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Doing Better with AI

Topic AI for Business

AI for Business

Practical AI for small businesses.

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Start here Course · 68 min

AI Agents for Business Owners: What They Are and What to Hand Them

Understand what AI agents can really do, choose the right jobs to give them, and set up your first one safely

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Glossary terms

AI Brief A document about your business that you paste in before you ask for anything. Answer Engine Optimisation (AEO) Shaping your pages so AI tools can find them, understand them and quote them in their answers. Also called GEO. Classification Sorting things into categories automatically. Commercial Use Whether you are allowed to use AI output in paid work. Conversion Rate The share of visitors who do the thing the page was built for. Copyright Who owns AI-generated work — a genuinely unsettled question. CRM The system holding your customer records and conversations. Decision Board One table sorting a conversation into facts, assumptions, unknowns, risks and next actions. Downsell A cheaper alternative offered to someone who has just declined. Five Whys Asking why five times in a row, to get past the symptom to the cause. Guarantee What you promise to do if the buyer is not satisfied. Ideal Customer Avatar The single best-fit customer, described in detail. Integration Two tools wired together so information moves without a person. Knowledge Base Your own documents, made available to an AI so it answers from them. KPI The one number that tells you whether something is working. Lead Magnet The free thing someone gets in exchange for their contact details. Licence The terms you agreed to when you started using a tool. Low-Ticket Offer A small paid product whose job is to turn a subscriber into a customer. Objection Handling Answering the reasons someone would say no, before they have to raise them. Offer Everything the buyer gets, for what price, on what terms. Order Bump A small add-on offered on the checkout page itself. Pre-Mortem Imagining your plan has already failed, then working backwards to find out why. Risk Reversal Moving the risk of the purchase off the buyer and onto you. ROI Whether a thing earned back more than it cost. Sales Funnel A sequence of offers at increasing levels of trust and price. Sales Page A page with one job: turn a reader into a buyer of one specific offer. Sentiment Analysis Working out the feeling behind a piece of text. Social Proof Evidence that other people have already trusted you and were right to. Testimonial A customer's own words about what changed for them. The 6D AI Thinking Method™ Digital Rapport®'s method for thinking a decision through with AI before you ask it for the answer. Transparency Being open about where and how you use AI. Upsell A larger or faster version of what someone has just bought, offered straight after. Value Proposition Why this person should buy this thing from you rather than from anyone else.

