What you get
Instead of you prompting AI, the template prompts you. Every day it looks at orders, signups, leads, calls, bookings, the inbox, email results, affiliates, and your setup, then puts what's worth doing at the top of your dashboard: win back people who almost bought, call back a caller, check in with a quiet customer, connect a missing service. Each suggestion says why, with the numbers, and opens the right tool.
Steps
- Open Admin → Advisor and describe your business in a few sentences: what you sell, to whom, and your current goal.
- Work the list: Done when you've acted, Later to see it again in a week, Dismiss if it's not for you. It learns what you dismiss.
- Important suggestions are emailed to you, and the top five lead the weekly digest.
Check it works
Choose Check now. Your setup suggestions should appear right away.
What the video covers
- A tour of a real suggestion list
- Writing a good business profile
- How suggestions turn into actions in two clicks