01Playbook
The AI handoff playbook
A practical playbook for owners and managers: which jobs to give AI, how to run a safe 30-day pilot, and what to keep human. Worksheets included.
Who it is for
- Owners and managers of small and mid-sized businesses who want AI to take on routine work.
- No technical background needed.
What is inside
- 01Three tests and a scoring worksheet to pick the right first job to hand to AI
- 02Eighteen everyday jobs, from chasing invoices to inbox triage, split into what the AI does and what a person still approves
- 03Two simple rules and an approval ladder for deciding what stays human
- 04A worksheet to price what a job costs you today, in staff time and in balls that get dropped
- 05Fifteen questions to ask any AI tool or provider before it touches your customers or your money
- 06A 30-day pilot plan with a scorecard and a success bar you set in advance
- 07A fair comparison of doing it yourself, hiring someone, or using a managed service
Get the playbook
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