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PLAN THE FIRST AI PROJECT BEFORE YOU SPEND.

You are planning a first AI project and there is no plain-language planning aid before spending anything.

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Who it is for

A WORKSHEET, NO EMAIL GATE.

The First useful AI project worksheet is a planning aid you can print or keep on screen. It is free, it asks for no email, and it is not an ROI estimate.

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What you get

THE WORKSHEET, START TO FINISH.

Six promptsSix prompts from the workflow to the next step, answered on paper before anyone quotes a build.Open the worksheet →
Observations, not guessesThe friction prompt asks for observations, not guessed savings.Open the worksheet →
Free, no email gatePrintable, free, and nothing is transmitted. It is a planning aid only, not an ROI estimate.Download the Test Kit →
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How to use it

FILL IT IN BEFORE ANYTHING ELSE.

Six prompts, one page, no cost.

01

Read the six prompts

Workflow, friction, owner, information, evidence, next step.

02

Write the answers

Observations where you have them; blank where you do not.

03

Pick the next step

Define the problem, fix the process, buy a tool, or investigate a scoped build.

04

Keep it

The worksheet is yours. Nothing is transmitted.

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Free field guide / no email required

Start with one recurring process. Four questions help you decide whether to define the work more clearly or explore a build.

A practical readiness check

One workflow. Four questions.

This is a planning aid, not an ROI estimate or a vendor assessment. Your answers stay on this page and are not saved or sent.

Open the printable worksheet ↗
01Is there one person accountable for this workflow?
02Does the work repeat with recognizable inputs and outputs?
03Can the needed information be accessed with appropriate permission?
04Can you describe how you will judge success and catch errors?
The worksheet

SIX PROMPTS.

01
The workflowWhat triggers the work? What does a completed outcome look like?
02
The frictionWhere does work wait, repeat or get lost? Record observations, not guessed savings.
03
The ownerWho is accountable? Who reviews exceptions and approves changes?
04
The informationWhich sources are required? Who can authorize access? What must stay out?
05
The evidenceWhat baseline will you measure? What sample cases show success or failure?
06
The next stepDefine the problem, fix the process, buy an existing tool, or investigate a scoped build?
Worked example

WHAT A FILLED PROMPT LOOKS LIKE.

DEMONSTRATION, NOT A CLIENT RESULT

Sample worksheet answers, illustrative only

  • The workflow: an inquiry arrives and a quote follows.
  • The friction: work waits in an inbox nobody owns.
  • The owner: the operations lead reviews exceptions.
  • The next step: investigate a scoped build.
Illustrative sample, not a client result.
An illustrative photograph looking out an office window onto a Denver-like street

Illustrative sample, not a client result. Photos on this page are illustrative, not clients.

Talk to Mike →
Questions

REAL QUESTIONS, PLAIN ANSWERS.

Is the worksheet an ROI estimate?

No. It is a planning aid only.

Do I need to give my email?

No. The worksheet is free and asks for no email.

What else is free?

The Client Intake Failure-Test Kit and the AI readiness conversation. Both stand on their own.

What is the First useful AI project worksheet?

A planning aid: six prompts from the workflow to the next step, answered on paper before anyone quotes a build.

A useful first conversation

What needs to work better?

Email Mike a short brief: the workflow, where it gets stuck, and when you need it. We’ll establish the right next step together.

Email Mike about the work ↗Email Mike
Keep testing the handoff

Client intake, made testable.

Client Intake Failure-Test Kit

Twelve checks for capture, routing, recovery and measurement. Ungated, with a local checklist, CSV export and printable PDF. Use synthetic data only.

Open the free test kit →

Before You Buy More Traffic

Test what happens after a website inquiry, before increasing your ad spend.

Read the article →
READY TO FIX THE HANDOFF?

Client Intake & Follow-up Build

One agreed intake workflow for consultancies and Denver professional-service firms. A fixed-fee quote before work, clear ownership and tested exception handling.

Explore the Client Intake & Follow-up Build ↗
Next step

DOWNLOAD THE TEST KIT.

The worksheet plans the project. The Test Kit shows where client intake breaks. Both are free.

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Also free
  • The Client Intake Failure-Test Kit: twelve checks.
  • The AI readiness conversation: thirty minutes.
  • This worksheet: no email gate.
Photos on this page are illustrative, not clients.