THE AI SERVICES BUSINESS · COMPANION TOOLKIT

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This toolkit turns the book's systems into practical working files. Use the blank templates for your own business, study the fictional examples to see what “finished” looks like, and keep the SOP open while you deliver the work.

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Permanent access: https://theaiservicesbusiness.com/toolkit
Bookmark this page. The access URL is designed to stay fixed even when individual toolkit files are updated.

How to use the toolkit

  1. Choose the service you are working on.
  2. Open its SOP first.
  3. Study the matching fictional example where one is provided.
  4. Duplicate or download the blank template and work from your copy.
  5. Use the checklists before anything reaches a client or goes public.

AI WEBSITE AUDIT

  • Website Audit SOPPDF

    Your operating manual for delivering the full website audit.

  • Full Website Audit TemplatePDF

    Blank client-facing audit template.

  • Coastal Breeze Completed ExamplePDF

    Fictional worked example of a completed full audit.

  • Audit Day SheetPDF

    Practical worksheet/field guide for audit day.

  • Quick Audit One-PagerPDF

    Blank one-page quick-audit format.

  • Bright Smile Completed Quick AuditPDF

    Fictional worked example of the Quick Audit.

AI SOCIAL MEDIA CONTENT

  • Social Media Content SOPPDF

    Your operating manual for the recurring social content service.

  • Brand & Voice IntakePDF

    Blank intake for capturing the client's real voice, facts and boundaries.

  • Brand & Voice Intake - Bella Vista ExamplePDF

    Fictional completed intake example.

  • Monthly Content CalendarXLSX

    Interactive planning calendar with blank and example sheets.

  • Post Quality ChecklistXLSX

    Interactive pre-client quality gate with blank and example sheets.

  • Social Media Prompt PackPDF

    Reusable prompts for drafting and refining client content.

  • Sample Content PackPDF

    Fictional swipe file showing the standard of finished content.

  • Monthly Delivery ChecklistPDF

    Blank monthly delivery and approval checklist.

  • Monthly Delivery Checklist - Bella Vista ExamplePDF

    Fictional completed monthly delivery example.

AI REVIEW MANAGEMENT

  • Review Management SOPPDF

    Your ethics-first operating manual for the review service.

  • Review Audit TemplatePDF

    Blank review-audit template.

  • Review Audit Template - Harbor Glow ExamplePDF

    Fictional completed review-audit example.

  • Review Response LibraryPDF

    Reusable response patterns for real client reviews.

  • Review Response Library - Harbor Glow ExamplePDF

    Fictional worked response examples.

  • Review Request Template PackPDF

    Compliant request templates for honest customer feedback.

  • Sample Review Management PackPDF

    Fictional end-to-end example of the service.

  • Monthly Review ReportPDF

    Blank monthly client report.

  • Monthly Review Report - Harbor Glow ExamplePDF

    Fictional completed monthly report.

CLIENT ACQUISITION

  • Prospect TrackerXLSX

    Interactive prospecting and follow-up tracker with blank and example sheets.

  • Outreach Script PackPDF

    Observation-led outreach scripts and follow-up language.

  • Website Audit Pricing Cheat SheetPDF

    Pricing reference for the website-audit offer.

  • Website Audit Proposal TemplatePDF

    Blank proposal template.

  • Website Audit Proposal - Bright Smile ExamplePDF

    Fictional completed proposal example.

STAYING CURRENT

  • Living AI Tools ResourceCOMING IN TASK 3.6

    Dated, updateable companion resource for current tool choices. Built in Task 3.6.

Spreadsheet note. The XLSX files are interactive. If you import them into Google Sheets, validation ranges may need extending. If a formula appears stale after opening or importing, allow the workbook to recalculate before using the result.

Examples are fictional. Coastal Breeze Dental Studio, Bright Smile Dental, Bella Vista Ristorante and Harbor Glow Wellness Studio are illustrative businesses, not real client case studies. Use examples as models, not as facts to copy into client work.

Version: Toolkit Access Page v1 · Prepared for Phase 3 packaging · Living AI Tools Resource to be added in Task 3.6.