Sara Phelan

WORK HISTORY

ABOUT SARA PHELAN

I help small business owners cut through the noise and make smarter decisions using AI.Lead AI properly - Set clear guardrails - Turn priorities into an execution planA Former Small Business Owner, Business Broker, Certified Business & Executive Coach and Business Strategist, I have lived the journey too. AI is changing the game, and I have a proven framework to help you level up. Most owners are hearing about AI all day.Very few have a clear, low-risk plan for their own business.I’m a Strategic Growth Partner, Certified Business and Executive Coach, and former business broker with 25+ years working with entrepreneurs and leadership teams. My work sits at the intersection of business diagnostics, growth planning, and practical AI.I’m also the author of AI-Driven Success: Ask the Right Questions, written for business owners who want better decisions, not more tools.I created the Evalu8 Framework to give leaders a clean view across eight areas of the business:LeadershipRevenueOperationsTeamCustomer experienceMarketing and salesFinancialsStrategic opportunitiesWe use it to- Spot what is working and what is at risk- Set priorities you can actually execute- Decide where AI should, and should not, be involvedWho I work with- Small Businesses and their teams and SMEs, usually 1–50 people- Owners and CEOs who want clarity and focus- Leadership teams that need alignment before they invest in more toolsHow I show up- Strategic AI advisor and thinking partner- Business diagnostics and growth planning- AI readiness, governance, and use-case design- Training and speaking for ecosystems and economic development groupsEvalu8 and Grow with AI: Business Diagnostic & Strategic AI Action PlanThis is my core program for owners and leadership teams who want a harness AI safely with clear data points and a customized achievable plan to follow. Across 8 weeks we- Complete an Evalu8 Snapshot of your business- Set simple AI guardrails that match your risk level- Identify and shape 2–3 priority AI use cases, involve your team- Build a 90-day execution plan with clear owners and timelines- Create a practical enablement pack: key prompts, 1–2 SOPs, and a simple KPI viewYou leave with- A clear picture of your business today- A focused Strategic AI plan- A concrete 90-day roadmap your team can follow without you in the roomIf you lead a business and want to make smarter, lower risk decisions, connect here or book a call to chat. If I can\'t help, I will give you some direction for your next step.Ask me about funding in Canada