Job 14 of 19 · Outline

Choose a round app and move your customers over without losing any

The problem

A notebook and a spreadsheet work until you're off sick or HMRC asks for records. Choosing an app against your own list of needs, then moving customers in small groups, avoids paying for features you won't use and missed cleans in the switch.

What AI does

AI turns your needs and the notes you copy from each app's own website into a comparison table. You confirm the facts on each app's page and choose; AI doesn't recommend one.

Time

Time: About an hour to compare, then a week to move overTools: ChatGPT, Google Sheets

The steps, in short

  1. Write down your must-haves and nice-to-haves.
  2. Shortlist a few apps and copy notes from their own pages.
  3. Have AI build a comparison table from your notes.
  4. Trial your choice with a few customers, then switch everyone else gradually.

A short sample prompt

I'm a window cleaner in [nation]. Using only my notes copied from each app's website, build a comparison table against my needs: [needs]. Mark anything my notes don't cover as unknown. Notes: [paste]

In the full playbook

  • 5 steps in full
  • The exact prompt to copy
  • A check-before-you-send list (3 points)
  • UK notes with official sources
The full playbook

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