Woolsey AI Works · Cañon City, Colorado

AI for Small Business

Everything from the class — every prompt, every template, and the exact setup steps. Nothing here is theory. It's what I use.

Taught by Dalton Woolsey · September 10, 2026

What's on this page
  1. The three things that fix bad AI output
  2. Build your brand kit (start here)
  3. Set up a workspace that remembers you
  4. The four files, explained
  5. Playbooks for your kind of business
  6. Where it's great and where it lies
  7. The tools and what they cost
  8. Your first two weeks
  9. The class itself — recording & transcript
  10. Tell me how it went

01The three things that fix bad AI output

AI doesn't know anything about your business. When you don't tell it, it gives you the average of everybody — and the average of everybody looks like an ad for a dentist's office.

Almost every bad result comes from missing one of these three:

WhatWhat it means
ContextWho you are, what you sell, who buys it, where you are. Two or three sentences. It cannot guess this.
An exampleOne thing you've already written that sounds like you. Paste it in and say "match this." Nobody does this and it's the most powerful of the three.
A job titleDon't say "write me a post." Say "you're my Chief Marketing Officer." The bigger the job you hand it, the better the thinking you get back.

Borrow a C-suite — the one I use most

You're the marketing department, the finance department, and the person who fixes the toilet. When you sit down, hire the executive you'd hire if you could afford one.

What you need doneWho you tell it to be
Ads, social, brand, the website"You're my Chief Marketing Officer"
Pricing, margins, what a job really costs"You're my Chief Financial Officer"
Scheduling, process, why things run late"You're my Chief Operating Officer"
Tools, systems, "there's got to be a faster way""You're my Chief Technology Officer"
Job posts, reviews, a difficult conversation"You're my HR Director"

A job title carries a whole way of thinking with it. A CFO asks about margin before it answers. A COO asks where the bottleneck is. You're not tricking it — you're telling it which questions to ask itself.

Two cautions

The CFO does not do your taxes and the HR Director is not an employment lawyer. It drafts and it thinks with you — a real professional still signs off on anything that carries risk.

And it answers confidently either way. A confident wrong answer from a "CFO" is still a wrong answer. Check the numbers.

Everything else on this page is just a way of doing these three things without retyping them.

02Build your brand kit — start here

This is the highest-value twenty minutes you'll spend. It's a one-time job. After this, every request starts with "use my brand kit" and you're done explaining yourself.

Open ChatGPT or Claude, paste this in, and answer the questions. It'll take about twenty minutes.

I want to build a brand kit for my business so that everything you
write for me from now on sounds like me instead of sounding like AI.

Interview me. Ask me one question at a time — don't dump a list on me.
Ask about:

  - what my business actually does, in plain words
  - who my customers really are (be specific, not "everyone")
  - what makes people pick me over the other guy
  - my colors and fonts, if I have them
  - how I talk to customers — formal, casual, blunt, warm?
  - words and phrases I would never use
  - two or three things I've written that sound like me

When we're done, write it up as a single document called
BRAND-KIT.md that I can save and reuse. Include a short section at
the bottom called "Voice rules" with 4-6 hard rules you'll follow
every time you write anything for me.

Ask me the first question now.

Then save it

Copy the result into a document and keep it somewhere you'll find it. From then on, start requests with "Use my brand kit" and paste it in — or better, put it in a project (section 3) so you never paste it again.

What a real one looks like

Here's the one I built for the auction company, so you can see the level of detail that actually works:

ElementOurs
ColorsAuction Black #1A1610 · Vegas Gold #C9A84C · Auction Navy #1E3A5F · Antique Ivory #F5F0E8
FontsPlayfair Display for headlines, Source Serif 4 for body
VoiceConfident, straight-talking, knowledgeable. Never corporate. Never a press release.
Never say"Don't miss out." "Amazing opportunity." Rows of emojis. Three exclamation points.
MottoFrom Concept to Completion.

03Set up a workspace that remembers you

A chat forgets everything the moment you close it. A project remembers. If you're going to use this for your business, everything about your business goes in one project.

Paste this in and answer the questions. Ten minutes, and you only do it once.

Help me set up a workspace for my business so you stop forgetting
who I am between conversations.

