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Workflow GuidePDF · 18 pages · Updated October 2026

Small Workflows

Seven small jobs that keep showing up in a business, each handled with one copied prompt and a few minutes. No system to build and no routine to keep: find the chapter that matches the job in front of you, paste your material, and review what comes back.

Free. No email required. The download is the complete guide, not a sample.

Who this is for

Solo business owners and teams of two who want help with the small jobs, not another system to maintain. If a job happens once in a while and takes longer than it should, there is probably a chapter for it.

What you need

  • An AI assistant you can paste text into
  • The material for one job: an inquiry, your notes, a review
  • A few minutes to review what comes back

What is inside.

Every chapter follows the same shape: when to use it, what to hand over, one prompt to copy, and an example of what comes back. The chapters stand alone. Use the one you need today and ignore the rest.

  1. Turn an inquiry into a pre-call summaryPrepare

    Who is calling, what they want, and what you still need to ask, on one page before you pick up the phone.

  2. Turn meeting notes into follow-upsFollow up

    Decisions, action items with owners and due dates, and a draft message that sends them, all from your rough notes.

  3. Turn a messy task into a checklistHand off

    The job you do from memory, written as plain steps with supplies up front, so someone else can run it the same way.

  4. Draft replies to customer reviewsRespond

    Calm, specific replies under five sentences, drafted for your approval. Nothing is ever posted for you.

  5. Answer the questions customers keep askingAnswer

    One good answer, written once from your own facts, in a full version for email and a short one for messages.

  6. Pressure-test a plan before you commitDecide

    One hard question at a time, each with a recommended answer, ending in a decision log you can act on.

  7. Remove private details before you shareProtect

    A cleaned copy of any document, with names and contact details taken out and the meaning left exactly as written.

The core idea.

Most small jobs do not need a system. They need a good prompt, your real material, and a careful review before anything leaves your business. Each prompt in this guide carries its own rules, so the chapter you open is the whole workflow: nothing to set up first, nothing running in the background.

The assistant drafts. You send, post, and decide. That line holds in every chapter, and it is what makes the small jobs safe to hand over.

Find it

Open the chapter that matches the job in front of you.

Copy

Copy the prompt from the chapter, exactly as written.

Paste

Paste the prompt and your material into your assistant.

Review

Read what comes back, fix what is off, then use it your way.

One of the prompts.

So the page is not just describing the guide, here is the chapter 6 prompt exactly as it appears in the PDF.

Chapter 6 · Pressure-Test a Plan

Here is a plan I am considering: [paste or describe it]. Grill me on it. Ask me one question at a time, and with each question give me your recommended answer and why, in a sentence or two. Start with the questions that are hardest to reverse, or most likely to change the plan. Keep going until the important questions are resolved. At the end, give me a decision log: what we decided and why, what is still open, the risks and assumptions we surfaced, and suggested next steps. Do not update the plan itself until I say so.

Take the whole guide.

All seven workflows, their prompts, and their examples, in one PDF you can keep next to the work.

Keep going.

When a small job starts repeating on a schedule, it may belong in a brief instead of a one-off workflow.

A Daily Priority Brief

Start each workday knowing the one task that matters most.

A Weekly Business Brief

The whole week ahead in one short brief: jobs, inquiries, money, one priority.

A Safe Gmail Cleanup

A calm way to clean up a crowded inbox, where nothing is deleted.