Your plan for putting AI to work in your business
This workbook is your step by step guide to deciding which jobs AI should take over first, testing it safely and putting it live in stages. By the end you'll have a shortlist of AI jobs with the hours and money behind them, your approval rules and a rollout plan, before you pay anyone for one.
Casa Maestri
Kamiki
Part 1: Planning AI for your business
Turn "I should really get AI doing this" into a plan you can hold any builder to. Three steps, each with worksheets you fill in for your own business.
Map where your week and your managers' weeks go, and what slips while things wait for you.
Set the access and approval rules any AI must pass, then test it on your own messiest situations.
Put it live in four stages, from read-only answers to trusted actions, each one working before the next.
Worksheets, not theory
We built this for a home care franchise, where the owner stopped being the bottleneck for every decision.
live on a property manager's website, answering from their handbook and leases
for a $100 million brand's whole executive team to be working in one AI
a year: the tool cost above which that brand tries building its own first
Owners who know AI matters and want a plan, not a pitch
- Owners and CEOs of companies doing roughly $10M to $100M who know AI matters but not where to start.
- Owners who are the bottleneck for decisions, approvals and answers in their own office.
- Teams that tried ChatGPT or Claude, got a few clever answers and saw nothing change.
- Anyone pitched AI by five vendors who wants to compare them on the same terms.