Stop renting your business. Own it.

Your AI course, built for your business

Welcome to your AI course.

Set up every system in your 173-Point AI Audit yourself, step by step, in your own accounts. Bookmark this page. It’s yours to keep.

0 of 30 systems done

How to use this course

  1. Open your auditIt’s in your email. Your systems are ranked for your business, biggest money-makers first.
  2. Start with your #1Find it below by name. Each lesson takes 15 minutes to 2 hours, with a template to copy and paste.
  3. One a dayFollow the 30-day calendar. Tick each system when it’s live. Most owners see results in week one.

Day 1: Set up your AI employee

Every lesson uses an AI assistant (Claude, ChatGPT or Gemini, any plan). Give it your business once, and every prompt in this course gets answers written for your business. In Claude, make a Project. In ChatGPT, make a GPT or a Project. Paste this as its instructions and fill in the brackets.

You are the AI employee for [Business Name], a [type of business] in [City, State].
We serve: [areas]. Our customers are: [who they are].
Our services and usual prices: [list].
Our hours: [hours]. Phone: [phone]. Booking link: [link]. Website: [site].
What makes us different: [2 or 3 reasons].
Our policies: [warranty, payment, cancellations].
Our tone: friendly, clear, short, never pushy.
When I ask you to write anything (replies, emails, texts, pages, posts, estimates), write it as [Business Name] using the facts above. Never invent prices, reviews, awards or facts. If something is missing, ask me.

Your 30-day rollout

One system a day, in the order your audit ranked them. Days below follow the standard order; if your audit ranked them differently, follow your audit.

The 30 systems

Same names as your audit sheet. Tap one to open it.

1Instant Inquiry Responder (Under 60 Seconds)Replaces: lead-response software, an assistant watching the inbox

Every form, email or quote request gets a personal reply in under a minute, day or night. The first business to answer usually wins the job.

Set it up

  1. List every place a new inquiry lands: website form, email address, quote page.
  2. Point all of them to one inbox you check (a Gmail or Outlook address is fine).
  3. In Gmail: Settings > See all settings > Advanced > turn on Templates. Save the reply below as a template.
  4. Create a filter for messages from your form (Search options > From or Subject > Create filter > Send template). Every new form message now gets the reply instantly.
  5. If your form tool has its own auto-reply (Wix, Squarespace, WordPress, Jotform), paste the same reply there instead.
  6. Send yourself a test inquiry and time it.

Copy and paste

Subject: Got it, we’re on it

Hi there,

Thanks for reaching out to [Business Name]. Your message just landed and a real person is reviewing it now.

To get you an answer faster, reply with:
1. What you need help with
2. Your address or zip code
3. The best time to reach you

If it’s urgent, call or text us at [Phone].

[Your Name], [Business Name]

Time: 30 minutes Cost: free

224/7 Automated Phone ReceptionistReplaces: answering service, receptionist hours

An AI voice agent answers every call, takes the caller’s name, need and address, books or routes urgent calls, and texts you a summary.

Set it up

  1. Pick a business phone app with a built-in AI agent (for example Quo, formerly OpenPhone, with its Sona agent). Many offer a free trial.
  2. Port your number or forward your current number to it so callers dial the same number.
  3. Turn on the AI agent for after-hours and missed calls first. Expand to all calls once you trust it.
  4. Paste the instructions below into the agent’s instructions box and add your services, hours, service area and pricing rules.
  5. Set it to text you a summary of every call.
  6. Call it yourself 3 times: an emergency, a price question and a wrong number. Fix any answer you don’t like.

Copy and paste: agent instructions

You are the friendly receptionist for [Business Name] in [City]. We provide [services].
Our hours are [hours]. We serve [areas].
For every caller: get their name, phone, address, what they need and how urgent it is.
If it is urgent ([list emergencies]), say a team member will call back within [X] minutes and mark it urgent.
If they want to book, offer the next openings: [booking rules].
Never quote exact prices. Say: “Most jobs like this run between [range]; we confirm after a quick look.”
Be warm, short and clear. End every call by confirming what happens next.

