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Choose 1 AI workflow worth testing.

Turn 30 minutes with your team into a clear starting point.

Bring a real task your team repeats. Map the steps, waits and rework. Use this free workbook to choose where AI helps, estimate the value and leave with a pilot plan you can run.

  1. 01A workflow with a clear owner and output
  2. 02A value estimate built from your own numbers
  3. 03A 1-page brief for a small, measurable pilot
Cover of the 10-page workbook

Find Your First $50K AI Workflow

10 pages. Fillable PDF. Worked B2B examples.

See the worksheets

Get the free workbook.

Choose your first workflow with your team. Get the PDF immediately after you submit.

  • 10 pages
  • Fillable PDF
  • Free
Add company details (optional)

By submitting, you request the workbook and its email copy.

A decision you can put to work.

Short lessons, worked examples and space for your business. These are the actual worksheets inside the download.

Compare 3 candidates on time burden, repeatability, inputs, business impact and team readiness. Then check the blockers before choosing.

Get all 10 pages
Scorecard · page 4. Select the page to enlarge it.

Start where your team already does the work.

Built for owners and operators in B2B software and professional services. Start with a task close to a customer, a deal or a team decision. Simplify the steps, keep human approval and return the result to the tools your team uses.

After a sales call

  1. Use

    Transcript + account notes

  2. Draft

    Draft follow-up + next steps

  3. Review

    Seller checks before sending

Before a deal review

  1. Use

    CRM + customer conversations

  2. Draft

    Deal risks + missing evidence

  3. Review

    Manager reviews the findings

During a proposal handoff

  1. Use

    Agreed scope + sales notes

  2. Draft

    A brief for the delivery team

  3. Review

    Delivery lead checks the scope

These are starting points. The workbook helps you choose based on your team's actual work. Sort the steps into remove, simple automation, AI or human decision before testing.

Bring a real task.Leave with a next move.

Set aside 30 minutes with the person doing the work and 2 recent examples. Finish the session with a decision your team can act on.

Get the free workbook

Start with the person doing the work, 2 recent cases and tools your company already permits. The workbook helps you simplify the process and test a draft with human review. Use the result to decide whether system connections or technical help are worth it.