Guides

Getting Started with AI for SMBs – Practical Guide

thumbnail photo of jordy hartendorp from kleritt
by
Jordy Hartendorp
Created on:
November 4, 2025
Last updated on:
November 5, 2025
starting with ai
If you’re running a business and you know AI is an opportunity, but you’re not sure where to begin, you’re not alone. Many business leaders try cutting-edge tools without a clear plan, waste budget or stall mid-project. This article gives you a pragmatic, founder-to-founder roadmap: how to identify value, avoid common traps, build a plan and move to reliable outcomes.

TL;DR

  • Start with a clearly scoped use case tied to business impact.
  • Avoid wasted effort by assessing data, people and processes first.
  • Use an agile pilot–scale approach: learn fast, then expand.
  • Many agencies charge a monthly retainer (starting around €1 500 – €4 000/month)
  • Decide tooling with clarity on integration, vendor lock-in and compliance.
  • Data protection, bias and regulation (especially EU-GDPR) are not optional.

What it is and where the ROI comes from

Artificial intelligence (AI) covers technologies that enable machines to simulate human-like tasks: recognising patterns, generating content, recommending actions and automating decisions.

For businesses, the ROI of AI typically comes from two sources.

First, efficiency gains: replacing manual or repetitive work (eg. customer queries, data-entry, content processing) frees capacity and cuts cost.

Second, value creation: new services, better decisions, personalised customer experiences, business scale. A recent SME-focused study reports that 91 % of SMEs using AI report revenue uplift, and operational cost reductions of up to 30 %.

Because of this, AI is no longer just “nice to have”, it is a competitive lever. For our agency, we package this as “automation plus intelligence = growth with fewer resources”.

Common failure modes and how to avoid them

  • Poor data or infrastructure readiness: Even the best models fail if input data is messy, fragmented or inaccessible. How to avoid: Conduct a data-health check: completeness, reliability, governance.
  • Over-ambition: Trying to solve everything at once leads to scope creep and chaos. How to avoid: Start with a narrow pilot (one process, one team), measure value, then scale.
  • Organisational resistance or skill gap: If people don’t understand or trust the new system, adoption fails. How to avoid: Build stakeholder engagement, provide training, define clear change-management steps.
  • Ignoring compliance, bias and risk: Ethical, legal and privacy issues are common stumbling blocks. How to avoid: Establish governance, audit data for bias, ensure GDPR/HIPAA compliance early.

Implementation playbook (steps, tools, SOPs)

  1. Discover: Map your end-to-end process, identify where time/cost is highest, estimate potential uplift.
  2. Define: Pick a use case (eg. automated invoice processing, chatbot for support, predictive churn). Define KPIs: cost savings, time saved, revenue unlocked.
  3. Assess readiness:
    • Data: what systems hold the data, how clean is it?
    • People: who will own process change? Are skills present?
    • Technology: integration points, APIs, legacy systems.
  4. Plan pilot: Define scope (team, timeframe, budget). Choose tools/platform. Set sprint cadence (2-4 weeks).
  5. Build & test: Use low-code platforms or vendors. Set up process flows, integrate data inputs, train models or configure rules.
  6. Monitor & learn: Within pilot: track KPI, capture issues (data quality, integration, user adoption). Adjust.
  7. Scale: Once pilot meets threshold, define roll-out plan, governance model, continuous improvement.
  8. Operate: Transition from project to service: define ownership, monitoring, cost-control, ROI tracking.

Pricing and packages with realistic ranges

For small and mid-sized businesses, AI automation doesn’t need to be an all-or-nothing investment. Costs depend on the project’s complexity, data readiness, and integration depth, but realistic 2025 benchmarks fall within accessible ranges.

Pricing models in the SMB market are shifting toward value-based and subscription formats. Many agencies charge a monthly retainer (starting around €1 500 – €4 000/month) tied to measurable business outcomes rather than fixed project fees.

Tooling landscape and selection criteria (as of Nov 2025)

The tooling ecosystem is broad. Key categories:

  • Low-code automation platforms (eg. Zapier, n8n, Make) suited for simpler tasks.
  • Generative-AI platforms (eg. ChatGPT via API, Azure OpenAI) for more advanced tasks like summarisation, content generation.
  • Integration ease with existing systems (APIs, data access)
  • Platform transparency (model control, vendor lock-in)
  • Compliance & security (especially for EU clients)
  • Vendor support and upgrade path
  • Cost structure: licence + usage + maintenance
  • Usability/training: can your team use it without heavy specialised hiring

Risks, compliance, and data protection notes (EU & US)

  • Data protection: In the EU, when your AI solution processes personal data, you need to comply with General Data Protection Regulation (GDPR). Rights like data access, deletion, profiling apply. For the US, sectoral laws (eg. HIPAA for health) or state laws (eg. California’s CCPA) may apply.
  • Model bias & fairness: AI models can replicate or amplify biases in data. Implement periodic audits, diverse oversight, human-in-the-loop for critical use. 
  • Vendor risk & lock-in: Using proprietary AI without exit strategy may create dependency. Prefer modular architecture and contract clauses about data portability.
  • Security: AI platforms interact with often sensitive data. Ensure data encryption, access controls, proper vendor SLAs.
  • Governance: Companies increasingly appoint governance frameworks or roles (eg. CAIO).
  • Regulatory changes: AI regulation is evolving (EU’s AI Act draft, US NIST framework). Stay updated and design for flexibility.