Time: 1 to 2 hours Cost: your phone plan

3Instant Missed-Call Text-BackReplaces: business texting software

When you miss a call, the caller gets a text within seconds, so they text you instead of calling the next business.

Set it up

  1. In your business phone app, find Auto-replies or Missed call text (Quo, Google Voice for Business, RingCentral and most others have it).
  2. Turn it on for missed calls during and after hours.
  3. Paste the text below.
  4. Make sure replies come to your phone so you can answer from anywhere.
  5. Test it: call from another phone and hang up.

Copy and paste

Hi, this is [Business Name]. Sorry we missed your call! We’re with a customer right now. What can we help you with? Reply here and we’ll get right back to you.

Time: 15 minutes Cost: usually included in your phone plan

424/7 Website Live Chat & Question AssistantReplaces: live chat software, part-time support

A chat bubble on your website answers questions about services, areas and pricing at any hour and collects the visitor’s phone number.

Set it up

  1. Sign up for a chat tool with an AI agent and a free plan (for example Tidio with Lyro).
  2. Install it: most website builders have an app or a one-line code snippet you paste in Settings > Custom code.
  3. Paste your FAQ (use the prompt below to write it) into the AI agent’s knowledge.
  4. Set the bot to always ask for name and phone before ending a chat, and to email you every lead.
  5. Ask it 10 real customer questions and correct any wrong answers.

Copy and paste: write your FAQ with AI

Act as the owner of [Business Name], a [type of business] in [City]. Write 25 short questions and answers customers ask before they hire us: services, areas, timing, pricing ranges, payment, warranties, licensing. Use plain English. Here is our website text: [paste your homepage and services page].

Time: 1 hour Cost: free plan to start

5Instant Online Appointment & Showing SchedulerReplaces: scheduling software, booking phone tag

Customers pick a confirmed time themselves, and it lands on your calendar with their details.

Set it up

  1. Use Google Calendar appointment schedules (included with Google Workspace) or a free scheduler like Calendly.
  2. Create one booking type per visit type (estimate, service call, consult) with its length and buffer time.
  3. Set your available hours and how far ahead people can book.
  4. Add required questions: address, what they need, best phone.
  5. Put the booking link on your website’s main button, your Google Business Profile, your email signature and your text replies.

Copy and paste: booking page description

Pick a time that works for you. We’ll confirm by text and send a reminder the day before. Need something sooner? Call or text [Phone].

Time: 45 minutes Cost: free

6Automated Quote & Inquiry Follow-Up SequenceReplaces: email marketing software, chasing quotes by hand

Every quote you send gets polite follow-ups on day 2, 5 and 10 until the customer says yes or no.

Set it up

  1. Make a simple list (Google Sheet or your CRM) of every open quote: name, email, phone, date sent, amount.
  2. Save the 3 messages below as email templates (Gmail Templates) and text shortcuts.
  3. Every morning, send the follow-up that is due. Gmail’s Schedule send lets you set all 3 the day you send the quote.
  4. If your CRM or estimating tool has follow-up sequences, load the 3 messages there and it runs on its own.
  5. Mark each quote won or lost so you know your close rate.

Copy and paste

Day 2: Hi [Name], just checking you got the quote for [job]. Any questions I can answer?

Day 5: Hi [Name], we have openings [day/week]. Want me to hold one for your [job]?

Day 10: Hi [Name], I don’t want to bug you. Should I keep your quote open, or close it out for now?

Time: 45 minutes Cost: free

7New Inquiry Screening & Priority RoutingReplaces: an assistant sorting the inbox

New requests are sorted by urgency and value so emergencies and big jobs get answered first.

Set it up

  1. Write down what counts as urgent and what counts as a big job for you.
  2. In Gmail, create labels: Urgent, Big job, Routine.
  3. Create filters for urgent words (emergency, leak, no heat, today, ASAP) that apply the Urgent label, star the email and forward it to your phone.
  4. Once a day, paste new inquiries into an AI chat with the prompt below to sort the rest.
  5. Answer Urgent first, then Big job, then Routine.

