Free resources

Start with one task.
Skip the AI overload.

Use these resources to find a useful starting point. You don’t need to complete any of them before asking for help.

Want help thinking it through?

Try the free AI planning tool.

Describe a task and get a draft plan for how AI could help. It is a planning aid—not a connection to your business software or a finished setup.

No email is needed for the first result. Don’t enter private customer information.

Open the Free Planning Tool

A simple starting checklist

Is this a useful first task?

It happens often enough to be worth improving.
You can explain what a good result looks like.
You have information the tool is allowed to use.
Someone can review the output and fix mistakes.
You can compare the time and quality before and after.

This is a discussion starter, not a score or a guarantee that AI is the right answer.

Two prompts you can try

Use made-up details or approved business information.

These are starting points. Check the output before you use it.

Draft a customer reply

Using only the business information below, draft a short reply to this inquiry. Ask for missing details instead of guessing. Do not promise a price or an appointment. Mark anything I need to check before sending.

Add your approved business information and an anonymized sample inquiry.

Organize a task

Turn the notes below into a short summary and a list of next steps. Do not invent names, dates, or decisions. Put unclear details under “Questions to check.”

Add notes that do not contain sensitive customer or account information.

See the steps

See what a setup looks like.

Walk through customer replies, follow-up reminders, and admin summaries. These are illustrative examples, not client results.

See the three examples

Keep useful references nearby.

Download the existing planning references, or explore a task in more detail.

Small Business AI Prompt Library
Small Business AI Readiness Scorecard
Task guides

Start with one task

You don’t have to work it out alone.

Use the resources—or bring the task straight to me. The next step can be a simple conversation.

Request a Free AI Review

Free 15-minute review. No need to prepare a plan.