Getting Started

Use this when: you want to explore one useful improvement and do not have a transcript.

Try: “Use AI Opportunity Assessment to run a live mini assessment of my business. Ask the five mini-assessment questions one at a time, reuse anything I have already answered, and wait for my response to each question.”

Expect: five questions covering your desired outcome, recurring work, where work gets stuck, who does it and the time involved, and what an improvement would change. Answer in your own words. If you do not know a number, say so; label estimates as estimates.

You receive: one evidence-supported recommendation, the assumptions or gaps, a practical next action, and a way to judge whether it helps. The mini is a focused starting point, not a full business audit.

Use this when: you are preparing to interview a business owner or team and want relevant questions before the call.

Try: “Use AI Opportunity Assessment to prepare a discovery-call guide for a residential cleaning company. The desired outcome is less time spent coordinating schedules. I will speak with the owner. Prepare the agenda, relevant questions, follow-ups, and notes space for the future interview.”

Replace the example with your business type and desired outcome. Add the interviewee's role, current process, tools, and known constraints if available. A business description and outcome are enough to begin; you should not need to answer the future interview just to obtain its guide.

You receive: a tailored objective, agenda, selected questions and follow-ups, and room for notes. This is preparation for discovery, not assessment findings. The assistant selects relevant questions; it does not ask you to work through the entire question bank.

Use this when: you already have a short assessment conversation and want a focused recommendation.

Try: “Use AI Opportunity Assessment to turn the attached mini-assessment transcript into a mini report with exactly one recommendation. Preserve the evidence, distinguish estimates from measured results, identify missing context, and include the next action and a measurement plan.”

Attach or paste the actual transcript in the same conversation. Keep useful speaker labels and any explicit constraints. Share only material you are authorized to use. If you have not supplied the source yet, the assistant needs it before it can produce a grounded report.

You receive: one conditional recommendation supported by the conversation, relevant quotations, unknowns, and a practical test. The assistant should not repeat questions already answered in the transcript.

Use this when: you have completed a broader discovery conversation and want prioritized opportunities and an action plan.

Try: “Use AI Opportunity Assessment to analyze the attached full-assessment transcript. Review tools, business knowledge, reusable AI assistant skills, and workflows. Develop only the opportunities supported by the evidence. Prioritize them, preserve unknowns and constraints, and prepare a full assessment report with a practical action plan.”

Include the original transcript and any relevant, authorized supporting notes. Explain which source should take precedence if notes conflict. Identify the desired outcome and constraints when known; do not manufacture missing baselines or targets.

You receive: evidence-backed priorities, an impact-and-effort view where the inputs support scoring, an ordered plan, and a measurement approach. Here, “skills” means reusable instructions for an AI assistant. A simpler process or better use of an existing tool can be the right recommendation.