Overview
SBDC.AI is a purpose-built AI platform for small business development center advisors across California. It combines institutional knowledge, AI intelligence, and advisor workflows into one system.
The project required everything: naming, brand identity, web platform design, AI integration architecture, prompt engineering, and a content strategy that could onboard hundreds of advisors who had never touched AI tooling.
The Problem
SBDC advisors spend 60% of their time on documentation, session prep, and administrative tasks. Meanwhile, AI tools exist but feel foreign, unreliable, and disconnected from the advising workflow.
The gap wasn't technology. It was trust. Advisors needed a system that felt purpose-built for their work, not a generic chatbot with a new skin.
The Approach
We started with the advisor experience, not the technology. What does an advisor actually do in a day? What are they afraid of getting wrong? What would make them open this tool instead of a spreadsheet?
The brand was built to feel institutional, not startup. The interface was designed to look like a professional tool, not a toy. Every prompt, every workflow, every piece of copy was written by people who understand advising, not engineers guessing.
Deliverables
Naming, logo system, color, typography, brand guidelines. Built to feel credible inside government and education contexts.
Full-stack AI application. Chat interface, prompt library, advisor dashboard, analytics, and admin tools.
Custom prompt engineering, workflow automation, knowledge base integration, and model fine-tuning for SBDC-specific use cases.
Onboarding flows, training documentation, video walkthroughs, and an internal communications plan for statewide rollout.
50+ pre-built prompts for common advising tasks: business plan review, funding readiness, SWOT analysis, session prep.
Live and recorded training sessions for advisor onboarding. Curriculum designed for AI-skeptical professionals.