Copy and paste

Sort these customer inquiries for [Business Name] into Urgent, Big job and Routine. Urgent means [your rule]. Big job means [your rule]. For each, give a one-line summary and a suggested reply. Inquiries: [paste].

Time: 30 minutes Cost: free

8Instant Estimate & Proposal BuilderReplaces: proposal software, estimating help

Turn job notes into a clean, branded estimate in minutes and send it with an approve link.

Set it up

  1. Make one estimate template in Google Docs with your logo, scope, price, terms and a signature line.
  2. Write your price list in a Google Sheet: each service and its usual price range.
  3. After each visit, paste your notes and price list into the prompt below.
  4. Paste the result into your template, export as PDF and send it by text and email the same day.
  5. For e-signatures, Google Docs eSignature (Workspace) or a free tool works.

Copy and paste

You write estimates for [Business Name]. Using my notes and price list, write a clear estimate: customer name, address, scope of work in plain English, line items with prices, total, timeline, what’s included, what’s not, and payment terms. Notes: [paste]. Price list: [paste].

Time: 1 hour Cost: free

9Automated Appointment Reminders & No-Show PreventionReplaces: scheduling add-ons, reminder calls

Customers get a reminder the day before and an on-my-way text, so you stop driving to empty houses.

Set it up

  1. In your scheduler (Google Calendar appointment schedules or Calendly), turn on email reminders 24 hours before.
  2. Turn on text reminders if your scheduler or phone app offers them.
  3. Save the on-my-way text below as a shortcut on your phone (iPhone: Settings > General > Keyboard > Text Replacement).
  4. Ask customers to reply C to confirm. Call anyone who doesn’t.

Copy and paste

Reminder: [Business Name] is scheduled for [day] between [window] at [address]. Reply C to confirm or R to reschedule.

On my way: Hi [Name], [Tech] from [Business Name] is on the way and should arrive in about [X] minutes.

Time: 30 minutes Cost: free

10Two-Way Automated Text Message AssistantReplaces: business texting software

Customers can text your business number any time and get fast, helpful answers and a booking link.

Set it up

  1. Make sure your business number can text (most business phone apps can; register it for business texting if the app asks).
  2. Turn on the AI agent or auto-reply for texts and paste the instructions below.
  3. Add “Call or text” next to your number on your website, Google profile and truck.
  4. Save 10 quick replies for common questions.

Copy and paste: text agent instructions

You answer texts for [Business Name]. Be brief and friendly. Answer questions about services, areas and hours using this info: [paste FAQ]. For anything you can’t answer, say a team member will reply within [X] minutes. Always offer the booking link: [link].

Time: 45 minutes Cost: your phone plan

115-Star Google Review Request AutomationReplaces: review management software

Every happy customer gets a one-tap link to leave a Google review the same day the job is done.

Set it up

  1. Open your Google Business Profile (search your business name on Google while signed in) and click Ask for reviews. Copy the link.
  2. Shorten it if you like, then save the text below as a phone shortcut and email template.
  3. Send it within 2 hours of finishing every job, while the customer is happy.
  4. Print the link as a QR code on invoices and leave-behind cards.
  5. Track reviews weekly. Aim for 4 new reviews a month to start.

Copy and paste

Hi [Name], thanks for choosing [Business Name] today! If we did a great job, would you leave us a quick Google review? It helps a small local business more than you know: [review link]

Time: 20 minutes Cost: free

12Automated Google & Online Review RepliesReplaces: review management software

Reply to every review within a day. Future customers read your replies as much as the reviews.

Set it up

  1. Turn on review notifications in Google Business Profile and Yelp so you see new reviews on your phone.
  2. Paste each new review into the prompt below and post the reply.
  3. For any review under 4 stars, call the customer first, then reply publicly.

