Interactive workbook

AI Starter Course Workbook

This workbook is built to be used during the course, on a live session, or as a planning document before purchase. Fill it out on-screen, then print or download the PDF version.

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1. Choose the first workflow

Do not try to automate everything at once. Pick one area that happens every week, wastes time, and already follows a repeatable pattern.

2. Score the current process

Use this quick scorecard to see where the friction actually is. Lower scores usually show the first automation opportunity.

Clarity: Is the process documented clearly?
Speed: Does the task get done quickly enough?
Consistency: Does it happen the same way every time?
Conversion: Does it help money move or buyers progress?
InterpretationPick a score for each area to see where to focus first.

3. Map the manual steps

Before you automate, list the human steps. If you cannot explain it manually, you are not ready to automate it.

4. Prompt and automation starter pack

Use these directly in the course, in Claude, or inside your follow-up stack. They are pulled from the SheerForce prompt and workflow system.

Act like an operations strategist. I am trying to automate this workflow: [describe it]. Break it into trigger, inputs, decisions, outputs, follow-up, and failure points. Then recommend the first version I should automate this week.
Rewrite this offer so it sounds direct, human, and clear. Keep it practical. Remove fluff. Make the next step obvious. Offer: [paste your message here].
Bonus assets to pair with this workbook
  • Prompt Pack
  • Automation Calculator
  • Quick Wins Library
  • Claude, Notion, and Command Center portal lessons
  • IG prompt bank and workflow notes
Use this with a live session

Open the workbook on one screen, the course on the other, and fill out one section at a time as you build the first workflow.

5. Follow-along lesson plan

This is the shortest route through the $97 course if the buyer wants a quick win fast.

Lesson 1: Choose the targetPick the weekly process costing the most time, money, or follow-up quality.
Lesson 2: Build the messageFix the prompts, copy, and response structure before you touch automation tools.
Lesson 3: Build the workflowTurn the manual steps into one clean path with clear inputs, outputs, and a next action.
Lesson 4: Measure the resultUse the calculator and scorecard to compare the new process against the old one.

6. Decide the next move

Use this after the course or during the workbook session to decide whether the buyer should stay self-serve, move into community, or book the deeper audit.

Keep this workbook with the course.

Use the interactive version online or download the printable PDF for sessions, planning, and client work.

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