Get 'er Done · Interactive Self-Assessment

Ask AI first. Then audit. Then get the 7-day plan.

A free interactive self-assessment for B2B owners and senior leaders. Answer five short sections about your actual recurring work. Walk away with an AI Readiness Score, the single biggest time sink in your week, a 7-day action plan with named tools and copyable prompts, and a knowledge base blueprint you can deploy this week. AI is no longer a chat window you visit. It is becoming a background layer that handles repetitive work while you approve the decisions. This tool tells you where to point it first. Built by Tim Doelger, founder of Get 'er Done. Free. No email gate to use it.

What Changed This Week. What You Walk Away With.

AI is moving from a tab you open to a layer that runs in the background.

Google turned its entire productivity suite into an autonomous agent ecosystem and cut the price of entry by 60%. Cursor made frontier coding cheaper. The common thread is that AI stopped being a chat window you visit and started being a background layer that handles the repetitive parts of running a business while you approve the decisions.

This audit tells you where to point that layer first. By the end of five sections, the tool returns an AI Readiness Score from 0 to 100, the highest-scored time-loss pattern in your work, and a 7-day action plan with five specific tasks. Each task names the tool to use, the time it takes, the outcome to expect, and a prompt you can copy with one click.

Two daily habits run underneath the whole plan: ask AI first on every task, and let AI handle every repeated task so you can do more. Nothing leaves your browser unless you choose to email it.

Two Operating Principles

Two daily habits. Install these and the rest gets easier.

Before the five sections, install two habits. They are the operating frame everything below assumes.

01

Ask AI first.

Before you start any task, ask the question out loud: how can I do this better? Most days the AI will not write the deliverable for you. It will surface the step you would have missed, the angle you had not tried, or the question you should be asking the customer instead. The 60 seconds you spend asking is the cheapest second opinion in the building.

02

Every repeated task. Let AI handle it so you can do more.

If you have done the task three times, it is a candidate for AI to run as a background layer. Spend the hour to set the workflow up once and reclaim the hour every week after that. The hour you reclaim is the hour you spend on work that actually moves revenue. Approval stays with you. Repetition does not.

01Section 01 of 5

Workflow audit.

List the work you actually do. Be specific or the rest of this tool guesses.

Why this comes first

Most leaders start with the tool. That is backwards. Start with the work. List the recurring tasks that fill your week. The audit covers four time blocks: daily, weekly, monthly, quarterly. You do not need to fill every slot. Three real tasks beat ten vague ones.

For each task, you will flag: how long it takes, whether it involves reading, writing, data, or decisions, and whether AI already touches it. Those flags become the action plan.

Daily Recurring Tasks (up to 5)
Time:
Reading / summarizing
Writing / drafting
Data / spreadsheets
Decision from multiple inputs
Already use AI for this
Weekly Recurring Tasks (up to 5)
Time:
Reading / summarizing
Writing / drafting
Data / spreadsheets
Decision from multiple inputs
Already use AI for this
Monthly Recurring Tasks (up to 3)
Time:
Reading / summarizing
Writing / drafting
Data / spreadsheets
Decision from multiple inputs
Already use AI for this
Quarterly or Annual Tasks (up to 3)
Time:
Reading / summarizing
Writing / drafting
Data / spreadsheets
Decision from multiple inputs
Already use AI for this
Not yet started.
Next: Knowledge Base →
02Section 02 of 5

Knowledge base health check.

Output is only as clean as input. AI grounded in your real documents stops sounding generic.

The five questions that decide AI's ceiling for you

AI does not produce better answers because the model is smarter. It produces better answers because you feed it better inputs. The five questions below identify where institutional knowledge actually lives in your business and how reusable it is. If the answers are weak, your AI ceiling is low until you fix this.

Not yet started.
Next: Master the Inputs →
03Section 03 of 5

Master the inputs.

The people who get the most from AI are clear thinkers, not technical wizards.

The three habits that beat most "prompt engineering" tricks

Context: who you are, what you are trying to do, who the audience is, what came before.

Format: be specific about what you want back. Length, tone, structure.

Iterate: the first answer is rarely the right one. Push back. Ask for the second draft. Ask it to think step by step before producing the final answer.

Write the actual prompt you will paste in every time. Include context, format, and an iteration cue. Tight beats clever. This is a template, not a finished document.
0 / 2000 characters

Prompt Bank, 5 starter prompts you can use today

Each prompt is generic enough to work for any B2B owner and specific enough to return something useful on the first try. Click Copy and paste into ChatGPT, Claude, Gemini, or Copilot. Save the ones that work to your prompt library.

