Seven short lessons, each built from a job TeamShift delivers: answering every call, finding lost money, waking up old leads, getting found, writing steps AI can follow, and keeping the owner in control. Pass a one-question check per lesson to get a shareable badge.
Seven short lessons, each built from a job TeamShift delivers: answering every call, finding lost money, waking up old leads, getting found, writing steps AI can follow, and keeping the owner in control. Pass a one-question check per lesson to get a shareable badge.
Step 1
Who it is for
Freelancers, office managers and consultants who set up AI tools for local businesses, and owners who want to do it themselves.
No coding needed.
Each lesson takes about 10 minutes, plus an optional build.
Free, with no account.
Step 2
What you get when you pass
A badge you can download or add to LinkedIn, a post template to show what you built, and an offer to join the TeamShift referral program.
The badge shows you finished the lessons and passed the checks. It is not an exam with ID checks.
Referrers earn 20% of what TeamShift collects from each customer they refer, for 12 months.
Questions
Before you hand this off
Is the course really free?
Yes. Read every lesson and take the checks without signing up. You only leave a phone number if you want a referral code.
What is an AI Operator?
Someone who sets up AI to do real work for a small business, keeps the owner in control of anything that sends, pays or deletes, and reports the result in the owner's numbers.
Do I need TeamShift to use what I learn?
No. The steps work with any tools. TeamShift is there if a client wants it done for them.
Each lesson follows a job TeamShift delivers for small businesses. Read it, answer one question, and try the build. Pass all 7 checks to get your badge.
0 of 7 checks passed.
Lesson 1: The job: one task, one owner, one number
Goal: Pick the first task to hand to AI, and say how you will know it worked.
An AI Operator sets up AI to do real work for a small business, then keeps it working. The job starts small: one task the owner does by hand every week.
Ask the owner to record the task once while they talk it through. Write the steps down. Mark every step that sends, pays or deletes something. Those steps always wait for the owner's OK.
Before you build anything, write one number you will check: calls answered, hours saved, or jobs booked.
Built from how TeamShift delivers: Task Takeover
Try it: Record one task you or a client does by hand. Write the steps and circle the ones that need an OK.
Lesson 2: Never miss a lead: answer every call and text
Goal: Make sure every caller gets an answer within a minute, day or night.
Most small businesses miss calls while they are on a job. A caller who gets no answer often calls the next business on the list.
Set up a text that goes out when a call is missed. It says who you are, asks what they need, and offers a time to talk. Every reply goes to the owner's phone.
Only text people who called you. Keep a record of each reply. Measure how many missed calls got a reply within a minute.
Built from how TeamShift delivers: Missed-Call Front Desk
Try it: Write the missed-call text for a real local business. Keep it under 300 characters.
Lesson 3: Find the money that is already leaking
Goal: Show an owner, in dollars, what slow replies and missed calls cost them.
Owners say yes when they see their own numbers. Start with three: calls missed per week, the share of callers who would have booked, and the value of an average job.
Multiply them for a weekly cost, then a yearly one. Use the owner's numbers, not industry guesses, and show the math so they can check it.
End with one fix and what it costs. A small, clear number beats a big, vague one.
Built from how TeamShift delivers: Leakage Check
Try it: Run the free missed-call cost calculator for a business you know and share the result.
Lesson 4: Wake up old leads, with consent
Goal: Turn a list of past leads into booked jobs without spamming anyone.
Most businesses have a list of people who asked for a price and never booked. Many still need the work.
First check consent: only contact people who agreed to hear from the business. Drop anyone who said stop. Then write a short, honest message that names what they asked about.
Call or text in small batches, log every answer, and count booked appointments, not messages sent.
Built from how TeamShift delivers: Lead Reactivation
Try it: Clean a sample lead list: mark who can be contacted, who cannot, and why.
Lesson 5: Get found on Google and in AI answers
Goal: Make sure people asking Google or an AI assistant for this kind of business can find this one.
Customers now ask AI assistants for "the best roofer near me". The assistants repeat what they find on the web: listings, reviews and clear website pages.
Check what they say today. Then fix the basics: the same name, address and phone everywhere, a page for each service and town, and honest answers to common questions.
Never post fake reviews or pay for links. Check again in a month and compare.
Built from how TeamShift delivers: Free AI-search check and Local Visibility Pack
Try it: Run the free AI-search check for a local business and list three fixes.
Lesson 6: Turn a recorded task into steps AI can follow
Goal: Write steps clear enough that AI does the task the same way every time.
Watch the recording and write one step per action, starting with a verb: open, copy, check, send. Add the checks the owner does in their head, like "make sure the total matches".
Write what happens when something is off: a missing file, a strange number, an angry customer. If the owner did not show it, ask. Do not guess.
Test the steps on three new examples before AI runs them for real.
Built from how TeamShift delivers: Task Takeover
Try it: Turn your recorded task from lesson 1 into numbered steps and test them on three examples.
Lesson 7: Approvals, safety and proof
Goal: Keep the owner in control and show the result in their numbers.
Anything that sends, pays or deletes waits for the owner's OK. Customer data stays with the business it belongs to. Passwords never go in a chat or a document.
Each month, send a short report: the number you picked in lesson 1, before and after. Say what did not work too.
Ask before you share a result in public. Without the client's yes, share the numbers without the name.
Built from how TeamShift delivers: Proof engine
Try it: Write a one-paragraph monthly report for your task: the number before, after and what is next.