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Module 2: Setting Up for Success

Module 2: Setting Up for Success

Course: Bizzby 101 — Working with Your AI Team Duration: ~30 minutes Lessons: 5 Outcome: You have clear 90-day goals, understand the weekly rhythm, and have a completed business profile.

Lesson 2.1: Your Business Dashboard

Format: 📖 Reading | Duration: 5 min

Hook

Every business needs a command center. Yours is already built. You just need to know how to read it.

Concept

Your Bizzby dashboard is where everything comes together. Think of it as mission control for your business. It shows you what your agents are working on, what's been completed, what needs your attention, and how your business is performing. The Dashboard Has Five Sections: 1. Activity Feed A real-time stream of what your agents are doing. You'll see entries like: You don't need to check this constantly. A quick scan once a day keeps you in the loop. 2. Tasks & Approvals Items that need your input. These are things your agents prepared but need your green light before executing. Examples: Rule of thumb: Check this section every morning. It usually takes 5-10 minutes to review and approve. 3. Goals Tracker Your 90-day goals (which you'll set in the next lesson) with progress bars. This is where you see at a glance whether you're on track. Alex updates these weekly based on your actual results. 4. Weekly Report Every Monday, Alex sends you a summary of the previous week: what got done, key metrics (if you're tracking them), and priorities for the coming week. This is the single most important thing to read each week. 5. Agent Status Which agents are actively working on something and what they're focused on. Most of the time you won't need this, but it's helpful when you're curious about what's happening behind the scenes.

Bizzby in Action

Your dashboard is automatically populated as your agents work. You don't need to set it up. The more you interact with your team, the more useful your dashboard becomes.

Example

Lisa runs an online tutoring business. Her Monday morning routine takes 12 minutes:
  1. Opens dashboard, checks Tasks & Approvals (3 items: a LinkedIn post, a new student welcome email, a pricing tweak suggestion)
  2. Approves the post and email, adjusts the pricing suggestion and sends feedback
  3. Reads her Weekly Report from Alex: 4 new student inquiries, 2 converted, revenue on track for monthly goal
  4. Done. Back to tutoring.

Action Item

No action needed yet. Just know where your dashboard lives and plan to check it once each morning.

Lesson 2.2: Setting Your 90-Day Goals

Format: 🎬 Video | Duration: 10 min

Video Description

Walkthrough of the 90-day goal-setting framework. Shows a founder setting goals with Alex, receiving Alex's feedback on whether goals are realistic, and seeing goals populate in the dashboard tracker.

Script Outline

  1. Why 90 days (2 min): Long enough to build something real, short enough to stay focused. Annual goals are meaningless for a new business.
  2. The 3 goal categories (3 min): Revenue, Customers, Systems. Every founder needs at least one goal in each category.
  3. Making goals specific (2 min): "Get more clients" vs. "Book 10 recurring weekly clients at $150 each by Day 90." The second one is actionable. Your team can plan around it.
  4. Demo (3 min): Show founder typing goals to Alex, Alex responding with "Here's what that means we need to accomplish each week," and the goals appearing in the dashboard.

Supporting Text

The Three Goal Categories

Every business, regardless of type, needs goals in three areas:

1. Revenue Goal How much money do you want to make? Be specific. 2. Customer Goal How many customers or clients do you need? 3. Systems Goal What needs to be running smoothly? How Alex Uses Your Goals Your goals become the operating plan for your entire team. When you tell Alex "I need 15 clients by Day 90," Alex works backward: Every agent's work ties back to your goals. Maya's marketing efforts aim at your customer goal. Kai's systems work aims at your systems goal. Riley tracks everything against your revenue goal.

Quiz

(Covered in module quiz)

Action Item

Write your three 90-day goals right now. Use this format: Revenue: I want to earn $_____ per month by Day 90. Customers: I want _____ active clients/customers by Day 90. Systems: I want these systems running by Day 30: _________________.

Keep these handy. You'll share them with Alex in Lesson 2.5.

Lesson 2.3: The Weekly Rhythm

Format: 📖 Reading | Duration: 5 min

Hook

The founders who succeed with Bizzby aren't the ones who spend the most time on it. They're the ones with a consistent rhythm.

Concept

Your Bizzby team works every day. But you don't need to be glued to your dashboard. Here's the weekly rhythm that gets the best results: Monday: Review & Plan (15 min) Wednesday: Check-In (5 min) Friday: Reflect & Report (10 min) Daily: Client Work + Quick Approvals (5 min) Total time: ~40 minutes per week managing your AI team. The rest of your time is spent doing what only you can do: client calls, delivering your service, making decisions, and building relationships.

What Alex Sends You Automatically

Common Mistake

The #1 mistake new founders make is treating Bizzby like a to-do list they have to manage. Your agents are not waiting for you to assign tasks. They're proactively working on your goals. Your job is to review, approve, and provide direction. Not to micromanage.

Bizzby in Action

Alex learns your rhythm over time. If you're a morning person who reviews at 6 AM, Alex will have your report ready by then. If you prefer end-of-day check-ins, Alex adjusts. Tell Alex your preference and the system adapts.

