Resources
Practical AI resources for business operators
Prompts, workflow ideas, and checklists for turning AI into useful business leverage. No fluff, no tool recommendations without context.
Guides
Free Guide
The 4-Prompt Project Workflow
A practical guide for turning a business workflow into a simple four-prompt AI project system with clear stages, reusable files, and human approval points.
For
Business owners and operators who want to build a simple, repeatable AI workflow system without overcomplicating it
Free PDF Guide
Free Guide: AI Components for Business
A practical guide to the building blocks of AI-enabled workflows — prompts, saved prompts, skills, scripts, hooks, MCP servers, connectors, plugins, harnesses, and marketplaces — written for non-technical business owners and operators.
For
Business owners and operators who want to understand AI workflow components without a technical background
Prompt Packs
Lead Follow-Up Prompt Pack
Ready-to-use AI prompts for writing faster, more consistent lead follow-up messages across email, SMS, and CRM notes.
For
Service business owners, sales teams, and solo operators managing inbound leads
Client Intake Prompt Pack
AI prompts for streamlining the client intake process — from initial questions to onboarding summaries.
For
Consultants, agencies, clinics, and service businesses with a structured intake process
Meeting Notes and Action Items Prompt Pack
Prompts for turning raw meeting transcripts or notes into clean, actionable summaries.
For
Business owners, managers, and teams who run regular client or internal meetings
Website Conversion Review Prompt Pack
AI prompts for reviewing your own website copy, CTAs, and structure from a conversion perspective.
For
Business owners who want to improve their website without hiring an agency
Workflow Ideas
Speed-to-Lead Workflow
A practical workflow for responding to new leads within minutes — using AI, automation, and simple CRM rules.
For
Service businesses, real estate teams, and agencies where lead response speed affects close rates
Quote Follow-Up Workflow
A structured follow-up sequence for quotes and proposals that have not yet received a response.
For
Trades, contractors, consultants, and any business that sends quotes or proposals
Meeting-to-Task Workflow
How to turn every client meeting into a clear task list — using AI transcription and prompt-based extraction.
For
Consultants, agency owners, and managers who lose action items between meetings
FAQ-to-Knowledge-Assistant Workflow
How to turn your existing FAQ content into an AI assistant that answers repetitive customer questions.
For
Businesses fielding repetitive questions by phone, email, or chat
Weekly Reporting Automation Workflow
A workflow for automating the collection and formatting of weekly business reports using AI.
For
Business owners and managers who produce weekly or monthly performance summaries
Assessment Preparation
AI Business Assessment Preparation Checklist
A practical checklist to help you prepare for an AI business assessment — so you get the most out of the session.
For
Business owners who have applied for or booked an AI Business Assessment
Tool Stack Inventory Worksheet
A simple worksheet for mapping out all the tools your business currently uses — and identifying where the gaps are.
For
Business owners who want clarity on their current tool stack before an assessment
Bottleneck Mapping Questions
A set of structured questions to help you identify where your business is losing time, revenue, or operational efficiency.
For
Business owners who want to think clearly about their operations before seeking advice
Free Fit Call
Want personalised recommendations instead of general resources?
A fit call identifies what applies to your specific business — not just the general patterns.
Book a Free 15-Minute AI Fit Call