You'll receive
41-page toolkit (fillable PDF + print-ready PDF)
The AI Leverage Toolkit
12 ready-to-use prompts, 8 SOP templates and 4 automation blueprints for lean service teams. Decide what's worth automating, build it, and keep client data safe.
One-time payment
$97.00
Instant download after checkout. Yours to keep.
Automate the work, never the judgment.
Most automation projects fail before anything is built, because the task was never a good candidate or the process was never defined.
The AI Leverage Toolkit fixes that in the right order. First, decide what's worth automating with a scorecard and a delegation ladder. Then build with twelve copy-and-paste prompts and eight SOP templates. Finally, run it safely with four automation blueprints, clear guardrails for what may and may not go into an AI tool, a 30-day rollout plan and an ROI worksheet.
It works with whatever tools you already use. It is not a tool review, and it doesn't recommend any vendor.
Who it's for: Owners and team leaders of small service businesses who want AI to save real hours without putting client relationships or data at risk.
What's included
- Decide: the AI opportunity scorecard, the delegation ladder, and a list of tasks that should never be automated
- 12 prompts: for SOPs, onboarding, proposals, client updates, meeting notes, workflow audits, delegation, QA, difficult emails, content, pricing and client feedback
- 8 SOP templates: onboarding, discovery, kickoff, delivery, reporting, quality review, offboarding and hiring
- 4 automation blueprints: inquiry to booked call, proposal to kickoff, content engine, and month-end reporting
- Guardrails, a 30-day rollout and an ROI worksheet
- 41-page toolkit, beautifully designed
- Fillable PDF with typeable SOP templates and worksheets
- Print-ready PDF
- Instant download