The FirstFlow Plan Mini is tailored for very small businesses to identify the best first use case for AI or automation before investing in a comprehensive plan or tools, software, and custom builds*

What you get

• 60-minute AI Opportunity Session
  A focused strategy session to find where AI or automation can save time, reduce manual work, and support your business goals

• Quick Workflow Review
  A light review of one current workflow to spot delays, repeated tasks, gaps and possible quick wins

• 1-3 Recommended Use Cases
  Up to three practical AI or automation ideas ranked by value, ease, and fit for your business

• Short Action Summary
  A simple written summary with your best first step, key recommendations and next steps

• AI Quick-Win Mini Toolkit
  A starter set of prompts, checklists, and worksheets to help you begin using AI safely and simply, including:

  • AI use case scoring sheet
    A simple worksheet to compare possible AI or automation ideas by value, ease, fit, data readiness, and risk

  • Mini data readiness checklist
    A short checklist to help you see whether your data is clean, complete, accessible, and safe enough to support your first AI or automation use case

  • Workflow intake worksheet
    A guided worksheet to help you describe one current workflow, including the trigger, steps, tools, pain points, and possible quick wins.

  • Starter prompt pack
    A small set of reusable prompts for common business tasks such as summarizing notes, drafting customer messages, creating SOPs, improving emails, and organizing next steps

  • Simple AI safe use checklist
    A plain-language checklist to help you avoid sharing sensitive data, relying on AI without review or using AI for decisions that need human judgment

  • 30-day quick-win action planner
    A simple planning page that helps you choose one first step, assign an owner, set a short timeline and track progress

*Custom automation builds or full AI solution development can be added to this package through the FlowDesign Sprint and GrowthFlow Build & Optimize packages or scoped add-ons

This compact high-impact package focuses on strategy alignment, priority use-case definition, and actionable AI roadmap and toolkit your team can start using right away

The FirstFlow Plan helps your business identify the best first use case for AI or automation before investing in tools, software, or custom builds*

What you get

• 30-minute consultation - no charge, no purchase necessary (phone/virtual)

• 90-minute kickoff session

  Review business goals, current workflows, tools, data, constraints, key stakeholders, success measures and timeline

• Current-state assessment

  Condensed review of existing processes, data sources, tools, team skills and AI readiness

• Priority use-case identification

  Shortlist of 3–5 high-impact, realistic Gen AI use cases ranked by value, effort and risk.

• Tech stack options

  Evaluation of cloud vs. on-prem deployments, API vs. fine-tuning approaches, RAG/grounding methods and vendor fit

• Governance/readiness checklist

  Includes minimum viable data needs, risk areas and next steps

• Handoff

  60–90 minute session to review the AI roadmap and toolkit, answer questions and discuss next steps

  The roadmap is designed to help you make a confident decision before investing in tools, software, or custom builds

  By the end, you will know what to improve first, why it matters, what tools may help, and what steps to take next

  You will leave with clarity on what to automate first, which tools to consider, what risks to avoid, and what steps to take next

• AI Opportunity Roadmap

  • summary of your current workflow or process challenges

  • 3–5 practical AI or automation use cases

  • ranked recommendation for which use case to start with first

  • tool and platform recommendations based on your current business needs

  • data readiness and governance considerations

  • key risks, limits, and human review points

  • 30-day action plan with next steps

  • recommended options for implementation, automation or ongoing support

• AI Quick-Win Toolkit

  • 10–15 starter prompts

  • SOP, customer, and meeting summary prompts

  • AI use-case scoring sheet

  • data readiness checklist

  • AI use policy checklist

  • workflow intake worksheet

  • 30-day action planner

*Custom automation builds or full AI solution development can be added to this package through the FlowDesign Sprint and GrowthFlow Build & Optimize packages, or scoped add-ons

Describe important details like price, value, length of service, and why it’s unique. Or use these sections to showcase different key values of your products or services.

Describe important details like price, value, length of service, and why it’s unique. Or use these sections to showcase different key values of your products or services.

1 hour

Digital/online resource

Base plan - up to 40-page manual, 12 videos, 5 supplemental resource documents

Add-on SOPs

Add-on Articulate Rise digital resource build - 6 Lessons, up to 8 videos per lesson

Online using digital state of the art software, with up to 6 Lessons per training, up to 8 videos per lesson, 10 supplemental resource documents

Add-on SOPS

Add-on digital employee onboarding

Includes:

Employee onboarding

Employee core training (12 Lessons, up to 8 videos per lesson, up to 10 additional documents)

SOPs

GrowthFlow plan

UpFlow automation

3 months ScaleFlow Partner support

For the single Franchise owner wanting to crush their competition and make doing business easy

Includes:

Employee Onboarding

Employee core training (6-10 lessons, up to 8 videos per lesson, up to 10 document uploads)

SOPs

FirstFlow plan

UpFlow automation

3 months SteadyFlow Support

Includes:

Train the trainer (startup Franchise training) - 6 Lessons, up to 8 videos per lesson, up to 20 additional document uploads)

Can be used by all Franchise owners:

Employee onboarding

Employee core training (12 Lessons, up to 8 videos per lesson, up to 10 additional documents)

SOPs

GrowthFlow plan

UpFlow automation

3 months ScaleFlow Partner support

Contact for consultation and quote