Second Edition · Updated August 1, 2026

The Companion Workbook

All 10 modules. Every worksheet. Room to actually work. Every worksheet in this workbook feeds directly into the systems described in the book.

The AI Owner Trap Workbook — Your Practical Companion for Small Business Owners Using AI to Save Time, Reduce Stress, and Regain Control. Companion Workbook for the 10-Module Interactive Learning App.
Complete the System

The Book Teaches It. The Workbook Gets You Working. The App Makes It Stick.

This gated version of the worksheets shows you a preview of every page. The full downloadable Workbook PDF — every worksheet, every appendix, ready to print or fill in digitally — lives in the AI Owner Trap App's Resource Library, alongside the AI Roadmap Generator, the Tools Directory, and a community of owners doing the same work.

Get the Full Package on the App
Two Editions

Standard or Premium

Standard Edition

46 pages · Included with the book
  • All 10 modules, every lettered worksheet (1A–10D)
  • Module Roadmaps and Key Points Summaries
  • The Reference Tools (Tool Evaluation Scorecard, Automate Now / Later / Never Sort, Customer Health Score Tracker, AI Project Library)

Premium Edition

62 pages · Adds the full reference system
  • Everything in the Standard edition, unchanged
  • Reference Appendix A — The AI Tools Reference Guide
  • Reference Appendix B — The 90-Day Implementation Roadmap
  • Reference Appendix D — Working With an AI Implementation Firm
  • Reference Appendix E — The Sub-Function Coverage Map
  • Reference Appendix F — The AI Reliability Map
  • Reference Appendix G — The Leak Audit
  • Reference Appendix H — The Complete Pipeline Audit
  • Reference Appendix I — A/B Testing Explained
  • Reference Appendix J — The Complete Marketing Content Playbook
  • Reference Appendix K — AI Readiness Assessment Guide
  • Reference Appendix L — Chatbot and AI Assistant Setup Guide
  • Reference Appendix M — Financial Forecasting Guide
  • The Plain-English AI Terms glossary

Note: the Module Supplements referenced throughout the workbook ("For the full teaching content, see Module X in the app") live in the companion app, not the Premium workbook — see The App.

All 10 Modules

Every module, every worksheet

Live worksheets link to their working companion-tool page. Everything else is real content from the workbook, still waiting on its own page.

1

Understanding AI for Small Business

Gives you the foundation for every AI decision in this program — 3–4 hours.

1A — Operations InventoryHeld
1B — Five Questions Before You BuyHeld
1C — Path Decision WorksheetHeld
1D — Your Business BriefingHeld
1E — The AI Stack SequencerHeld
2

Revenue Growth & Sales AI

The largest build in the book — 10–12 hours across several sessions.

2A — Lead Qualification CriteriaHeld
2B — Pipeline Audit (Working Version)Held
2C — Win/Loss Analysis LogHeld
2D — Customer Health Scoring ModelHeld
2E — CRM Pipeline Stage ConfiguratorHeld
2F — Call Metrics TrackerHeld
2G — Objection Handling Guide BuilderHeld
3

Streamlining Daily Operations with AI

5–6 hours initial build; 30–90 minutes per week to maintain.

3A — The Bottleneck TestHeld
3B — Your First Three SOPsHeld
3C — Source Session WorksheetHeld
4

Reducing Overhead & Administrative Costs

4–5 hours initial build; under an hour per month to maintain.

4A — The Tool AuditHeld
4B — AP Timing DisciplineHeld
4C — AR Reminder SequenceHeld
5

Boosting Employee Productivity & HR

4–5 hours initial build; 1–2 hours per week ongoing.

5A — Job Posting RebriefHeld
5B — Day 1 Onboarding ChecklistHeld
5C — Performance VisibilityHeld
5D — Employee Data Access AuditHeld
6

Customer Service Excellence with AI

4–5 hours to build; 30 minutes to set up monitoring.

6A — Knowledge Base: Top 10 FAQsHeld
6B — Escalation RulesHeld
6C — Post-Project SurveyHeld
6D — Reputation Monitoring SetupHeld
7

Social Media Marketing AI

3–4 hours initial build; 30–90 minutes per week to maintain.

7A — Monthly Content Session PlannerHeld
7B — Brand Voice GuardrailsHeld
7C — New Customer Welcome EmailHeld
7D — List Health CheckHeld
7E — The Full Sequence BuilderHeld
8

AI Governance, Reliability & Trust

2–3 hours for the initial build; 30 minutes each quarter to maintain. Built from the AI Reliability Map (Chapter 2, Appendix F) and the Never Automate Test.

8A — The AI Reliability MapHeld
8B — The Guardrail BuilderHeld
8C — The Never Automate Test, AppliedHeld
8D — Quarterly Reliability ReviewHeld
9

AI for Financial Performance & Analytics

3–4 hours to connect and configure; 10 minutes every Monday.

9A — 30-Day Cash Flow ForecastHeld
9B — Monthly Variance Report TemplateHeld
9C — Job Costing SetupHeld
9D — Your Monday Morning DashboardHeld
10

Creating Your AI Implementation & Growth Plan

3–4 hours to design and complete the audits; 45 min/week, 90 min/quarter.

10A — Weekly Operating RhythmHeld
10B — The Irreplaceable Four: Key RelationshipsHeld
10C — Data Privacy AuditHeld
10D — Your 90-Day PlanHeld

All module worksheets live · full resource library tracked on the Resource Library page

Get the workbook that goes with it

All 10 modules, every worksheet — Standard or Premium, with the full reference system.

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