Staircase Methodology: Online Worksheet
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Request an access codeWhat's inside the online worksheet
Go from a goal to your first AI project, one screen at a time. Here's what you'll see.
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AI helper built in
It suggests tasks for your list and estimates effort, cost, payback and risk. You can change anything it fills in.
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A PDF at the end
Download your finished worksheet: your goal, your chosen AI project and how you'll measure it.
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No tech skills needed
No setup and no consultant. Anyone can do it, and the helper steps in where people usually get stuck.
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Set a clear goal
Pick a starter sentence and fill in the blanks. A specific goal is what filters everything after it.
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List what eats your time or where are you leaving money on the table
Write down repetitive tasks and missed opportunities. Stuck? The AI helper suggests tasks for a business like yours.
AI helper
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Score and rank
Rate each task by pain and frequency. The ones that hurt most rise to the top, and you cross out anything that doesn't serve your goal.
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Let AI estimate the hard parts
Most people have never priced an AI project. The helper asks a few questions about your business, then estimates effort, cost, payback and risk for each finalist.
AI helper
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Get your plan as a PDF
Compare your finalists, pick one, and download your worksheet with the project, goal, check-in date and metric.
