The Employee Who Never Asks
A practical framework for onboarding AI the way you'd onboard a new hire
Guest Speaker: Travis Roe of RhoZero
Monday, December 7th | 9-10 a.m.
Cost: Free
Most small businesses have handed AI tools to their team the way they'd never hand off a new hire: no process, no defined “done,” no one checking the work before it reaches a customer. In this session, Travis Roe - who spent 18 years inside Hyland Software's private equity–backed operating model - walks members through a practical framework for onboarding AI the same way you'd onboard a person: extract what's in your head, define what “good” looks like, and build in the checkpoints that catch mistakes before they go out the door. Attendees leave with a self-assessment they can run on their own business the same day.
What Attendees Walk Away With
- A three-step framework for onboarding any AI tool their team is already using, before it hands them a mistake wearing a customer's name.
- A short self-assessment to score how much of “how we do things here” exists only in one person's head.
- Three leadership checkpoints to put in place so AI output gets reviewed before it ships, not after.
Travis Roe is the founder of Rho Zero, a commercial and operational advisory practice for small and mid-sized businesses. Before Rho Zero, he spent 18 years inside Hyland Software's operating model, guided by Thoma Bravo’s ownership, building the kind of operating discipline private equity expects and most small businesses never get exposure to. He works with Northeast Ohio business owners on the same underlying problem from two directions: sales pipelines that stall, and institutional knowledge that walks out the door when one person is unavailable.