SBDC.AI
More room for
the human work.
- My role
- Founder
Design & development - The work
- Brand, product design
& connected systems - Built for
- Small-business advisors
& the networks behind them
The conversation
is only part
of the work.
Small-business advisors do a lot of work around each client conversation: reading documents, researching questions, preparing notes, and following up.
I founded and built SBDC.AI to bring that work into one place. The product connects preparation, research, and follow-through around the advisor’s day.
The aim is simple: make the supporting work easier, so the advisor has more attention for the person in front of them.
One working day.
Connected.
A clear place to start.
A useful way to keep going.
- 01 / Before
Come prepared.
Bring the business question, relevant material, and research into focus before the conversation begins.
- 02 / During
Think it through.
Explore possibilities and ask better questions. The advisor checks the reasoning and brings their experience.
- 03 / After
Follow through.
Shape a useful summary and practical next steps. Review the work before it becomes guidance for a client.
Human judgment runs through the whole sequence.
See the work in motion.
A minute inside the advisor workspace.
Open filmThe client briefing brings business context, recurring themes, and possible next actions into one view.
A simple experience.
A lot behind it.
From the original idea to the interface and the systems underneath, I treated this as one connected design problem.
- 01
Start with the advisor’s task.
Research, start a session, open a notebook. The home screen gives each activity a clear entry point.
- 02
Design the connections, too.
Documents, AI services, research, language support, and the Neoserra API are part of the same systems work. Every handoff shapes the experience.
- 03
Keep judgment with the person.
AI helps gather, organize, and draft. The advisor brings context, checks the work, and owns the recommendation.
