Task: Use AI to map a customer journey touchpoint AND draft your Q1 2026 strategic goals ("Rocks"). GO DEEPER AI Tool: ChatGPT for journey mapping. Journey Prompt: "Map the customer journey for a [Your Industry] business buying [Your Service]. For the 'Consideration' stage, list 5 pain points and suggest 3 AI tools (like chatbots, interactive demos) that could address them." Strategy Tool: Evernote or Notion for goal setting. Action: Draft 3 SMART Q1 Rocks in Notion. Example: "Increase qualified leads from 10 to 30 per month by March 31 using LinkedIn organic strategy.”

Task: Create a simple automation (Zapier/Make) AND identify one $25/hour task to delegate. GO DEEPER Automation Tool: Zapier. Build This Zap: Trigger: Google Form new submission. Actions: 1) Add row to Google Sheets, 2) Send email via Gmail or ConvertKit. Delegation Tools: Upwork or Belay for hiring; Trello for task management. Action: Post the task you identified on Upwork. Title: "Virtual Assistant for [Task Name] - 5 hrs/week." Use your process documentation from Day 20 as the work guide.

Task: Use AI for competitor intel AND perform an S-Corp reasonable salary check or LLC health insurance review. GO DEEPER AI Tool: Perplexity.ai for deep research. Competitor Prompt: "Find the latest marketing campaigns, product launches, and customer complaints for [Competitor Name]. Summarize their strategy and identify one vulnerability." Tax Tools: Bureau of Labor Statistics (BLS) website or Glassdoor for salary data; Gusto payroll reports for health insurance verification. Action: Search BLS for "[Your Role] salary [Your State]." If your W-2 salary is below the 25th percentile, plan an increase. In Gusto, confirm health insurance premiums are listed in Box 1 of your W-2 only.

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