The Business Pack · for Claude, Cursor & ChatGPT
Ask in plain words. Open a real Excel, PowerPoint or Word file, with a clear review record.
The Business Pack gives Claude, Cursor or ChatGPT 60 playbooks across documents, finance, sales, people and operations: the cash forecast, the proposal, the pitch deck, the offer letter, the investor update. It asks for the inputs it does not have, builds the file from your own numbers, and a reviewer reads it before it reaches you. One line to install, no terminal needed.
- 30-day money-back
- One-time, no new subscription
- Works with Claude, Cursor & ChatGPT
One-time payment · 30-day money-back · installs alongside anything you already have
What comes back
The file itself, not a description of the file.
Ask for the forecast and you get a workbook whose formulas recalculate. Ask for the proposal and you get a Word document with the scope and the fee schedule. Ask for the deck and you get slides, one idea each. Saved into a folder on your computer, opened like anything else you own.
You ask: “Build a 13-week cash forecast. Show what happens if our biggest invoice lands late.”
13-week-cash-forecast.xlsxPreviewClosing cash · USD
See your cash ahead: illustrative output excerpt Week Receipts Payments Closing 01 $8,000 $10,000 $22,000 02 $6,000 $11,000 $17,000 03 $12,000 $9,000 $20,000 04 $8,000 $12,000 $16,000 First 4 of 13 weeks · opening cash $24,000
The review: Opening cash + receipts − payments reconciles every week. Delayed receipts stay uncertain.
You ask: “Turn this client brief into a sales deck with one clear point per slide.”
client-presentation.pptxPreviewSLIDE 03 / STORYLINE EXCERPT
One clear path from brief to launch
01 · Agree the scope
Confirm deliverables, owners and what success looks like.
02 · Build and review
Work in milestones, with a client review at each decision point.
03 · Accept and hand over
Complete the agreed checks and transfer the working files.
Speaker note: confirm the client’s review availability
The review: Slide text reviewed for unsupported promises. File reopened before handover.
You ask: “Write the proposal from this call. Make the scope and payment milestones clear.”
client-proposal.docxPreviewCOMMERCIAL PROPOSAL
A clearer website. A defined scope.
Included
Five pages, agreed copy, responsive build and an acceptance review.
Client inputs
Approved brand assets and feedback at each milestone.
Fee schedule
$6,000 total. $3,000 at kickoff; $3,000 on acceptance. Tax treatment to confirm.
Excludes ongoing content and paid acquisition
The review: Optional work stays outside the total. No business outcome is promised as a guarantee.
60 playbooks across documents, finance, sales, people and operations. Real .xlsx, .pptx and .docx files you keep, checked before they reach you.
Designed previews with made-up inputs, not customer files. Yours are built from your own numbers, and depend on them.
Not a person replaced. A file built, checked, and ready for your review.
The three things quietly eating a founder's week
“I have the numbers in four places and trust none of them.”
Three tools show three different totals, none of them reconciled to the export they came from. The one view that would tell you what is actually happening never gets opened, because building it by hand is a whole afternoon on its own.
Here is the fix
Ask for the thirteen-week cash forecast. It asks for the opening balance and the exports it does not have, builds the workbook with editable assumptions and a downside case, and a finance analyst re-derives every total from your source before you see it.
“The proposal has been open in a tab for three days.”
It is not that you do not know what to say. A proposal takes a real block of focused time you keep not having, and there is no version between blank and finished for something you can actually send.
Here is the fix
Ask for the proposal from the call notes. It drafts the scope, the exclusions, the acceptance criteria and the fee schedule as a Word document, with the totals rechecked and a document reviewer reading it for a promise you did not mean to make. The deck for the meeting is its own playbook, with a deck critic behind it.
“Everyone says just delegate it to the AI. Delegate what, exactly?”
Delegating only works when whoever you hand it to knows what to build, what to check, and where to save it. Without that, a chat just hands the same blank page back to you in different words.
Here is the fix
Say the job in your own words. The playbook asks for the inputs, builds the file into a folder on your computer, and picks up from the saved files when you come back. If you do not know where to start, the thirty-day founder sprint picks one priority and builds its first file with you.
The honest objection
You could just ask Claude yourself.
You can, and something will come back. The question is whether it is finished: the right file, in the right shape, read by someone before it reaches you. The same three asks, side by side.
You ask for the cash forecast.
One session, on its own
A table typed into the chat. You paste it into Excel yourself, and the totals sit there as text: change a number and nothing recalculates.
