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This post was drafted with AI assistance and reviewed by the founder.
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The Four Questions checklist — ask these of any AI tool before it touches your business: 1. What exactly does it do? (If the answer is vague, stop.) 2. What does it touch? (Which inboxes, files, and accounts can it reach?) 3. What can go wrong? (And who finds out, and how?) 4. Who approves? (What sends automatically, and what waits for a human?)

The First-Minute Rule — a lead answered within the first minute is a different business from a lead answered in an hour. Whatever system you use — human, agent, or both — measure your real reply time once; most owners are surprised.

The Paperwork Pile check — list the five documents your business handles most. For each: who reads it, what gets copied out of it, where it gets filed. That list is your first automation shortlist.

More resources will be added as posts publish them; everything here is free to reuse with a link back.

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