Task: Use AI to analyze a sales/website CSV for trends AND identify your most profitable service as your 2026 lead offer. GO DEEPER AI Tool: ChatGPT Plus with Advanced Data Analysis or Microsoft Copilot in Excel. Data Prompt: "Analyze this sales data CSV. Identify: 1) The most profitable customer segment, 2) The worst-performing product, and 3) One unexpected correlation between [Column A] and [Column B]." Strategy Tool: Profit & Loss Statement from QuickBooks or Xero. Action: Calculate Profit per Hour for each service: (Revenue - Direct Costs) / Hours Invested. The highest number is your new lead offer. Price it at least 20% above market average. Coach Trudi B. Parson Awarded Business & Tax Strategist | Empowerment Speaker | CAIO | 2022, 2023, 2024 & 2025 Business Person of the Year https://bit.ly/TBPbizcard Trudibparson.com

Day 15 (AI & Tax): Automate Content & Lock In Deductions. Task: Use AI to repurpose a long-form piece into social content AND gather home office/vehicle deduction documents. GO DEEPER AI Tools: ChatGPT or Claude for repurposing; Otter.ai or Fireflies.ai if source is audio/video. Content Prompt: "Repurpose the following text into three formats: 1) A 5-bullet LinkedIn post with hashtags, 2) a 200-word email newsletter intro, and 3) three separate Twitter threads. Text: [Paste your content]." Tax Tools: Google Sheets for mileage log; QuickBooks Self-Employed or Everlance app for auto-tracking. Action: For home office, take a photo and measure dimensions. For vehicle, download the Everlance app, enable auto-track, and classify past trips. Need more help? Book a consultation 👇🏽 Coach Trudi B. Parson Awarded Business & Tax Strategist | Empowerment Speaker | CAIO | 2022, 2023, 2024 & 2025 Business Person of the Year https://bit.ly/TBPbizcard Trudibparson.com

Task: Go to ChatGPT or Gemini. Create a custom GPT/Bot and prime it with your company's FAQ or service descriptions. Use it to draft your next client response. GO DEEPER Build an AI Assistant tailored to your business. In the ChatGPT interface, create a "Custom GPT." In the configuration menu: · Name it: e.g., "[Your Business Name] Onboarding Specialist" · Give it Instructions: "You are an assistant for [Your Business Name]. You help answer client questions based on the knowledge provided. Your tone is professional and helpful. Always base your answers on the uploaded information." · Upload Knowledge: Provide a PDF or document with your FAQs, service details, and onboarding process. Now, use this custom bot to handle repetitive queries, freeing you up for high-value, strategic work.

Day 8 of The 48 Day Sprint to “26 (AI): Repurpose Content. Task: Take a past webinar, report, or long email and paste it into a tool like ChatGPT or Claude. Prompt: "Summarize this into 5 key bullet points for a LinkedIn post." GO DEEPER Don't just summarize—strategically repurpose one piece of content into multiple assets. From a single pillar content (like a webinar), you can create: · A 5-bullet LinkedIn summary · 3 email newsletter snippets · A Twitter/X thread with 4 key takeaways · 5 ideas for LinkedIn carousel slides AI Prompt: "Repurpose the text below into the following: a) a 5-bullet point summary for a LinkedIn post, b) a 3-sentence teaser for an email newsletter, and c) 4 key takeaways formatted as a Twitter thread. Maintain a [Your Desired Tone] tone." This multiplies your content output from a single effort.

Day 4 of The 48 Day Sprint to ‘26 Automate Note-Taking. Task: Test an AI note-taker (like Otter.ai, Fireflies.ai, or Microsoft Copilot in Teams) in your next internal meeting. Share the summary with your team. Some will record word for word and then break it down into digestible notes for you. #Profitability #AIForBusiness #TaxPlanning Don’t stop here! Go Deeper 👇🏽https://docs.google.com/document/d/14-1uv_dVHQvrxtFWBjB5FopeOgerdPdEvQUGcDaHaEM/edit?usp=drivesdk Coach Trudi B. Parson Awarded Business & Tax Strategist | Empowerment Speaker | CAIO | 2022, 2023, 2024 & 2025 Business Person of the Year https://bit.ly/TBPbizcard Trudibparson.com