ASK THE AI COUNCIL

1 Create your account

Two minutes to get in the door.

1. Go to the Sign in page and choose Create account.
2. Enter your First name and Last name, your email, and a password.
3. Press Create account — you'll be taken straight to your Office.
4. Returning later? Use the same page to Sign in with your email and password.

2 Set up your Office

The Office is your home base — everything launches from here.

1. Upload your logo. Click the logo prompt in your office — it gets built right into your branded office wall and reused across your documents.
2. Pick your look. Choose an accent colour / skin so your office and reports match your brand.
3. Find your tools. The Connect & configure panel holds every tile — convene the council, Business Resources, Finance War Room, your plan, documents, account, and this guide.

3 Add your business

Tell the board who you are so their advice is about you, not generic.

1. From the Office, open the intake when prompted (or the business setup tile).
2. Share the essentials: business name, industry, location, target market, and a short description of what you do.
3. Confirm your details when asked — this unlocks accurate plans, reviews, and advice.
4. Your board then holds a quick first review of your business and saves it to your file.

4 Meet the Board Live council

Ask your advisory board anything — together or one advisor at a time.

1. From the Office, click Convene the council. Add any quick context, then enter the session.
2. In the Board Room, type your challenge and the council responds. Follow up with a specific advisor (operations, growth, technology, finance) for a deeper dive.
3. Attach a file or note to give the board more to work with.
4. Your session is saved automatically, so you can pick up where you left off.

5 Your Business Plan

Build a bank-ready plan from scratch — or bring the one you already have.

A. Build one from scratch

1. Open the Business Plan tile and choose Prepare — enter your numbers (starting capital, costs, pricing, growth, any financing).
2. Press Build and the council writes a full, branded plan grounded in those exact numbers — with charts, a 3-year P&L, break-even, cash flow, and an SBA / bank loan model.
3. It opens in a new tab — use ⬇ Save as PDF / Print to download it. A copy is saved to your Documents.

B. Upload a plan you already have

1. Open the Business Plan tile and choose Upload (or "Upload it instead").
2. Attach a PDF (or .txt, or paste the text). The text is read automatically and shown for you to review.
3. Press Submit to the board. The council holds a quick review session and files a full report — verdict, strengths, gaps, risks, recommendations, and a score — to your Documents. Your uploaded plan is kept on file so every tool uses it.
4. Then choose what's next: 🎙 Review live with the council ✍ Rewrite with the board's changes Keep as-is

6 Finance War Room Paid plans

Gabriel Morales' desk runs the numbers and hands you a branded report.

1. From the Office, open Finance War Room.
2. Pick a play — each builds a download-ready document grounded in your business and plan:
   💵 Cash Flow Command ⚖️ Break-Even & Pricing 📈 Unit Economics 🏦 Funding Strategy 🧮 Scenario Planning 🎯 Investor & Loan Readiness 📊 Full Finance Kit
3. It opens in a new tab and is saved to your Documents. Replace any [bracketed] placeholders with your real figures.

7 Business Resources Paid plans

The trading floor — find clients & suppliers and create your outreach.

1. Open Business Resources from the Office.
2. Scan my market finds real businesses near you the council can connect you with.
3. Run a play: acquire clients, secure suppliers, connection letters, marketing materials, price negotiation, or a branded pitch deck.
4. Each play delivers a branded kit you can download; everything saves to your Documents.

8 Documents & reports

Everything the board produces, in one place.

1. Open Task/Goals (Documents) from the Office.
2. Track your tasks and goals, and open any saved session report, plan, review, or kit.
3. Open a document and use ⬇ Save as PDF / Print to download a clean, branded copy.

9 Managing multiple businesses

1. Each business keeps its own profile, plan, documents and board history.
2. Switch the active business in your Office — every tool (board, plan, finance, resources) then works on that business.
3. Add another business through intake at any time.

10 Plans & billing

1. Open Your profile & subscription from the Office.
2. Paid plans (Pro and Pro Business) start with a 7-day free trial — you're charged $0.00 today; it auto-renews at the regular price after the trial unless you cancel.
3. Cancel anytime before your next charge from your profile — your card is managed securely through Stripe.

Pricing and trial terms are shown at checkout. The Finance War Room and Business Resources are available on paid plans.

11 Refer & earn

1. Open the Promoter Desk from the Office to get your referral code and links.
2. Share your link — you earn for qualifying referrals, tracked on your Promoter Desk with your payouts.

12 Tips & FAQ

1. My PDF won't upload. Scanned or image-only PDFs have no readable text — paste the plan text instead, or upload a text-based PDF / .txt.
2. A report didn't open. Allow pop-ups for the site, then run the play again.
3. Answers feel generic. Confirm your business details (Step 3) and add or upload your plan (Step 5) — every tool grounds on them.
4. Where are my files? In Documents — plans, reviews, finance kits and session reports are all saved there.
5. Is the output advice I can act on directly? Outputs are AI-generated estimates for planning. They are not financial, investment, tax, or legal advice — verify independently and consult a licensed professional before acting.