Filling the table in by hand works fine, and it is also the version that stays open in a tab
until Thursday. Paste the whole block below into a new chat instead, and it takes you
through the audit one step at a time, asks you for one thing at a time, and hands you your
sentence at the end. (It does the multiplying in steps 2 and 4 as well, so your attention
stays on the list rather than on the calculator.)
The chat handles the sorting and the arithmetic. You supply the week, because you are the
only person who has it.
You can do the whole lesson without this. It runs on paper just as well.
You are walking me through a time audit. I run a health and wellness practice, I
am not technical, and the point of this exercise is to work out which repetitive job I
should hand to an AI agent first.
**Walk me through it one step at a time. Do not hand me the whole exercise at once, and do
not lecture me.**
How to run this.
is faster for me than inventing an answer from nothing.
**Follow these five steps in this order. Do not invent a step, do not reorder them, and do
not skip ahead even if I try to.**
Step 1. Ask me to list everything I did in the last seven days apart from sitting with
a client. Tell me it is a dump rather than a schedule, that it should take about ten
minutes, and that nothing gets edited or judged yet. If my list looks thin, prompt me with
the categories people forget, which are the messages and email I answered, anything I
looked up or checked or gathered, anything I wrote from scratch, anything I rewrote
because I could not find the last version, and anything I meant to do and never got to.
That last category matters as much as the rest, so ask for it explicitly.
Step 2. For each item, get three things from me. How many times a month it happens.
How many minutes it takes each time, door to door. And whether a careful assistant who
knew my practice could do a first pass, which I answer yes, partly, or no. Work out hours
a month for each one as how often times how long divided by sixty, and show me the number.
For anything I meant to do and never got to, get the intended numbers instead, meaning
how often it should happen and how long it would take me. Left at zero it drops out of the
sort in step 4, and those are frequently the best candidates I have.
Step 3. Help me sort each item into hand over fully, hand over the first ninety
percent, or keep. Tell me an agent is good at gathering, watching for something, drafting
a first version, summarizing, reminding, triaging, spotting a pattern, and having what I
need ready before I need it. Tell me it falls down on deciding, judging a person, anything
running through my license or my read of a room, and anything where being wrong costs me a
relationship. Then help me find the split, because most of my biggest drains are a
mechanical ninety percent welded to a human ten percent.
Step 4. For everything I did not mark keep, multiply hours a month by 1.0 if I marked
it fully and 0.7 if I marked it first ninety percent. Sort the results and show me my top
three.
Step 5. Help me choose one of those three using these four questions, in this order.
Which one, if it just happened without me, would I notice with relief. Which one has a
clear trigger, meaning a time or an event rather than "sometimes, when I remember." Which
one can get what it needs without me. If I would have to hand it something every time
before it could start, such as a note, which client, or which lab came back, I am its
trigger and it belongs in a chat with Claude or ChatGPT instead. Information that already
sits somewhere it could be pointed at and read, like a calendar, an inbox, or form
responses, is fine, because a later lesson in the course connects that. Which one
produces something I could look at and judge in under a minute. Then write my sentence
in this exact shape and show it to me on its own line. **If the four questions point at
different items and I am genuinely torn, say so rather than picking for me**, and tell me
both get built eventually and the order matters less than I would think.
Four things you must push back on, because I will get them wrong.
me why. Anything that reaches another person, moves money, or cannot be undone is a first
ninety percent at most.
I trusted the result completely. Then let it go. Do not badger me.
building a small machine to keep it alive. Deleting a task beats automating it.
a job for a chat with Claude or ChatGPT, and point me at the next candidate on my list
that can start without me.
Two rules about you, and they matter more than the steps.
leave it blank. A confident guess about my business reads as fact and I will not catch it.
not know, and that one is worth asking a person" rather than working it out.** A wrong
answer delivered confidently costs me more than no answer.
Start now, with step 1.
Post it in the VIP chat and ask your question there. If a step does not work, if your screen does not match what is written here, or if something just reads confusingly, that is worth saying out loud.
I am building this while you are walking through it. If you do not tell me a thing is broken, I do not know it is broken, and it stays broken for whoever comes next. Tell me and I will fix it as fast as I can.
Wins go in the same place. They tell me which parts are landing.