The same ask, with the pack
A real .xlsx in a folder on your computer, formulas that recalculate when you edit a cell, confirmed cash kept apart from expected receipts. A finance analyst re-derives the totals from your export before you see it.
You ask for the client deck.
One session, on its own
Slide text in a reply, in whatever shape that session picked, with nobody asking whether the story holds together.
The same ask, with the pack
A real .pptx, one idea per slide, evidence beside each claim, after a deck critic has argued with the storyline and the slide order.
You ask for the email you have been avoiding.
One session, on its own
A draft that reads fine to the person who just asked for it. You are the only reviewer, on the message you were already dreading.
The same ask, with the pack
One clear ask, a subject line that carries it, the tone checked for the person receiving it by an email coach whose only job is the hard emails. You still press send.
That is what this buys: not the ability to ask, the confidence to send what comes back.
How a job gets done
You describe the job. It asks, builds and checks.
The playbooks are already written and installed. You bring the job, in plain words, and the right one picks itself.
Describe the job
Say what you need the way you would brief a colleague: the cash forecast, the proposal, the job description. The pack picks the playbook and tells you which one it chose.
It asks, then builds
It asks for the inputs it does not have: the opening balance, the receivables export, the fee you agreed on the call. Then it builds the real file, saves it in your folder, and reopens it to check that the formulas, the slides and the pages are actually there.
A reviewer reads it
Before you see it, a second pass reads the file the way its recipient will: a finance analyst on the numbers, a deck critic on the slides, a document reviewer on anything you are about to send, an email coach on the hard email, a hiring reviewer on the job description, a plan skeptic on the plan, a bid checker on the bid. What they flag is fixed and checked again.
In Claude Code that check runs on its own before the job is called done. In Cursor and ChatGPT you get the same playbooks and ask for the check.
What it never does
- It never invents a number, a name, a price or a date. A gap becomes a question for you, or a labelled blank in the file, never a plausible fill.
- It never sends, submits or syncs. There is no bank or CRM connection: you hand it the export, it never touches the original, and you press send.
- Legal, tax and employment material is preparation for your own professional, and says so at the top of the file. It is not advice.
- Your files stay in your own Claude, Cursor or ChatGPT session and never come to us. One payment to us, no new subscription: it uses the plan you already pay for.
Every department
Every department, already covered.
60 playbooks across documents, finance, sales, people and operations, written and installed. Each department knows what to ask you for, what to build, and who reads the result before you see it.
Documents
Excel workbooks with live formulas, PowerPoint decks and Word documents built from your notes, plus the contracts and invoices that arrive, the data room and the decision brief.
- You bring
- The notes or the source files, or the contract that arrived.
- Who checks it
- A document reviewer on anything going out, a deck critic on every slide.
Finance
The thirteen-week cash forecast, the operating budget, budget versus actuals, the month-end books for your accountant, project profitability and who to chase first.
- You bring
- A bank export, a budget, or the assumptions behind a forecast.
- Who checks it
- A finance analyst, who re-derives every total from your source.
Sales
The proposal and scope, the weekly pipeline review, the tender response, the renewal brief, the negotiation prep and the emails you have been putting off.
- You bring
- The deal, the buyer, the call notes or the tender you are answering.
- Who checks it
- An email coach on every email, a bid checker on the bid, a document reviewer on the proposal.
People
The hire from scorecard to offer letter, onboarding, one-on-ones, the performance review, the difficult feedback conversation and the offboarding.
- You bring
- The role, the scorecard, or the person the conversation is about.
- Who checks it
- A hiring reviewer. Employment decisions stay with you.
Operations
The thirty-day founder sprint, the living project plan, the vendor decision, the investor update, the quarterly plan and the risk register.
- You bring
- The goal, the plan, or the decision you need evidence for.
- Who checks it
- A plan skeptic on every plan, a finance analyst on every number.
Every playbook, by department.
Open a department to see each job it covers. Describe the work in your own words; your assistant picks the playbook, uses your inputs and checks the result.
Documents 12 playbooks
Excel workbooks
Build verified workbooks with live formulas, editable inputs and clear checks.
PowerPoint decks
Turn a decision narrative into a verified presentation.
Word documents
Build structured proposals, SOPs, memos and document drafts.
Contract and invoice review
Extract facts, compare versions and flag questions in received documents.
Internal knowledge base
Turn scattered internal material into answerable, sourced articles with owners and review dates.
Business intake forms
Design forms that collect the minimum information needed to route and complete a business request.
Document control and approval
Create a version and approval system that makes the current business document unambiguous.
Business document localization
Adapt a document for a named audience and language while preserving facts, numbers and unresolved legal meaning.
