Starter kit

Weekly Numbers AI Employee Starter Kit

This kit sets up your first AI employee to turn the numbers you already have into a plain-English snapshot every Monday morning, with five numbers that matter to you, what changed, and two things worth a closer look. It also helps you clear the receipt pile by turning photos of receipts into a simple list for your bookkeeper. It summarizes numbers you already have, and it isn't bookkeeping, accounting, or tax advice, so your bookkeeper or accountant still keeps the books and makes those calls.

Strategy First. AI Second. You already did the strategy part when you took the quiz and found out which job to hand off first, and this kit is the part where you build the AI employee for that job.

What's inside

A five-number Monday snapshot template you set up once with the numbers that matter to you
Prompts that turn the reports you export into plain English, with "what changed and what to look at" built in
A receipt round-up prompt that turns photos of receipts into a simple list for your bookkeeper
A ready-to-load skill file that turns a general AI into your Weekly Numbers AI Employee, with blanks for your business details
A one-page job description you fill in, plus a filled-in example from a sample service business (clearly labeled as an example, never a client)
A 20 to 25 minute walkthrough video that sets it up from start to finish
A first-week checklist with a 15-minute quick win, then one small step a day for five working days (it starts with capture if your quiz showed most of the business lives in your head)
A one-page hand-off note you can give a teammate if they're the one setting it up
Everything works in whichever AI chat tool you already use

This kit is for you if

Answering "how did last month go?" takes you an hour of reports, a few days of waiting, or a guess
Your numbers live in three or four different tools and nobody pulls them together
You'd like to look at one short summary each Monday and know where to pay attention

This kit probably isn't for you if

You already get a clear weekly report from your team or your bookkeeper and you read it
You're looking for bookkeeping, accounting, or tax help (please talk to your bookkeeper or accountant)
You want a full dashboard product with live connections to every tool, which this kit doesn't promise

What it costs:

$27, one time, and it arrives in your inbox the moment you check out.

Get my Weekly Numbers Starter Kit

Try it for 30 days. If the kit doesn't help you hand off that job, email us and we'll refund you in full.

Who is teaching this

We ran this on our own business first.

Operations & Systems

Brooke Elder

Brooke has been building with systems and automation since 2019, starting with bot coaches, voiced by real voice actors, that ran 16 automated retreats a year. The business once had 27 employees and $80,000 a month in payroll, and today she and Tricia run the same output with 20 AI employees, because the systems came first.

Neurocoach & Organizational Psychologist

Tricia Peterson

Tricia runs the leadership and customer-experience side of True North, the part most AI talk skips. Her point is simple: a business can’t grow past the way its owner thinks, so the thinking comes first. That is why a good team can still wait on you.