Each task is one twenty-to-thirty-minute action — the kind of work that ships before the day ends, not the kind that lingers on your todo list. Open it, do it, react ✓ in the cohort channel when it’s shipped.
WEEK 6 · TASK 1
Read Your Numbers (P&L Review with AI)
Pull three months. AI digests. You face the numbers you've avoided.
The owner who doesn't read his own numbers is renting his business back from his bookkeeper. This week you pull your last three months of income and expenses, let AI digest them into plain language, and you face the two or three numbers you've been avoiding. Then you decide one thing to fix this month.
Action checklist
- Export your last three months of P&L or income/expense data (strip anything you don't want in the AI — totals and categories are enough).
- Ask AI to summarize in plain English: where the money came from, where it went, and the trends.
- Find the 2–3 numbers you've been avoiding. Sit with them.
- Decide one thing to fix this month and write it down. Numbers you don't act on are just trivia.
OWNER'S DISCIPLINE
A business you don't measure is a business that's happening to you. You don't need to love spreadsheets — you need to look at them on purpose, once a month, on a schedule.
SCRIPTURE
Luke 16:11 — "If you have not been faithful in the unrighteous mammon, who will commit to your trust the true riches?" Faithfulness with the money you can see is the proving ground for what God trusts you with next.
Open the printable task card (PDF) →
WEEK 6 · TASK 2
Client-Comms Workflow
Your highest-frequency outbound message, systematized once.
Every operator has one outbound message he writes over and over — the proposal, the status update, the invoice cover note. This week you build a reusable AI workflow for the highest-frequency one, ship a real one through the system, and never write it cold again. Build it once; run it weekly.
Action checklist
- Identify your highest-frequency outbound message — proposal, status report, or invoice note.
- Build the prompt and a template: your voice, your structure, your standard terms.
- Run a real one through it this week. Edit the output so it sounds like you, then send it.
- Save the workflow where you'll find it. That's two prompts in your library now.
SYSTEMATIZE THE REPEATABLE
The goal isn't to sound like a robot — it's to never start from a blank page on the things you send every week. Build the rail; keep your hands on the wheel.
SCRIPTURE
Proverbs 22:29 — "Do you see a man who excels in his work? He will stand before kings." Excellence is partly speed at the routine so you have room for the exceptional.
Open the printable task card (PDF) →
WEEK 6 · TASK 3
Tithe-First Budget
Giving comes off the top. AI drafts; you commit.
A man's budget is his theology in numbers. This week you build — or rebuild — a budget that puts giving first, off the top, before anything else gets allocated. AI helps you draft the categories and run the math; you make the commitment. This is the financial watchman's foundation, and it belongs in the Business block because operators run the household budget and the business budget both.
Action checklist
- Have AI help you draft a budget with giving as the first line — 10%+ off the top, before any other category.
- Allocate the rest: fixed costs, savings, business reinvestment, margin.
- Stress-test it — ask AI where it's unrealistic given your actual spending.
- Commit to it for one month. Re-run it at next month's number review (W6.T1 rhythm).
OFF THE TOP, NOT THE LEFTOVERS
Giving from what's left over is how you discover there's never anything left over. Put it first and build the rest underneath it — that's the whole discipline.
SCRIPTURE
Proverbs 3:9–10 — "Honor the Lord with your possessions, and with the firstfruits of all your increase." Firstfruits, not last. The order is the point.
Open the printable task card (PDF) →
