From Reading to Running
You’ve learned the pieces. Now let’s put them in order.
This plan is for the next 30 days. It works whether you’ve been doing the modules weekly or you’re just now getting serious. Each week has one theme and a short checklist.
Don’t try to do it all in one weekend. Steady beats heroic.
Week 1: Set Up and Get Comfortable
The goal this week is simple: use AI every working day, even for small things.
- ☐ Choose one AI tool to use for the month.
- ☐ Read its privacy and data settings. Adjust them if you need to.
- ☐ Write your “never paste” list and keep it next to your computer.
- ☐ Use AI at least once every working day this week.
- ☐ Start your “My Prompts” document and save every prompt that works.
- ☐ Run the “five ways a business like mine could use AI” prompt from Module 1.
- ☐ Practice the role, context, task, format formula on three real tasks.
Week 2: Win Back Your Time
The goal this week is to cut your own admin time.
- ☐ Track your “groaner” tasks for three days.
- ☐ Build email templates for your 10 most common messages.
- ☐ Use AI to turn every meeting’s notes into action items this week.
- ☐ Do a daily brain dump and sort.
- ☐ Plan next week with AI on Friday.
- ☐ Write down how many hours you saved.
Week 3: Document and Delegate
The goal this week is to get the most important knowledge out of your head.
- ☐ List every process that depends on you.
- ☐ Pick the three that would cause the most chaos if you were gone.
- ☐ Document all three using the talk-it-out method.
- ☐ Test each one with a team member and fix the gaps.
- ☐ Have one key employee run the “interview me” prompt about their role.
- ☐ Draft your team’s one-page AI use policy and schedule a review with your attorney.
Week 4: Grow and Measure
The goal this week is to point AI at revenue and at your numbers.
- ☐ Build your Customer Profile.
- ☐ Set up your quote follow-up sequence and use it on every open quote.
- ☐ Create your proposal template.
- ☐ Reply to your recent reviews.
- ☐ Have AI explain last month’s P&L, then verify everything it said.
- ☐ Write variance commentary for last month with your own reasons.
- ☐ Run the “what I personally do” prompt from Module 8 and pick your next three hand-offs.
Day 30: Review
At the end of the month, sit down for 30 minutes and answer these honestly:
- How many hours a week am I saving now? ____________
- Which three prompts do I use the most? ____________
- Which SOPs are done and being used? ____________
- What’s one thing my team now does without me? ____________
- What’s my focus for the next 30 days? ____________
Then do it again next month. Pick three new processes. Hand off three new tasks. Save more prompts.
That’s how you earn more and work less. Not in one big leap. In steady monthly steps.
Try This Today
Put the four weekly themes on your calendar right now, one per week, starting Monday. Block one hour each week to work through that week’s list.
Checklist: Module 9
- ☐ I’ve put the 30-day plan on my calendar.
- ☐ I’ve told at least one person on my team what I’m doing, so they can help.
- ☐ I’ve scheduled my Day 30 review.