# AI brief

Business: [name]. Prepared by: [your name]. Date: [date].

## 1. About the business

What do you do, for whom, and where?

- Business name and website
- What you sell or deliver, in two sentences
- How many people are on your team, and how many are part-time
- Who your customers are

## 2. A normal week

Walk through a typical week in the order it happens. Rough is fine.

- Monday to Friday: what fills the day
- Work that repeats every day or every week
- The part that always runs late or gets skipped
- Where you or your team wait on each other

## 3. The tasks that eat time

List up to ten tasks you suspect take too long. For each one:

- The task, in a few words
- Roughly how many hours a week it takes
- Who does it
- What a good result looks like

## 4. Tools you already pay for

Include anything you have forgotten you have. Plans matter, so note them.

- AI tools and the plan on each (free, paid, team)
- Email, calendar, accounting, CRM, booking, phone
- Anything with a built-in AI feature you have not turned on

## 5. What you have tried

Whatever you have done with AI so far counts.

- Which AI tools, for which jobs
- What worked well enough to keep
- What did not, and what went wrong
- What your team already does with AI

## 6. Limits

What must not change or leave the business.

- Data that cannot go into an outside tool
- Rules from customers, contracts or regulators
- Work you want to keep doing by hand

## 7. What a good result looks like

If this goes well, what is different in three months?

- Hours back, and for whom
- What you would do with them
- Anything you would rather not touch

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A free template from Calibrate Your Business (https://calibrateyourbusiness.com/templates/ai-brief). It is also the intake for a Calibration Call. Leave out customer names, account numbers and passwords.