Make me a folder with four files in it:

1. INSTRUCTIONS.md — my standing rules. Start it with a line telling
   you to read all four of these files before doing any work. Then
   my rules: how I want you to write, what format I want documents
   in, and one hard rule — never send, post, delete, or overwrite
   anything without showing me first and waiting for my OK.

2. about-me.md — who I am, my business, what I sell, who buys it,
   where I am, and what I'm working on right now.

3. writing-rules.md — how to write so it doesn't sound like AI.
   No hype, no "in today's fast-paced world," no exclamation points,
   no words I'd never say out loud.

4. memory.md — a running log. After we finish any real work, you
   add an entry: the date, what we did, what we decided, what's
   still open. Never delete old entries — mark them done instead.

Interview me for the first three. One question at a time. Then write
all four files and show them to me.

Start with the first question.

04The four files, explained

FileWhat it does
INSTRUCTIONS.mdYour standing rules. The first line tells it to read the other three — that one sentence is what makes the whole thing run without you setting it up each time.
about-me.mdWho you are, what you sell, who buys it, how you work. Your day-one brief for a new employee.
writing-rules.mdHow to write so it doesn't sound like AI. Be specific about banned words.
memory.mdThe running log. This is the one that changes everything.

Why memory.md matters more than the rest

It's a log the AI writes to itself after every session — what you worked on, what you decided, what's still open. Next time you sit down, it already knows where you left off.

You stop re-explaining your business. It stops asking you the same questions. Think of it as the handoff note a good employee leaves themselves.

One catch: you have to tell it to update the file. That's the line in your instructions — "after finishing any real work, update memory.md." It won't happen on its own.

A real entry looks like this

**[Salida PD Proposal]**
Date: 2026-07-06
Status: Delivered

Built a 5-page PDF proposal for the Salida Police Department
covering surplus firearms, unclaimed property, and vehicle surplus.
Point of contact: Dalton.

UPDATE 07-07: Salesman closed it. Cloned the template for a Buena
Vista PD meeting the same day — swapped the city, kept the local-roots
language since both are Chaffee County. Template is proven; reuse it
for any nearby agency.

Boring to read. Enormously useful three months later when you'd forgotten all of it.

05Playbooks for your kind of business

Food truck — where to park next week

You're my Chief Operating Officer. Plan where to park my food
truck next week.

My truck: [WHAT YOU SELL], [PRICE POINT], serving [LUNCH / DINNER /
BOTH]. I'm based in [YOUR TOWN] and I'll drive up to [X] miles.

Look up what's actually happening in [YOUR COUNTY] and nearby next
week — events, festivals, ball games, rodeos, farmers markets, big
job sites, breweries with no kitchen, anything that puts a crowd
somewhere with no good food nearby.

Then build me a week: one spot per day, Monday through Saturday.
For each one tell me:
  - where and what time to be there
  - who's going to be there and roughly how many
  - why that crowd buys what I sell
  - what time to show up and what time to leave

Rank the week best to worst. If a day looks weak, tell me it's weak
instead of filling it in.

Real estate — a full marketing plan for a new listing

You're my Chief Marketing Officer. I just took a new listing and I
want a full plan for it, not the same three posts I do every time.

The property: [ADDRESS OR AREA], [BEDS/BATHS/SQFT], [PRICE], [WHAT
MAKES IT DIFFERENT — the shop, the view, the acreage, the price].

Who's most likely to buy this one, specifically? Not "buyers" — tell
me who. Age, situation, where they're coming from, what they're
solving for.

Then give me:
  1. An MLS description that reads like a person wrote it, plus a
     shorter version for the syndication sites
  2. Three social posts aimed at the buyer you just described —
     different angles, not the same post reworded
  3. An open house plan: when, how to promote it, what to hand out
  4. Two email drafts — one to my past clients, one to the agents
     most likely to have this buyer
  5. What I should photograph and in what order

Use my brand kit. No hype, no "stunning," no "must see."

Real estate — a 40-page inspection report in plain English

Here's the inspection report on a house my buyer is under contract on.

