Guides

AI setup guides

Plain-language guides for small business owners from a former guard company operator. Role guides set up one assistant at a time. Overview guides show the whole system, with examples from security companies.

  1. Get the guide
  2. Hand the pack to your AI
  3. AI drafts
  4. You approve

Role setup guides

Pick a helper for the job. Each guide is a branded PDF plus a full text pack for your AI. Version 1.0, November 2026.

01Answer my email

Virtual EA

Your inbox sorted, with replies drafted for you to send.

  • Triages your inbox and drafts replies
  • Flags calendar conflicts
  • Tracks follow-ups so nothing slips

02Find new customers

Sales Prospecting

A short, sourced list of prospects worth contacting.

  • Builds small, sourced prospect shortlists
  • Explains why each prospect fits
  • Writes first-touch and follow-up drafts

03Keep track of what I promised

Chief of Staff

Every request and promise in one place.

  • Keeps one intake queue
  • Tracks commitments
  • Batches non-urgent decisions into a digest

04Prep my meetings

Meeting Prep & Action Tracker

Walk into each meeting prepared, and leave with a clear action list.

  • Writes briefs from your calendar and notes
  • Keeps a sourced action list after each meeting
  • Drafts follow-ups for your review

05Check document packets

Document Intake Checklist

Know what is missing from a packet before you chase it.

  • Checks redacted packets against your checklist
  • Lists what is missing
  • Drafts a request for the missing items

06Answer from my own files

Second Brain / AI Knowledge Base

Answers from your own documents, with the source shown.

  • Answers from a small, curated set of documents
  • Cites its sources
  • Stays out of the rest of your drive

07Write in my voice

Writing Voice & Brand Kit

Drafts written in your approved style and brand.

  • Learns an approved style from your samples
  • Uses your brand kit in drafts
  • Does not invent logos, colors, fonts or claims

Best value

All seven helpers

$199 for all seven

Bought one at a time, the seven cost $343.

  • All seven role guides
  • PDF plus text pack for each
  • Version 1.0. Not a subscription.
Get all seven

Important limits: educational guidance only, not legal, compliance or security advice. No guaranteed results. You need your own AI assistant subscription, plus the accounts the guide connects. Those are not included.

Overview guides: the system I use myself

The paid overview guides above come with a 30-day money-back guarantee. If one isn’t useful, ask for a refund within 30 days.

Want it set up for you instead? Book a call.
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