Copy and paste

Write a short, warm reply from the owner of [Business Name] to this review. Thank them by first name, mention the specific service, and invite them back. If the review is negative, apologize once, don’t argue, and offer to make it right at [phone]. Review: [paste].

Time: 5 minutes per review Cost: free

13Google Business Profile & Local Map OptimizationReplaces: local SEO agency

Show up in the Google map results when people nearby search for what you do.

Set it up

  1. Claim and verify your profile at business.google.com if you haven’t.
  2. Pick the most exact primary category, then add secondary categories for each service.
  3. Fill in every field: services with descriptions, service areas, hours, booking link, website, phone.
  4. Add 10+ real photos of your team, trucks and work. Add 2 new photos every week.
  5. Post an update weekly (a finished job, an offer, a tip). Use the prompt below.
  6. Make sure your name, address and phone match exactly on your website and directories.

Copy and paste

Write a 100-word Google Business Profile update for [Business Name] in [City] about [recent job or offer]. Mention the neighborhood and the service by name. End with: Call or book online.

Time: 2 hours once, then 15 minutes a week Cost: free

14Local Search Visibility & Website Content EngineReplaces: SEO agency or freelancer

One page per service and per town you serve, so Google can match you to what people actually search.

Set it up

  1. List your top 5 services and top 5 towns.
  2. Use the prompt below to write one page per service. Add your own photos.
  3. Add a short section on each page for the towns you serve.
  4. Give each page a clear title like “Water Heater Repair in [City]”.
  5. Link every page from your main menu or services page.

Copy and paste

Write a 500-word web page for [Business Name] about [service] in [City and nearby towns]. Include: what the service is, signs you need it, how we do it, typical timeline, why choose us, 4 FAQs, and a call to action with [phone] and [booking link]. Plain English, no hype.

Time: 30 minutes per page Cost: free

15Automated Helpful Article & Buyer Guide PublishingReplaces: content writers

Publish one helpful article a month that answers a real customer question and brings in search traffic.

Set it up

  1. Write down the 12 questions customers ask most. That’s a year of articles.
  2. Each month, write one with the prompt below and post it on your site’s blog.
  3. Share it on your Google profile and social pages.
  4. Link to it from the related service page.

Copy and paste

Write a helpful 700-word article for homeowners and businesses in [City] answering: “[question]”. Written by [Business Name]. Practical, honest, no jargon. End with when to call a pro and how to reach us.

Time: 1 hour a month Cost: free

16Social Media Private Message Auto-ResponderReplaces: social media manager, social inbox software

Every Facebook and Instagram message gets an instant reply that answers common questions and offers a booking link.

Set it up

  1. Open Meta Business Suite (business.facebook.com) and connect your Facebook Page and Instagram.
  2. Go to Inbox > Automations.
  3. Turn on Instant reply and paste the message below.
  4. Add Frequently asked questions with your top 4 questions and answers.
  5. Install the Meta Business Suite app so you can reply from your phone.

Copy and paste

Thanks for messaging [Business Name]! We’ll reply shortly. For the fastest help, book here: [link] or call/text [phone]. What can we help you with?

Time: 30 minutes Cost: free

17Social Post Comment-to-Private-Message ResponderReplaces: social media manager

When someone comments on your post, they get a private message with help and a booking link.

Set it up

  1. In Meta Business Suite, go to Inbox > Automations and look for comment automations (private reply to comments).
  2. Set it to reply privately to comments that include a keyword, like PRICE or INFO.
  3. End your posts with: Comment INFO and we’ll message you details.
  4. Check comments daily and reply publicly too, so others see you’re responsive.

Copy and paste

Thanks for your comment! Here are the details on [offer/service]: [short answer]. Want to book? [link] or text [phone].

Time: 20 minutes Cost: free

18Facebook Page Message & Inquiry ResponderReplaces: social inbox help

Your Facebook Page answers fast and shows the “very responsive” badge, which wins local referrals.

Set it up

  1. Complete your Page: services, service area, hours, phone, booking button (Edit Page > Add button > Book now).
  2. Set the instant reply from lesson 16 and an away message for after hours.
  3. Join 3 local community groups as your Page and answer questions helpfully once a week (no hard selling).
  4. Reply to every message within an hour during business hours.

