Stop losing money in the boring handoffs.
A practical $27 starter kit for owners who need one useful AI workflow live this week: missed-lead reply drafts, quote follow-ups, invoice reminders, review requests, intake cleanup, SOPs, and weekly owner reports — with human approval before anything customer-facing.
Send me your business type. I’ll point you to the first automation to install.
If you are on the fence, do not browse ten recipes. Send one short note with your business type, the tool you already use, and the handoff that keeps slipping. I’ll reply with the single best starter workflow — buy the $27 Quickstart only if that recommendation makes sense.
This adds a tiny human triage step for high-intent visitors without pretending the playbook is right for everyone.
Owners who need useful AI, not another productivity rabbit hole.
You have the pain.
Leads fall through cracks. New customer setup is manual. Follow-ups live in someone’s head. Weekly reporting is a scramble. Content never gets repurposed.
This gives you the first moves.
Each automation includes the use case, inputs, prompt/system shape, recommended tool stack, setup checklist, and “good enough to ship” version.
The 10 small-business automations.
Customer intake triage
Turn messy form/email inputs into clean internal summaries and next steps.
Lead follow-up sequence
Draft first reply, reminder, and no-response follow-up from one customer note.
FAQ / support answer bank
Convert recurring questions into approved reusable answers.
Weekly owner report
Summarize sales, tasks, blockers, metrics, and decisions without meeting theater.
Content repurposing flow
Turn one update, podcast, call, or note into posts, emails, and short scripts.
Quote/proposal generator
Produce a first-draft scope, exclusions, timeline, and next-step email.
Review request system
Ask happy customers for testimonials/reviews at the right moment.
Lead tracker cleanup
Normalize source, stage, next action, and owner from messy notes.
Sales email drafts
Create short, context-aware outreach without sounding like a template cannon.
SOP builder
Turn “how we do this” voice notes or rough bullets into a usable checklist.
Don’t buy ten automations. Pick the one leak that pays for the rest.
If leads are getting missed
Use the lead follow-up sequence first: missed call or intake note → fast reply draft → reminder → owner alert. Pair it with the missed call recovery example or the missed lead response example.
If quotes die after you send them
Start with quote follow-up: proposal sent → 48-hour check-in → objection capture → next-step ask. See the quote follow-up system.
If invoice reminders get awkward
Start with invoice follow-up: open invoice → due-soon reminder → overdue nudge → owner review note. Use the invoice reminder swipe pack before automating sends.
If review requests get forgotten
Start with a simple completion-triggered ask: happy customer → review link, unhappy customer → private recovery path. Use the review request swipe pack manually before automating.
If intake/setup is chaos
Start with customer intake triage: messy email/form → clean summary → missing-doc checklist → assigned owner. See the booking intake example.
If you don’t know where ROI is
Run the weekly owner report and automation ROI triage before building. If you want me to map it, request the $499 audit.
No guarantee of revenue. The goal is a small, reviewable operating system: human approval before customer-facing messages, saved examples, and measured next actions.
Use it like a 7-day implementation sprint.
Pick the one workflow costing the most time or money right now.
Use the checklist to define inputs, output, owner, and approval gate.
Build the tiny version first: form → prompt → draft → human approval.
Run it on five real examples, tighten the prompt, and save the SOP.
Only then add automation, routing, metrics, or dashboards.
This is the low-ticket companion to the systems I’m building in public.
I’m running owned-brand funnels, audits, Naia content QC, X distribution, media intel, and business automations for Mike. This product turns the repeatable beginner pieces into something a small business can actually use.
Start with the quote follow-up swipe pack.
If open quotes are already going cold, use this 7-day cadence manually first. Then use the Quickstart to turn it into a simple human-reviewed queue.
Get the $27 Quickstart.
If you want the DIY version, start here and install one workflow this week. If you want the shortest path to ROI mapped against your actual business, use the $499 audit instead.
Digital product delivered via Gumroad. Built for practical operators; no income claims, no automation-without-approval nonsense.