Resources
AI Resources for Small Business Leaders
Worksheets, checklists and guides we use with clients. Anyone can use it, no email needed.
Sort the AI tools you pay for
For owners
Sort your AI tools. Find your first AI job.
A worksheet in six parts: sort your AI tools, find the stuck work, put a number on it, set some jobs aside, pick your top three and count the hours.
For owners
Tool-sort coach
Paste one prompt into ChatGPT, Claude, Copilot or Gemini. It walks you through which AI tools to keep, test or cancel. About 20 minutes, no email needed.
For owners
Pick your first AI job
List the work that gets stuck, rate value and effort, and see which AI job to start first.
Runs in your browser. Nothing is saved.
Ask your vendors about AI
For credit unions, CUSOs and community banks
Vendor AI kit for credit unions and community banks
Four questions for your vendor rep and a blank table for the AI inside your vendors' tools.
See how AI goes wrong
For owners
The AI anti-pattern field guide
Fifteen ways AI goes wrong: how each one sounds, why it happens, and a first move.
We don't ask for your email to download a worksheet. The download is counted as an analytics event that doesn't include your name or email, so we can see which worksheets people use. Read the privacy policy.
Book a 30-minute callAlready on the site
- Pattern Library
Organizational patterns and anti-patterns.
- AI patterns
Fifteen ways AI goes wrong, and a first move.
- Playbooks
Specific paths for specific situations.
- Methodology
Engineering and organizational practices.
- Sample readout
What a readout looks like.
- Monthly FI update
AI news for credit unions, CUSOs and community banks.
- The TRUST framework