Copy and paste: away message

Thanks for reaching out! We’re closed right now and will reply first thing tomorrow. Need help sooner? Book here: [link] or call [phone].

Time: 30 minutes Cost: free

19Instagram Message & Story Reply ResponderReplaces: social media manager

Instagram messages and story replies get instant answers and a booking link.

Set it up

  1. Switch Instagram to a professional (business) account and connect it to your Facebook Page.
  2. In Meta Business Suite > Inbox > Automations, turn on Instant reply and FAQs for Instagram.
  3. Add your booking link to your bio and a Book button to your profile.
  4. Post one before-and-after story a week and ask viewers to reply with questions.

Copy and paste: bio

[Service] in [City] | Fast, friendly, licensed | Book: [link] | Call/text [phone]

Time: 30 minutes Cost: free

20LinkedIn Commercial Partner & Buyer OutreachReplaces: appointment setters, lead lists

Reach property managers, builders and business buyers who send repeat work.

Set it up

  1. Update your LinkedIn profile headline: what you do, for whom, where.
  2. Search LinkedIn for titles that buy from you (property manager, facilities manager, general contractor, office manager) in your area.
  3. Send 10 connection requests a day with the note below. Personalize the first line.
  4. When they accept, send the follow-up. Log replies in a sheet.

Copy and paste

Note: Hi [Name], I run [Business Name] here in [City]. We help [their type] with [service]. Would love to connect.

Follow-up: Thanks for connecting, [Name]. If you ever need a reliable [service] partner for your properties, I’d be glad to be your backup. Mind if I send our rates?

Time: 15 minutes a day Cost: free

21Short-Form Video Comment & Message ResponderReplaces: video editor, social agency

Short how-to videos bring local attention; fast replies to comments turn viewers into calls.

Set it up

  1. Film one 30-second tip per week on your phone (a common problem and the quick fix or warning sign).
  2. Post the same video to Instagram Reels, Facebook Reels, YouTube Shorts and TikTok.
  3. Use the prompt below to write captions.
  4. Reply to every comment within a day. Use the comment-to-message setup from lesson 17.

Copy and paste

Write a 30-second video script and a caption for [Business Name] in [City] about: [tip]. Hook in the first 3 seconds, one clear tip, end with: Questions? Comment below or call [phone].

Time: 30 minutes a week Cost: free

22X (Twitter) Mention & Inquiry ResponderReplaces: social media manager

Claim your name on X and answer anyone who mentions you or asks for a recommendation nearby.

Set it up

  1. Create an X account with your business name, logo, phone and booking link.
  2. Turn on notifications for mentions.
  3. Save a search for “[service] [City]” and check it weekly for people asking for help.
  4. Repost your weekly tip video and Google update there.

Copy and paste

Hi [Name], we’re [Business Name], local to [City]. Happy to help with that. Send us a message or call [phone].

Time: 15 minutes a week Cost: free

23Threads Social Conversation ResponderReplaces: social media manager

Threads uses your Instagram account, so it’s one more place to be found with almost no extra work.

Set it up

  1. Open Threads and sign in with your business Instagram.
  2. Share the same weekly tip you post elsewhere.
  3. Search “[service] [City]” weekly and reply helpfully to people asking.

Copy and paste

Quick tip from [Business Name]: [one-line tip]. Questions? Reply here or call [phone].

Time: 10 minutes a week Cost: free

24WhatsApp Customer Message & Booking ResponderReplaces: messaging software

Customers who prefer WhatsApp get instant greetings, quick answers and your booking link.

Set it up

  1. Install the free WhatsApp Business app on your work phone.
  2. Fill in your business profile: hours, address or area, website, booking link.
  3. Business tools > Greeting message and Away message: paste the text below.
  4. Business tools > Quick replies: save your top 5 answers.
  5. Add a WhatsApp button or link to your website (wa.me/[your number]).

