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SBDC.AI™

The AI operating system for business advising.

Client America's SBDC California
Year 2024 – Present
Scope Brand, Platform, AI, Content
Status Live

Overview

Built from zero. Now serving advisors statewide.

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.

SBDC.AI platform interface

The Problem

Advisors drowning in process. AI sitting unused.

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.

SBDC.AI dark mode interface

The Approach

Design the trust first. Build the tool around it.

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.

500+ Advisors onboarded
63 SBDC centers served
40% Time saved on client prep

Deliverables

What we shipped.

Brand Identity

Naming, logo system, color, typography, brand guidelines. Built to feel credible inside government and education contexts.

Web Platform

Full-stack AI application. Chat interface, prompt library, advisor dashboard, analytics, and admin tools.

AI Architecture

Custom prompt engineering, workflow automation, knowledge base integration, and model fine-tuning for SBDC-specific use cases.

Content Strategy

Onboarding flows, training documentation, video walkthroughs, and an internal communications plan for statewide rollout.

Prompt Library

50+ pre-built prompts for common advising tasks: business plan review, funding readiness, SWOT analysis, session prep.

Training Program

Live and recorded training sessions for advisor onboarding. Curriculum designed for AI-skeptical professionals.

Next Project

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