What if one smart prompt could plan your week, write your posts, chase invoices, and spot cash leaks before lunch?
Start with a single source of truth: a Company Brain. Add your offers, ideal customers, brand voice in 5 bullets, pricing, FAQs, policies, and top competitors. Keep it in a doc you update weekly.
Create a reusable role prompt: you are my operations assistant. Use the Company Brain to plan tasks, draft messages, and suggest improvements. Ask clarifying questions before acting. Save this as a custom instruction in your AI tool.
Consistency beats virality. Use ai for small business to ship one useful post per day across your site, email, and socials in under 20 minutes.
After calls or chats, paste notes into your AI. Ask for a summary, objections list, and a concise follow‑up email with one next step and a deadline. Include soft and hard variations so you can choose the tone.
Have it draft quote lines, proposal outlines, and a 3‑touch nurture sequence for no‑reply leads. Always review, personalize the first sentence, and verify numbers before sending.
Build a reply library from FAQs, policies, and past tickets. Let AI suggest answers and tag what needs a human. For operations, generate SOPs from screen recordings, reconcile receipt memos, draft job posts, and create checklists for openings and closings.
Set simple rules: escalate if uncertain, no refunds or policy changes without approval, and store every approved answer in your library so quality improves over time.
Guardrails: cite sources, never invent names or stats, and keep approvals for legal, pricing, and refunds. Add brand guardrails like do not overpromise, avoid jargon, and always include one clear CTA.
Track impact: minutes saved per task, cost per lead, and revenue per hour. Use the 30‑30‑30 focus: 30% automated, 30% AI‑assisted, 30% human‑only. Review weekly and promote what works.
Take the 14‑day AI sprint: one workflow per day, double your output, start now.

