Focused quick-start offer
A focused pre-order page for the two practical AI automation workflows from the From Chaos to Automation masterclass. Learn the structure, prompts, templates, review steps, and business logic behind each workflow so you can adapt them to your own context.
Founding buyer pre-order. Full playbook delivery by May 31, 2026.
What this is
You will learn the structure behind each workflow: what information to collect, how to frame the AI step, what the output should look like, and where human review should happen.
The goal is to help you understand how to recreate and adapt these workflows inside your own business environment using tools you already use or prefer.
Turn messy meeting notes into a structured execution brief with human review built in.
Turn new inquiries into clearer lead briefs, tracker updates, and client response drafts for review.
This playbook is a self-guided learning resource. It gives you the workflow structure, prompts, templates, and walkthroughs so you can understand and recreate the process yourself.
If you choose the setup support option, you will also receive a private 60-minute session to help you adapt one workflow to your own business context.
$47
Best if you want the playbook, prompts, templates, and walkthroughs so you can recreate the workflows yourself.
$197
Best if you want the full playbook plus one 60-minute private support session focused on one workflow of your choice.
Q: Is this a full course?
A: No. It is a focused playbook that breaks down two practical AI automation workflows from the masterclass. It is designed to help you start with clear examples, not overwhelm you with a full course library.
Q: Do I need specific tools to use it?
A: The playbook focuses on the structure of the automation: intake, AI processing, structured output, review, and follow-up. You can adapt the workflow using the tools that fit your setup. Where relevant, examples may reference common AI and automation tools inside the playbook.
Q: Does the $47 option include both workflows?
A: Yes. The $47 DIY Playbook includes both the Meeting Notes to Executive Action workflow and the Lead Inquiry to Opportunity Brief workflow.
Q: What does the setup support option include?
A: The $197 option includes the playbook plus one 60-minute private session to help you adapt one workflow of your choice to your own business context.
Q: Is this the same as the AI Automation Implementation Cohort?
A: No. This playbook focuses on two specific workflows. The cohort is a broader guided implementation experience that helps you identify what to automate first, create safety rules, and build a larger implementation path.
Pre-order now and receive the full playbook by May 31, 2026. Founding buyer pricing is available while this pre-order is open.