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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
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