Your 90-Day Plan (and How AI Fits In)

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Your 90-Day Plan (and How AI Fits In)

You've seen all 7 stages. This lesson covers where AI fits and exactly what to do over the next 90 days.

Final lesson3 min read

In 60 seconds

  • Systems first, then AI. AI can only follow a process that's been written down.
  • An SOP and an AI skill are the same idea with a different reader.
  • Work through the stages over 90 days, capturing two systems a week.

Systems first, then AI

Ask a chatbot how to handle a customer complaint and you'll get a reasonable answer. It won't know your refund rules, your tone or your tools.

That's a systems problem. The work you've done in this course fixes it. An SOP is a set of steps a person follows and an AI skill is a set of steps an AI follows.

The question I keep coming back to: how can AI help me do this task faster, cheaper and better?

Start with one system that's repetitive, rules-based and eating hours each week. Paste it into the free SOP to Skill tool and it turns it into a ready-to-use Claude skill. Keep a human approval on any step that sends, publishes, deletes or spends money.

Once your systems live in systemHUB, the MCP connection lets AI assistants like Claude and ChatGPT read your whole library. Ask "how do we handle this?" and you get your answer instead of the internet's. Start a 14-day free trial, no card needed.

Your 90-day plan

Weeks Do this Lesson
1-2 Map your CCF and list your first 10-15 systems Define
3-4 Pick your Systems Champion and assign each system Assign
5-10 Capture two systems a week Extract
5-10 Give them one home and link them to tasks Organise
9-12 Roll them out and ask for sign-off Integrate
11-12 Ask the holiday question and set up your dashboard Scale, Optimise

Treat the timings as a guide. Some weeks you'll fly and some you won't. Keep chipping away.

Do this now (10 minutes)

  1. Grab the free templates from the book: the CCF, DRTC, Systems Assign Sheet, System For Systems and CCF Dashboard.
  2. Put week 1 in your calendar.
  3. Want the full method? Grab a copy of SYSTEMology. Not sure what help you need next? The Product Finder points you to the right place.

Real-world example

Shannon Smit runs SMART Business Solutions, an award-winning accounting and advisory firm. She didn't start with AI. She appointed a Systems Champion, mapped her CCF and made systemHUB the single source of truth for every process. Only then did her son, the firm's Systems and AI Champion, build his first bot. It automates file-noting across three systems and saves more than 1,000 hours a year.

Watch Shannon's story →

Thanks for doing this course with me. Start with one system, the one causing you the most pain. Time to get to work.