DAY 1 AI & AUTOMATION WORKBOOK – thrive-boss.com

7-DAY AI & AUTOMATION

COACHING WEEK

DAY 1 WORKBOOK

AI FUNDAMENTALS & MINDSET SHIFT

Real Skills. Real Industries. Real Results.

PART 1: WORKBOOK COVER & INTRODUCTION

WELCOME TO DAY 1!

Today you’re taking the first step toward reclaiming 8-10 hours every week through strategic AI usage.

This workbook is your personal strategy document. Complete every section – these insights will guide your entire transformation journey this week.

What You’ll Complete Today:

✅ AI Understanding Assessment
✅ Your Personal AI Opportunity Audit
✅ Your First AI-Powered Task
✅ Baseline Metrics Documentation
✅ Practice Exercises for Tonight

Time Required: 60-90 minutes total

60 mins during session
30 mins homework practice

Let’s begin your transformation! 🚀

SECTION 1: AI UNDERSTANDING CHECK

Complete this AFTER today’s session

Rate your understanding (1-10, where 1=completely confused, 10=totally clear):

Question

Score

/10

What AI actually is and how it works:

/10

How AI can save time in my specific work:

/10

The difference between AI assistance vs. manual work:

/10

Which tasks are good candidates for AI:

/10

How to write an effective AI prompt:

/10

My confidence in starting to use AI:

/10

Key Insight I Learned Today:

Biggest “Aha!” Moment:

One Thing I’m Still Confused About:

SECTION 2: YOUR AI OPPORTUNITY AUDIT

This is the most important section. Take your time and be thorough.

STEP 1: TASK BRAIN DUMP

List every repetitive task you do in a typical workweek. Use the industry prompts below to help you think comprehensively.

🚛 FLEET & LOGISTICS MANAGERS

Planning & Coordination:

Documentation & Reporting:

Communication:

Data Entry & Tracking:

Maintenance & Safety:

👩‍🏫 EDUCATORS & SCHOOL STAFF

Lesson Planning & Preparation:

Student Assessment & Feedback:

Parent & Staff Communication:

Administrative Tasks:

Resource Creation & Curation:

💼 SALES & MARKETING PROFESSIONALS

Lead Generation & Research:

Communication & Outreach:

Content Creation:

CRM & Data Management:

Proposals & Documentation:

🌾 AGRICULTURE ADVISORS

Client Advisory & Communication:

Research & Monitoring:

Documentation & Reporting:

Planning & Recommendations:

Administrative Tasks:

🏫 SCHOOL ADMINISTRATORS

Communication & Correspondence:

Reporting & Documentation:

Planning & Coordination:

Database & Records Management:

Policy & Procedure Development:

⚡ OTHER TASKS (Any Industry)

Additional Repetitive Tasks:

STEP 2: SCORE YOUR TASKS USING TIME-FREQ-AUTO METHOD

For each task above, use this scoring system:

TIME – How long does it take? (1-10)

1-2 = Few minutes

3-5 = 15-30 minutes

6-8 = 30-90 minutes

9-10 = Multiple hours

FREQ – How often do you do it? (1-10)

1-2 = Monthly or less

3-5 = Weekly

6-8 = Multiple times per week

9-10 = Daily or multiple times daily

AUTO – How automatable is it? (1-10)

1-3 = Requires deep human judgment, creativity, or relationship building

4-6 = Mix of routine work and judgment calls

7-8 = Mostly repetitive with some decisions

9-10 = Highly repetitive, rule-based, mechanical

CALCULATION: TIME × FREQ × AUTO = OPPORTUNITY SCORE

SCORING TABLE

TASK DESCRIPTION

TIME (1-10)

FREQ (1-10)

AUTO (1-10)

SCORE

TIME/WEEK (mins)

Continue on additional paper if needed

STEP 3: YOUR TOP 5 PRIORITIES

Rank your 5 HIGHEST-SCORING tasks (scores typically 200+):

🏆 #1 PRIORITY TASK

Task:

