Templates

Templates, prompt packs, workflow maps, policy starters and calculators for putting AI to work in a small business.

• AI ROI Calculator for SMBs: Spreadsheet that walks an owner through cost-savings math on their biggest time-sink processes.
• 50 SMB AI Prompt Templates: Ready-to-use prompts for ops, sales, HR, and customer support. Copy, paste, customize.
• AI Acceptable Use Policy: A plug-and-play AUP template an SMB can adopt in an afternoon. Word doc.
• Power Automate AI Flow Library: 12 pre-built Power Automate flows - invoice intake, email triage, meeting summaries, and more.
• M365 Copilot Setup Checklist: Step-by-step rollout checklist - licensing, governance, adoption, measurement.
• SMB AI Readiness Assessment: A 5-dimension scoring rubric to assess a client's readiness. Use it on discovery calls.
• The 90-Day AI Sprint Kit: Worksheets, daily checklists, and scorecards from Book 5. Run a real AI sprint with your team.
• AI Service Pricing Sheet for IT Partners: A reference pricing sheet for AI retainers, projects, and managed AI services. Customize and ship.
• Discovery-to-Deploy Conversation Flow: The exact discovery questions and objection responses from Book 1, Chapter 13.
• AI Engagement SOW Template for IT Partners: A one-page statement-of-work template for AI discovery and implementation engagements.
• Copilot Pitch Deck - Law Firms: Customizable PowerPoint for pitching M365 Copilot to small legal practices.
• AI Spend Guardrails Checklist: Spending limits, alerts and a monthly review for usage-billed AI: Copilot Credits, ChatGPT and Claude credits, API accounts, plus contract questions.
• AI Connector Approval Checklist: A request form, permission clean-up, the admin-consent step and an approved-connections register for AI tools connected to email, files and calendars.
• Agent Safety Test Plan: A one-page test before any AI that takes actions goes live: the three-ingredient check, planted-instruction tests, approval gates, pause switch, logging and sign-off.
• Business Voice Kit: Three short files that make AI write like your business: an interview prompt that drafts them for you, voice/business/rules templates, starter writing rules, setup for Claude, ChatGPT, Copilot and Gemini, and a before/af
• Business Voice Kit: Industry Starters: Fill-in-the-brackets business.md and rules.md starters for home services, law offices, dental and medical practices, accounting firms and retail shops, with the safety and privacy rules each one needs.