bodioagency AI training for sales teams
Free AI Learning Series | Module 8

AI for Building Your Business

Offers, FAQs, SOPs, and outreach. The founder tasks that eat your week when you are the whole team.

45 minutes For founders and solo operators Works with any AI tool
Section 1 / What You'll Get

Stop rewriting the same things from scratch

Running a small business means doing the same twelve tasks forever: explaining what you do, answering the same questions, writing the same process down again because nobody wrote it down the first time. This module turns those into assets you build once.

1

A clear offer

One paragraph that explains what you sell in words a buyer would use, tested against objections before you publish it.

2

Your first SOP

A real process written down from how you actually do it, so it can be handed to someone else.

3

Outreach that gets replies

Messages built on the prospect's situation, not on your service list.

You will finish this module with: a first draft SOP and an outreach template you could send today.
Section 2 / Start Here

Write your business brief

Same principle as a voice brief, different job. This one gives AI the facts about your business so it stops guessing. Ten minutes, written in plain words.

1

What you sell

Named offers, what each includes, and roughly what each costs.

2

Who buys it

The two or three types of customer you actually get, and what triggers them to look.

3

Why they pick you

The real reason, in their words if you have it. Check your last three won deals.

4

Why they say no

The three objections you hear most. Price, timing, and "we might do it internally" are common.

5

What you will not do

Out of scope work, industries you avoid, and the smallest job worth taking.

6

Proof you can use

Real results with real numbers. Only what you can evidence.

Save it: keep it in a note called "My Business Brief." Paste it first in any chat about offers, pricing, proposals, or outreach. It is the difference between generic advice and advice about your business.
Section 3 / Offers

Make the offer make sense

Most founders describe the deliverable. Buyers care about the outcome and the risk. These four prompts move you from one to the other.

1

Rewrite the offer

"Using my business brief, rewrite my offer for [offer name] in one paragraph. Lead with the outcome the buyer gets. Plain words. No marketing language. Then list what is included underneath."

2

Stress test it

"Act as a sceptical buyer for [offer]. Give me the 8 hardest questions you would ask before paying, ranked by how likely they are to kill the deal."

3

Answer the objections

"For each objection above, write a short honest answer in my voice. If an objection is fair and I cannot beat it, say so and tell me what to change in the offer instead."

4

Build the tiers

"Turn [offer] into 3 tiers. Each tier must remove work rather than remove value. Tell me who each tier is right for and who should not buy it."

Deliverable language

"A 3 month social media management retainer including 12 posts, community management, and monthly reporting."

Outcome language

"Three months where your social presence runs without you touching it, and you can see in one page each month whether it is bringing in enquiries. Includes 12 posts, daily replies, and a monthly report."

Section 4 / FAQs and Docs

Answer it once, not fifty times

Every question you answer twice should be a document. Here is how to get them out of your head fast.

1

FAQ from real questions

"Here are the questions people actually ask me: [paste from emails or DMs]. Group them, then write a clear answer for each in my voice. Flag any I should answer on a sales call instead of publishing."

2

Proposal skeleton

"Using my business brief, build a proposal outline for [client type] who needs [problem]. Sections only, no filler. Tell me what I need to fill in with real client detail."

3

Onboarding checklist

"Write a client onboarding checklist for [offer]: what I need from them, what I send, and what happens in week one. Mark anything that should be automated."

4

Scope boundary

"Here is my offer: [paste]. Write a short 'what is not included' section that is firm but not defensive, so scope creep is a conversation I can point at."

Section 5 / SOPs

Write an SOP in fifteen minutes

The reason processes never get documented is that writing them feels like homework. Do it by talking instead.

1Pick one process you do weekly. Invoicing, publishing a post, onboarding a client. Small and real beats big and ambitious.
2Talk it through, badly. Voice type or write it out messily, exactly as you do it, including the bits you always forget. Do not organise it.
3Ask for structure. "Turn this into a step by step SOP. Number the steps, note the tool used at each one, and flag anywhere I was vague."
4Fill the flagged gaps. Those gaps are where the process actually breaks when someone else runs it.
5Ask what to automate. "Which of these steps could be automated or templated, and which need a human decision? Be honest about which ones are not worth automating yet."
Do this five weeks in a row and you have five SOPs, which is the difference between a job you do and a business someone else could run.
Section 6 / Outreach

Messages people actually answer

The reason cold outreach fails is that it is about the sender. Fix that and the rest is formatting.

1

Research first

"Here is a prospect: [company, role, and anything public you found]. What is likely on their plate right now, and what would make them ignore a message from someone like me?"

2

The first message

"Write a [70] word message to [name] at [company]. First line must reference something specific and true about them. One sentence on what I do. End with a low pressure question, not a meeting request."

3

The follow up

"They did not reply. Write a 40 word follow up that adds something useful rather than asking again. No guilt, no 'just bumping this'."

4

Warm referral ask

"Write a short message asking a happy client for an introduction to [type of person]. Make it easy to say no and easy to forward."

The honesty rule: if the "specific and true" first line is not actually true, do not send it. A fake personal touch is worse than no personal touch.
Section 7 / Safety Rails

Five rules for using AI in your business

1Never let AI set your prices. It does not know your costs, your market, or your capacity. Use it to explain a price, not to pick one.
2Never send a contract or legal text it wrote. Use it to understand a clause and prepare questions. A professional signs off the document.
3Keep client data out of free tools. Names, contracts, and financials do not go into a chat unless you have checked the data terms of the plan you are on.
4Verify every fact before it faces a client. Especially numbers, dates, regulations, and anything about a third party.
5Do not automate the relationship. Automate the admin around it. The conversation is the business.
Next

Take it further

This module gets one founder unstuck. When a team needs the same systems, our Sales & Business Development track rebuilds the real weekly workflow with AI inside it, and the Operations track does the same for the admin behind it.

See the Sales & Business Development AI track

Free module by bodioagency. Missed the previous one? Read Module 7, AI for Marketing & Content, or browse all free modules.

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