Current Time Spent Per Instance: (mins)

Frequency Per Week: (times)

Total Weekly Time: (mins/hours)

Opportunity Score:

Why This Matters to Me:

What I Could Do With That Saved Time:

🥈 #2 PRIORITY TASK

Task:

Current Time Spent Per Instance: (mins)

Frequency Per Week: (times)

Total Weekly Time: (mins/hours)

Opportunity Score:

Why This Matters to Me:

🥉 #3 PRIORITY TASK

Task:

Current Time Spent Per Instance: (mins)

Frequency Per Week: (times)

Total Weekly Time: (mins/hours)

Opportunity Score:

Why This Matters to Me:

Ⓝ #4 PRIORITY TASK

Task:

Time Spent/Instance (mins):

Total Weekly Time (hrs):

Score:

Ⓞ #5 PRIORITY TASK

Task:

Time Spent/Instance (mins):

Total Weekly Time (hrs):

Score:

💰 YOUR TOTAL TIME OPPORTUNITY

Task #1 (hrs/week):

Task #2 (hrs/week):

Task #3 (hrs/week):

Task #4 (hrs/week):

Task #5 (hrs/week):

TOTAL WEEKLY TIME SPENT (hrs):

If AI saves 70% of this time (hrs saved/week):

Annual time savings (hrs/year, work weeks!):

This is what you’re building this week. 🎯

SECTION 3: YOUR FIRST AI TASK

Complete this during the session

THE CCD PROMPT TEMPLATE

I need help with [TASK TYPE].

Context: [Explain the situation – who, what, when, why, relevant details about your specific situation]

Objective: [What you want to achieve – be very specific about the desired outcome]

Tone: [Professional/casual/friendly/formal/warm/direct/supportive – choose what fits]

Format: [How it should be structured – email/list/plan/report/checklist/etc.]

Constraints: [Any specific requirements – length limits/must include certain elements/must avoid certain things/specific format requirements]

Please create this for me.

YOUR FIRST AI TASK DETAILS

Task I Chose:

Industry Context:

YOUR ACTUAL PROMPT (Write out the complete prompt you submitted to AI):

AI OUTPUT (Paste or summarize what AI generated):

BASELINE METRICS – DOCUMENT YOUR RESULTS

Normal Time for This Task (Manual): (mins)

Time with AI Today: (mins)

⚡ TIME SAVED: (mins)

Quality Rating (1-10):

1 = Completely unusable 5 = Needs significant work but saves some time 7 = Good starting point, minor edits needed 10 = Perfect as-is, better than I could have done manually

/10

Usability Assessment (Check one):

Used as-is without any changes (AI output was perfect and ready to use immediately) Used with minor edits (under 2 minutes) (Quick tweaks to personalize or adjust minor details) Used as strong starting point (5-10 minutes editing) (Good foundation, needed moderate refinement) Not usable, had to start over (Output missed the mark, manual approach was better)

REFLECTION ON FIRST TASK

What Worked Well:

What Could Be Improved:

What I’ll Do Differently Next Time:

One Thing That Surprised Me:

SECTION 4: HOMEWORK PRACTICE

Complete BEFORE tomorrow’s session

You must practice the CCD prompt method 2 MORE times with real tasks from your work. This builds the muscle memory you need for the rest of the week.

📝 PRACTICE TASK #1

Task Description:

Industry Context:

Why I Chose This Task:

YOUR PROMPT (Using CCD Method): Write your complete prompt:

RESULTS & METRICS

Normal Time (Manual): (mins)

AI-Assisted Time: (mins)

Time Saved: (mins)

Quality Rating (1-10):/10

AI Tool Used:

Usability: Used as-is Minor edits (under 2 mins) Starting point (5-10 mins edits) Not usable

What worked well about this prompt:

What I’d improve next time:

📝 PRACTICE TASK #2

Task Description:

Industry Context:

Why I Chose This Task:

YOUR PROMPT (Using CCD Method): Write your complete prompt:

