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Master AI Small Business Owner Certification · Digital course

MA-SBOC Level 5 — AI Small Business Automation Specialist

Self-paced enrollment in Level 5 of the Master AI Small Business Owner Certification: Build automations that act, safely: agents and orchestration sized for a small business, APIs and service identities, human-in-the-loop approval gates, role-based access, prompt-injection defence, logging and monitoring, incident response, and return on investment you can actually defend.

Modules
14
Estimated time
40 hours
Access
Self-paced

Single-user enrollment

$599.00

One-time purchase
What Level 5 covers Review the complete curriculum The six-level program

Enrollment includes

Practical AI training built for small business owners

Evaluate AI tools for small-business value, affordability, limitations, privacy, security, vendor risk, professional-advice boundaries, and responsible oversight.

Create reliable prompts and verification procedures for planning, research, marketing, sales, service, operations, finance, hiring support, training, and reporting.

Improve customer and business workflows without delegating legal, tax, accounting, financial, employment, healthcare, engineering, safety, licensing, or regulatory decisions to a model.

Automate repetitive work with defined data access, permissions, approvals, exceptions, audit trails, output checks, human escalation, and documented limitations.

Curriculum at a glance

From AI fundamentals to responsible business growth

View all 14 modules
  1. Module 01

    What an Automation May Do in a Small Business

    Level 5 starts with authority: the three bands of suggest, act inside the business and never act outside without a person; the three root causes of an automation doing more than anyone meant; the written register that bounds each one before it is built; and the acts that never go to an automation at all.

  2. Module 02

    The First Safe Automation and Its Written Limits

    How to choose a first automation that cannot hurt anyone, write its limits in the words you would use with a new employee, build the smallest useful version and run it beside the manual process, and agree before launch the evidence that decides whether it is kept, narrowed or switched off.

  3. Module 03

    Orchestrating Enquiry, Booking and Follow-Up

    Chaining first contact, booking and after-service follow-up so that each step has written limits and a person approves what leaves the business, and carrying the consent and disclosure duties into every channel: calling hours, do-not-call lists, consent for calls, texts and AI voices, commercial email, bot disclosure and call recording.

  4. Module 04

    The Connection Map and What Each Connection May Do

    Before an automation touches a live system, write down every system it reads from and writes to. This module builds the connection map, specifies each boundary by direction, fields, data class and limits, sets "do nothing and tell someone" as the default for bad records, and shows where card data and health information change the answer.

  5. Module 05

    Accounting and Customer Systems: Read First, Write Later

    Connections to the books and the customer list start read-only, and each write is earned one at a time with a named owner and a reason. This module covers proposed entries rather than posted ones, the trail a bookkeeper, preparer or attorney still needs afterwards, and why an automation never takes a tax position, decides an entity question or answers a wage question.

  6. Module 06

    Automation Near Money, and Who Approves It

    Payments, refunds, payouts, invoices and bank detail changes are where an automation stops and a person acts. This module covers separating who prepares from who approves, even in a one-person business, approval thresholds, holding a changed payee until it is verified on a number already held, and why an automation never holds the credential that moves money.

MA-SBOC

Levels in this programme

  1. Level 1 MA-SBOC Level 1: AI Foundations for Small Business Owners
  2. Level 2 MA-SBOC Level 2 — Certified AI Small Business Professional
  3. Level 3 MA-SBOC Level 3 — Advanced AI Business Operations
  4. Level 4 MA-SBOC Level 4 — Master AI Small Business Owner Certification
  5. Level 5 MA-SBOC Level 5 — AI Small Business Automation Specialist You are viewing this level
  6. Level 6 MA-SBOC Level 6 — Certified AI Small Business Instructor

Independent professional education

MA-SBOC is an independent professional education program. It is not a business license, professional license, government certification, regulatory approval, or substitute for qualified legal, accounting, tax, financial, healthcare, engineering, safety, cybersecurity, licensing, or regulatory advice. AI-generated outputs require human verification, and business owners remain responsible for decisions made using them. Customer and employee information must be handled under applicable privacy and security requirements; marketing claims must be truthful and supportable; employment decisions require qualified human oversight; and financial and tax outputs require qualified professional review. The program is not endorsed by the U.S. Small Business Administration, Internal Revenue Service, any state business agency, chamber of commerce, professional association, accrediting organization, software vendor, regulator, or government agency. No professional education hours or approvals are claimed, and no revenue, ranking, funding, profitability, productivity, customer-growth, compliance, or return-on-investment result is guaranteed.