Problem-Solving Worksheet

Use this when something in the business, or in how the AI assistant handles it, is not working: a wrong answer, slipping leads, a missed handoff, or a process that keeps breaking. One copy per problem; write evidence, not opinions.

What's inside (7 pages)

• A before-you-start checklist for real examples, bot docs, run logs, and the people who touch the process
• Step 1 to define the problem in facts, with a one-sentence problem statement
• A bot-troubleshooting branch when the assistant is involved, then root-cause work with five whys
• Steps to generate and score options, pick and test one fix, then measure and decide whether to keep, adjust, or escalate
• Consultant notes boxes if someone is guiding the session

Who it's for

Owners and consultants fixing a concrete bot or process issue with a measured before-and-after.

Instant PDF download after checkout. Questions? Reach out.