AI can help your business — but only if your tools, workflows, and decision points are clear first.

AI Tool & Workflow Cleanup Kit


A digital, interactive Google Sheets toolkit to help you organize your AI tools, subscriptions, workflows, SOPs, and next steps before you automate more.

Promotional image showcasing an AI tool and workflow cleanup kit, with a laptop displaying charts and graphs, highlighted features including AI Tool Tracker, Subscriptions, Workflows, SOP Library, Next Steps, and a 30-Day Action Plan. Text emphasizes a beta price of $27 and a call-to-action button.
Infographic with the title 'Too Many Tools Can Create More Clutter.' It lists four reasons: 1. Too Many Tools, 2. Messy Files, 3. Unclear Workflows, 4. Approval Gaps. Supporting icons accompany each point. The footer notes that a cleaner foundation is essential for business.

Many small business owners have started using tools such as ChatGPT, Gemini, Canva, Google Workspace, QuickBooks, CRMs, schedulers, project management tools, and automation platforms.

But adding more technology does not always improve how the business runs.

Sometimes it creates more confusion.

You may be dealing with:

  • Too many subscriptions and no clear picture of what you actually use

  • AI tools are being added without a clear business purpose

  • Files scattered across Google Drive

  • Workflows that still live in your head

  • SOPs that are missing, outdated, or incomplete

  • Tasks are getting delayed because no one knows the next step

  • Unclear approval points before AI-generated work goes out

  • Automation ideas that sound exciting but feel overwhelming

Before you add another tool, build another automation, or ask AI to do more, your business needs a cleaner foundation.

That’s what the AI Cleanup Kit helps you do.

Are your AI tools helping — or just adding more clutter?

Download the Kit now
Packaging of the AI Cleanup Kit, an AI tool and workflow cleanup kit for small business owners, featuring a dashboard, icons for tools, subscriptions, workflows, SOPs, human review points, and a 30-day action plan, with a green label indicating it's by the agile OBM and emphasizing ease of use without technical skill.
Comparison chart showing the transition from clutter to clarity through AI Cleanup Kit. The left side lists issues like too many tools, messy Google Drive, missing SOPs, unclear workflows, no approval process, and AI used without a clear plan. The right side shows solutions: organized tool list, cleaner file system, SOP priorities, clearer workflows, human review points, and smarter AI use cases, marked with checkmarks.

The AI Cleanup Kit includes 8 guided tools to help you organize your tech, review your AI use, identify workflow gaps, and decide what needs to be cleaned up before you automate more.

Inside the kit, you’ll get:

AI Tool Inventory Tracker
List the AI tools, software, and platforms your business currently uses.

Subscription Cost Tracker
Review what you are paying for and identify tools to keep, cancel, or review.

Workflow Bottleneck Worksheet
Identify where tasks, decisions, or handoffs are slowing things down.

AI Use-Case Planner
Decide where AI could actually support your business instead of adding more clutter.

Human-in-the-Loop Checklist
Clarify what AI can help with and what still needs human review or approval.

SOP Priority List
Decide which processes need to be documented first.

Google Drive Cleanup Checklist
Create a simple structure for organizing files, folders, and business documents.

30-Day Cleanup Plan Template
Turn the cleanup process into manageable weekly action steps.

An infographic titled "What’s Inside the AI Cleanup Kit?" listing six tools with icons: AI Tool Inventory Tracker, Subscription Cost Tracker, Workflow Bottleneck Worksheet, AI Use-Case Planner, Human-in-the-Loop Checklist, SOP Priority List, Google Drive Cleanup Checklist, and 30-Day Cleanup Plan Template. It ends with a note about reviewing, resetting, and running your business smarter.
Get the AI Cleanup Kit for $27
A printable guide titled 'This Kit Is For You If...' listing reasons a small business owner might need an AI tools kit, including using multiple tools, reducing costs, automation, responsible AI use, better SOPs, avoiding scattered operations, practical starting points, and fixing workflows, with green icons next to each reason.
An infographic titled "Automation will not fix a broken workflow" with tips on evaluating workflows before adding AI tools, including questions about current tools, costs, usage, work stoppages, tasks safe for AI, tasks needing human review, SOP documentation, and goals for AI implementation.
Close-up of a person's hand holding an orange pen, drawing a diagram or flowchart on a white sheet of paper with black ink. The diagram includes boxes with labels and arrows connecting them.

How the AI Cleanup Kit works

Infographic illustrating a 3-step process for AI cleanup of operations, including steps for auditing current tools, identifying cleanup needs, and deciding what to keep, fix, or automate.
Start Your Cleanup Today

  • No. The AI Cleanup Kit is beginner-friendly. It is designed to help you get organized before adding more automation or advanced AI tools.

  • This is a digital, interactive, editable Google Sheets toolkit — not a printable workbook. You’ll receive access to templates, trackers, and checklists that you can copy, customize, and use directly for your business.

  • You’ll receive a PDF delivery guide with a link to make your own copy of the editable Google Sheets toolkit. Once copied, you can edit and customize it for your business.

  • The kit can be used with tools like ChatGPT, Gemini, Canva, Google Workspace, QuickBooks, CRMs, scheduling tools, project management platforms, and automation tools. It is not tied to one specific software.

    • No. This is a practical cleanup kit with templates, trackers, and checklists. It is made to help you take action without sitting through hours of training.

  • No. The AI Cleanup Kit helps you prepare for automation by cleaning up your tools, workflows, SOPs, and approval points first.

  • No. This can help local service businesses, consultants, nonprofits, coaches, bookkeepers, virtual assistants, and small teams that use digital tools to manage daily operations.

  • Because automation works best when the process is already clear. If your workflow is messy, automation can create more confusion instead of solving the problem.

  • You will receive access to the cleanup kit so you can start reviewing your tools, subscriptions, workflows, SOPs, and AI use cases.

  • No. The $27 price is a beta price while the product is being tested and improved. The price may increase after the beta period.

  • Yes. The toolkit is self-guided, but if you’d like help reviewing your tools, workflows, or next steps, you can book a complimentary discovery call to explore additional support.

Before you buy another subscription, build another automation, or ask AI to do more in your business, take a step back and organize what you already have.

Clean up your tools before you add more.

Get the AI Cleanup Kit for $27