The SMB AI Playbook: Start Small, Scale Smart

AI adoption doesn’t have to be overwhelming. The smartest SMBs start with focused, high-impact applications and expand from there.

Step 1: Identify repetitive, manual processes (invoicing, scheduling, customer inquiries).
Step 2: Pilot one AI tool in that area, measure results, and refine.
Step 3: Scale to adjacent functions once ROI is proven.

By following this playbook, SMBs stay agile and avoid wasted spend, while still building momentum toward transformation.

Sources

• https://www.mckinsey.com/capabilities/quantumblack/our-insights/the-state-of-ai-in-2025