AI Capacity Planner for Small Business Owners

Your business needs capacity planning, even if it's just you.

As a small business owner, you're probably doing more than running the business.

You're saying yes before checking if there's room. Stretching your team thin. Pushing deadlines. Working nights to catch up. Guessing when it's time to hire. Wondering why there's never enough time. And when there's no plan for capacity, the overflow lands on you.

The Optima Capacity Planner Skill helps you see how much work you and your team can realistically take on, where you're overloaded, and what to do about it.

And you don't need a spreadsheet expert to use it.

How It Works

Assess: Tell it about the work coming in, the people doing it and the time they have.

Act: It shows where you have room, where you're stretched, and what's at risk.

Build: Get a clear plan for balancing the load, then prompt it to go deeper on any person, project or week.

What's Included

✓ The Optima Capacity Planner Skill (ZIP file)

✓ Access Guide (PDF)

✓ Step-by-step How to Use It guide (PDF)

Every time you run it, you get:

✓ A clear picture of your current capacity

✓ Where you or your team are overloaded

✓ A plan for balancing the workload

Prompt it for more. Ask it things like:

✓ "Can we take on this new client or project?"

✓ "Who has room this month?"

✓ "What should I delegate, automate or drop?"

✓ "When will I need to hire?"

✓ "Build me a weekly capacity plan."

Works with: Claude, ChatGPT and Gemini

Time You Get Back

✓ Last-minute scrambles become planned weeks.

✓ "Can we fit this in?" gets answered in minutes, not with a gut feeling.

✓ Work moves off your plate before it piles up.

Put Your Capacity Planner to Work

Use the Optima Capacity Planner Skill to help you:

✓ See your team's workload at a glance

✓ Decide whether to say yes to new work

✓ Spot burnout risks before they happen

✓ Balance work across your team

✓ Plan around busy seasons and time off

✓ Know when to delegate, automate or hire

✓ Grow without overloading yourself or your team

Instead of asking:

"Why is there never enough time?"

Start asking:

"Where is our time going, and what should move next?"

The Benefits for Your Business

✓ Fewer missed deadlines and overbooked weeks

✓ A team that isn't stretched past its limit

✓ Confident yes and no decisions on new work

✓ Clear signals for when to hire, delegate or automate

✓ Less of the business depends on you

Built for Small Business Owners

Made for small business owners and parent entrepreneurs who are ready to stop being the bottleneck.

What you need: An account with Claude, ChatGPT or Gemini. A free plan works.

The Goal: Make Your Business Less Dependent on You

• See it. Balance it. Automate where it makes sense.
• One week at a time.
• One role at a time.
• One AI employee at a time.
• Create it. Optimize it. Operationalize it.

Licensed for use in your own business only. Not for resale or redistribution.

Instant Digital Download | One-Time Purchase | Designed for Small Business Owners