Go From AI Curious to Cutting Hours of Manual Work

Apply THINK to your AI projects to see better returns.

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Stop Wasting Time on Manual Tasks

Most companies approach AI backwards - they buy tools first and hope for results. This leads to wasted time, money, and frustration when the technology doesn't deliver. The THINK framework provides a proven solution.

Identify high-impact tasks that drain your resources and hold your business back from growth.
Cut 3+ hours of manual work weekly by implementing small, targeted AI solutions.
See measurable results in 21 days without expensive technology investments.
Scale your success across teams to multiply time savings and business impact.

The THINK methodology gives you a structured approach to implementing AI that connects business goals with automation - regardless of your technical background. Start eliminating those repetitive tasks that are stealing your time.

Introducing THINK

THINK is designed to help you use AI to cut manual tasks and reach goals. Visit the THINK Explained page to learn more.

(T)
Task
Define a 12-month goal
(H)
Hypothesis
Design an AI experiment to test
(I)
Invest
Build an AI solution with S.P.E.E.D.S
(N)
Network
Monitor for compounding effects
(K)
Knowledge
Apply learnings to other workflows

Why THINK Works Where Other AI Approaches Fail

Most businesses struggle to implement AI because they start with technology instead of focusing on the reason, draining resources. The THINK framework reverses this approach.

T
Task: Identify high-impact manual tasks that are costing you time and money first, before choosing any AI tools.
H
Hypothesis: Create measurable experiments to validate AI solutions quickly with clear success metrics.
I
Invest: Build small-scale solutions that prove value before making larger investments in technology.
N
Network: Share successful implementations with others in your organization to multiply your impact.
K
Knowledge: Use insights to scale to other areas of your work or business for compounding effects.

The THINK methodology provides a structured approach to implementing AI that anyone can follow—regardless of technical background. Start eliminating manual tasks in just 21 days.

THINK Explained

Success Stories

★★★★★

The AI strategies provided by Compound Leverage have transformed our sales training approach.

TE

Thomas Ellis

Sales Trainer and Author

★★★★★

Their workshops have helped our clients integrate AI into their businesses.

DM

Diane McFarland

Programs Manager

★★★★★

Your ability to share ways to use AI as a business driver for success was amazing.

VG

Vickie Griner

Economic Development Manager

★★★★★

Working with Compound Leverage has been transformative. The THINK method has been organization-altering.

NB

Nicole Brown

Business Process Leader

★★★★★

The level of personal attention and expertise we received has helped us apply AI with our government contracting efforts.

TM

Taurus McClain

Managing Partner

★★★★★

Compound Leverage's strategic guidance has been instrumental in our company's efforts to grow our SaaS platform.

JP

Jonathan Pedican

Real Estate Entrepreneur

Choose A THINK Path

DIY Implementation
The THINK DIY AI Implementation Toolkit
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Done with You Implementation
Cut a Manual Task in 21 Days Project
  • Get Adoption Roadmap
  • We work with you to build an AI agent, chatbot, AI app, or workflow to cut a manual task
  • Starts at $5,000
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More Ways To Adopt THINK

AI Scout
Find more contracting opportunities with AI + THINK
  • Cut opportunity search time
  • Find opportunities that match your capabilities
Try AI Scout
Tools
Individual THINK resources to cut manual tasks with AI
  • Course and other assessment resources
  • Prompts, GPTs, and more
Explore Tools

Read the latest THINK insights

View more of our articles.

THINK Explained

Discover how to cut manual tasks with AI using our framework. THINK is a business-first approach that links strategy to AI adoption for real results.

Start Learning

Tools Alone Won't Fix Your AI Problem

Most companies approach AI backwards - they buy tools first and hope for results. This leads to wasted time, money, and frustration when the technology doesn't deliver.

The real problem? A lack of business-first thinking when implementing AI. Without a structured approach that connects manual tasks to business goals, even the best AI tools fail to deliver real results.

That's why we created THINK - a simple framework that helps you identify which manual tasks to automate, run quick experiments that deliver measurable results, and scale what works across your organization.

