Write it down before your AI agent has to guess.

An agent can't know what you never wrote down.

Most of what runs your business lives in your head. What you offer. What you say when a customer is upset. When a call needs a person, not a script.

Put an AI agent in front of customers without writing that down, and it guesses. It guesses in your name, to your customers.

This pack is where you write it down. Then you test it. Then you decide whether to launch.

What's in the pack

Six parts, in the order you use them.

1. Read Me First

A plain-language guide to the whole pack. It gives you two paths: one if you have not launched an agent yet, one if you already have. Start here either way.

2. Readiness Self-Assessment

30 scored questions. They produce two scores, kept separate: a Readiness Score and a Need Score.

• Section floors. A weak section can overrule a good total. A high score does not hide a hole.
• Six stop conditions. Hit one and the answer is "do not launch yet."

3. Intake Worksheets

Three worksheets, one for each agent type:

• Website agent
• Phone receptionist
• Follow-up automation

Each comes with worked examples from a fictional plumbing business, so you can see a filled-in answer before you write your own.

4. Setup Worksheets

Four worksheets that hold what the agent needs from you:

• Knowledge-base inventory. What the agent needs to know, listed.
• Tone & voice. How it should sound.
• Handoff & escalation rules. When it passes the conversation to a person.
• Vendor Questions & Your Data. The eight questions no vendor should dodge.

5. Pre-Launch Test Script

20 exact test conversations to run before a customer ever meets the agent. They include a manipulation attempt and a privacy probe. Six tests are marked no-launch-on-fail. Fail one and you fix it first.

6. First-30-Days Review Checklist

A review rhythm built for busy owners. Severity triage for what goes wrong. A mini-decision on Day 7. A written decision on Day 30: keep, tune, narrow, or pause.

What it is not

• Not software. You get documents. No agent, no code, no vendor account.
• Not tied to a vendor. Use it with any AI provider, a freelancer, or a human hire.
• Not a lead machine. It prepares your business. It does not promise customers.

Who it's for. Who it's not for.

Not for you if

• You want something that runs on its own. This is paper and thinking.
• You want someone else to do the setup. The worksheets need your answers.
• You don't run a service business. It was not written for you.

Format, price, guarantee

Read the PDF. Fill in the DOCX. If the pack is not right for you, ask for your money back within 14 days.

Honest questions

Is it software?

No. It is a PDF and an editable DOCX. No agent, no code, no vendor account. It is the preparation you do before any of those.

Will it get me leads?

No, and nothing in it says so. It gets your business ready so an agent works from your answers, not from guesses. We make no promise about leads or revenue.

I already launched. Is it too late?

No. Read Me First has a second path for businesses that already launched. The pack also holds the test script and the First-30-Days Review Checklist.

Which AI provider does it work with?

Any of them. The pack is vendor-neutral. It also works if you hire a freelancer or a person for the job.

Do I need to be technical?

No. Read Me First is written in plain language, and there is no code anywhere in the pack.

Where are the reviews?

There are none yet, and we won't write our own. Read the contents list above. You have 14 days to change your mind.

What if it's not for me?

Ask for your money back within 14 days. That is the guarantee.

Start Smart. Start Ahead.

Write it down. Test it. Then decide.