// FREE · AI STARTER CHECKLIST
Hand off one task to an AI assistant this week.
Most people try to use AI for everything at once, get mixed results, and quietly give up. Don’t. Pick one task, hand it off properly, and let it actually save you time. This is the same checklist I use when I set up a new assistant, for myself or for a client.
Pick the right first task.
Not the hardest one: the most repetitive one. Good candidates:
- You do it weekly or more.
- It follows rules you could explain to a new hire.
- It eats time but rarely needs your judgment on every case.
- You can describe what “done right” looks like.
Real examples: replying to common customer emails, turning messy notes into a clean summary, first-draft social posts, sorting new leads, writing product descriptions.
Write it down like you’re training someone.
- One short paragraph: what the task is, who it’s for, and what the finished result should look like.
- Paste in one real example of a great result you’ve done before. This is the single biggest thing people skip.
Pick one tool, don’t shop around.
You don’t need the “best” tool. You need to start. Match the job, pick one, and use its free tier:
| If the task is… | Start with |
|---|---|
| Writing & drafting (emails, posts, descriptions) | Claude or ChatGPT |
| Summarizing long docs, notes, or meetings | Claude |
| Cleaning up spreadsheets or data | ChatGPT |
| Answering FAQs from your own documents | Claude with your documents |
Hand it over with context.
In one message, give the assistant all three:
- The task description you wrote in step 2.
- The example of a good result.
- The real input, and a clear ask: “Now do this one.”
Fix the instructions, not just the output.
Review the first three results. When something’s off, don’t just correct that one answer; update your instructions so it never happens again. That’s the difference between a party trick and an assistant.
Save it and reuse it.
Keep the working instructions in a note. Next time, paste them in and go. That note is the start of a knowledge base. That’s it. You’ve handed off one task. Do it for one more next week.
Stuck on which task, or which tool?
That’s literally the free call. Bring me your biggest time-waster: 15 minutes, I hear it out, and I tell you whether AI can take it off your plate. No pitch on the call.