A plain English checklist for owners who need automation now. Claude, ChatGPT, Meta Muse, OpenAI Dots, and Grok Bot. What each one is good for, what to try first, and what to watch out for. No code required.
Your whole business, in one place.
5Tools, compared honestly
6Prompts you can paste today
30Days to try them
Start with the checklist
Free PDF · email required
Download the free toolkit
The same checklist, on paper. Five tools, six prompts, and a plan for this week. Start with drafts you can undo.
Your Unstuck Toolkit is ready.
Download it here. Five tools, six prompts, and a plan for this week.
The Roadblocks Roadmap is the diagnosis. Twenty-four yes or no questions show where leads, follow-ups, and money slip through, plus one thing to fix this week. This toolkit is the quicker start, when you already know you need help now.
Pick one assistant and stick with it. Then try one agent on a task you can undo. The PDF says what to try first, and what to watch out for.
01ClaudeDrafts and templates. Free to start. Teach it how your business sounds.
02ChatGPTThe same job as Claude. Pick one assistant and use it for the first month.
03Meta MuseErrands from your phone. Inbox, calendar, and forms. It asks before it sends.
04OpenAI DotsHelpers that keep working after you log off. A fit for the same chores every week.
05Grok BotShow it one desk routine, then let it repeat that routine on a schedule.
Before you start
Start small. Keep the keys.
These tools can save you hours. They can also send the wrong email. Five ground rules keep it on the right side.
Start with tasks you can undoDrafts, summaries, and reminders first. Sending, paying, and deleting last.
Keep approvals onLeave the switch on that asks before a message goes out or money moves.
You hold the passwordsNever paste card numbers, bank logins, or customer ID numbers into a chat.
Read it before a customer doesTreat every draft like it came from a new hire on day one.
One problem at a timePick the one that costs you most, and fix only that this month.
A plan for this month
Thirty days, one week at a time
Week 1Set up one assistantClaude or ChatGPT, with your services, your questions, and three emails that sound like you.
Week 2Use the six promptsReply, follow up, chase an invoice, audit your apps, write a how-to, ask for a review.
Week 3Try one agentGive it one task you can undo. Keep approvals on for everything.
Week 4Keep, change, or stopWrite down the hours saved and anything that went wrong. Then decide.
When the tools aren't the fix
These tools are good at drafts, reminders, and repeat chores. If you try a few and still feel stuck, the problem is usually one constraint under the tools. The Roadblocks Roadmap shows you where. Or tell us, and you'll get a green light or a straight “not yet.” No pitch, no pricing.