AI ToolsHopeFrustrationWRONG APPROACHBusinessGoalsTHINKMethodMeasurableResultsRIGHT APPROACH

Master AI Implementation in 21 Days

A complete course that guides you through applying the THINK method to cut manual tasks

1

Why THINK

Week 1 • 5 Lessons

Learn why most AI projects fail and how a business-first approach helps you focus on tasks that truly matter to your bottom line.

2

The THINK Framework

Week 1 • 5 Lessons

Understand the simple 5-step process that makes AI implementation easy, practical and focused on eliminating manual tasks.

3

Implementation Guide

Week 2 • 6 Lessons

Get hands-on with practical examples that show you exactly how to apply the THINK method to your own manual tasks and workflows.

4

Measuring Success

Week 3 • 5 Lessons

Learn how to track the time you save, prove your ROI, and expand your success to other areas of your business.

Start Learning

The THINK Framework

A simple 5-step process to cut manual tasks with AI

T

Task

Identify a specific manual task that takes time away from higher-value work. Look for repetitive activities that follow a pattern and impact your business results.

Instead of starting with AI tools, start with the task you want to eliminate. This keeps your focus on business outcomes rather than technology.

H

Hypothesis

Create a simple AI experiment to test on your manual task. Use the format: "If I use AI to [task], then I'll get this [outcome]."

Your hypothesis should be specific and measurable so you can clearly see if your experiment works. This prevents wasting time on AI projects that don't deliver results.

I

Invest

Build and test your AI solution using the S.P.E.E.D.S framework to validate your approach before scaling it up.

This step helps you prove the value of your AI solution before making larger investments. It's where you see if your hypothesis is correct and measure the initial results.

N

Network

Track your results and share your success with others in your organization who could benefit from similar AI solutions.

Small wins compound when you apply them across teams. This step helps you build momentum and support for your AI initiatives by showing real business impact.

K

Knowledge

Document what works and scale successful AI implementations across your business to multiply your time savings.

Turn individual success stories into organizational knowledge that anyone can use. This creates a culture of continuous improvement and AI adoption.

The S.P.E.E.D.S Framework

Use this simple checklist to evaluate and implement effective AI solutions during the Invest phase

Learn more about S.P.E.E.D.S →
S

Simplicity

Start with the simplest solution that could work. Complex AI implementations increase risk of failure and take longer to show results.

P

Performance

Define clear metrics to measure success. Track time saved, quality improvements, cost reduction or other business outcomes that matter.

E

Ease of Use

Ensure your solution is easy for people to adopt. The best AI tools integrate smoothly with existing workflows and require minimal training.

E

Extensibility

Look for ways your solution can be reused in other areas. Building AI tools that solve multiple problems creates compound benefits.

D

Data Requirements

Assess if you have the right data to make your solution work. Be realistic about what information your AI tools need to perform well.

S

Sustainability

Ensure your solution can be maintained over time without constant attention. Consider ongoing costs and how changes might affect performance.

Learn From Our Experience

PROMPT PLAYBOOK

8 Prompt Playbook

This guide contains how you can cut common tasks.

Download Playbook →
CUTTASKTHINK21-DAY TOOLKIT

Cut a Manual Task: DIY Toolkit

An email course that helps you eliminate repetitive work with AI + THINK.

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21-DAY EMAIL COURSE

Cut Manual Task Course

An email course that helps you eliminate repetitive work with AI + THINK.

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8 Prompt Playbook for Cutting Manual Tasks

A Practical Guide to Streamlining Workflows with AI

Written by Marvin Harris, CEO, Compound Leverage

Introduction

Manual tasks slow growth and drain resources. This playbook gives you eight proven prompt libraries that replace repetitive work with AI-assisted speed. Copy, customize, and deploy them to remove bottlenecks and reclaim hours every week.

How to Use This Playbook

  • Scan the Use Case to confirm relevance.
  • Copy the Full Prompt block into ChatGPT, Claude, Gemini, or another LLM.
  • Replace BOLD CAPS variables with your specifics.
  • Apply Tips to Customize for tighter context.
  • Iterate, record time saved, and scale what works.
1

Lead Generation

Use Case Description

Build, segment, and re-engage a healthy sales pipeline without manual list building.

