True North Strategies

Weekly Numbers AI Employee Starter Kit

This is the gated kit home. The files and the walkthrough recording are not loaded in this preview, because the delivery email and the recording still live outside the site.

What arrives with the kit

  1. A five-number Monday snapshot template you set up once with the numbers that matter to you
  2. Prompts that turn the reports you export into plain English, with "what changed and what to look at" built in
  3. A receipt round-up prompt that turns photos of receipts into a simple list for your bookkeeper
  4. A ready-to-load skill file that turns a general AI into your Weekly Numbers AI Employee, with blanks for your business details
  5. 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)
  6. A 20 to 25 minute walkthrough video that sets it up from start to finish
  7. 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)
  8. A one-page hand-off note you can give a teammate if they're the one setting it up
  9. Everything works in whichever AI chat tool you already use

Walkthrough

The recording is not connected yet. These marks only record progress in the preview event log so the path can be checked.