I told the class I'd put this together — the real story, not the LinkedIn one. Here's what I built, why I built it, what actually worked, what didn't, and the parts you're welcome to steal.
The common move is to ask AI to do the work faster — write the email, draft the deck, summarize the doc. Useful. But the real money in a business isn't in how fast the work gets done. It's in the quality of the decisions behind the work: which client, which pitch, which week to push and which to rest.
So I pointed AI at the decisions instead of the typing. To do that well, I had to build two things around it. Neither is clever software. The surprising part is how plain they are.
The belief: AI is most valuable when it improves your thinking, not when it replaces it. Here's what that turned into.
A growing set of short, plain-language documents that capture how I handle my recurring calls — how I run a sales conversation, how I close out a week, how I decide what's actually worth doing. Each one is “living”: it has a date and a rule for when to update it. My AI reads the relevant one before it helps, so it works my way instead of guessing. It's not software. It's mostly just well-organized writing — and that's the whole trick.
Software that helps business-development people prepare for the high-stakes conversations that decide whether a deal closes — the rooms that get won or lost before anyone walks in. Same belief, same operating system underneath. It exists to prove the method makes things, not just notes.
The specific documents are mine. The principles behind them aren't — they'll work for anyone. These did the most work.
This is the single most useful thing on this page. Before any AI does real work for me, it has to walk these five steps. Steal it wholesale.
It feels slower for about a week. Then it's much faster — because you stop redoing work that quietly went the wrong direction.
Two more rules I never skip. Assume anything you paste into a public AI tool could one day be public, so never put client or confidential information into one. And treat every output as a draft you own and check — never a final answer you trust blind.
The biggest lesson: AI didn't make the thinking optional. It made good thinking worth more.
Thanks for the nudge to actually write this down — I'd been meaning to. If any of it is useful, take it and run. And if you ever want to talk through how to point it at your own work, my door's open.
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