Read me first

Welcome. This is the Operator Kit, structured as a Notion workspace. You bought the PDF playbook — this is the working surface where you actually run the system.

<aside> ✨ Recommended path: spend 20 minutes on the Business Profile today. Run one Weekly Planning cycle this Sunday. By next weekend you'll have your own execution board and the start of a Lead Tracker.

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The setup, in five steps

1. Duplicate this workspace into your own Notion. Click 'Duplicate' in the top-right corner.
2. Open the Business Profile sub-page. Fill it out. Eight lines, six minutes for the essentials.
3. Open the Weekly Execution Board database. Create your first entry for this week. Use the planning workflow in the PDF to generate the content.
4. Open the Lead Follow-Up Tracker. Drop in any leads you're currently sitting on.
5. Pin the Command Center page to your sidebar. Run from it.

How to load the Business Profile into your AI tool

Once your Business Profile is filled in, copy the entire content of that page. Then paste it into one of these places — depending on the AI tool you use:

• ChatGPT — Settings → Customize → 'What should ChatGPT know about you?' OR create a Project and paste it as the Project Instructions.
• Claude — create a Project, paste it into 'Project Knowledge.'
• Gemini — create a Gem, paste it as the instructions.
• Perplexity — create a Space, paste it as the system prompt.
• Codex — save as business-profile.md in your project folder.

Where the workflows live

The master prompts are inside your PDF playbook (Chapter III · Master prompts library). Copy any one of them, paste into your AI tool with the profile loaded, and run.

Save each output back here in the matching database — Weekly Execution Board, Lead Tracker, SOP Shelf, Client Response Tracker.