Every Friday, the owner writes the follow-ups.
Late, from memory, after everything else. AI is a private chat window only the owner uses. When the week gets busy, the job slips, and so does revenue.
THE 7-DAY AI HANDOFF KIT
Get It Off Your Plate
In seven days, one job you do every week runs without you. AI drafts it, a teammate approves it, and a simple log proves it works.
Get the kit for $97 →One-time · instant download · works with the AI you already have
get-it-off-your-plate.zip
00Start Here01Job Picker02Boundary Card03Handoff File04Setup Instructions05Test Cases06Proof Log07Three Worked Examples08Teammate Brief09What’s Next+Bonus: 64-page playbook
WHAT CHANGES
From doing the job to reading one log line.
AI drafts at 9am. A teammate approves in 15 minutes.
The job has a written trigger, a named approver and a “never” list. The owner reads one log line instead of doing the work. The team runs it without asking.
WHAT’S INSIDE THE ZIP
Ten files, each with one job.
00Start Here
The one rule: AI drafts, a person approves, AI never sends. What “done” looks like on Day 7.
01Job Picker
Scores 12 common weekly jobs on how often they happen, how clear the rules are and how low the risk is. You circle one.
02Boundary Card
One page: what AI may do, what a named person approves, what never goes near AI.
03Handoff File
Trigger, inputs, steps, output, checks, who to escalate to. Word and plain-text versions.
04Setup Instructions
Copy-paste instructions for ChatGPT or Claude, so the job runs the same way every time.
05Test Cases
Normal, missing data, duplicate and opt-out. If a test fails, you fix it before going live.
06Proof Log
A spreadsheet with a blank log and a filled example: minutes saved, edits, errors caught, who approved.
07Three Worked Examples
An expert brand’s launch follow-up, a professional-services client intake, a law firm’s weekly matter report.
08Teammate Brief
One page for the approver: what to check, how long it should take, when to stop and escalate.
09What’s Next
If the job touches your CRM, money or more than one team, it needs a real install. This is where the audit comes in.
Bonus: the 64-page AI Operating Playbook, the full system behind the kit.
FILE 07 · WORKED EXAMPLE (FICTIONAL)
An expert brand hands off launch follow-up.
- The job
- Follow up with people who clicked the launch email but did not buy.
- Trigger
- Monday and Thursday at 9am during launch week, plus the morning after cart close.
- Inputs
- A contact export (name, what they clicked, bought or not), the offer page, three past emails in the founder’s voice.
- AI does
- Sorts contacts into three groups (clicked, asked a question, left at checkout) and drafts one short email per group that mentions what each person actually did.
- Human approves
- Mia, the ops coordinator, reads, edits and schedules. Only approved drafts go out.
- Never
- AI never sends, changes the price, invents a testimonial or deadline, or emails anyone who opted out.
- Escalate
- Any reply about a refund, health, money trouble or legal goes to the founder.
| Run | Drafts | Review time | Edits | Approved by | Calls booked |
|---|---|---|---|---|---|
| Mon, launch week | 84 | 18 min | 2 | Mia | 6 |
| Thu, launch week | 61 | 12 min | 1 | Mia | 4 |
| Day after close | 39 | 9 min | 0 | Mia | 3 |
Fictional business. Sample numbers for illustration only. The kit ships with a blank log and this filled example.
THE SEVEN DAYS
About an hour a day. One job, done.
- Day 1Pick the job with the Job Picker and write down how long it takes you today.
- Day 2Fill the Boundary Card and name your approver. No approver, no install.
- Day 3Write the Handoff File with your teammate, using a worked example as the model.
- Day 4Run it on last week’s real inputs. Send nothing. Compare to what you would have written.
- Day 5Run the test cases. Fix anything that fails.
- Day 6Your teammate runs it alone with the Teammate Brief. You only read the log.
- Day 7First live run. Review the Proof Log, then keep it, adjust it, or pick a different job.
WHY IT’S WORTH $97
Free templates give you prompts. This gives you the handoff.
The decision
Which job to hand off first, so you start where it’s safe and pays back.
The boundary
What AI may never do, written down before anything reaches a client.
The approval loop
A named teammate owns it, so a busy week doesn’t pull the job back onto you.
The proof
A log that shows time saved and errors caught. It’s what I install for clients in week one, packaged so you can do it yourself.
THIS IS FOR YOU IF
- You own a business with a team, even a small one
- One weekly job keeps landing back on you
- You already pay for ChatGPT or Claude
- You want to set it up yourself, step by step
THIS ISN’T FOR YOU IF
- You want AI to send things without anyone checking
- You have no one who can approve a draft
- The job runs through your CRM, payments or several teams (book an audit instead)
- You are looking for a course or a community
QUESTIONS
Before you buy.
What exactly do I get?
A zip with ten files: PDFs you can print, a Word and plain-text Handoff File, copy-paste setup instructions and a Proof Log spreadsheet with a filled example. The 64-page AI Operating Playbook is included as a bonus. You download everything right after checkout.
Do I need to know how to code?
No. Everything runs inside the ChatGPT or Claude account you already have. No new software, no integrations.
Does AI send anything to my clients?
No. The whole kit is built on one rule: AI drafts, a person approves, AI never sends. Your teammate sends or schedules every approved draft themselves.
How much time does it take?
About an hour a day for seven days, for one job. Your approver needs about 15 minutes per run after that.
What if I don’t have a team?
You need one person who can approve drafts. That can be an assistant, a contractor or a part-time hire. No approver, no install, because a job without an approver comes back to you.
Are the worked examples real clients?
No. All three are fictional and labeled that way, with sample numbers for illustration. They are modeled on the kind of job I install in week one.
What if my job is bigger than this?
If it touches your CRM, money or more than one team, it needs a real install. File 09 explains when, and you can book an audit.
One job off your plate by Day 7.
Ten files, the playbook, and a log that proves it works. $97, one time.
Get the kit for $97 →Bigger job?