The AI Workflow Starter Kit + Prompt Pack
Most business owners try an AI tool once, get a mediocre answer, and quietly stop using it.The problem usually isn't the tool. It's that nobody taught a method — what to hand it, what to never hand it, and how to turn one good answer into something you can repeat next Tuesday.This is that method, in two documents you can print and write in.THE AI WORKFLOW STARTER KIT — 13 pagesA workbook, not a book. Six worksheets you fill in:• Tool audit — map every system touching customer data, and find the AI features you never deliberately switched on• Task selection scorecard — four conditions a task needs before it's worth automating. Score three of your own.• Define it manually — write the process down. If you can't, you've found something more useful than an automation.• Measure before you build — the baseline sheet that lets you prove, at day 90, whether it actually helped• Pre-launch test — ten checks before a single real customer touches it• Your 90-day plan — deliberately sized for one workflow, not fivePlus a tear-out rules card for what never goes into a consumer AI tool.THE PROMPT PACK — 12 pages, 40 templatesEvery template built on one structure: role, context, task, format. Fill the brackets and go.Eight sections: customer communication · explaining and simplifying · documents and research · notes and admin · content and marketing · planning and decisions · building your own templates · checking AI's workThe last two sections are the ones you won't find elsewhere — how to turn your own good results into saved prompts, and how to catch what the AI got wrong.Every template is written to be used WITHOUT a real customer's details in it.WHO THIS IS FOROwners and operators of small businesses who have tried AI, found it underwhelming, and suspect they're using it wrong. Especially useful if you handle customer information and have been (correctly) nervous about what's safe to share.WHO THIS IS NOT FORDevelopers, prompt engineers, or anyone looking for advanced technique. This is foundations done properly.WHAT YOU GETTwo PDFs, 25 pages total. Print them or fill them on screen. Personal and single-business use — you can use everything here with your own paying customers.PLEASE READThis is educational material. It is not legal, tax, or compliance advice, and nothing in it certifies that anything you create meets the rules that apply to your industry. AI produces confident text that can be factually wrong — you remain responsible for verifying every fact before it leaves your hands. No results of any kind are promised or implied. Full disclaimer is included in both files.Created by a licensed insurance professional who builds and uses these systems in real business operations.
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