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Day 21 (AI & Strategy): Build an Automation & Plan Delegation.
Task: Create a simple automation (Zapier/Make) AND identify one $25/hour task to delegate. GO DEEPER Automation Tool: Zapier. Build This Zap: Trigger: Google Form new submission. Actions: 1) Add row to Google Sheets, 2) Send email via Gmail or ConvertKit. Delegation Tools: Upwork or Belay for hiring; Trello for task management. Action: Post the task you identified on Upwork. Title: "Virtual Assistant for [Task Name] - 5 hrs/week." Use your process documentation from Day 20 as the work guide.
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Day 19 (AI & Tax): Research Competitors & Review Entity Setup
Task: Use AI for competitor intel AND perform an S-Corp reasonable salary check or LLC health insurance review. GO DEEPER AI Tool: Perplexity.ai for deep research. Competitor Prompt: "Find the latest marketing campaigns, product launches, and customer complaints for [Competitor Name]. Summarize their strategy and identify one vulnerability." Tax Tools: Bureau of Labor Statistics (BLS) website or Glassdoor for salary data; Gusto payroll reports for health insurance verification. Action: Search BLS for "[Your Role] salary [Your State]." If your W-2 salary is below the 25th percentile, plan an increase. In Gusto, confirm health insurance premiums are listed in Box 1 of your W-2 only.
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Day 17 (AI & Strategy): Analyze Data & Architect Your Lead Offer.
Task: Use AI to analyze a sales/website CSV for trends AND identify your most profitable service as your 2026 lead offer. GO DEEPER AI Tool: ChatGPT Plus with Advanced Data Analysis or Microsoft Copilot in Excel. Data Prompt: "Analyze this sales data CSV. Identify: 1) The most profitable customer segment, 2) The worst-performing product, and 3) One unexpected correlation between [Column A] and [Column B]." Strategy Tool: Profit & Loss Statement from QuickBooks or Xero. Action: Calculate Profit per Hour for each service: (Revenue - Direct Costs) / Hours Invested. The highest number is your new lead offer. Price it at least 20% above market average. Coach Trudi B. Parson Awarded Business & Tax Strategist | Empowerment Speaker | CAIO | 2022, 2023, 2024 & 2025 Business Person of the Year https://bit.ly/TBPbizcard Trudibparson.com
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Day 15
Day 15 (AI & Tax): Automate Content & Lock In Deductions. Task: Use AI to repurpose a long-form piece into social content AND gather home office/vehicle deduction documents. GO DEEPER AI Tools: ChatGPT or Claude for repurposing; Otter.ai or Fireflies.ai if source is audio/video. Content Prompt: "Repurpose the following text into three formats: 1) A 5-bullet LinkedIn post with hashtags, 2) a 200-word email newsletter intro, and 3) three separate Twitter threads. Text: [Paste your content]." Tax Tools: Google Sheets for mileage log; QuickBooks Self-Employed or Everlance app for auto-tracking. Action: For home office, take a photo and measure dimensions. For vehicle, download the Everlance app, enable auto-track, and classify past trips. Need more help? Book a consultation 👇🏽 Coach Trudi B. Parson Awarded Business & Tax Strategist | Empowerment Speaker | CAIO | 2022, 2023, 2024 & 2025 Business Person of the Year https://bit.ly/TBPbizcard Trudibparson.com
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Day 11 (AI): Create a Basic Chatbot.
Task: Go to ChatGPT or Gemini. Create a custom GPT/Bot and prime it with your company's FAQ or service descriptions. Use it to draft your next client response. GO DEEPER Build an AI Assistant tailored to your business. In the ChatGPT interface, create a "Custom GPT." In the configuration menu: · Name it: e.g., "[Your Business Name] Onboarding Specialist" · Give it Instructions: "You are an assistant for [Your Business Name]. You help answer client questions based on the knowledge provided. Your tone is professional and helpful. Always base your answers on the uploaded information." · Upload Knowledge: Provide a PDF or document with your FAQs, service details, and onboarding process. Now, use this custom bot to handle repetitive queries, freeing you up for high-value, strategic work.
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