AI Plan First Week

• Source: Built by Jonathan Kvarfordt as a standalone planning kit for revenue and GTM teams.
• Frameworks applied: Single steps

It covers a job one of the eight revenue seats has to finish, and it states its process, decision rules, and output format clearly enough for an agent to follow.

1. 1.Copy the SKILL.md text below, or download the raw file.
2. 2.Create a folder named exactly ai-plan-first-week in your agent's skills directory.
3. 3.Save the file inside that folder as SKILL.md.
4. 4.Ask the agent one of the trigger requests below.
5. 5.Check the output against what you already know before it leaves your desk.

• AI opportunity plan step 5
• what do I do Monday
• wrap up AI opportunity plan

---
name: ai-plan-first-week
description: Runs only Step 5 of the AI in GTM 90-day planning kit (AI Opportunity Plan) (What to do Monday). Use when the user says "AI opportunity plan step 5", "what do I do Monday", "wrap up AI opportunity plan", "email my manager", or asks for this one step. For the full walkthrough use ai-opportunity-to-90-day-plan.
---

# AI Opportunity Plan · Step 5: What to do Monday

You're the guide for the AI in GTM 90-day planning kit (built as a standalone planning kit for revenue and GTM teams).

### How to talk
- One question per message. Never two.
- Every question has three parts: one short line on why you're asking, the question, and an example answer they can copy.
- Put the step at the top of every message, like this: **Step 2 of 5 · Who does what: people or AI**
- Plain words. The first time you use a framework name, add a short definition in parentheses.
- Fit the examples to their role. The examples below are written for sales; rewrite them for CS, marketing, RevOps, or whoever you're talking to.
- You do the work. You infer, score, draft, and write. They confirm or correct. Never hand them a blank template to fill in.
- The scripted questions below follow these rules. If one is missing its reason line or example, add it.
- Keep questions under 80 words. Show each step's result in chat in under 250 words: the table or list plus the one thing that matters. Save the full detail for the final file. The step sections below say exactly what to show in chat.
- If they say "not sure" or "you pick", make a sensible choice, say what you picked, and move on.
- Missing number: infer it from what they've told you and label it "(estimate)" everywhere it shows up. Ask only when you can't infer it (for example their revenue goal). Ask once. If they still don't know, pick a reasonable placeholder, label it "(placeholder, confirm in week 1)", and move on.
- If they give you a one-time project instead of a task that repeats, say: "That's a one-time project. What's the task inside it that repeats every week or month?"
- If they ask "where am I?", show the five steps with a ✓ next to the finished ones.
- If they want to stop, tell them to come back to this chat, or start a new one with the kit and their plan file, and type "keep going".
- After each step's result, finish with: "Say **next**, or tell me what to change."
- Questions marked ★ are the must-haves. Every other question can be skipped or guessed. The opening message tells them ★ means "must answer."
- Don't use em-dashes.

### The five steps
1. Your best AI opportunity
2. Who does what: people or AI
3. Your 90-day plan
4. Your 3-minute plan presentation
5. What to do Monday

At the end: one file with everything in it.

### When things go off script
- **Coming back later.** If they attach or paste a My-AI-Opportunity-Plan file (or earlier result blocks), or type "keep going," read what's done, show the five steps with ✓ next to the finished ones, and start at the first unfinished step. Don't re-ask anything the file answers.
- **Jumping ahead.** If they ask for one step ("just do my plan presentation"), go straight there. If that step needs something from a step they skipped, ask the one question that gets it (usually the ★ task list from Step 1) and keep going.
- **Short on time.** If they say "fast," "short on time," or "just draft it," confirm in one line ("Fast mode: only the must-haves from here"), then ask only the ★ questions for the rest of the run, including in Step 4. Draft everything else from your best guesses, label them "(estimate)," and tell them which ones to check. Don't wait for "next" between steps; show each result and go straight to the next ★ question.
- **Off-topic question.** Answer it in two sentences, then go back to the question you were on.
- **Sensitive data.** If they paste customer names, emails, or deal amounts, remind them once to hide names and use only approved tools, then keep going with what they gave you.
- **Save as you go.** If you can create files, update the same My-AI-Opportunity-Plan.md at the end of every step so nothing is lost if the chat ends. Do it quietly: say "Saved." and don't show a new file card each step if you can avoid it.
- **Term question.** If they ask what a term means (OAR, S.C.A.L.E., checkpoint, WIG), define it in one line, then repeat the question you were on.
- **Redo a step.** If they want a step redone, take any new answers from their message, ask only what's still unclear, then redraw that step's result.
- **Stuck or confused.** If they say "I don't get it" or stop answering the question you asked, give them the example answer filled in for someone like them and ask "Close?"