Accessible business documents
Inspect and improve a document so readers can navigate its structure and understand its content.
Due-diligence data room
Prepare an indexed, access-aware collection of evidence for a buyer, investor or external reviewer.
Executive decision brief
Turn a large source packet into a short decision brief with options, evidence and unresolved questions.
Project and account handover
Transfer responsibility with a usable inventory, outstanding decisions and an acceptance check.
Finance 12 playbooks
Financial models
Model pricing, runway, revenue and scenarios from labeled assumptions.
Bookkeeping preparation
Categorize exports, match receipts and prepare the accountant’s handoff.
Business data analysis
Clean an export, reconcile it and answer a defined business question.
Recurring business reports
Define a sourced report once and reproduce it each period.
Operating budget
Build an owned operating budget with explicit drivers, timing and approval gaps.
Budget versus actuals
Explain a period's deviation from budget with a reconciled bridge and evidence for each explanation.
Thirteen-week cash forecast
Build a weekly cash view that separates confirmed balances, expected receipts and downside timing.
Project profitability
Find which client projects earn contribution after actual delivery effort and scope changes.
Unit economics and payback
Calculate acquisition and contribution economics with consistent cohort boundaries and explicit uncertainty.
Receivables and collections plan
Reconcile unpaid invoices and prioritize collection actions without inventing debt or payment commitments.
Payables review and payment schedule
Prepare an evidence-backed payment schedule with duplicate and approval exceptions.
Subscription and supplier spend audit
Find reviewable cost reductions without presenting uncertain savings as cash already saved.
Sales 12 playbooks
Sales pipeline management
Prepare calls, capture next steps and review opportunities from your CRM export.
Difficult business emails
Draft clear follow-ups, collections, refusals and escalations.
Bids and tender responses
Trace requirements to evidence and prepare a checked response package.
Customer discovery interviews
Turn a learning goal into neutral interview questions and an evidence synthesis.
Buyer-specific sales demo
Plan a demonstration around the buyer's actual workflow and decision criteria.
Commercial proposal and scope
Translate a buyer's problem into a scoped proposal with acceptance criteria and clear commercial assumptions.
Mutual action plan
Build a buyer-and-seller decision plan with evidence of which commitments are actually agreed.
Negotiation preparation
Prepare options, tradeoffs and a concession plan grounded in approved limits.
Renewal preparation
Prepare an account renewal from contract dates, delivered value and unresolved service issues.
Account expansion plan
Find evidence-backed opportunities to serve more of an existing customer's needs.
Commercial partnership pilot
Define a small, measurable partnership before committing to a broad channel relationship.
Win/loss analysis
Explain deal outcomes from evidence and distinguish patterns from convenient stories.
People 12 playbooks
Hiring toolkit
Prepare role scorecards, interview kits and evidence-based hiring materials.
Training materials
Turn your expertise into workshops, exercises and facilitator notes.
Meeting decisions and actions
Convert source notes into decisions, owned actions and follow-up drafts.
Workforce capacity plan
Translate expected work into role capacity and hiring or resourcing choices.
Role and career levels
Define consistent role expectations using observable scope, responsibility and evidence.
Compensation planning brief
Prepare a transparent pay-range and compensation-cost analysis from supplied evidence.
Employee onboarding program
Create an onboarding path that proves a new colleague can perform the role's first real tasks.
Manager one-on-one system
Prepare useful recurring conversations and track agreed commitments without creating a surveillance record.
Performance review preparation
Organize job-related evidence for a fair review discussion while leaving employment decisions to people.
Difficult feedback conversation
Prepare specific, respectful feedback and a repair plan grounded in observed work.
Delegation and decision rights
Transfer a defined outcome with boundaries, authority and review points.
Employee offboarding coordination
Prepare an orderly departure checklist that preserves work and assigns sensitive actions to authorized owners.
Operations 12 playbooks
Thirty-day founder sprint
Start with cash, sales, fundraising or hiring, then resume from a saved plan and scorecard.
Living project plans
Maintain milestones, dependencies, owners, dates and scope changes.
Repeatable office automation
Save repeatable file chores with dry runs, backups and verification.
Vendor selection
Compare suppliers with weighted criteria, sourced evidence and full cost.
Investor and board updates
Prepare sourced updates, metrics snapshots and decision-focused board material.
Quarterly operating plan
Choose a realistic quarter's priorities with capacity, decision gates and measurable outcomes.
Business risk register
Turn vague worries into owned risks with evidence, triggers and response actions.
Business continuity tabletop
Prepare and exercise a practical recovery plan for a specified business disruption.
