Practical AI in Action
See how AI Educational Solutions helps turn everyday work into clearer, more useful workflows. Explore a client case study and an inside look at how we apply AI in our own business.
Client case study
Helping an HVAC Company Save Time on Marketing
Columbia, South Carolina • AI-assisted content and business research
The Client
A family-owned HVAC company in Columbia, South Carolina needed help with marketing tasks and understanding its local competition.
The challenge
Writing social posts, adapting them for different platforms, and drafting customer emails took time away from running the business. The owners also wanted a clearer picture of their customers and competitors.
What AIES delivered
AI tools for everyday communication: help drafting social content, adapting posts across platforms, and preparing emails and follow-up messages.
A company research report: an overview of services, customer groups, strengths, weaknesses, opportunities, and threats.
Competitor research: local market findings, sales talking points, content ideas, and a practical action plan.
The result
The client reported saving an estimated 13 hours per week on social media content creation and repurposing. The owners also gained a clearer view of their market and practical material to use in customer conversations.
Why the approach worked
The work reflected the company’s customers, communication style, and local market. AI-assisted writing and research were turned into outputs the team could use in its day-to-day work.
Inside AIES: Turning AI Use into Documented Workflows
An internal review using the White Beard Strategies AI Readiness Checklist identified gaps in how AIES documented its use of AI.
+12
points gained in one session
107/140
final self-assessment score
3 hrs.
time saved in the week reviewed
The starting point
Michael G. Carmine has trained 1,150+ business owners, students, faculty, and staff. He also uses AI in AIES operations.
When he completed the White Beard Strategies AI Readiness Checklist, his initial self-assessment score was 95 out of 140. The review showed that some established practices had not been documented and that other workflows needed clearer structure.
The checklist score is a self-assessment under that framework, rather than an independent certification.
The opportunity: document the workflows already in use and address the remaining gaps.
What the assessment revealed
The checklist covers seven sections: AI awareness, tools and platforms, business process integration, team training, personal productivity, ethics, and innovation strategy. Each section scores up to 20 points.
My scores told a clear story. I was strong where teaching and knowledge live. I was weak where operational documentation lives.
Section
Before
After
Gain
Basic AI Awareness
20/20
20/20
Maintained
Team AI Skills and Training
17/20
17/20
Maintained
AI Ethics and Responsible Use
12/20
17/20
+5
AI Tools and Platforms
15/20
15/20
Maintained
AI for Personal Productivity
13/20
14/20
+1
AI-Driven Innovation and Strategy
13/20
14/20
+1
AI Integration in Business Processes
5/20
10/20
+5
Overall Score
95/140
107/140
+12
Business-process integration had the lowest starting score: 5 out of 20. AI was being used in day-to-day work, but the intake process, operating practices, and impact tracking needed clearer documentation.
A useful assessment connects each score to a specific practice and a practical next step.
What changed
Responsible AI policy: documented practices for disclosure, privacy, bias awareness, and transparency.
Operating workflows: documented AI-assisted client intake, prospect review, and financial review practices.
Impact tracking: recorded content outputs and time savings instead of leaving existing work uncounted.
The case study records three hours saved during the week reviewed while producing blog posts, LinkedIn posts, and Google review responses.
Recording existing work helped make the assessment more representative of day-to-day practice.
The outputs
A published responsible AI policy.
A 30/60/90-day plan for improving AI use.
A weekly log for tracking outputs and time saved.
This account of how AIES reviewed its own practices.
The self-assessment score increased from 95 to 107 out of 140. Some gains reflected new documentation; others reflected recognizing work that was already in place.
What you can take from this
A readiness review can help connect the tools you use to the work they support. Document the task, how AI is used, how results are checked, and what improves.
The value comes from the changes you make after the review. Your priorities will depend on your own workflows and goals.
Use the findings to choose your next improvement.
AIES helps review your current workflows, identify practical opportunities for AI, and develop tools or processes around your needs.
Ready to find out where you actually stand?
Reach out at AI Educational Solutions. [email protected]. We will start with your numbers and build from there.
Start with a free 20-minute call to discuss the work you want to improve and whether AIES can help.
Contact
AI Educational Solutions, LLC
Based in South Carolina’s Midlands
Available remotely worldwide
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