The Full Prompt

Identifying Target Leads "Find companies in the [industry/sector] with recent growth in [metric, e.g., revenue] that may benefit from [product/service]." "Identify businesses posting about [relevant topic] on LinkedIn over the past [time period]." "List companies in [location] actively hiring for [department] roles, indicating potential interest in [related service/product]." "Generate a list of leads who interacted with our [content] on [topic] but haven't converted."
Segmenting & Qualifying "Filter current lead lists by company size ([range]) and budget range ([amount])." "Find leads with a high engagement score who haven't been contacted recently." "Qualify leads by verifying decision-makers in [target roles] using [data source]." "Segment leads by [industry] and prioritize industries with high demand for [product/service]."
Engagement & Outreach "Draft an introductory email for [specific lead segment] highlighting how our [product/service] benefits their industry." "Generate follow-up messages for leads who viewed our [resource] emphasizing achievable wins." "Create a LinkedIn outreach message for [role] underscoring our [service/product]'s value in [specific task]." "Compose a 3-email nurture sequence for leads who downloaded our [resource], introducing our [product/service]'s benefits."
Re-engagement of Cold Leads "Write a re-engagement email for leads who showed prior interest but didn't convert, highlighting recent updates." "Draft LinkedIn re-engagement messages noting how industry changes make our [product/service] more relevant." "Create a survey email for past leads to gather feedback on barriers, offering a consultation incentive." "Design a special-offer email for cold leads with a time-sensitive discount."
Lead Scoring & Prioritization "Create a lead-scoring model based on engagement and demographics." "Rank leads by interaction frequency, prioritizing contacts with multiple recent touchpoints." "Score leads by company revenue, industry growth, and headcount." "Update scores to include social media engagement, focusing on sustained interest."

Tips to Customize It

  • Pull variables (industry, metric, time period) directly from your CRM or analytics.
  • Start with one sub-section, then layer others as data quality improves.
  • Map lead-scoring outputs back into your CRM fields for automation.
2

Market Research

Use Case Description

Quickly surface competitive intel, customer preferences, and emerging trends to guide positioning.

The Full Prompt

Competitive Analysis "Identify top competitors in [industry/sector] and outline their strengths and weaknesses versus our [product/service]." "List recent market entrants in [industry] and explain how they differentiate themselves."
Customer Preferences "Analyze customer reviews and forums to uncover what's most appreciated or criticized in [industry/sector]." "Identify features most valued by customers based on recent feedback."
Trend Analysis "Summarize emerging trends in [industry] related to [aspect] and how they may impact customer expectations." "Generate insights on regulatory, economic, or tech changes that could influence our [product/service]."
Target Audience Insights "List the primary goals, challenges, and needs of [target audience] and recommend positioning for our product." "Identify emerging customer segments within [industry] and suggest targeting strategies."

Tips to Customize It

  • Feed it recent review exports for richer sentiment analysis.
  • Adjust horizon (last 3 months vs 12 months) to suit planning cycles.
  • Pair with a visualization tool for shareable charts.
3

Proposal Writing

Use Case Description

Generate polished, persuasive proposals that win business faster.

The Full Prompt

Proposal Outline "Develop a proposal outline for [product/service] in [industry] covering benefits, pricing, and timeline." "Create a proposal structure for offering [solution] to [client type] focused on ROI and differentiators."
Problem Statement & Solution "Write a problem statement for [specific client issue] and propose a solution with actionable steps." "Describe our [product/service] in a proposal, emphasizing measurable benefits."
Budget Justification "Draft a budget-justification section highlighting cost savings and ROI." "Write a budget breakdown detailing primary cost drivers and their value."
Competitive Advantage "Highlight what sets our [product/service] apart from competitors with three unique benefits." "Create a competitor comparison table showing our advantages over alternatives."

Tips to Customize It

  • Paste prior winning proposals to match voice.
  • Add client-specific proof points (case studies, testimonials).
  • Convert delivered outline into your preferred proposal software.
4

Workflow Optimization

Use Case Description

Identify, design, and refine automation workflows that remove repetitive internal tasks.

