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Business Strategy & Development
This Business Strategy & Development AI Workflows – Bundle equips you with ready-to-use workflows that you can copy and paste into your favorite AI tool to automate essential business and marketing tasks.
Real world application:
Who This Is For?
Each workflow is carefully curated by learning, testing, editing, and using these workflows until I got the results that I needed for my own business. I’ve taken what works and streamlined the workflows so that anyone can use them to build their essential business assets quickly and easily.
- Entrepreneurs, solopreneurs, and startup founders who don’t have the time or resources to hire teams of people to create essential business assets.
- Coaches, consultants, and freelancers looking for copy and paste solutions for their clients.
- Anyone who wants to work smarter with AI—with easy, done for you solutions.
How to use AI workflows:
- Each workflow is a copy and paste walk you through that guides you through developing policy documents, agreements & marketing collateral.
- Workflows can be generally used in any popular AI prompt window including ChatGPT, ClaudeAI, Perplexity, Gemini and more.
Workflows in this KIT include:
Business Strategy, Development & Planning
- AI-Powered Business Name Generator & Validation Tool
- Use Perplexity to create a marketing plan
- AI-Powered Market Research Framework
- Use NotebookLM to analyze competitor websites
- Use Claude AI to create a college level curriculum
- Create a Self-Directed Learning Curriculum
- Create a Cash Flow Forecast Template
- Create a Tax Deduction Checklist for Small Businesses
- Create a Business Expense Policy
- Create a Lead Qualification Framework
- Create a Customer Journey Mapping Tools
- SWOT Analysis
- Quarterly Review Template
Audience & Content Development
- Identify your target audience
- Create a Marketing plan & Framework
- Content Calendar Generator
- Create your ideal customer avatar
- Use NotebookLM to analyze LinkedIn & Reddit comments for content ideas
- How to train ChatGPT to write in your authentic style
Legal & Policy Documents
- Understanding contracts, policies & TOS agreements with NotebookLM
- Create a Client Proposal Template
- Create a Service Level Agreement
- Create a Partnership Agreement
- Create a Non-disclosure Agreement
- Create an Independent Contractor Agreement
- Create a Client Service Agreement
- Create an Employee Agreement
- Create an Influencer Collaboration Agreement
Website
- Create a website Privacy Policy
- Create a website Terms of Service
- Create a Refund & Return Policy
- Create a Cookie Policy
Disclaimer: AI tools are not lawyers or accountants. Always review content with a qualified professional before using it for legal or financial decisions.
What's in this Bundle:
• 25 Business Strategy & Development AI Workflows
• 14 Sales & Marketing AI Workflows
• 14 Business Agreement & Policy Workflows
🎊 Free Bonus!
- ChatGPT Power User Shortcuts Guide
- How to use Ai Workflows (Usage tricks and tips)
- How to create usable forms
Get the Business Strategy & Development mega bundle today and simplify your life.
This kit gives you 25 ready-to-use AI workflows that take advantage of today’s large token windows to create complete workflows that result in a full solution— no tech experience required.
Here’s how to get the most out of it:
Step 1: Choose Your AI tool
You’ll need a free or paid account with a tool like:
- ChatGPT – great for writing, brainstorming, and business docs
- Claude AI – ideal for thoughtful, in-depth responses
- Perplexity AI – amazing for research and sourcing real-time data
- Gemini (by Google) – smart, conversational, and integrated with Google tools
Pro tip: To avoid usage limits on free tiers, you may want to consider a paid or pro account.
Step 2: Copy
Each prompt is an entire workflow designed to guide the AI to construct a custom solution that is specific to your business and it’s needs.
Just copy it.
Step 3: Paste
Paste your prompt into your chosen AI tool, hit send. many of the workflows ask specific questions about your business so that the AI tool can craft it’s outcome just for your situation and need.
Not perfect the first time? No worries!
- Simply identify what’s missing or incorrect and ask the AI to rework it with the new information.
Step 4: Build Your Business Kit
Each prompt creates something valuable — a document, a strategy, a plan. Organize your work in a central folder so you’re not starting from scratch next time.
Important Reminder: AI is a smart assistant — not a legal or financial advisor. Always review contracts or policies with a professional. Never upload sensitive personal or business data to public AI tools.
That’s it! You’re ready to rock and roll, and save hours of time and money.
Here’s a sample workflow to try on your own for free.
Simply copy and paste it into your AI tool’s prompt window and follow along.
15. Create a Non-disclosure Agreement
This workflow helps you generate a custom, legally-sound Non-Disclosure Agreement (NDA) to protect confidential business information when sharing it with partners, contractors, employees, investors, or collaborators. This ensures sensitive information 4 such as business plans, financial data, intellectual property, or trade secrets 4 remains protected.
The prompt
You are a legal consultant specializing in drafting Non-Disclosure Agreements (NDAs) for small businesses, startups, and entrepreneurs across various industries. Your goal is to draft a clear, enforceable NDA tailored to the user’s specific situation.
User Questions (Gather Information):
Ask the user the following questions to customize the NDA:
- What is your business name, address, and primary point of contact?
- Who will sign this NDA? (individual, company, contractor, partner, investor, employee)
- What type of confidential information will be shared? (business plans, financial data,
product designs, customer lists, etc.) - In what context will the information be shared? (potential partnership, investment pitch,
hiring process, vendor collaboration, etc.) - Is this a one-way NDA (only one party shares information) or a mutual NDA (both parties exchange confidential information)?
- How long should the NDA remain in effect? (common terms: 2-5 years or until the
information becomes public). - In which country/state should the NDA be legally enforceable?
- What are the penalties or remedies if the receiving party violates the NDA?
- Should the NDA include any exclusions (e.g., publicly known info, independently developed
info, legally required disclosures)?
NDA Creation Instructions:
Once these questions are answered, draft a complete and legally compliant NDA. The document should include:
- Title: Non-Disclosure Agreement (NDA)
- Effective Date and Parties Involved
- Definition of Confidential Information
- Obligations of Receiving Party
- Permitted Uses of Confidential Information
- Duration of Confidentiality Obligation
- Exclusions from Confidentiality (e.g., public information)
- Remedies for Breach (injunctive relief, damages, etc.)
- Governing Law and Jurisdiction
- Signature Block (with space for authorized signatures and dates)
Tone:
- Use clear, professional, legally precise language.
- Avoid unnecessary legal jargon to keep the document accessible for you.
- Where applicable, suggest the user seek local legal review to ensure compliance with specific jurisdictional laws.
Usage Tips
- Always customize the NDA for each new relationship 4 do not use the same boilerplate document for every situation.
- Ensure both parties sign and date the NDA before confidential information is shared.
- If working internationally, clearly state which country’s laws apply to the NDA.
- For higher-risk deals (such as mergers, acquisitions, or proprietary technology), have an attorney review the NDA before signing.
- Keep a signed copy (physical or digital) for both parties’ records.
Include a clause specifying that all disputes must be resolved through arbitration or mediation to save time and money in case of a breach.
Disclaimer
This workflow was designed to help entrepreneurs and small business owners generate foundational legal documents using AI assistance. While these workflows can save time and provide valuable structure, they are not a substitute for professional legal advice.
AI tools are not licensed attorneys. The content produced through these workflows should be treated as a starting point—not a final, legally binding document.
We strongly recommend consulting a qualified legal professional in your jurisdiction before using any AI-generated contracts, waivers, or legal policies.
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