DropDev for Better Business Bureau
Prepared for Elizabeth Terraza & Annabelle

AI That Works the Way
Your Team Already Does

Two tailored trainings for the El Paso Better Business Bureau — one for your team of seven, one for your accredited members. Built around Blue, Microsoft 365, and how you actually work. No jargon. No workflow overhaul.

2
Trainings, built for BBB
7
Team members covered
0
Generic slide decks
See the details
Why this, why now

You’re a small team wearing a lot of hats.

Over coffee we talked through where AI can quietly take work off your team’s plate — the manual business entry in Blue, the licensing checks Carla runs by hand, the reports nobody can find since marketing left, the text campaigns you can’t send without a personal cell phone. The opportunity is real. The blocker isn’t the technology.

The blocker is trust and clarity — a couple of folks worry they’ll do something wrong or leak internal files, and most people just haven’t been shown what AI can actually do for their specific job. So this proposal starts there: two hands-on trainings, each built around your real tools and your real fears, not a generic deck I’ve given to someone else.

The Two Trainings

Pick one, or run both.

They stand alone or work together — the internal training makes your team fluent, the member workshop turns that into a benefit you offer accredited businesses.

Package A · Internal Team
BBB Internal AI Training
For your team of seven — tailored to Blue, Microsoft 365 & SharePoint.
$2,000
one 3-hour session
Professional service · no TX sales tax
  • ✓ Intake questionnaire sent to all 7 first, so the session is built around your team
  • ✓ Hands-on with your actual stack — Outlook, OneDrive, SharePoint, and querying Blue
  • ✓ The privacy & “don’t break anything” guardrails your hesitant folks need
  • ✓ Take-home resource guide + workflow scripts / automation templates
Platform recommendation included — which tool (Claude, ChatGPT/Codex) and how many seats, mapped to your Microsoft 365 roles.
Accept this estimate — $2,000
Package B · Accredited Members
Accredited-Business Workshop
For your member businesses — clustered by industry, not one-size-fits-all.
$2,000
one 3-hour session
Professional service · no TX sales tax
  • ✓ “Use AI without changing how you already work” — for plumbers, cafes, one-person shops
  • ✓ Tailored to the industry cluster you want to serve
  • ✓ Takeaway handout / resource guide every attendee keeps
  • ✓ A member benefit that makes accreditation worth more
Prefer a medical or medical-adjacent room? I’ll run it at $1,000, with no minimum on participants, in exchange for 10 minutes on Health Atlas and an opt-in list of attendees who want to connect.
Accept this estimate — $2,000
What’s Included

The details, both trainings

Click each piece to open it.

Package A — Internal Team Training
01
Intake & tailoring — before we meet

A short questionnaire goes to all seven team members so the session answers their real questions, not a generic curriculum. It captures how each person uses AI today, their fears, and their skill level — and that turns directly into the presentation.

  • Current AI use, comfort level, and specific worries per person
  • Which daily tasks each role wants to make faster
  • A quick look at your Blue / SharePoint workflows so examples are yours
02
The 3-hour session — actions & access

Hands-on and jargon-free. We cover what to give AI the ability to do (actions) and what to let it connect to (access) — using your own examples like drafting a member email into Outlook drafts, or querying business records instead of clicking through Blue.

  • Working on files the right way — file paths, not copies dumped in Downloads
  • The privacy & safety guardrails: what’s safe to share, what stays internal
  • Real BBB use cases: data entry, licensing lookups, recurring reports, member emails
03
Deliverables you keep

You walk away with more than notes — reusable material your team can lean on the next day.

  • A tailored resource guide for BBB
  • Workflow scripts / automation templates for the tasks we identify
  • A written platform recommendation (tool + seat count, mapped to your 365 roles)
Package B — Accredited-Business Workshop
04
Industry-clustered, member-facing session

Built for the small business owner — the plumber, the painter, the cafe barista — on how to use AI without changing anything they already do. Clustered by industry so nobody feels lost or bored.

  • Practical AI for a specific industry cluster you choose
  • Delivered on-site or at your venue, 3 hours with open Q&A
  • A handout / resource guide every attendee keeps
05
A benefit that makes accreditation worth more

Offering real AI training to your members is a differentiator few BBBs have. It draws businesses in and gives your sales team a warm reason to reach out.

  • Positions BBB as forward-looking to a younger generation of owners
  • Natural lead-in for your sales team after the session
  • Medical or medical-adjacent cohort, no minimum: $1,000, for 10 minutes on Health Atlas plus an opt-in attendee list
Package A — Internal Team TrainingOne 3-hour tailored session + deliverables$2,000
Package B — Accredited-Business WorkshopOne 3-hour industry session + handout · $1,000 for a medical cohort, no minimum (Health Atlas slot + opt-in list)$2,000
Both packages$4,000
No Texas sales tax — training and consulting are professional services, so these are quoted flat, nothing added at the end. Choose one package or both; the value-trade below can offset either.
Open to a Value Trade

Let’s talk value exchange.

You mentioned trading value rather than a straight check, and I’m genuinely open to it. A couple of directions we floated — and a box below for your own ideas.

Marketing build-out as creditWith your marketing role open, I could assess it and build out some of the automation infrastructure — then credit that work as a discount against the internal training.
Accreditation / cross-promotionAn accreditation credit, or letting me briefly introduce Health Atlas to a medical-adjacent member cohort, in exchange for a reduced rate.
Thanks — your note is on its way to David.
Timeline

How we get there

Fast and low-lift on your side — most of the work is on mine.

This week
You & Annabelle review
Pick Package A, B, or both, and drop any value-trade thoughts in the box above. No rush — take the time you need.
Week 1
Intake & tailoring
The 5-minute questionnaire goes to your team; I review your Blue / SharePoint workflows to build the session around them.
Week 2
Deliver the training
The 3-hour internal session, on-site. If you’re doing Package B, we lock a date and industry cluster for the member workshop.
After — optional
Automation build-outs
The bigger wins — automated business import (Google Places enrichment), licensing checks, text-message campaigns — scoped as follow-on work once the team is fluent.
After You Decide

What happens next

1
Tell me which package(s)Internal training, the member workshop, or both — plus any value-trade you’d like to explore.
2
Your team fills the 5-minute intakeI use it to build a session around your actual tools, tasks, and questions.
3
We lock a date and deliverTwo hours, hands-on, with everything you need to keep going afterward.

Ready when you are.

Accept an estimate to lock it in — I’ll send the team intake and we’ll get a date on the calendar. Prefer to talk a value trade first? Just reply.

Accept Internal Training — $2,000 Accept Member Workshop — $2,000
Or reply to David to talk it through first →
Every workshop is built to be worth more than you paid for it — you’ll walk away with more than you expected.