AI for SMBs

A comprehensive AI program for small firm owners, operators and advisors to give you the skills to stay ahead.

8 sessions, 1.5 hrs each. Each module rebuilds one job you already do, on your own files, so that you get your most valuable hours back.

Full programEvery session, each building on the last. The best way to learn.See dates and register MasterclassOne module on its own, if you’re already confident with the rest.Choose a module

7 modules + 1 tutorial90 minute sessionsOnline, live and recorded$950

What we’ll cover.

Module 01 · Tue 3 NovSetting Up AI For YourselfChoose the right tool, set it up properly, and know where your client data goes.

Module 02 · Thu 5 NovMaking AI Understand YouGive AI a memory of your business, so its work comes back in your voice and to your standards.

Module 03 · Tue 10 NovProducing Client Ready DocumentsTurn your own proposals, reports and decks into templates AI can draft from.

Module 04 · Thu 12 NovFaster, Sourced ResearchResearch a client or market with AI, check the sources, and turn it into a plan you can act on.

Module 05 · Tue 17 NovMaking Sense Of Your Own NumbersTurn your spreadsheets and financial exports into clear analysis, charts and a simple dashboard.

Module 06 · Thu 19 NovAutomating Work With AgentsFind the repeated tasks worth automating, and build one that runs without you.

Tutorial · Tue 24 NovCheck inBring your questions and work through what you’ve built so far.

Module 07 · Thu 26 NovBuilding Your Implementation RoadmapLeave with a 90 day plan: what to change first, and what to build or hand off.

Who is this for?

You run a business, or keep one runningOwners and the operators behind the day to day, plus independent advisers, consultants and fractional executives.
Client work and admin compete for your timeEvery hour on admin is an hour not spent on clients or growth.
You’re familiar with AI and want to go furtherIf you’ve tried a tool like ChatGPT or Claude, you’ll be comfortable. No advanced skills needed.
You want skills you can use straight awayHands on and practical, with no coding. You can bring your own work, or follow along with our examples.

How it runs.

November 2026

Hover over or tap a date to see what runs that day.

Module Tutorial

THE FORMAT / AI FOR SMBS

7 modules + 1 tutorial · 8 live sessions
Tuesdays and Thursdays · 3 November to 26 November
90 minutes · 10:30am Melbourne time · Online
Every session is recorded, so you can catch up if you miss one.
Taught in Claude, but the skills carry over to ChatGPT, Gemini or whichever AI tool you prefer

$950

Dates and booking.

The full program is the best way to learn. Each module builds on the one before, so by the end you’ve rebuilt how you work, not just picked up one skill.

RecommendedFull program3 November to 26 November · Tuesdays and Thursdays · all 8 sessions

Each module builds on the skills from the one before
Includes the tutorial, to work through what you’ve built
Every session recorded, so you can catch up

$950

Already confident with the earlier modules? Book just the one you need as a masterclass.

Tue, 3 NovModule 1Setting Up AI For Yourself
Thu, 5 NovModule 2Making AI Understand You
Tue, 10 NovModule 3Producing Client Ready Documents
Thu, 12 NovModule 4Faster, Sourced Research
Tue, 17 NovModule 5Making Sense Of Your Own Numbers
Thu, 19 NovModule 6Automating Work With Agents
Tue, 24 NovTutorialCheck inFull program only
Thu, 26 NovModule 7Building Your Implementation Roadmap

Common questions.

Is the program online?

Yes. Every session runs online and live.

What if I can’t make a session?

Every session is recorded, so you can catch up any time.

What will I need?

A paid subscription to an AI assistant, such as Claude, ChatGPT or Gemini. The basic paid plan is enough, but the free version won’t be. We use Claude in the sessions, but any of the major ones will work. You’re welcome to bring your own work, or follow along with our examples.

Can I take just one module?

Yes, as a masterclass for $150. But each module builds on the ones before it, so a masterclass only suits you if you’re already confident with the earlier modules. If you’re not, the full program is the better choice: it builds your skills step by step.

Can I join the full program after a masterclass?

Yes. A masterclass is a simple way to start before signing up for the full program.

How often does it run?

A new group starts every month. Each one runs for four weeks, with sessions on Tuesdays and Thursdays.

Can I join a group that has already started?

Email us at info@lumracademy.com and we’ll see what we can do.

Ready to put this into practice?

Book a call

Only need one part? Book a single module as a masterclass Never used AI? Start with AI Basics