🧰 Before you start
- Knowledge of one industry (e.g. property, clinics, retail)
- ChatGPT or Claude to help prepare reports
- A simple document template
🪜 Step by step
- 1☐
Choose your industry
You'll sell more easily where you already know people and the problems.
- 2☐
Design a 60-minute interview
Use the first prompt to create the questions you'll ask the owner and staff.
- 3☐
Map their processes
After the interview, list each process: who does it, how long it takes, tools used.
- 4☐
Find the AI wins
Use the second prompt to rank where AI could save the most time or money.
- 5☐
Deliver a short report
3-5 pages: top 3 opportunities, rough cost, expected savings, a 90-day plan.
- 6☐
Offer the build
End with a clear offer to implement the top idea for a fixed fee or monthly retainer.
💬 Copy-paste prompts
Tap Copy prompt, paste it into your AI (Grok, ChatGPT, Claude or Gemini), then replace the [yellow bits] with your own details.
Create a 60-minute interview guide to find AI opportunities in a [industry] business with [size] staff. Cover: sales and leads, customer service, admin and finance, marketing, operations. For each area ask about time spent, repetitive tasks, tools used and frustrations.
Here are my notes from an AI assessment of [business]: [paste notes]. Rank the top 5 AI opportunities by (hours saved per month x ease). For each give: what to automate, suggested tools, setup time, rough monthly cost, risks, and how we'd measure success.
⚠️ Tips & common mistakes
- Sell the decision, not 'AI'.
- Use real numbers from the client (hours, salaries) to show value.
- Don't promise savings you can't measure.