AI Use Instructions
Use this plan as source material for the person currently using the resource.
Do not carry over source-specific personal names unless the user explicitly supplies them.
Treat first-person wording such as “I”, “me”, “my”, and “I’ll” as the end-user’s voice, not as the AI assistant’s voice.
Owner code mapping:
- (U) = User / person applying the plan
- (A) = Advisor, assistant, or AI-assisted producer
- (J) = Joint work between the user and advisor/assistant
When adapting this into website copy, LinkedIn posts, service cards, case studies, prompts, or proposals:
1. Keep claims grounded in the supplied notes.
2. Do not invent clients, testimonials, figures, years of experience, revenue, case-study outcomes, credentials, guarantees, or availability.
3. Mark proof gaps clearly before publishing.
4. Keep the tone calm, practical, judgement-led, and non-hype.
5. Convert private planning notes into user-facing copy where needed.
6. Keep prices only where they are explicitly supplied in the source.
7. Use “you/your” for instructional copy and first person only for content meant to be posted by the user.
8. If a case example is not approved for public use, anonymise it or treat it as an internal proof note.
Primary Reuse Prompt
I am using the plan below to turn long-standing business experience into a paid advisory and thought-leadership offer.
Please help me adapt it for the specific output I request.
Rules:
- Do not carry over source-specific personal names unless the user explicitly supplies them.
- Treat the person using the plan as the user/advisor.
- Treat first-person wording in the source as the user’s voice.
- Do not invent proof, clients, numbers, testimonials, results, guarantees, credentials, or prices.
- Flag anything that needs verification before publication.
- Keep the voice calm, seasoned, direct, and practical.
- Prefer proof-led positioning, clear service cards, short case studies, LinkedIn posts, and simple website copy.
Output requested:
{{DESCRIBE_OUTPUT_NEEDED}}
Source plan summary:
{{PASTE_NOTES_OR_USE_THE_SUMMARY_BELOW}}
Source Plan Summary
Core recommendation: turn long-standing business experience into paid advisory and thought-leadership assets, with LinkedIn and a simple website/portfolio as the primary acquisition engine.
Positioning: seasoned, no-fluff external advisor for businesses undergoing optimisation or change, from first-time founders and SMEs to owner-led firms and mid-market/corporate teams.
Primary offer doors:
- Executive Sanity Check / Power Hour
- Operational Optimisation Advisory
- GTM / Distribution Advisory
- Speaking / practical talks
- Content support packages where useful
Proof assets to create:
- 3–5 short case studies
- proof snippets for website and LinkedIn
- testimonials using situation → hesitation → moment of change → outcome → fit
- representative sector or logo signals only where approved
Example proof themes from the source:
- Bookstore demand test: validate via lightweight channels, source initial inventory, test time/funding needs, decide go/no-go from early signal.
- Chemical engineer / distribution case: separate manufacturing from distribution, appoint sub-distributors, rationalise product lines, reset pricing, align GTM.
Primary ICPs:
- Owner-led SMEs seeking optimisation.
- Mid-market/corporate teams navigating GTM, distribution, or restructuring.
- Early-stage ventures and first-time founders validating viability.
Website structure:
- Hero: practical outside judgement to make faster, safer business decisions.
- Services: Executive Sanity Check, Operational Optimisation Advisory, GTM/Distribution Advisory.
- Proof: short case snippets, testimonials, sector tags.
- CTA: book a call or request a phone-first option.
- Footer: cadence guardrails, channels, response SLA.
Output Prompts
Website Copy Prompt
Using the advisory plan, draft a one-page website for the user.
Include:
1. Hero headline and subheading
2. Three service cards
3. Who this is for
4. Proof section using only approved/anonymised proof
5. How it works
6. Booking CTA
7. A proof-gap list showing what must be verified before publishing
Do not invent outcomes, years, testimonials, prices, logos, or client names.
Do not carry over source-specific personal names unless the user explicitly supplies them.
