Kit · PDF guide + Excel workbook + templates

Hand It Off, Keep Control

Run a Small Business With AI Assistants (Approval Rules, QA Checklists, Weekly Routines)

Anything that goes out under your name should still be your call. This kit helps you set clear limits, checks and routines for your assistants. It comes from one small Canadian shop and is written as templates you can adapt.

C$17.99, digital download

Who it's for

Solo small-business owners who are short on time and want AI assistants to draft while they decide. No code needed.

What's included (one .zip)

  • Guide (PDF)
  • Workbook (.xlsx, for Microsoft Excel)
  • Five fill-in templates (.md, plain text)
  • Bonus agent instruction file (SKILL.md)

FAQ

Do I need a particular AI app?
No. It can be used with any AI assistant.

Will the kit be updated?
When we change how we work, the kit gets a new version and a "What changed" note.

Returns

Because it's an instant digital download, returns aren't accepted except as set out in our Terms. If something isn't working, email hello@tallyfern.com and we'll help.

Disclaimer

General information only, not legal, tax or security advice. Results are not guaranteed, and your tools, business and rules will differ.

Made by Tallyfern with the help of AI tools

TV, Tallyfern