The Full Prompt

Identify Automation Opportunities "Identify repetitive tasks in [department] that could be automated, such as [examples]." "Suggest tasks within [workflow] ripe for automation and outline steps."
Workflow Setup "Outline a step-by-step automation workflow for [task] including triggers, actions, and conditions." "Build an automation sequence for follow-up emails to [customer segment] detailing timing and content."
Trigger Identification "Identify potential triggers for automating
5Customer Engagement

Use Case Description

Deliver empathetic, timely communication that deepens customer loyalty.

The Full Prompt

Customer Inquiry Response "Compose a response to a client concerned about [product feature] focusing on empathy and next steps." "Draft a follow-up message for clients who recently engaged with our [product/service], providing resources."
Proactive Outreach "Write an email to recent customers about new features relevant to their usage." "Generate a personalized check-in email for clients inactive for [time period], inviting feedback."
Social Media Engagement "Create a social media post introducing new features with clear benefits." "Draft responses to common customer questions on social platforms."

Tips to Customize It

  • Include real customer testimonials or feedback.
  • Use your brand voice and tone guidelines.
  • Incorporate specific product features or benefits.
6Data Analysis

Use Case Description

Extract actionable insights from data to drive strategic decision-making.

The Full Prompt

Data Interpretation "Analyze the key trends in [data set] and highlight the most significant patterns." "Interpret the relationship between [metric A] and [metric B] in our data."
Insight Generation "Generate three actionable insights from our [type] data that could improve [business area]." "Identify potential optimization opportunities based on our [performance] metrics."
Data Visualization Guidance "Suggest the most effective chart types to visualize [specific data relationship]." "Create a data dashboard outline to track our key performance metrics."
Prediction & Forecasting "Predict future trends in [metric] based on historical data patterns." "Forecast expected performance for [time period] based on current trajectory."

Tips to Customize It

  • Provide specific data points and metrics relevant to your business.
  • Ask for both high-level insights and detailed recommendations.
  • Use to prepare for data-driven meetings or presentations.
7Content Creation

Use Case Description

Efficiently generate engaging content across multiple channels and formats.

The Full Prompt

Blog & Article Creation "Write a detailed outline for a blog post about [topic] targeting [audience]." "Create an introduction for an article on [subject] that highlights the key value proposition."
Social Media Content "Generate a week's worth of social media posts about [product/feature] for [platform]." "Create engaging captions for [content type] that encourage audience interaction."
Email Marketing "Draft an email newsletter focusing on [topic/update] with a compelling call to action." "Create a sequence of three emails to announce [new offering] highlighting different benefits in each."
Repurposing Content "Convert the key points from [existing content] into a shareable infographic outline." "Transform [blog post] into a script for a short video highlighting the main takeaways."

Tips to Customize It

  • Include your content style guide or brand voice characteristics.
  • Specify audience demographics and pain points.
  • Provide examples of successful past content to match tone and style.
8Product Development

Use Case Description

Accelerate innovation and refinement of products and services based on market needs.

The Full Prompt

Feature Ideation "Generate five potential new features for [product] that would address [customer pain point]." "Brainstorm innovative ways to enhance [existing feature] based on current market trends."
User Experience Optimization "Identify potential friction points in the [specific process] user journey and suggest improvements." "Recommend ways to simplify the onboarding experience for [product] to increase adoption."
Product Positioning "Create a value proposition for [product/feature] that clearly communicates benefits to [target audience]." "Develop messaging that differentiates [product] from [competitor products] focusing on unique strengths."
Feedback Analysis "Analyze the common themes in customer feedback about [product/feature] and prioritize improvement areas." "Synthesize user testing results for [new feature] and recommend implementation refinements."

Tips to Customize It

  • Include specific customer feedback or market research.
  • Provide details about competitive landscape and differentiators.
  • Specify technical constraints or development priorities.

Ready for More?

These prompt libraries give you a powerful starting point for transforming manual tasks into AI-assisted workflows. You can begin with a relevant use, then expand as you see benefits.