Prompts

Fact-check an AI answer Make the model argue against itself before you trust the output. Map a process before you automate it Get the current process on paper before you point a tool at it. Pressure-test a decision before you commit Surface the assumptions you have stopped noticing. Prepare for the objection you dread Rehearse the hard part of the conversation before it happens. Draft an AI use policy for your team A first draft your team will actually follow, not a compliance document nobody reads. Build an AI audit into a sellable offer Turn "we could look at your AI use" into something with a price and a deliverable. Turn a topic into a training session A runnable session plan with timings, activities and the awkward questions. Find the work that is quietly costing you A structured look at where a week actually goes. Write one funnel asset at a time Turn a funnel plan into the twenty-odd pieces it needs, without them drifting apart. Turn your website plan into a brief for a developer The same plan that briefs an AI tool will brief the person you hire — this gets it into their language. Build the context block you reuse everywhere Write the description of your business once, properly, and stop re-explaining it in every new chat. Find out what AI is assuming about you Make the model state its assumptions before it writes anything, so you can correct them once rather than in every draft. Red-team your own plan Have the model argue against the thing you have already decided, before you commit money to it. Write the procedure you have only ever kept in your head Turn something you do from memory into a document someone else could follow. Interrogate a supplier quote Work out what is missing from a proposal before you sign it, not after. Build an ideal customer profile from real words Use what your customers actually said, rather than a persona you invented in a workshop. Check a draft for anything that must not be published The last read before something goes out: claims you cannot evidence, and anything that is not yours to say. A weekly review you will actually keep doing Fifteen minutes at the end of the week that produces a decision rather than a feeling. Turn a meeting transcript into decisions and owners The five lines that matter from an hour of talking, with the disagreements kept in. Turn a course checklist into a launch plan The checklist says what to do. This says in what order, and what has to be true before you go live. Explain a decision to the person it affects You have decided. This is the version that lands with the person who has to live with it. List Growth Strategy Interviews you about your business and audience, then builds a list-growth plan from the tactics that fit you rather than the ones that are fashionable. Audience Insight Finder Works out who you are actually growing a list for, and what they are trying to solve, before you write a word of it. Subscriber Next-Step Builder Decides what happens in the minutes and days after someone subscribes, which is where most lists go quiet. Subscriber Journey Mapper Maps the path from first contact to purchase and names the places people fall out of it. Conversion System Audit Audits the whole opt-in system rather than one page of it, scores each part, and ranks what to fix first. Traffic Focus Finder Works out which traffic source is worth your time given what you already have, rather than the one that worked for someone else. Content-to-Subscriber Strategist Turns content you already publish into a path that ends in a subscriber. Partnership Matchmaker Identifies the partners whose audience overlaps yours, and what you could credibly offer each of them. Lead Generation Campaign Architect Designs a full lead-generation campaign backwards from the offer, so every piece has a job. Subscriber Opportunity Map Finds what your existing list already wants that you are not yet offering. Email List Growth Roadmap Sequences the whole thing into a dated plan, in the order the work actually has to happen. Build a menu of everything you could make from what you know Turns one body of knowledge into a menu of products, lead magnets, bonuses, content and offers you could actually launch. Find every way one piece of your content could earn Reads one body of content and maps the income streams, products, funnels, partnerships, recurring offers and bundles inside it. Find the fastest thing you could ship from this Pulls out what you could build in fifteen minutes, an hour, or a weekend, each with the steps, then names the one to start with. Design the structure of a course, workshop, membership or programme Turns one body of knowledge into six complete product structures — the skeleton to fill in, not the content. Combine everything you have already made into bigger offers Maps everything you have taught, written or built and packages it into premium bundles, a library, and one signature offer. Turn one piece of content into a full library Takes one source and produces articles, an email sequence, lead magnets, social posts, a workshop outline, a challenge, a checklist and a worksheet. Build six finished lead magnets from one source Produces a checklist, cheat sheet, quick-start guide, swipe file, template and resource list — finished, not outlined. Rewrite content so it sounds like you wrote it Rewrites material in your voice, weaves in your real stories and opinions, and gives you a positioning angle that separates you from anyone else covering the same ground. Turn what you know into a prompt pack and a working assistant Converts a body of expertise into twelve usable prompts, a complete assistant instruction set, and a plan to package both. Turn your material into design-ready visual briefs Produces infographic, diagram, framework, carousel and worksheet briefs with the actual on-graphic text, the layout and the style direction. Design a live session you can actually run Turns your material into a timed workshop, webinar, training or coaching session with real exercises, engagement points and a close. Build a challenge that delivers a real win Designs a 5, 7 or 14-day challenge with every day written out, the accountability built in, and a clear path to a paid offer. Build a complete funnel with the copy written Produces lead magnet options, opt-in and thank-you page copy, a five-email follow-up sequence and the full offer flow. Write the full set of selling copy for something you have finished Produces a long-form sales page, a four-email promo sequence, product descriptions and checkout copy from a finished product. Is this a job for an AI agent? Score any task against four tests and find out whether it suits an agent, an automation, or you. Find the jobs in my week an agent could take on A short interview about your week that ends in a ranked shortlist of agent jobs, and a list of things that should stay with you. Write my Agent Brief Turns a job you want to delegate into an eight-part brief an agent can actually follow, including when it must stop and ask. Stress-test my Agent Brief before it runs Finds the gaps, guesses and risks in your agent instructions before the agent finds them for you. Work out why an agent run went wrong Traces a bad result back to its cause (brain, tools, instructions or memory) and suggests the one change to make before the next run. Review my agent plan and write my next brief Hand your completed Delegation Plan workbook to AI. It checks your plan for risk, writes the Agent Brief for your next job and turns your 90 days into a weekly checklist. Get AI to interview you before it advises you Instead of typing out all your context, let AI pull it out of you one question at a time. Find the questions you should be asking For when you’re new to something and don’t know where to start: AI maps the questions before it gives any answers. Look at a decision from four expert perspectives Put several experts and a sceptic around one table to see where they’d agree, disagree and push back. Discover the options you haven’t considered Widen your thinking before you commit: options, questions and blind spots, including doing nothing. Dig into what’s really underneath a problem Go past the surface: the real cause, the evidence you’d need, and the knock-on effects. Build the strongest case against your plan Let AI be the sceptic, so you find the weak spots before the market does. Turn your thinking into a plan and a next step End every thinking session with something real: a plan, a spreadsheet, a checklist, an email or a list of questions. Separate what you know from what you think you know A quick check after any AI answer: which parts are facts, which are assumptions, and what needs verifying. Sort a whole conversation into a decision board Facts, assumptions, unknowns, risks and next actions in one table, so a confident answer can’t hide a guess. Run the whole 6D AI Thinking Method™ in one prompt Define, Discover, Dig, Doubt, Do and Double-check in a single reusable prompt for any decision. Write project instructions that think the 6D way Set your AI up once, so every chat in a project starts by interviewing you and separating facts from assumptions. Run a property deal through the 6D AI Thinking Method™ The property case study as a prompt: interview, strategies, evidence, the case against, next steps and a decision board. Define: What Are You Actually Deciding? Interviews you until it can describe your situation back to you better than you described it, then hands you a context block the other five steps run on. Discover: What Else Could You Do? Widens the field before anything gets chosen, including the options people in your position usually miss and the ones you will not like. Dig: What Is Really Going On? Takes the option you are leaning towards and gets underneath it, so you solve the cause rather than the thing that was visible. Doubt: What If You Are Wrong? Builds the strongest case against what you are about to do, runs a pre-mortem, and names the places your own reasoning looks motivated. Do: What Happens Next? Turns the thinking into a plan a real person with a full week will actually run, with a first action, signals and stop conditions. Double-Check: What Do You Actually Know? Sorts the whole run into a decision board of facts, assumptions, unknowns, risks and actions, so you know exactly which part you are betting on. Find the questions your buyers ask AI Draft the name questions and problem questions buyers put to AI about what you sell, in their words rather than industry language. Score a page for AI citability Check a page against the six things that make an answer easy for AI to lift out and cite, with the line that earned each score. Turn citability gaps into page changes One recommended change per weak point on your page, tied to the exact sentence it applies to, without AI rewriting your page or inventing claims. Ask a website to correct what it says about you A short, easy-to-approve correction request for a directory, listing or article that AI is repeating wrong details from. Compare an AI search re-test with your first results Lay your first AI answers beside the re-test answers and see exactly what changed, what did not, and which cited pages are new.

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