Free workbook — no call required

Your first fourteen days.

Phase 1 of the 90-day plan in Do More, Work Less, as a fill-in workbook. One sheet a day, about an hour each. By day fourteen you'll know which three things to automate first.

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What's inside

→ The task inventory — every task on your team, marked Do, Draft or Decide.
→ Connect your AI — step by step for Claude with Google Workspace or Microsoft 365, plus a first test.
→ The software audit — including a prompt that finds every subscription in your books and your inbox.
→ Speed to lead and the customer journey — how long customers wait, and which moments should happen every time.
→ Your house-rules file — the one page that turns an AI chatbot into an assistant that remembers your business.
→ The day-14 checkpoint — your first three automations, chosen.

Not pitching

Everything here is meant to be done by you and your team. If you'd rather have help, there's a contact link on the last page. Most readers won't need it.