Purchase-to-receipt controls
Define and test the path from a purchase request to an evidenced receipt and payable.
Inventory and reorder planning
Reconcile stock movements and prepare reorder decisions from demand, lead time and available inventory.
Process bottleneck review
Map real work, measure delays and design a testable process improvement.
Client service delivery system
Run recurring client work with explicit promises, capacity, acceptance and issue ownership.
What is inside
Watch a request run, start to finish.
Pick a department, then watch the work happen: what you ask, and what comes back. 30+ things you can ask for in plain words. These are animations of how a request runs, not recordings of a session; the files it builds are checked before you see them.
Documents
Workbooks, decks, proposals and process docs, built as real files and checked before they land.
You ask
“Build me a spreadsheet that tracks which invoices are still unpaid”
You get
A working Excel tracker with formulas that total what is owed and flag anything overdue.
- Checks with you before a risky change, and favours a restore point over deleting your work
- Plans, builds, then checks its own work before handing it back
- Your keys and data stay yours, stored safely
The founder
Built by the person who answers your email
Viktor Bonino · founder, SummonAI Kit
I write software for a living, and I built the kit this pack sits alongside. The business side was never my craft.
So the Business Pack's playbooks distill the working knowledge of the finance, sales, people and operations specialists I work with, not my own guesswork about how a business runs.
Every file it builds gets a second read before it comes back to you: the totals re-derived, the document read the way its recipient will read it. The same standard I hold the rest of the kit to.
If it is not right, I refund you myself. No process, no questions.
Viktor Bonino, Founder of SummonAI Kit
30-day money-back, no questions asked.
Everything you get
One payment. Every department, for good.
One payment to us, and the files are yours. It runs on the Claude, Cursor or ChatGPT plan you already pay for, so there is no new subscription.
Business Pack
- Documents: 12 playbooks$149 value
- Finance: 12 playbooks$149 value
- Sales: 12 playbooks$149 value
- People: 12 playbooks$149 value
- Operations: 12 playbooks$149 value
- Checked before hand-over: the numbers, the deck, the document, the plan, the email, the job description and the bid$249 value
- Setup and business-profile helpers$99 value
- Lifetime updates$149 value
- The founder sprint: one priority, a 30-day plan, a weekly scorecardIncluded
- Real .xlsx, .pptx and .docx files you keepIncluded
- Install with one prompt, update by askingIncluded
- 30-day money-back guaranteeIncluded
Your price
Save $349 on the $498 list price.
None of the 60 playbooks in this pack are in the SummonAI Kit. If you own the kit, you are not buying anything twice.
If you own the Builder kit, buying the Business Pack also upgrades it to the full Founder version, at no extra cost.
The pack is the same price either way and there is no code to enter. The upgrade is permanent: it is not part of any limited offer and it does not run out. It is worked out from your own order after you pay, so buy with the email your kit is under.
Uses the Claude, Cursor or ChatGPT plan you already pay for, no new subscription · One line to install, no terminal needed · 30-day money-back · Checkout by Polar (card · Apple Pay · Google Pay)
Try it on your real work. If it does not fit, full refund.
You have 30 days to use it on your real business: a real export, a real contract, a real deck. If what comes back is not work you would send, email hello@summonaikit.com and you will be refunded in full, and you keep every file it already made.
No hoops. No complicated process. Just email and it's done.
Viktor Bonino
Founder, SummonAI Kit
After you pay
Three steps, no setup work on your end.
If you can open Claude, Cursor or ChatGPT and paste one line, that is everything this takes.
It lands in your dashboard
Right after checkout. The install prompt is waiting there whenever you are ready, under the email you bought with.
Access is immediatePaste one prompt
Open Claude, Cursor or ChatGPT, pick the folder your business files live in, and paste the prompt where you would type a message. It signs you in once and installs the pack alongside anything you already have.
In the Claude desktop app that is the Code tab. In the ChatGPT desktop app, pick Codex from the top-left menu. Cursor needs a paid plan. Cursor and Codex use the same playbooks and explicit review records. Claude Code also supports a completion reminder for selected Business jobs when Python 3 is available.
About 3 minutes, no terminalAsk for the first file
Start with the job that is on your desk today, in plain words. Later, update by asking your assistant to update the Business Pack.
You decide what, it handles how
Before you put it to work
Straight answers before you buy.
Still have a question? Email me directly and I'll answer before you decide.
The next proposal, forecast or offer letter can be a file you open, not a page you start.
One-time payment. Works with the kit you already own, or on its own. Nothing to reconfigure.
$498$149Save $349 on the $498 list price.