Copy and paste

Hi, thanks for messaging [Business Name]! What can we help you with? You can also book here: [link].

Time: 20 minutes Cost: free

25Past-Customer Email Newsletter & Seasonal UpdatesReplaces: email marketing freelancer

A short seasonal email keeps you top of mind so past customers call you, not a stranger.

Set it up

  1. Export past customers (name and email) from your invoicing or CRM into a spreadsheet.
  2. Import them into an email tool with a free plan (for example MailerLite or Mailchimp). Only email people who are your customers or agreed to hear from you.
  3. Write one email per season with the prompt below.
  4. Include one tip, one offer and one booking link. Send on a Tuesday morning.

Copy and paste

Write a short seasonal email from [Business Name] to past customers in [City] for [season]. Include one practical tip about [topic], one offer: [offer], and a booking link [link]. Friendly, under 150 words, subject line under 7 words.

Time: 1 hour, then 30 minutes a season Cost: free plan to start

26Automated Customer Email Campaigns & Check-InsReplaces: email marketing software add-ons

Automatic check-ins at the right time (30 days after a job, 1 year later for maintenance) bring back repeat work.

Set it up

  1. In your email tool, create an automation that starts when a customer is added to a list.
  2. Add 2 emails: a 30-day check-in and an 11-month maintenance reminder.
  3. Each week, add customers whose jobs finished to that list.

Copy and paste

30 days: Hi [Name], it’s been a month since we [job]. Everything still working great? If anything’s off, reply and we’ll take care of it.

11 months: Hi [Name], it’s almost a year since your [job]. Time for a quick checkup? Book here: [link].

Time: 45 minutes Cost: free plan to start

27Customer Success Story & Testimonial BuilderReplaces: marketing agency case studies

Turn happy customers into short stories with photos for your website, profile and ads.

Set it up

  1. Make a Google Form with 4 questions: the problem, why they chose you, the result, and permission to share their first name and photos.
  2. Send it to every customer who leaves a 5-star review.
  3. Turn each answer into a story with the prompt below. Post one a month.

Copy and paste

Turn this customer’s answers into a 120-word success story for [Business Name]: the problem, what we did, the result, and a one-line quote in their words. Don’t add details they didn’t give. Answers: [paste].

Time: 30 minutes Cost: free

2824/7 Customer Question Responder (Chat & Email)Replaces: part-time support staff, ticketing software

Common questions from existing customers get answered right away, any time, by email and chat.

Set it up

  1. Add your existing-customer FAQ (warranty, billing, rescheduling, what to expect) to the chat agent from lesson 4.
  2. Save Gmail templates for your 10 most common answers.
  3. Add a Help or FAQ page to your website with the same answers.
  4. Use the prompt below to draft any reply you don’t have a template for.

Copy and paste

Draft a short, friendly reply from [Business Name] to this customer email. Use our policies: [paste]. If you’re not sure, say we’ll confirm within [X] hours. Email: [paste].

Time: 1 hour Cost: free

29Multi-Language Website & Phone TranslationReplaces: translation services, bilingual staff

Serve customers in the languages your area speaks, so you win jobs competitors can’t.

Set it up

  1. Check which languages are common in your area (ask your team or look at your customer list).
  2. Translate your homepage and top service page with the prompt below. Have a fluent speaker check it once.
  3. Add the language pages to your menu and a line like “Se habla español” where true.
  4. Set your chat agent and phone agent to reply in the customer’s language if they offer it.

Copy and paste

Translate this web page for [Business Name] into [language] for local customers. Keep it natural and simple, keep the phone number and links. Page: [paste].

Time: 1 hour Cost: free

30Past Inquiry & Dormant Customer Follow-UpReplaces: reactivation campaigns, call center

Old leads and past customers are the cheapest jobs you’ll ever win. One friendly message brings many back.

Set it up

  1. Pull every quote you didn’t win and every customer you haven’t served in 12+ months.
  2. Send the message below by text or email, 20 a day, from your business number or email.
  3. Reply to every response within an hour.
  4. Repeat every 6 months.