Access More Tools

The THINK DIY AI Implementation Toolkit

Stop wondering where to start with AI — follow the THINK plan instead

THINKTaskHypothesisInvestNetworkKnowledgeOrder the Toolkit

The AI Implementation Gap

YOUR COMPETITORS ARE ALREADY USING AI TO:

Answer customer emails 5x faster
Create content in minutes, not hours
Process data that used to take days
Automate repetitive admin tasks
"I know I need to use AI, but I'm not sure where to start or how to implement it without hiring expensive help." — What we hear from business owners every day

Start Here: A Clear Path Anyone Can Follow

DAYS 1-7: FIND YOUR FIRST WIN

  • Discover the exact tasks AI can handle for your business
  • Calculate which task will save you the most time
  • Pick the right tool that won't require technical skills

DAYS 8-14: IMPLEMENT WITHOUT CONFUSION

  • Follow our step-by-step setup instructions
  • Use our tested prompts that work immediately
  • Get your first automation running with confidence

DAYS 15-21: BECOME AI-POWERED

  • Measure your actual time savings
  • Build your first AI-powered workflow
  • Start planning your next automation

What comes with the toolkit?

Core Framework & Guides

  • THINK Framework Explained
  • Task Assessment Guide
  • High-ROI Task Examples
  • AI Solution Hypothesis Builder
  • Implementation Test Design

Implementation Tools

  • S.P.E.E.D.S. Tool Evaluation
  • ROI Calculator
  • Task Breakdown Worksheet
  • Team Implementation Guide
  • Feedback Loop Creator

21-Day Implementation Plan

  • Week 1: Identify & Prepare
  • Week 2: Test & Validate
  • Week 3: Optimize & Scale
  • Strategic Review Framework
  • Implementation Roadmap Template

DIY AI Resources

  • AI Prompt Library
  • Task Automation Directory
  • AI Tool Selection Guide
  • Workflow Interview Templates
  • Advanced Detailed Prompts

Limited-Time Bonuses

BONUS #1: GPT ASSISTANT ACCESS

Get personalized help whenever you're stuck during implementation

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BONUS #2: AI TOOL COMPARISON GUIDE

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BONUS #3: QUICK-WIN TEMPLATES

5 ready-to-use templates for immediate results

$147 VALUE

Only 100 Spots at $97 (Regularly $197)
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From "Not Sure Where to Start" to "AI-Powered" in 21 Days

"I kept putting off AI because I didn't know where to begin. This toolkit gave me a simple starting point and clear steps. Now I'm saving 7+ hours weekly."

— Jennifer K., Marketing Consultant

"Used the Task Identification Template on Day 1 and immediately found the perfect first project. Within a week, my AI system was handling customer inquiries automatically."

— Michael T., Service Business Owner

How It Works

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FAQ Section with Details

Frequently Asked Questions

What is the THINK methodology? +
THINK is a systematic framework for implementing AI in your business. It stands for Task, Hypothesis, Invest, Network, and Knowledge - a step-by-step approach to identify opportunities, test solutions, and scale successful AI implementations.
Do I need technical expertise to implement the THINK methodology? +
No technical expertise is required. The THINK methodology is designed for business leaders and professionals of all technical backgrounds. Our step-by-step approach guides you through the process, and our resources include tools for both technical and non-technical implementations.
How long does it take to see results with the THINK method? +
Many students begin seeing results within the first 21 days by following our implementation plan. The course includes a structured 21-day roadmap designed to help you achieve quick wins while building toward long-term success.
What's included in the S.P.E.E.D.S. framework? +
The S.P.E.E.D.S. framework is our method for evaluating AI tools and solutions. It stands for Simplicity, Precision, Efficiency, Economics, Data requirements, and Security. This framework helps you select the right AI tools for your specific needs and ensures you invest wisely.
Is this course suitable for small businesses and individuals? +
Absolutely! The THINK methodology scales for organizations of all sizes. We have specific resources for entrepreneurs, small business owners, and individual practitioners. Many of our most successful students are solo entrepreneurs or small business owners.

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If you don't successfully implement at least one AI automation in 21 days, we'll refund every penny.

