Step 1 — Build Your Folder

Example: “Catering. One party pays like 3 days at the truck window. I want more of those.”

A start date, a due date, a busy time of year. Write the date and what happens on it.

Example: “Dec 1 — the holiday rush starts. I need my booking page done by then.”

Say it like you would tell a friend. Not like an ad. Write 1 line for each project if you can.

Example: “Busy moms near my town who want a clean house but have no time.”

It can be 1 job, 1 client, 1 day of work, or 1 order. Name it. Then list the steps in order, 1 on each line.

Example: “One client week. Monday: I send the plan. Wednesday: I check in. Friday: a video call, and we set up next week.”

An app, a notebook, your phone, or just your head. Write what is true.

Example: “A notebook in the truck, and the contacts in my phone. That’s it.”

Example: “Square shows my card sales. Cash goes in a notebook. My cousin does my taxes from both.”

“Just me” is a fine answer.

Example: “Maria runs the jobs. Two part-time cleaners help on Fridays. I do the books and hold the keys.”

Example: “One folder called ‘Coaching Stuff.’ Inside it are client folders and a folder of videos.”

“None” is a fine answer.

Example: “None. I just use Square and Instagram.”

Example: “Apple Notes, on my phone.”

Google Drive, Dropbox, iCloud, or something else — or “none.”

Example: “Google Drive. My checklists live there.”

Email drafts, notes on your phone, paper, photos of pages, a board on the wall — any place at all.

Example: “Voice notes on my phone, and sticky notes on my desk.”

Write 1 on each line. “None yet” is a fine answer.

Example: “ChatGPT — I write posts with it, and I answer reviews with it.”

Words you use, prices, plans — things saved nowhere else.

Example: “ChatGPT knows my price list. It is saved nowhere else.”

Example: “Yes. I picked a new pay day in a chat. A month later I could not find it, and we argued about it.”

Example: “Last month it lost a full week of post captions I had written with it.”

Example: “My menu and my prices. I type them again every time I start a new chat.”

The rest can help it, or stop being used. Tell us which way you want it.

Example: “ChatGPT. Claude can stay as a helper for long posts.”

Example: “Maria can move a job time if a client asks. She cannot give a discount, and she cannot hire anyone.”

The words, the plan, the choice — any small bit helps us build it again.

Example: “The exact words of my welcome note for new clients. I had it just right.”

Example: “The menu on my truck. If the one online is not the same, the truck wins.”

Or should they stay out until you say yes?

Example: “First names are fine. No phone numbers. No home addresses.”

Write 1 on each line. Think of prices, promises to customers, dates, and spending money.

Example: “Change a price. Promise a clean date. Give a discount. Hire or fire anyone.” (1 on each line.)

Example: “Jordan Smith.”

Example: “you@yourshop.com.”

Or write “not named yet.”

Example: “Big Al’s Tacos.”

Example: “I cut and color hair in a small studio. Most clients find me on Instagram.”

Example: “Dallas, Texas. We drive to homes.”

“Brand new” is a fine answer.

Example: “Two years. It started as a side job.”

If you filed with the state and got an LLC, pick “LLC.” If you never filed anything, pick “Nothing set up yet.”

You can skip this. If you skip it, prices are marked “not known.” No one will guess them.

Example: “Tacos $4 each. Plates $13. Catering starts at $15 per person.”

Plain? Friendly? Funny? Serious? Say it your way.

Example: “Warm and short. Lots of emojis. Like a friend, not a shop.”

Example: “‘Cheap.’ And never ‘spotless, we promise.’”

Think of prices, posts, spending, and promises to customers.

Example: “I say yes to all prices and posts. My helper can reply to comments on her own.”

Example: “Two catering jobs a month, and I stop typing my menu into chats.”