Copy and paste

Hi [Name], it’s [Your Name] from [Business Name]. We helped you with [job] a while back (or quoted it). Are you still looking for help with [service], or anything else around the [home/business]? We have openings this week.

Time: 1 hour Cost: free

The Prompt Vault

49 copy-and-paste prompts for the rest of your business, grouped by department. Use them with the AI employee you set up on Day 1. Replace anything in [brackets], and check every answer before you use it.

6Owner and leadership6 prompts

1. Weekly priorities

Here's everything on my plate this week: [list]. Help me pick the three that matter most for growing the business and making it less dependent on me. Explain why in one sentence each.

2. Hard decision

I'm deciding whether to [decision]. Here's the context: [details]. List the pros, cons, risks, and the questions I need to answer first. Don't decide for me.

3. Team announcement

Write a short, clear announcement to my team about [change]. Explain what's changing, why, when, and what it means for them. Honest and reassuring. Under 200 words.

4. Delegation brief

I'm handing off [task] to [role]. Write a one-page brief covering the goal, what "done" looks like, deadlines, decisions they can make on their own, and when to check with me.

5. Monthly owner letter

Turn these notes into a short monthly update for my managers covering wins, problems, numbers to watch, and focus for next month. [paste notes]

6. Owner dependence check

Here's what I do in a typical week: [list]. Sort into: only I should do it, could be delegated with a process, or AI could draft it for someone else. Suggest the order to hand them off.
6Email and admin6 prompts

7. Email rewrite

Rewrite this email to be clear, polite, and firm. Under 150 words. Keep my meaning. [paste draft]

8. Reply from a few words

Here's an email I received: [paste]. I want to say: [your short answer]. Write a polite reply under 100 words.

9. Template bank

Write email templates for these situations at my [type of business]: [list]. Use [brackets] for parts that change.

10. Thread summary

Summarize this email thread: what was decided, what's still open, and what I need to do. [paste]

11. Polite no

Help me politely decline [request] from [who]. Keep the relationship good. Under 100 words.

12. Brain dump sort

Sort this brain dump into urgent tasks, things to delegate, ideas for later, and things to drop. [paste]
3Meetings3 prompts

13. Agenda

Create a [length]-minute agenda for a meeting about [topic] with [who]. Include times and end with action items.

14. Notes to actions

Turn these meeting notes into decisions, action items with owner and due date, and open questions. [paste]

15. Meeting prep

I'm meeting [who] about [topic]. My goal is [goal]. Give me key points to make and the hardest questions they might ask, with suggested answers.
7Marketing7 prompts

16. Ideal client profile interview

Interview me one question at a time to build a profile of my ideal client: who they are, their problem, their worries, why they choose us, and why they say no. Then write a one-page profile.

17. Ad variations

Using this client profile [paste], write 10 headlines and 5 descriptions for an ad about [service] in [area]. No hype. Remind me to check the platform's current length limits.

18. Monthly email

Write a short monthly email to past clients with one seasonal tip about [topic], one service reminder, and a call to action to [action]. Under 200 words.

19. A year of content ideas

Give me 12 monthly email or social post topics for a [type of business] in [region], tied to seasons and common client problems.

20. Website page

Write a clear, plain-English page for our website about [service]. Cover who it's for, the problem it solves, what to expect, and how to get started. Under 400 words. Mark any claims I need to confirm.

21. Review reply, positive

Write a warm reply under 50 words to this 5-star review. Mention the specific thing they liked. [paste review]

22. Review reply, negative

Write a calm, professional reply under 80 words to this negative review. Acknowledge their experience, don't argue, don't admit legal fault, and invite them to contact [name] at [contact]. [paste review]
5Sales5 prompts

23. Quote follow-up sequence

Write a 3-message follow-up sequence for an unanswered quote on [service]: day 2, day 7, day 14. Under 80 words each. Helpful, not pushy.

