Guided First Project
Start using AI in your business. One practical project at a time.
A practical guide your business can work through at its own pace. Plan one task, involve your team and run a small, controlled test over 14 days to see what you learned.
C$195 CAD · One-time purchase
You're busy. But is all that office work making you money?
Most owners know AI could help. What they don't know is where to start, what it's worth, or how to bring along staff who don't want anything to do with it.
You don't need a pile of prompts. You need a practical way to pick one task, set sensible rules, bring your team along and measure what happens.
What you get
Step 1 — Get a clear first project plan
Choose one task, who runs it, who checks the work and what to measure.
Step 2 — Bringing your team along
Practical steps for staff who push back. Start with the person who does the task and agree on a small trial.
Step 3 — Know what to ask AI
Four practical examples showing exactly what to ask AI: customer follow-ups, estimates and quotes, service note summaries and work order drafts. Start with one.
Step 4 — One page of AI rules
Allowed, ask first and off limits. Approve your tool and how it's used before you start.
Step 5 — Measure whether this step helped
Track time, volume, review effort and corrections during your trial. Compare with your starting numbers.
Step 6 — Review your own results
On day 14, look at your own numbers and decide: keep, adjust, hold or stop. Your business makes the call.
Includes one fully worked example from a fictional roofing company, so you can see a completed plan before writing your own.
How it works
Know where to start
Find a manageable opportunity for AI in your everyday business.
Move forward with confidence
Bring your team into the process with practical guidance.
Know what worked
Understand the results before deciding what to do next.
Examples of tasks you could try
- Customer follow-ups
- Estimates and quotes
- Service note summaries
- Work order drafts
Questions
- 6 practical steps
- 4 practical AI examples
- 1 worked fictional roofing example
- 10-day tracking table
- Day-14 self-review
- How do I use the worksheets?
- The kit is a 19-page fillable PDF. Worksheets can be typed into, saved and printed.
- My staff are against AI. Will this still work?
- The team guide starts with the person who does the work, not with the tool. You can try a small approved step, listen to concerns and stop if it is not suitable.
- What support is included?
- This is a self-guided resource for your business to use at its own pace. It does not include calls, consulting, individual plans or written reviews by OOC, software configuration, staff training or ongoing support.
- Do I need to buy a new AI tool?
- Check whether a tool you already have is suitable. Your business must approve the tool, permitted data and use before starting.
- What if it doesn't work for my task?
- Your day-14 self-review helps you decide whether to keep, adjust, hold or stop. Stopping is a valid result.
- Do I have to buy the C$995 system?
- No. The kit stands on its own. The 30-day system is a separate, optional purchase.
Your first project, step by step
1. Choose one task
Pick a recurring task and write a clear first project plan with the person who does the work.
2. Agree on the rules
Choose one practical AI example. Approve the tool, permitted data and how the work will be checked.
3. Try a small, controlled step
Track time, review effort and corrections. Your team checks every draft before use.
4. See what you learned
Review your own results on day 14 and decide whether to keep, adjust, hold or stop.