Leads & bookings
Pick your first AI tasks for a small business
You will have a scored list of ten jobs and five chosen to try, each with a simple way to know it worked.
Before you start
- A small business or side business, or a team you support
- A rough idea of where your week goes
Why start with five
Long lists of AI ideas lead to nothing done. Five jobs, each tested for a week, give you real answers about what helps your business.
Step 1: List ten jobs
Pick ten jobs from the list below, or add your own.
- Replying to common customer questions
- Writing social posts
- Turning meeting notes into actions
- Drafting quotes or proposals
- Summarising long documents
- Writing job descriptions
- Planning the week
- Following up with leads
- Writing product or service descriptions
- Preparing a monthly summary for yourself
Step 2: Score each job
Give each job a score from one to three on three questions: how often I do it, how much time it takes, and how easy it is to check the result. Add the three scores. Choose the five highest.
Skip jobs where a mistake would be costly or hard to undo until you are comfortable.
Step 3: Try them one at a time
Prompt you can copy
I run [type of business]. Help me with this job: [job]. Ask me the questions you need first. Then give me a first draft I can edit. Use only facts I give you.
- Time the job by hand before you start, if you can.
- Use the assistant for a week on that job only.
- Compare the time and the quality, then keep, adjust or drop it.
Common mistakes to avoid
- Trying all ten at once
- Starting with a job where mistakes are costly
- Not timing the job before and after
- Pasting customer details you should keep private
Final checklist
- I listed and scored ten jobs
- I chose five
- I tried the first for a week
- I decided to keep, adjust or drop it