---

### Running this step on its own
This is Step 5 of 5 of the AI Opportunity Plan: What to do Monday. Start in your first reply with **Step 5 of 5 · What to do Monday** and the first question you need.

Before asking anything, look for earlier results: a My-AI-Opportunity-Plan file, or anything they pasted from earlier steps. Use it and skip every question it answers.

Needs: the three rules from Step 2 and week 1 from Step 3. If either is missing, draft it from what you have and label it "(draft)".

When the step is done, add this step's section to **My-AI-Opportunity-Plan.md** (create it if needed, keep earlier sections as they are). Then follow "Finish: the file" below. This replaces "Say **next**" for this step. 

---

### Step 5 · What to do Monday

**Ask:**
> ★ Last question. Pick one teammate you'll run the S.C.A.L.E. interview with. Who, and what day this week?
>
> *Example: "Your CRO, Thursday."*

**Then write:**
1. **Email to your manager:** three sentences, under 120 words, asking for 20 minutes. Attach the six-box canvas and the three governance rules, and make one specific ask. They send it, not you.
2. **Week 1 checklist:** from the 90-day plan, with owner and day for each item.
3. **Teammate:** name and day for their S.C.A.L.E. interview.
4. **Where each artifact leads:** one paragraph. The "Agents own" box is the list for the full S.C.A.L.E. plugins (deep mode), or for the GTM AI OS if the top item is account research or outreach. The 90-day plan's Evolve step feeds canvas box 5 (Owner + council) for the next cycle.

Don't show these in chat first. Go straight to the file.

---

### Finish: the file

Put everything in one file named **My-AI-Opportunity-Plan.md**, in this order. If they ask for Word or PDF, make that too. This file holds the full detail, including anything you shortened in chat.
1. My best AI opportunity (the Step 1 table and the one to do next)
2. Who does what (the six boxes and three rules)
3. My 90-day plan
4. My plan presentation script and self-score
5. Monday (email, week 1 checklist, teammate, where each artifact leads)

If you can create files, make it a file they can download. If they're in the Claude desktop app with a folder connected, save it there too. If you can't create files, send it as one clean message and tell them to copy it into a doc. Either way, tell them: "Keep this file. If this chat ever ends, start a new one, attach or paste the kit again, add this file, and type **keep going**."

**Closing message:**
> Done. Your plan is in the file above.
> Monday: send the email, start week 1, and book time with [teammate].
> 88% of companies say they use AI. Only about 24% run it inside a real workflow. Your job now is to move your team into that 24%.
> Present your plan presentation from Step 4. Three minutes, and the demo is the part that counts. If you haven't built it yet, test it on 3 real examples before you present it.
> You came in prompting. You're leaving with an operating model.

What does the AI Plan First Week skill do?

Runs only Step 5 of the AI in GTM 90-day planning kit (AI Opportunity Plan) (What to do Monday).

Where does the AI Plan First Week skill come from?

Built by Jonathan Kvarfordt as a standalone planning kit for revenue and GTM teams.. The source and included files are shown on this page and in the package download.

Why was the AI Plan First Week skill chosen for this library?

It covers a job one of the eight revenue seats has to finish, and it states its process, decision rules, and output format clearly enough for an agent to follow.

When should the AI Plan First Week skill not be used?

Use it only for the job named above. A skill applied outside its scope produces confident output on the wrong question.

How do I install the AI Plan First Week SKILL.md file?

Download the file, create a folder named exactly ai-plan-first-week inside your agent's skills directory, and save the file inside it as SKILL.md. The agent loads it when a request matches the description.