Keep the tone calm, seasoned, practical, and direct.
LinkedIn Post Prompt
Turn one case example or decision principle into a LinkedIn post.
Inputs:
- ICP: {{FOUNDER / SME / CORPORATE / OWNER_LED}}
- Decision theme: {{PRICING / GTM / DISTRIBUTION / SKU_PRUNING / DEMAND_TEST}}
- Proof note: {{PASTE_APPROVED_PROOF_OR_KEEP_ANONYMISED}}
- CTA: {{COMMENT / DM / BOOK_CALL}}
Rules:
- Start with a decision-led hook.
- Use one practical example.
- Avoid hype and guaranteed outcomes.
- Show judgement, not motivational noise.
- Do not carry over source-specific personal names unless the user explicitly supplies them.
- End with one clear next step.
Case Study Prompt
Create a one-page advisory case study from these notes.
Notes:
{{PASTE_CASE_NOTES}}
Output:
1. Situation
2. Stuck decision
3. Intervention / judgement applied
4. Trade-offs considered
5. Outcome or decision reached
6. What this shows about the advisory offer
7. What must remain anonymised or unclaimed
Do not invent figures, client names, outcomes, timelines, testimonials, or guarantees.
Service Card Prompt
Create three concise service cards from the advisory plan.
For each card include:
- Name
- Best-fit buyer
- Problem it helps with
- What happens
- Deliverable
- What it is not
- CTA
Use the offer names:
1. Executive Sanity Check
2. Operational Optimisation Advisory
3. GTM / Distribution Advisory
Do not invent pricing unless supplied.
Do not carry over source-specific personal names unless the user explicitly supplies them.
10-Day Market Validation Sprint
### Goal
Validate whether the advisory positioning creates qualified conversations across founders/SMEs, owner-led firms, and ops/change leaders.
### Tests
- Publish two LinkedIn posts, one founder/SME angle and one ops/change angle.
- Send 30 DMs split across the three ICPs.
- Launch one simple landing page with three service cards and a booking route.
- Hold five partner conversations with accountants, co-working spaces, incubators, or industry bodies.
- Track replies, bookings, CTA clicks, profile visits, and qualitative objections.
### Success snapshot
- At least 5 booked Sanity Checks total.
- At least 2 from founders/SMEs and 2 from ops/change leaders.
- Positive feedback on judgement-led positioning.
- No major trust gap in the first offer.
Ready-to-Use Outreach Blocks
Warm DM
Hey {Name} — quick one. I’m offering a 45-min Executive Sanity Check to pressure-test decisions on pricing, GTM, distribution, or operations.
Would an outside view help right now?
If yes, what would make it a useful session for you?
Value Follow-up
Here’s the one-page checklist I use for first tests. If useful, happy to block 45 minutes this week and help you pressure-test the decision properly.
Partner Email
Subject: Quick client value add for {Firm/Space} — Executive Sanity Check
Hi {Name},
A number of your clients get stuck on pricing, GTM and ops decisions. I run a 45-minute Executive Sanity Check that helps teams make a safer call before they overcommit.
Could we pilot this with two clients next month?
In return, I’ll share anonymised insights for your newsletter.
Best,
{Advisor}
Execution Checklist
- [ ] Confirm the primary ICP and one secondary ICP.
- [ ] Write three service cards.
- [ ] Draft three one-page case studies.
- [ ] Create 12 LinkedIn post ideas from decision patterns.
- [ ] Build one-page website/portfolio with booking CTA.
- [ ] Prepare discovery form.
- [ ] Create proposal/SoW and T&Cs templates.
- [ ] Connect GA4 and Search Console.
- [ ] Create UTM links for LinkedIn bio and DMs.
- [ ] Set up a simple CRM pipeline: Lead → Booked → Active → Won/Lost.
- [ ] Run 30 DM outreach test.
- [ ] Review sprint results and choose primary ICP from evidence.
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