Capstone: The Owner's Handoff Kit
Pick a real week of busywork. Draft the six artifacts. Read every one. Check every number. Send nothing with private customer data in the prompt.
This capstone is a working session, not a reading exercise.
You are going to pick a real week of busywork from your actual business and draft all six artifacts from that week using an AI chat assistant. By the end, you will have a complete handoff kit — six real outputs that your business could actually use — and a clear sense of how the habit feels in practice.
Your Capstone Brief
Step one: Recall a recent week of overhead work. Not your best week — a typical one. The reviews that came in. The social posts you meant to write. The quote you spent an hour formatting. The inbox messages you deferred. The receipts in the pile. That week is your raw material.
Step two: Work through the six artifacts in order. Use whatever AI chat tool you have access to. The prompts don't need to be elaborate — a clear, plain-language request is enough.
Artifact guidance by type:
For the customer reply and review response: paste in the real message or review, describe the situation briefly, and ask for a friendly professional reply. Leave out any private details — no last names, addresses, or payment information in the prompt.
For the social post: pick one real announcement or update from that week and ask for a post plus two caption variations. Then choose the one that fits your voice.
For the quote or invoice wording: write your numbers separately first. Every price, rate, and total — from your head or your records. Then ask AI to write professional paragraph copy around those numbers. When the draft comes back, compare every figure against your original. This is not optional.
For the scheduling reply: pick a real appointment request or time-offer message from that week and ask AI to draft a confirmation or counter-offer. Read it for accuracy — AI does not know your actual calendar.
For the expense categories: list ten to fifteen transactions from a recent statement and ask AI to suggest a category for each. Review the list — you will know immediately if any categorization is wrong.
The Review Pass — Non-Negotiable
Before any artifact is "done," it goes through the review pass.
The review pass is not about catching AI errors (though it will). It is about maintaining the habit that makes AI safe to use in your business long-term. AI drafts; you decide. That division of labor only holds if you actually do the deciding — every time, not most times.
Before You Submit
Before submitting your capstone work, confirm three things:
No private customer data in your prompts. A first name for context is fine. Full names, addresses, phone numbers, payment details, account numbers — those stay out of public AI tools. If you need to reference a customer, describe the situation without the identifying details.
Every number in the quote artifact is one you provided and verified. Not one AI generated. Not one that "looks right." One you looked up, wrote down, and confirmed after the draft came back.
You pressed send on at least one artifact. Not saved as a draft. Not "I'll use it later." The capstone is about building a real habit, and habits require real reps. Pick the lowest-stakes artifact from your kit — the scheduling reply, a social post — and actually send it.
Continue building this practice at academy.jeremyknox.ai.