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

Coming soon

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

Coming soon

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

Coming soon

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

Coming soon

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

Coming soon

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

Coming soon

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

Coming soon

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

Coming soon

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

Coming soon

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

Coming soon

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

Coming soon

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

Coming soon

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