From the book · Unleash Your Business With AI
Chapter 27: Your plan for 2027
The 2 prompts from Chapter 27, ready to copy, with the chapter's mistakes to avoid and three tasks for this week.
Review the year honestly
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[Paste your business note] Below are my written answers to ten year-end review questions about my business. I have used rough directions instead of exact figures where I prefer, and there is no customer personal data here. [paste the ten questions and your answers] Act as an experienced adviser who wants this business to do well and does not flatter. 1. Ask me up to seven follow-up questions, one at a time, where my answers are vague, contradict each other or avoid the hard part. Wait for each answer before asking the next. 2. Then summarise what I have said into three priorities for 2027, in my own words where possible. 3. List anything I claimed without evidence, so I can check it against my books. Use only what I tell you. Do not invent figures, market facts or trends. Do not tell me what to decide.
What you should get back: a few uncomfortable questions, then three priorities and a list of claims to verify.
Check: take that list of claims to Tally or Excel before you plan around any of them. The priorities are a mirror of your own answers. If they look wrong, your answers were.
That's the first one
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- Pick three projects
- Mistakes to avoid
- Do this week
Pick three projects
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[Paste your business note] Project for 2027: [one line, for example "every enquiry gets a first reply the same day and a dated follow-up"] Owner: [role] Why it matters: [the problem today, in your own words] What must stay with a person: [for example "prices, discounts, delivery dates, the final message"] Draft a one-page project sheet with: the problem, the finish line stated as something I can observe, the first four weekly steps, the two numbers to record each week, what could go wrong, and the date of the review. Do not invent numbers, targets or results. Where I have not given a fact, write "TO DECIDE" and leave it for me. Do not suggest any step in which AI sends a message, sets a price or makes a promise without a person checking.
What you should get back: one page you can hand to the owner of the project.
Check: every "TO DECIDE" is filled in by you, and the finish line is something a visitor could verify.
Mistakes to avoid
- Writing a resolution instead of a project. If it has no owner and no finish line, it is not in the plan.
- Running three projects at once. The team finishes none and learns that plans are optional.
- Planning from memory. Answer the ten questions with your sales export and AI log open.
- Treating a reported date as settled law. The data protection dates in this chapter conflict between sources. Ask your lawyer.
- Budgeting for agent checkout in 2027. Spend the same effort on product data, which pays under every outcome.
- Letting AI write the plan. It can question you and tidy your answers. The decisions are yours.
Do this week
- Block one hour and answer the ten review questions in writing, with your sales export and AI log open.
- If you send messages through the WhatsApp Business Platform, ask your provider in writing whether every account is billed in rupees and whether anything changes for you on 1 January 2027.
- Put two reminders in your calendar: a call with your lawyer in January about the data protection dates, and a note for July to re-read the agentic commerce table against the news.