Example

James runs a handyman business. His weekly rhythm:

Action Item

Block three recurring calendar events right now:
  1. Monday AM: "Bizzby Weekly Review" (15 min)
  2. Wednesday midday: "Bizzby Quick Check" (5 min)
  3. Friday PM: "Bizzby Week Wrap" (10 min)

Lesson 2.4: 90-Day Business Plan Template

Format: 📋 Template | Duration: 5 min

Hook

You don't need a 40-page business plan. You need a single page that tells your team exactly where you're headed.

Template

BIZZBY 90-DAY BUSINESS PLAN Date: _______________ Business Name: _______________ Founder: _______________ Business Type: _______________ Location: _______________
WHAT I DO In one sentence, what does your business do?
_______________
WHO I SERVE Describe your ideal customer in 2-3 sentences.
_______________
MY UNFAIR ADVANTAGE What makes you different from competitors? (Experience, location, specialty, personality, pricing)
_______________
90-DAY GOALS
CategoryGoalMetricDeadline
Revenue$___/monthTrack weeklyDay 90
Customers___ active clientsTrack weeklyDay 90
Systems_______________CompletionDay 30
MONTH 1 PRIORITIES (Days 1-30)
  1. _______________
  2. _______________
  3. _______________
MONTH 2 PRIORITIES (Days 31-60)
  1. _______________
  2. _______________
  3. _______________
MONTH 3 PRIORITIES (Days 61-90)
  1. _______________
  2. _______________
  3. _______________
BUDGET Monthly budget for business expenses: $___/month Marketing budget: $___/month Tools and software: $___/month
MY COMMITMENT I will check in with my Bizzby team ___ times per week. I will spend ___ hours per week on client delivery. I will make final decisions within ___ hours of agent recommendations.

How to Use This Template

  1. Fill it out (it takes about 15 minutes)
  2. Send the completed plan to Alex
  3. Alex reviews it, asks clarifying questions, and creates your team's operating plan
  4. Your team starts executing immediately
You can update this plan anytime. In fact, you should. After Month 1, you'll have real data and can adjust your Month 2 and 3 priorities based on what's working.

Action Item

Fill out the template above. Don't worry about getting it perfect. A rough plan today beats a perfect plan next month.

Lesson 2.5: Complete Your Business Profile

Format: 🎯 Action | Duration: 15 min

Hook

This is the most productive 15 minutes of your entire first week. Everything your team does from here forward depends on this information.

What to Do

Send your completed 90-Day Business Plan to Alex along with any additional details that will help your team serve you better.

Additional Details to Include

About You: About Your Market: About Your Preferences:

Example Submission

Alex, here's my completed 90-Day Business Plan: Business: Sparkle Clean Pro, residential cleaning in Denver, CO What I do: Deep cleaning and recurring weekly/bi-weekly residential cleaning Who I serve: Busy professionals and families in the Denver metro area, especially in Highlands, Cherry Creek, and Wash Park My advantage: I'm detail-oriented, I use eco-friendly products only, and I respond to every inquiry within 30 minutes Goals:
  • Revenue: $5,000/month by Day 90
  • Customers: 12 recurring weekly clients at $150/visit
  • Systems: Online booking, automated reminders, and review requests running by Day 21
Month 1: Get legal setup done, create Google Business Profile, book first 4 clients Month 2: Launch referral program, start Nextdoor marketing, reach 8 clients Month 3: Hit 12 clients, optimize systems, start thinking about hiring help Budget: $300/month for marketing, $100/month for tools Hours: 30 hours/week (full-time) Preferences: I prefer morning check-ins, I don't want to do door-to-door, I want to focus on eco-friendly positioning

What Happens After You Submit

Alex will respond within minutes with:
  1. Confirmation that your profile is saved
  2. Any clarifying questions
  3. Your team's first three action items
  4. A timeline for your first week
You're officially set up. Your team is briefed and ready to execute.

Module 2 Quiz

5 questions — goal types, report frequency, dashboard elements
  1. What are the three 90-day goal categories?
- a) Marketing, Sales, Operations - b) Revenue, Customers, Systems ✓ - c) Website, Social Media, Advertising - d) Short-term, Medium-term, Long-term
  1. How often does Alex send a Weekly Report?
- a) Daily - b) Every Monday ✓ - c) Every Friday - d) Only when you ask
  1. What's the recommended total weekly time for managing your Bizzby team?
- a) 2 hours - b) 40 minutes ✓ - c) 5 hours - d) As much as possible
  1. What should you do when an agent sends you a recommendation?
- a) Ignore it - b) Review it, approve it or give feedback ✓ - c) Forward it to a friend - d) Wait a week before responding
  1. Which dashboard section shows items that need your approval?
- a) Activity Feed - b) Tasks & Approvals ✓ - c) Agent Status - d) Goals Tracker

Module 2 Agent Prompt

After completing all lessons, send this to Alex:

"Alex, here are my 90-day goals: [goals]. Please confirm you have everything you need to start working on these and flag any missing information."