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  YOUR FIRST WEEK WITH YOUR AI ASSISTANT
  A checklist from FixedCostAgents (fixedcostagents.com)
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Treat your AI assistant like a new employee. Start with simple,
verifiable tasks. As you build trust together, give your
assistant more complex tasks, more information, and more
freedom to deliver.


DAY 1 — SAY HELLO AND SET THE BASICS
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[ ] Choose your agent's name and personality
[ ] Connect your first messaging platform
    (Telegram, Slack, or email)
[ ] Send your first message:
    "Hi [name], what can you do?"
[ ] Ask a simple question to verify it works:
    "What day of the week is March 15?"
[ ] Give a simple task:
    "Remind me to call the dentist tomorrow at 9am"


DAY 2 — TEACH IT YOUR VOICE
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[ ] Forward 50–200 of your sent emails to your agent:
    "Learn my writing style — my tone, greetings,
    sign-offs, how formal or casual I am"
[ ] Test it:
    "Draft a short email to a client thanking them
    for a meeting yesterday"
[ ] Correct it:
    "I wouldn't say it that way — I'd say..."
    (the agent learns from corrections)
[ ] Test again and compare — it should sound
    more like you now


DAY 3 — START WITH REAL (BUT LOW-STAKES) WORK
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[ ] Fill out your rate sheet (if you're a service business)
[ ] Add your first 5 contacts to the people directory
[ ] Ask your agent to summarize something:
    meeting notes, an article, a long email thread
[ ] Set up your daily briefing schedule:
    "Every morning at 7:30, give me a 30-second rundown"


DAY 4 — GIVE IT A REAL TASK
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[ ] Have it draft an email and review before sending
[ ] Set a follow-up reminder for a client or prospect
[ ] Ask it to create a document from a voice message


DAY 5+ — BUILD TRUST WITH PROGRESSIVELY BIGGER TASKS
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[ ] Set up the weekly review:
    "Every Friday at 4pm, walk me through what
    happened this week"
[ ] Add a renewal or deadline to track
    (insurance, license, contract end date)
[ ] Try a multi-step task:
    "Draft an invoice for today's work with the
    Henderson account, calculate tax for Carlsbad CA,
    and email it to their billing contact"


THE THREE CYCLES (WHAT YOUR ASSISTANT MANAGES)
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1. THE MONEY CYCLE
   Invoices, quotes, expenses, rate sheets, payment tracking.

2. THE ACCOUNTABILITY CYCLE
   Follow-ups, daily briefings, weekly reviews, project tracking.

3. THE "OH SHIT I FORGOT" CYCLE
   Renewals, license expirations, insurance deadlines,
   contract end dates, certification requirements.


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  Questions? support@fixedcostagents.com
  Community: discord.gg/Y9X8q34wCg
  Get started: fixedcostagents.com/pricing
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