Pure Expertz
Smart Systems, Strong Humans
Smart Systems, Strong Humans
A practical workshop
Smart Systems,Strong Humans
Practical AI for Business Owners, Without Losing Control
Andy Babala, CPP · Pure Expertz
Xcelerator Business Summit · October 16–17, 2026 · ALT Space Chicago
Start here · The problem
Where does your week actually go?
01Inbox
Sorting, re-reading, deciding what matters before the day starts.
02Follow-up
Leads that went quiet because nobody had time to chase them.
03Re-typing
The same answer, the same email, the same quote, again.
04Quiet charges
Subscriptions nobody remembers signing up for.
05Friday report
The report that eats an afternoon, every week.
None of these needs a new hire. Each one needs a system, and a person who owns it.
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Show of hands
Raise your hand if, last week, you…
01answered the same question more than once.
02let a lead or a follow-up slip.
03found a charge you didn’t recognize.
Keep your hand up if it happened more than once.
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Smart systems, strong humans
Give the busywork to a system.
Keep the judgment with people.
The goal is not fewer people. It is your hours going to conversations and decisions, the part a person actually has to do.
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What’s changing
AI is arriving in every workflow
- It shows up inside software you already use, often before anyone approved it.
- Your team is already trying it, with or without a policy.
- Owners and boards are being asked new questions about protecting their people, their data and their customers.
The new questions
- Which AI tools are in use here?
- Who approved them?
- What data goes in?
- Who reviews what comes out?
- Who can switch it off?
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What’s changing
The same tool that drafts a letter
can imitate a voice.
In May 2025, the FBI warned that AI-generated voice messages were impersonating senior U.S. officials to reach other officials and their contacts.
Calling back on a known number is now a front-desk skill.
Source: FBI public warning, May 2025, as cited in Smart Systems, Strong Humans, a white paper by Andy Babala, CPP (October 2026). The FBI does not endorse Pure Expertz.
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Three demonstrations
Three systems you can start this week
1
The morning briefingEmail and calendar, summarized into one page before your first meeting.
2
The subscription sweepThree months of statements, sorted into keep, ask the team, and cancel.
3
The lead follow-upEvery inquiry gets an answer and a next step, without anyone chasing it.
The screens that follow are illustrations with made-up sample data. Nothing here needs a live connection.
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Demonstration 1 · The morning briefing
Start the day with one page, not a full inbox
- Connect email and calendar to the AI assistant your company approved.Read-only access where you can.
- Save one instruction, once.
“Summarize new email and today’s calendar. Sort into reply today, FYI and can wait. Flag money, deadlines and complaints. Draft replies. Send nothing.”
- It runs before you start the day.Same time, every morning.
- You read it in a few minutes and decide.You send. The system only drafts.
Morning briefing · TuesdayIllustration · sample data
Reply today 3
Customer asks to move Thursday’s appointment. Draft ready.
New quote request from the website form. Draft ready.
Your bookkeeper has two questions about last month.
On your calendar 4
9:00Team huddle
11:30Site visit, with directions attached
2:00Vendor call. Last week’s notes attached.
Can wait 12
Newsletters and receipts, filed for later.
Check first: an “urgent payment” email that doesn’t match how this vendor usually writes. Call them back on the number you already have.
Drafted by the assistant. Nothing was sent.
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Demonstration 2 · The subscription sweep
Find the charges nobody uses
- Download three months of card and bank statements.As a spreadsheet file, from your own bank.
- Remove account numbers and anything personal first.Before anything goes into any AI tool.
- Ask for the list.
“List every recurring charge: what it is, how often it bills, and who uses it. Sort into keep, ask the team, and cancel.”
- Check with your team. Then you cancel.On the vendor’s own site. The assistant never logs in or pays.
Recurring charges · last 3 statementsIllustration · sample data
| Charge | Bills | Who uses it | Suggestion |
|---|---|---|---|
| Design app, 3 seats | Monthly | One person | Drop 2 seats |
| Old scheduling app | Monthly | Nobody since spring | Cancel |
| Second cloud storage plan | Yearly | Same files as the first | Ask the team |
| Video tool (a trial that converted) | Monthly | Unknown | Ask the team |
| Accounting software | Monthly | Bookkeeper | Keep |
| Email marketing tool | Monthly | Two people | Keep |
Account numbers removed before upload. You decide and you cancel; the assistant only sorts.
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Demonstration 3 · The lead follow-up
Every inquiry gets an answer and a next step
- Send every inquiry to one place.Website form, email and phone notes, all in one list.
- A thank-you goes out from a template you approved.In your voice, with one useful question.
- Day 2, day 5, day 10: the system drafts the follow-up.You or your team approve each one.
- Every Monday: who hasn’t heard from you?One short list, so nobody slips.
Lead follow-up · one inquiryIllustration · sample data
New inquiry from the website formAsked for a call next week
- Right awayThank-you from your approved template, with one question about timing.
- Day 2 · you approveA personal note drafted from their answer. You edit one line and send.
- Day 5 · you approveA short check-in with one useful tip.
- Day 10 · you approve“Should I close your file for now?” Honest, and easy to answer.
- Every MondayOn your list if nobody has replied.
Only people who asked to hear from you. Stopping is always one reply away.
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Your turn
Write down one task you’d hand off
The taskOne thing, in plain words.
How oftenDaily, weekly, every new customer?
Who does it nowYou, a team member, nobody?
What “done” looks likeHow would you know it worked?
60 seconds Use the box on your handout. Keep it to one task.
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Without losing control
Four guardrails before the first tool
01What never goes in
Passwords, card and bank numbers, Social Security numbers, health details, employee files.
What customers trusted you with stays out, unless someone with authority approves it in writing.
02Who reviews
A person reviews what matters before it leaves the building.
The system drafts. People send.
03A written policy
Which tools, who approved them, what data may go in, who can switch them off.
One page is enough to start. Name an owner.
04Training your people
The whole team, not just the owner. The front desk notices first.
Pause on urgency. Call back on a known number.
Your accounts, your data. Your team can run, change or switch off every system, without the person who built it.
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Prevention
Start earlier than the incident
A response plan tells you who to call after something has gone wrong. A prevention plan decides, in advance, what a trained team watches for, who notices, and what happens next.Andy Babala, CPP
Decide in advanceThe rules exist before the first mistake, not after it.
Train who notices firstThe front desk, the inbox, the floor.
Give every concern a place to goA named person who acts on it.
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Pair share
Turn to someone you didn’t come with
1The task you’d hand off
2The one guardrail it needs
60 seconds 30 seconds each. I’ll call time.
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Where to go from here
One path, three steps
Free · every week1Open office hours
Live on Zoom. Bring one real problem and get a straight answer.
Cohort2AI Impact Academy
Learn the tools with a small group of owners, on your own real work. Bring a colleague.
For teams330-Day AI Build
We set up intake, follow-up and automations on accounts you own, and train your team to run them.
Every build starts with a written scope. Your accounts, your data, your decisions.
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Bring your team
If you lead security, HR or operations, bring your team to one session.
One person goes home and nothing changes. Two go home and the organization changes.
SecurityHROperations
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Before you leave · Scan one
Three ways to keep going
Free · every week
Open office hourszoom.pureexpertz.aiTue–Thu, 1–2 PM Central on ZoomWhatsApp group
Join the conversationon WhatsAppThe Pure Expertz group for owners and leadersNovember 12–14, 2026
AI Impact Forumpureexpertz.com/forumVirtual, hosted at local venuesAndy Babala, CPP · Pure Expertz · [email protected]Follow Pure Expertz · youtube.com/@PureExpertz