I know if a task should be handled by AI or kept human?

Ask yourself: Does this task require emotional intelligence, intuition, or reading between the lines? If yes, keep it human. If it's primarily data processing, text creation, or repetitive computer work, it's a good candidate for AI.

 Should I implement multiple AI tools at once or start with one?

Always start with one tool that addresses your biggest pain point. Master that implementation, get your team comfortable with the change, then gradually add other tools. Overwhelming your team with multiple changes at once is a recipe for failure.

 How long does it typically take to see results from AI implementation?

With proper change management, you should see adoption within 2-3 weeks and measurable time savings within a month. If you're not seeing results within 30 days, revisit your change management approach, the tool probably isn't the problem.

Great question! This is exactly what we'll cover in the next episode: "What if my team is resistant to using AI because they're afraid it will replace them?" We'll dive deep into overcoming the biggest barrier to AI adoption, employee fear and how to position AI as a tool that enhances their value rather than threatens their job security.

Whenever you're ready, there are 3 ways I can help you:

  • Subscribe to My YouTube Channel for Weekly Strategies: Get behind-the-scenes insights, and step-by-step tutorials that you can implement immediately for real results. Join subscribers who get first access to exclusive content and member-only resources that aren't available anywhere else.
  • One Hour Tech Clarity Call: One focused hour to identify your biggest tech bottleneck and the fastest path to fix it. Think of it as your first coaching session with immediate, actionable results that you can implement this week.
  • Deep Dive Tech Audit (Build Your 90 Day Plan): We go under the hood of your entire tech stack, identify what's really broken (not just what feels broken), and create your personalized 90-day roadmap to reclaim 10+ hours per week through streamlined workflows.
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Howdy, I'm The Business Cowgirl

(aka Alyssa Schaefer 🤠)

Online Business Digital Architect and AI Strategist

  • 10+ years building businesses online and developing backend workflows
  • Senior-level experience in business process automation and CRM optimization
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