Tool · $39 USD

An AI assistant that knows your business.

Tell the assistant who you are once, then ask it the right questions. A 30-minute setup, 50 prompts for the work owners actually do, and five templates.

Get it for $39

Instant download · PDF guide and Word workbook

A page of the guide: the first prompts for planning the week and the quarter

What you get

  • A 30-minute setup guide for ChatGPT, Claude, Gemini or any AI assistant
  • A business brief template, so the assistant knows your customers, prices and voice
  • 50 prompts for planning, numbers, marketing, sales, hiring, systems, admin and decisions
  • 5 templates: SOP, weekly owner review, new hire onboarding, customer onboarding, monthly money review
  • A Word workbook with everything editable
  • Simple rules for using AI safely with business information

How it works

  1. 01

    Write your brief once

    Fill in the business brief and save it where your assistant always sees it.

  2. 02

    Use the prompts

    Pick a prompt for the job in front of you, fill in the brackets, and get an answer that fits your business.

  3. 03

    Build the rhythm

    Plan on Monday, review on Friday, and turn the tasks only you know into written SOPs.

Built for owners who are busy, not behind.

Small business owners who are curious about AI and tired of generic answers and figuring it out alone.

Get it for $39

An educational tool. The Wealthy Invest provides general education and business consulting. It does not provide investment, legal, tax or accounting advice, does not recommend or sell securities, and is not registered as a dealer or adviser with any securities regulator. Speak with a qualified, licensed professional about your own situation.