Free AI Resources
Battle-tested checklists, workflow guides, and prompts I actually use. No fluff — just stuff that works.
AI Implementation Checklist
The 10-step checklist I use with every client before we touch any AI tools. Skip these and you'll waste months on the wrong problems.
Most teams jump straight to "let's try ChatGPT" without this foundation. Then they wonder why nothing sticks.
Before You Start
- 1Audit current workflows for AI opportunities
- 2Identify repetitive tasks that consume >2 hours/week
- 3Catalog data sources and document formats
- 4Assess team AI literacy (survey template included)
- 5Define success metrics before implementation
- 6Create data handling and privacy guidelines
- 7Start with ONE workflow — prove value first
- 8Document wins and share internally
- 9Build internal prompt library
- 10Schedule quarterly AI tool reviews
Workflow Automation Guides
Six workflows I've built and refined. Each one saves real time every week.
Email Triage Automation
Set up AI-powered email sorting and draft responses. Save 5+ hours/week on inbox management.
Meeting Notes to Action Items
Automatically transcribe meetings, extract action items, and assign tasks to your team.
Content Repurposing Pipeline
Turn one long-form video into 10+ pieces of content across platforms.
CMA Report Generation
Pull MLS data, analyze comps, and generate client-ready presentations automatically.
Lead Qualification Bot
Pre-qualify inbound leads with conversational AI before human follow-up.
Document Analysis Pipeline
Extract key terms from contracts, leases, and legal documents in seconds.
Battle-Tested Prompts
Prompts I use daily, organized by model. Copy, customize, and use.
ChatGPT
Best for: Creative writing, code generation, general tasks
Business Email Responder
You are my executive assistant. I'll paste an email I received. Analyze the sender's intent, urgency level, and what they actually need. Then draft a professional response that: - Matches their tone (formal/casual) - Addresses all their points - Proposes clear next steps - Keeps it under 150 words unless complexity requires more Email to respond to: [PASTE EMAIL]
Meeting Prep Brief
I have a meeting with [NAME/COMPANY] about [TOPIC]. Research what you can and create a 1-page brief including: - Who they are (company, role, recent news) - Likely objectives for this meeting - 3 questions I should ask - 3 points I should make - Potential objections and responses - Suggested follow-up actions
Content Ideation Engine
Act as a content strategist for [INDUSTRY]. Generate 10 content ideas that: - Address pain points my audience actually has - Aren't generic advice everyone else gives - Can be produced in <2 hours each - Work across LinkedIn, YouTube Shorts, and email For each idea, give me: Hook, Key Point, CTA
Claude
Best for: Long documents, nuanced analysis, coding, safety-conscious tasks
Contract Analysis
Review this contract and provide: 1. **Summary** (2-3 sentences of what this agreement does) 2. **Key Terms** (payment, duration, deliverables, termination) 3. **Red Flags** (unusual clauses, one-sided terms, missing protections) 4. **Negotiation Points** (what I should push back on) 5. **Questions to Ask** (before signing) Be specific. Quote the actual language that concerns you. Contract: [PASTE CONTRACT]
Strategic Decision Framework
I'm facing this decision: [DESCRIBE DECISION] Walk me through it using this framework: 1. **Reframe the question** — Am I asking the right thing? 2. **Map the stakeholders** — Who wins/loses with each option? 3. **Second-order effects** — What happens 6-12 months after each choice? 4. **Reversal cost** — How hard is it to undo each option? 5. **Your recommendation** — What would you do and why? Challenge my assumptions. I'd rather hear hard truths now.
Code Review & Refactor
Review this code for: 1. Bugs or edge cases I might have missed 2. Performance issues 3. Security vulnerabilities 4. Readability improvements 5. Modern best practices I'm not following Don't just list problems — show me the fix with code examples. ``` [PASTE CODE] ```
Gemini
Best for: Multimodal (video/image), Google Workspace integration, research
Video Content Analyzer
[Upload video file] Analyze this video and create: 1. **SEO-optimized title** (under 60 chars, includes hook) 2. **Description** (first 150 chars are crucial, include keywords) 3. **5 hashtags** for each platform (YouTube, TikTok, LinkedIn) 4. **Timestamps** for key moments 5. **3 quotes** I can pull for social clips 6. **Thumbnail text suggestion** (3-5 words max)
Competitive Research Brief
Research [COMPETITOR NAME] and compile: 1. **Recent moves** (last 90 days of news, product launches, hires) 2. **Positioning** (how they describe themselves vs. how customers describe them) 3. **Pricing strategy** (if public) 4. **Content strategy** (what they post, where, how often) 5. **Gaps** (what they're NOT doing that I could) 6. **Threat level** (1-10) with reasoning Use current web data. Cite sources.
Image-to-Listing Description
[Upload property photos] Based on these property images, write: 1. **MLS description** (250 words, highlight unique features) 2. **Social media caption** (casual, emoji-friendly, under 100 words) 3. **Email subject line** for buyer blast 4. **3 key selling points** to emphasize in showings Note any staging suggestions or photo improvements I should make.
Need Help Implementing These?
These resources are a starting point. If you want hands-on help building AI into your operations, let's talk.