RESULTS & METRICS

Normal Time (Manual): (mins)

AI-Assisted Time: (mins)

Time Saved: (mins)

Quality Rating (1-10):/10

AI Tool Used:

Usability: Used as-is Minor edits (under 2 mins) Starting point (5-10 mins edits) Not usable

What worked well about this prompt:

What I’d improve next time:

SECTION 5: DAILY PROGRESS TRACKER

DAY 1 SUMMARY

Tasks Completed with AI Today:

Total Time Saved Today: (minutes)

Best Prompt I Created:

Biggest Challenge:

How I Overcame It:

WEEK 1 TIME-SAVINGS TRACKER

DAY

TASK(S)

TIME SAVED

CUMULATIVE

TOTAL TIME SAVED THIS WEEK:

SECTION 8: QUESTIONS & NOTES

Questions to Ask in Tomorrow’s Session:

Ideas I Want to Try:

Challenges I’m Facing:

Wins I Want to Share:

SECTION 9: COMMITMENT & ACCOUNTABILITY

MY COMMITMENT TO THIS PROGRAM

Attending all 7 daily evening sessions Completing homework assignments before each session Actively participating and asking questions when unclear Implementing what I learn immediately in my work Tracking my results and progress honestly Supporting fellow participants in the group Finishing this week with working AI systems in place

MY SPECIFIC GOALS FOR THIS WEEK

By December 7th, I will have:

The #1 task I will automate is:

The time savings I’m targeting: (hours per week)

What this will mean for me personally:

Signature:

Date:

Coaching Week Day 1 Workbook

7-DAY AI & AUTOMATION

COACHING WEEK

DAY 1 WORKBOOK

AI FUNDAMENTALS & MINDSET SHIFT

PART 1: WORKBOOK COVER & INTRODUCTION

WELCOME TO DAY 1!

What You’ll Complete Today:

Let’s begin your transformation! 🚀

SECTION 1: AI UNDERSTANDING CHECK

SECTION 2: YOUR AI OPPORTUNITY AUDIT

STEP 1: TASK BRAIN DUMP

🚛 FLEET & LOGISTICS MANAGERS

👩‍🏫 EDUCATORS & SCHOOL STAFF

💼 SALES & MARKETING PROFESSIONALS

🌾 AGRICULTURE ADVISORS

🏫 SCHOOL ADMINISTRATORS

⚡ OTHER TASKS (Any Industry)

STEP 2: SCORE YOUR TASKS USING TIME-FREQ-AUTO METHOD

TIME – How long does it take? (1-10)

FREQ – How often do you do it? (1-10)

AUTO – How automatable is it? (1-10)

CALCULATION: TIME × FREQ × AUTO = OPPORTUNITY SCORE

SCORING TABLE

STEP 3: YOUR TOP 5 PRIORITIES

🏆 #1 PRIORITY TASK

🥈 #2 PRIORITY TASK

🥉 #3 PRIORITY TASK

Ⓝ #4 PRIORITY TASK

Ⓞ #5 PRIORITY TASK

💰 YOUR TOTAL TIME OPPORTUNITY

SECTION 3: YOUR FIRST AI TASK

THE CCD PROMPT TEMPLATE

YOUR FIRST AI TASK DETAILS

BASELINE METRICS – DOCUMENT YOUR RESULTS

Usability Assessment (Check one):

REFLECTION ON FIRST TASK

SECTION 4: HOMEWORK PRACTICE

📝 PRACTICE TASK #1

RESULTS & METRICS

📝 PRACTICE TASK #2

RESULTS & METRICS

SECTION 5: DAILY PROGRESS TRACKER

DAY 1 SUMMARY

WEEK 1 TIME-SAVINGS TRACKER

SECTION 8: QUESTIONS & NOTES

SECTION 9: COMMITMENT & ACCOUNTABILITY

MY COMMITMENT TO THIS PROGRAM

MY SPECIFIC GOALS FOR THIS WEEK