24. Proposal template

Create a proposal template for a [type of business] with sections for situation, recommendation, what's included and not included, timeline, price, and next steps. Use [brackets].

25. Proposal from notes

Using this template [paste], write a proposal for [job] based on these notes: [paste]. Price is [price]. Don't add any promises I didn't include.

26. Objection practice

Play a skeptical prospect who thinks [price] for [service] is too high. Push back realistically. After five exchanges, give me feedback.

27. Referral ask

Write a short, natural way to ask a happy client for a referral, for use in person, by text, and by email.
6Money6 prompts

28. P&L in plain English

I'm not an accountant. Explain this P&L in plain English and tell me the three numbers I should watch most closely. Don't do any new math. Only use the numbers shown. [paste, company name removed]

29. What changed

For each line that changed more than [10%] between these two periods, write one plain sentence about what changed. Leave a blank for me to add the reason. Don't guess reasons. [paste]

30. Term explainer

Explain [term] in one simple sentence, then give me an example from a [type of business].

31. Cash flow questions

I'm profitable but tight on cash. Here's how billing and payments work in my business: [describe]. Explain possible reasons and give me 10 questions for my bookkeeper or CPA.

32. Spreadsheet builder

Help me set up a simple spreadsheet for [purpose, for example a 13-week cash forecast]. Tell me the columns, rows, and formulas. I'll enter and check the numbers myself.

33. CPA meeting prep

I'm meeting my CPA about [topic]. Help me prepare a short list of clear questions and what documents I should bring.
5Operations5 prompts

34. Talk-it-out SOP

Turn this rough description of how we [process] into an SOP with purpose, when it happens, who's responsible, tools needed, numbered steps, quality checks, common mistakes, and what to do if something goes wrong. Ask about gaps first. [paste]

35. SOP to checklist

Turn this SOP into a one-page checklist with no more than 15 short items. [paste]

36. SOP update

Here's our SOP [paste] and what changed [describe]. Update it and list exactly what you changed.

37. Process gap finder

Here's a list of the processes in my business: [list]. Organize them by department, suggest any that are missing, and rank which would save me the most time if they ran without me.

38. Vendor comparison

Help me compare these vendors for [need]: [paste quotes or details, private info removed]. Make a simple table of price, terms, and risks, and list questions to ask each one.
7Hiring and team7 prompts

39. Job ad

Write an honest, specific job ad for a [role] at a [type of business]. Day-to-day work: [describe]. Pay: [range]. Schedule: [schedule]. What's hard: [list]. What's good: [list]. Under 300 words.

40. Job ad check

Review this job ad for wording that might discourage qualified candidates or create legal risk around age, gender, disability, or other protected characteristics. Suggest neutral alternatives. [paste]

41. Interview questions

Create 10 situation-based interview questions for a [role], with what strong and weak answers might sound like.

42. Training plan

Using these SOPs [paste], create a two-week, day-by-day training plan for a new [role], with a short quiz at the end of each week.

43. Role interview

Interview me one question at a time about my job as [role]. After 15 questions, write a summary of my role and draft SOPs for my three most important tasks.

44. AI use policy

Write a one-page AI use policy for a [number]-person [type of business]: approved tools, what never to enter, that a person checks all AI output, and who to ask. Plain English.

45. Tough conversation

I need to talk with an employee about [issue]. Help me plan what to say, how to stay calm and fair, and what outcome I'm aiming for. Remind me what to check with HR or my attorney first.
4Client service4 prompts

46. FAQ builder

Here are our most common client questions: [list]. Write a clear, friendly answer to each. Use [brackets] for anything I need to confirm.

47. Front-desk scripts

Write short phone and email scripts for: [list of situations]. Calm, friendly, and right for a [type of business].

48. Upset client plan

A client is upset about [situation]. Here are the facts from our side: [facts]. Help me plan the call: what to say first, what to avoid, and what I can offer within [limit].

49. Service recovery note

Write a short note to a client after we fixed a problem with [issue]. Thank them for their patience and explain what we changed so it doesn't happen again. Under 100 words.

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