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Step 5 of 7 · Programmable

Workflows, not chatbots.

Your business is a flowchart. Your AI should be too.

Yesterday you audited three vendors with five questions. Today you do something harder: you externalize the one thing they can't see — how you actually run your business.

A chatbot is a conversation. Your business isn't. Your business is a set of flows — when this happens, we do that — that you run a hundred times a week without thinking about it.

Generic AI can't see those flows. You never told it. Today we write one down — in 3 minutes, with Claude interviewing you.

60-second action

Pick a flow close to yours. Let Claude interview you. Walk away with your first real workflow.

Three flows below — from a bakery, a plumber, and a wedding planner. Each shows how one customer interaction actually runs in that business, written the way the owner would explain it to a new employee. Pick the one closest to yours, copy the whole block, paste into Claude. Claude will ask you 3–5 questions about YOUR business, then draft YOUR version.

Takes 2–3 minutes. At the end you'll have something almost no small business owner has: your most valuable customer interaction, written down, step by step. That's the foundation for Day 6.

Worked example — a landscaper ran Option B (plumber)

Q1: What business do you run, and which customer interaction do you want to map?
A: Landscaping company in Monterey County. I want to map new client inquiries for lawn maintenance.
Q2: What's the first thing that happens when someone inquires?
A: They call me or fill out my website form. I try to call back within a day.
Q3: What three things do you ask upfront to qualify?
A: Yard square footage, weekly or biweekly service, and location in the county.
Q4: What makes you decline a job?
A: Apartments — too small. And anything outside of Monterey, Salinas, or Marina.
Q5: After you qualify, what happens next?
A: Give a rough quote based on yard size, then schedule a site visit the following week.

Claude’s drafted flow

New inquiry (phone call / website form)
 ↓
Callback within 24 hours
 ↓
Ask 3 questions: yard sqft, weekly or biweekly, location in Monterey County
 ↓
IF apartment OR outside Monterey/Salinas/Marina → decline, offer a referral
IF fit → ballpark quote ($X for biweekly up to Y sqft, $Z for weekly), schedule site visit next week
 ↓
Site visit → walk the yard, finalize monthly quote, take 25% deposit
 ↓
First service → show up on schedule, do the work, leave yard-care notes on the door
 ↓
Week 2 → text to check in, adjust if anything's off
 ↓
Quarterly → text photos of progress, upsell seasonal services (fall cleanup, spring prep)

Option A — Bakery (custom cake inquiry)

Here's how a small bakery owner handles custom cake inquiries — written specifically, the way she'd describe it to a new employee on their first day:

New inquiry comes in (email / DM / walk-in)
 ↓
Ask 3 questions: date needed, serving count, flavor/theme
 ↓
IF less than 7 days out → decline politely, offer to add to waitlist
IF 7+ days out → ballpark quote ($X–Y range), offer a tasting
 ↓
Tasting booked → finalize design, take 50% deposit via Square
 ↓
Day before → confirmation text, confirm pickup or delivery window
 ↓
Day of → pickup/delivery, collect remaining 50% balance
 ↓
2 days later → thank-you text + Google review link if they were happy

Now I want to map MY business the same way — the one customer interaction that happens most often, written as specifically as hers.

Ask me 3–5 specific questions about my business and my most common customer interaction. Ask one question at a time and wait for my answer. Then draft my version of the flow above — with the small details that make my business different from every other one like it. Don't flatten it into corporate speak. Write it the way I'd describe it to a new employee on their first day.

Start by asking me what kind of business I run and which customer interaction I want to map.

Option B — Plumber (new service call)

Here's how a small plumbing shop handles a new service call — written specifically, the way the owner would describe it to a new tech on their first day:

Call comes in (phone / form submission)
 ↓
Ask 3 questions: what's broken, address, how urgent
 ↓
IF emergency (flood, no water, gas leak) → same-day slot, emergency rate
IF non-emergency → book next 1–3 days, standard rate
 ↓
Day of → text "on my way" 30 minutes before arrival
 ↓
Arrive → diagnose, give firm price before starting work
 ↓
Do the work → explain what was fixed, hand over 30-day warranty card
 ↓
Send invoice via text → include "call me if it acts up" note
 ↓
3 days later → text "everything still working OK?"

Now I want to map MY business the same way — the one customer interaction that happens most often, written as specifically as his.

Ask me 3–5 specific questions about my business and my most common customer interaction. Ask one question at a time and wait for my answer. Then draft my version of the flow above — with the small details that make my business different from every other one like it. Don't flatten it into corporate speak. Write it the way I'd describe it to a new employee on their first day.

Start by asking me what kind of business I run and which customer interaction I want to map.

Option C — Wedding planner (new inquiry)

Here's how a small wedding planning studio handles a new inquiry — written specifically, the way the owner would describe it to a new associate on their first day:

Inquiry comes in (website / referral / DM)
 ↓
First call within 24 hours → congratulations, listen to the vision
 ↓
IF fit (budget, date, style) → schedule 90-min discovery meeting
IF not fit → refer to a trusted colleague, stay warm
 ↓
Discovery meeting → deliver mood board, pitch packages
 ↓
Contract signed → 25% deposit, kickoff call
 ↓
12 weeks out → vendor booking sprint
 ↓
2 weeks out → deliver final timeline + vendor list to the couple
 ↓
Wedding day → you run point, they enjoy
 ↓
1 week after → send photos + thank-you gift
 ↓
3 months after → check in, ask for referrals

Now I want to map MY business the same way — the one customer interaction that happens most often, written as specifically as hers.

Ask me 3–5 specific questions about my business and my most common customer interaction. Ask one question at a time and wait for my answer. Then draft my version of the flow above — with the small details that make my business different from every other one like it. Don't flatten it into corporate speak. Write it the way I'd describe it to a new employee on their first day.

Start by asking me what kind of business I run and which customer interaction I want to map.

What you’ll get

Your most valuable business process, written down for the first time — adapted specifically for YOUR business, not a generic template. That sketch is worth more than any AI tool you'll ever buy, because without it, no tool can actually help.

Generic AI doesn't know this flow. It can't. You never told it. Bearing's whole job is to read a flow like this from a folder you own and make the AI run it the way you'd run it yourself.

Tomorrow we put that flow in a folder — and build the first piece of your own AI operating system.

Tomorrow · Step 6

Create the folder. Name it my-business.