Getting
Started
Whether you are brand new to AI or already experimenting with prompts, this page maps the recommended path through the playbook. We are in the testing phase — refining these tools with real advisors. Follow the six steps below, or choose the path that matches your experience level.
How This Website Works
This site is the interactive companion to the Buy Back Friday™ workbook. Every page serves a specific purpose. Here is what you will find:
Where Are You Starting From?
Not everyone starts from the same place. Choose the path that matches your current experience level, and we will point you to the chapters that matter most.
New to AI & Automation
Start with the first four chapters in order. They build your foundation — the vision, the philosophy, the tools, and your personal Advisor OS identity. Take it one chapter at a time.
Already Using ChatGPT
Skip to The Operating System to structure what you already know, then jump to The Meeting Machine for the highest-impact workflow.
Practice Manager / KI
Start with the vision chapter, then jump to Your Team for the 4-tier deployment plan and the Green/Amber/Red review system for compliant delegation.
Six Steps to a Systemized Practice
Follow these steps in order. Each one builds on the last. By the end, you will have a fully operational Advisor OS running inside your practice.
Read Chapter 1 First
Start with the End in Mind
Before you touch a single tool, define what your ideal practice looks like. Chapter 1 paints the picture — the three scenarios, the ROI table, and the Six Deliverables that every automation in this book is designed to achieve.
Go to Chapter 1Learn the Three Frameworks
S.Y.S.T.E.M.S. + 10-80-10 + RCCF
Every prompt and automation in this workbook is governed by three principles. The S.Y.S.T.E.M.S. Protocol tells you what to automate. The 10-80-10 Rule tells you how much to delegate. The RCCF Framework tells you how to write prompts that actually work.
Explore FrameworksBuild Your Tone Blueprint
Ch 3 Philosophy + Ch 4 Foundation
Your Advisor OS must sound like you, not a machine. The Philosophy chapter walks you through creating a Tone Blueprint, and the Foundation chapter guides you through assembling your Master Prompt — the two documents that make every future output feel authentically yours.
Go to The PhilosophyCopy Your First Prompt
The Prompt Library
Head to the Prompt Library and start with the Pre-Meeting Brief Generator or the Client Communication Drafter. These two prompts are designed to deliver immediate, visible time savings — practical results you can feel from the very first use.
Browse PromptsRun the Meeting Machine
The Meeting Machine — Before, During, After
The Meeting Machine is designed to be the single highest-impact workflow in this playbook. Three prompts chained together that aim to turn a 90-minute admin cycle into an 18-minute automated pipeline. Early feedback suggests this is where the biggest gains are felt.
Go to Meeting MachineStart Your Friday Sprint
The Sprint — Compounding Growth
Commit to 30 minutes every Friday. One new automation per week. The Sprint chapter gives you the weekly protocol and a tracking framework to measure your compound gains as we test and refine.
Go to The SprintFive Quick Wins in Your First Week
Create your Tone Blueprint
20 minutesEvery future output sounds like you, not a robot
Deploy the Pre-Meeting Brief prompt
5 minutesWalk into every meeting fully prepared in 2 minutes
Run the Meeting Machine on your next client meeting
10 minutesEmail, action list, and ROA note in 4 minutes instead of 30
Set up the FAIS Compliance Scanner
5 minutesRed/Amber/Green compliance check on every Record of Advice
Build your Master System Prompt
15 minutesA persistent identity document that governs all Advisor OS output
Tips for Getting the Most Out of This Workbook
Treat it as a sprint, not a marathon
Do not try to implement everything in one sitting. The book is designed around the Friday Sprint protocol — 30 minutes per week, one automation at a time. Compound growth does the rest.
Copy prompts, then customise
Every prompt in the Prompt Library is ready to copy and paste. But the real power comes when you insert your own Tone Blueprint, your practice details, and your client context. The RCCF framework shows you exactly where to personalise.
Use the 10-80-10 Rule religiously
You provide the first 10% (your expertise and context) and the last 10% (your professional judgment). Never publish Advisor OS output without your final review. This is non-negotiable for compliance and client trust.
Start with meetings, then expand
The Meeting Machine delivers the fastest, most visible ROI. Once you experience the 90-to-18-minute transformation, you will have the confidence and momentum to tackle sales, compliance, and team deployment.
Track your time savings
Use the Sprint protocol to log every automation and its weekly time saving. Compound gains are invisible without measurement. Over time, the numbers will speak for themselves.
Share with your team
The Your Team chapter provides a 4-tier deployment plan for rolling Advisor OS across your entire practice — from advisor to Key Individual to paraplanner to admin. The Green/Amber/Red review system ensures compliance at every level.
"You do not need to understand how the engine works. You need to know where you are going and how to turn the key. That is what this workbook gives you."
— Wouter Snyman
Ready to buy back
your Friday?
Start with Chapter 1. Define the end. Then build one automation at a time until the system runs itself.