1. Meeting follow-up
I attended a meeting about [topic]. Here are my notes: [paste notes]. Draft a 3-bullet follow-up email to [name] summarizing what I will do, what they will do, and the deadline. No filler. Direct, professional, under 120 words.
2. Document summary
I am uploading a [report / proposal / contract]. Summarize it in 3 sections: (1) What this document wants me to do, (2) What risks or costs it mentions, (3) What decision I need to make. If any section is unclear, say so directly.
3. Decision framework
I need to decide [X]. Here is the context: [paste]. Give me 2 options. For each, list one reason to choose it and one risk. Recommend one and explain why in one sentence. Do not hedge.
4. Process documentation
I do [task] by [current steps]. Rewrite this as a step-by-step guide a new employee could follow. Number each step. Flag any step that requires judgment with [DECISION]. Where I was vague, ask me one clarifying question at the end.
5. Email drafting
Draft an email to [role] about [topic]. Tone: direct and professional. Length: under 150 words. Goal: get a yes/no decision. Include one clear question at the end. Do not open with "I hope this finds you well."
One file or page called "AI Prompts That Work." Paste any prompt that produced a great result. Review monthly.
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Next: Your Stack →
04Section 04 of 5

Declare your stack.

Pick randomly and you get tool sprawl. Pick intentionally and one tool runs 80% of your work.

The 2026 practical approach

Master one of the Big Three first. ChatGPT for reasoning and structured tasks. Claude for long-form writing and nuanced editing. Gemini if you live in Google Workspace, which now runs agentic features across Docs, Sheets, Gmail, and Meet at a lower price point than a year ago. Copilot if you live in Microsoft 365. You do not need to be an expert in all of them. You should know which one fits which job.

Turn on the background layer where it already exists. Your CRM probably has AI built in (HubSpot Breeze, Salesforce Einstein, Pipedrive AI). Your meeting tool probably has AI summaries (Teams Copilot, Google Meet AI, Zoom Companion). These features are paid for already in most stacks. Switching them on takes 20 minutes. Most owners have not.

Add specialist tools only where they earn their place. Perplexity for research with real-time citations. NotebookLM for working inside your own documents. Zapier or Make for connecting apps. Cursor or Claude Code if you write or review software.

Match privacy posture to where data goes. For sensitive client work, know which data is allowed on which tool.

What will you NOT paste into a public AI tool? Draw the line now, in writing, so 11 p.m. you does not cross it.
05Section 05 of 5

Time loss and priorities.

Rate eight common patterns. Rank your top three reduction targets. The tool builds your action plan from these answers.

Why this section matters most

The first four sections describe your work and your tools. This section says where to spend the next seven days. Honest answers here produce a useful action plan. Lies to yourself here produce a plan that sits in a folder.

1. I rewrite the same email or message type repeatedly.
2. I read long documents or threads to find one fact.
3. I attend meetings that could have been a summary.
4. I draft reports by copying and pasting from old files.
5. I spend time formatting rather than deciding.
6. I delay decisions because I need more research.
7. I explain the same context to different people repeatedly.
8. I end AI sessions with output I cannot use as-is.
First tap is #1 priority. Tap again to remove.
· Reduce time spent writing and communicating
· Reduce time spent reading and researching
· Reduce time spent on reporting and data
· Reduce time spent on repetitive decisions
· Reduce time spent training or explaining to others
· Reduce time spent in meetings
· Improve quality of output so I review less
Tap your #1 priority first.
Not yet started.
Generate My Action Plan ↓

Generate your action plan.

Your answers compile into a single report below. Download it as a PDF, print it, or email it to yourself. Nothing leaves your browser unless you choose email. Each visit starts fresh.

Your AI Efficiency Action Plan

Generated on . Built from your answers across five sections.

FAQ

The questions leaders ask first.

Does my input data get sent anywhere when I use this tool?
No. Every answer you type stays in your browser. The PDF is generated locally on your device. If you choose the email option, the report content is passed to your own mail client or to a server endpoint you explicitly trigger. Nothing is logged or stored by Get 'er Done without your action.
How long does the audit take?
Fifteen to twenty minutes if you answer thoughtfully. Most leaders finish Section 1 in five minutes and slow down on Section 2 because naming where institutional knowledge actually lives is the question most have never sat with.
What does the AI Readiness Score actually measure?
Three things in equal weight. Knowledge base health (where institutional knowledge lives and whether it is reusable). Tool access (whether you already have working access to the Big Three or a CRM AI). Validation habits (whether AI output is verified before it leaves the room). The score is a snapshot, not a grade. The action plan tells you what to do about it.
Which AI tool should I pick if I have to choose just one?
Pick the Big Three tool that fits your daily work. ChatGPT for reasoning and structured tasks. Claude for long-form writing and nuanced editing. Gemini if you live in Google Workspace. Copilot if you live in Microsoft 365. The tool barely matters at the start. Daily use does.
Can I come back later and continue the audit?
Each visit starts fresh. There is no account, no login, and no browser storage. To keep the report, generate the PDF or email it to yourself at the end. Anything saved in those formats is yours.
Where does this fit alongside the Get 'er Done AI Strategy Workshop?
This audit is the free preparation. The AI Strategy Workshop takes a B2B revenue team through the same disciplines applied to specific sales workflows, with the Trust Filter as the quality gate on each AI-assisted step. Run the audit first. If your team is ready to apply it to a real sales motion, the workshop is the next step.

Plan in hand. Want a second set of eyes on it?

If your team is past these five sections and ready to apply AI to specific revenue workflows, the AI Strategy Workshop is the next step. We map your actual sales motion, score each step against the Trust Filter, and leave you with the workflows that compound. If you are still in Sections 1 through 3, the Revenue Leak Audit surfaces the highest-value tasks to point AI at first.