Free, and whole
The Prompt Pack
Five prompts that turn whatever chat assistant you already use into an operational CFO for about an hour. Copy them, run them in order, in one thread. Nothing to sign up for.
Most AI finance advice is confident, fast, and built on numbers nobody checked.
That is the one thing these do differently. The first prompt runs a Trust Gate on your own inputs and is built to stop rather than diagnose books that do not hold up. Every prompt after it re-applies that gate, uses our published formulas instead of inventing an industry norm, and ends by saying exactly where it stops. Recognition is free. It always was.
The 5 prompts, in order
- 01
The Setup
The Setup loads your business into one chat thread, sets the rules the AI has to work under, and runs the Trust Gate on your numbers before anything gets diagnosed. If the books do not hold up, it is built to say so and stop.
Before anything
- 02
The Shot Clock Read
The Shot Clock Read turns 5 numbers off a bank statement into the number of days your business can keep operating. It runs the published Cash Shot Clock™ formula, names the direction of your money, and places the answer in one of the 5 published bands.
Secret 1 · Time
- 03
The Choke Point Read
The Choke Point Read walks one path instead of scanning everything. It reads the sign on your cash against the sign on your profit, works upstream to the cause, splits your P&L above and below the line, and lands on the single number worth writing on a wall.
Secret 2 · Find the one number
- 04
The Ten Levers Analysis
The Ten Levers Analysis prices every move your business has. It runs a 1% or 1-day change through all 10 published levers plus the 2 hidden sub-levers, folds in what a price increase is worth, and ranks the results by annual dollars.
Secret 3 · Pull the right levers
- 05
The 30/60/90 Close
The 30/60/90 Close turns the thread into a plan. It ranks everything the earlier prompts found, drafts a 30/60/90 Day Action Plan across one quarter, and asks you which part you are not actually going to do.
The close
What a prompt cannot do, and we would rather say it than let you find out.
A prompt tells you what your numbers said on the day you ran it. Nobody verified them, and nothing will re-run it next month unless you remember to. That is the honest limit, and it is why the pack ends where it does. If you want a human to pressure-test what comes out, a CFO Huddle™ is 45 minutes on one finding in your numbers.
The definitions and formulas these prompts run on are all published in the Field Guide, and the clock has a 90-second tool if you would rather not type.