Turn it into one page my client can actually read. Three sections:

  MUST FIX — safety issues or things that will fail soon
  SHOULD FIX — real problems, not urgent
  NORMAL FOR A HOUSE THIS AGE — so they don't panic

For each item, one plain sentence on what it is and roughly what it
costs to fix. No contractor jargon.

At the bottom, list the questions I should ask the inspector.

Do not tell me what to negotiate or give legal advice — I'll handle
that with my broker.

Trades and service — the estimate you keep putting off

You're my Chief Operating Officer, writing estimates for my
[YOUR TRADE] business. I'm going to
describe a job out loud, messy, the way I'd say it on the phone.

Turn it into a clean estimate with:
  - scope of work, itemized
  - what's specifically NOT included
  - materials vs. labor
  - timeline
  - payment terms and how long the price is good for

Keep it plain. My customers aren't contractors.

Here's the job: [DESCRIBE IT]

Retail — a month of posts from one shipment

New shipment just came in. I'm going to describe what's in it.

Give me:
  - 12 social posts spread over the next month, different angles,
    not the same post reworded
  - a short sign for the front window
  - one email to my list
  - product descriptions written so they show up in search

Use my brand kit. Write like a person who works here, not a catalog.

Here's what came in: [DESCRIBE IT]

Anyone — find leads while you sleep

I want to find more customers without cold calling.

First, help me describe my ideal customer precisely — not "small
businesses," but the actual situation someone is in right when they
need what I sell.

Then help me figure out where those people leave public tracks:
listings, notices, permits, filings, posts, events, obituaries,
job postings — whatever fits my business.

Then build me a simple system: what to check, how often, and how to
score a lead 1-10 so I only look at the good ones.

My business: [DESCRIBE IT]
Who I sell to: [DESCRIBE THEM]
What triggers someone needing me: [DESCRIBE IT]

06Where it's great and where it lies

Genuinely good atWill get you burned
First drafts of anything — blank page problemsNumbers. It does math wrong with total confidence.
Boring, repetitive work — sorting, formatting, reformattingAnything legal or tax. Draft it, then a real person reviews it.
Explaining hard things simplyToday's news — unless it looks it up.
Doing something ten times the way you did it onceKnowing your business. That's what the files are for.

Treat it like a sharp new hire in their first week. Capable, fast, eager — and you check the work.

What not to put in

Customer card numbers, social security numbers, anything you wouldn't put in an email. Check your settings on whether your conversations get used for training — it's usually a toggle in account settings.

07The tools and what they cost

ToolWhat it's forCost
ChatGPTQuick questions, thinking out loud, researchFree, or about $20/mo
ClaudeHeavy work on real files and documentsFree, or about $20/mo
CanvaMaking it look right, once you have a brand kitFree, or about $15/mo
AirtableWhere information lives instead of in your headFree to start
ReplitBuilding an actual working tool, not a documentFree to start

You don't need all of these. You need one, used well.

The rule: use the free version for one week. If you opened it every day, pay for it. If you didn't, you didn't need it.

08Your first two weeks

WhenDo this
TonightBuild your brand kit. Twenty minutes. Prompt is in section 2.
This weekPick the one task that eats your week and hand it over. Do it badly the first time — that's fine and normal.
This weekSet up the project and the four files. Prompt is in section 3.
Every day, 2 weeksUse it once a day for anything. Habit beats strategy.
After 2 weeksLook at what you actually used it for. That tells you what to pay for.

The most common reason people quit

The first attempt wasn't great, so they assumed that was the ceiling. It isn't. It's a conversation — you go back and forth three or four times and it gets there. The dashboard I showed you took four rounds.

09The class itself

Recording, transcript, and a summary from the night — posted within a day or two of the class.

RecordingPosted after the class TranscriptSearchable — find the exact bit you wanted The slidesEvery prompt, in order Short summaryThe whole class in five minutes

The transcript is made with Otter — the same tool from the class. Figured I should use the thing I'm recommending.

10Tell me how it went

Two minutes, and it decides what the next class covers.

Give feedback →What worked, what didn't, what you wanted more of. Name optional. Leave a testimonial →If it was worth your time, saying so helps me run the next one.
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Want help setting it up?

We sit down with your business, build your brand kit, set up your project, and get one real thing working before you leave.

If you came to the class, the $20 you paid comes off it.

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