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// Replace with your Google Analytics or Google Tag Manager code function initAnalytics() { // Google Analytics 4 example (replace with your actual measurement ID) const analyticsScript = document.createElement('script'); analyticsScript.async = true; analyticsScript.src = "https://www.googletagmanager.com/gtag/js?id=G-XXXXXXXXXX"; document.head.appendChild(analyticsScript); window.dataLayer = window.dataLayer || []; function gtag(){dataLayer.push(arguments);} gtag('js', new Date()); gtag('config', 'G-XXXXXXXXXX'); // Track button clicks document.querySelectorAll('.btn').forEach(button => { button.addEventListener('click', function() { const buttonText = this.textContent.trim(); const sectionId = this.closest('section').id; gtag('event', 'button_click', { 'button_text': buttonText, 'section': sectionId, 'page_url': window.location.pathname }); }); }); // Track scroll depth let scrollDepthMarkers = [25, 50, 75, 90]; let scrollDepthMarkersTriggered = {}; function calculateScrollDepth() { const scrollTop = window.pageYOffset; const winHeight = window.innerHeight; const docHeight = getDocumentHeight(); const totalDocScrollable = docHeight - winHeight; const scrollPercent = Math.floor((scrollTop / totalDocScrollable) * 100); scrollDepthMarkers.forEach(marker => { if (scrollPercent >= marker && !scrollDepthMarkersTriggered[marker]) { scrollDepthMarkersTriggered[marker] = true; gtag('event', 'scroll_depth', { 'depth': marker, 'page_url': window.location.pathname }); } }); } function getDocumentHeight() { return Math.max( document.body.scrollHeight, document.documentElement.scrollHeight, document.body.offsetHeight, document.documentElement.offsetHeight, document.body.clientHeight, document.documentElement.clientHeight ); } window.addEventListener('scroll', throttle(calculateScrollDepth, 500)); } // Utility function to throttle scroll events function throttle(callback, delay) { let lastCall = 0; return function() { const now = new Date().getTime(); if (now - lastCall >= delay) { lastCall = now; callback.apply(this, arguments); } }; } // Initialize analytics after DOM is fully loaded document.addEventListener('DOMContentLoaded', initAnalytics);

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Gain access to exclusive resources, including eBooks, case studies, and templates, to further enhance your AI knowledge and skills.

The THINK Methodology

A systematic approach to implementing AI in your business

T

Task

Identify key business challenges to solve

H

Hypothesis

Design AI solutions for validation

I

Invest

Validate and implement solutions

N

Network

Monitor and measure impact

K

Knowledge

Scale successful implementations

Are you curious about the THINK School Newsletter?

Got questions? We’ve got answers. Here are some of the most common questions about the THINK School newsletter.

What is THINK School?

THINK School is a newsletter we publish twice a month with AI deep dives and embedded tools on cutting tasks with AI using our THINK approach.

Who is THINK School for?

THINK School is for people who want to use AI to cut out work.

What will I learn?

You’ll learn how to use AI + THINK to cut manual tasks.

What are my signup options?

Choose the annual option for $99/year.

Is there a support system?

Yes, you’ll have access to THINK tools and resources to help you on your AI journey.

What are the prerequisites?

No prior AI knowledge is required. The content is designed for all skill levels.

Can I try THINK School?

Yes, we offer a free trial so you can explore the value before committing.

How do I get started?

Simply sign up for a free trial.

Join Today

Get two AI deep dives each month with embedded AI tools.

Start Cutting Manual Tasks with AI and THINK

An email course that helps you eliminate repetitive work

Person freed from manual tasks
Reclaim Your Time

Discover how to identify and eliminate your most time-consuming manual tasks, instantly freeing up 10+ hours every week for work that truly matters.

Zero Technical Skills Required

Our step-by-step system works for anyone, regardless of technical background. If you can use email, you can automate your work with our proven framework.

Ready-to-Use Templates

Get instant access to our library of automation templates covering email management, document creation, data processing, and much more - just copy, customize, and deploy.

Immediate ROI

Our students see results in the first week, with an average time savings of 5-15 hours weekly. Calculate what your time is worth, then multiply by 50 weeks - that's your first-year return.

What You'll Learn In This Free Course

Use the THINK framework to eliminate busywork and focus on high-impact activities with AI

The THINK Method for Task Elimination

Our step-by-step framework that transforms manual processes into automated workflows

Hypothesis Development

Creating testable assumptions about which tasks can be eliminated or automated for maximum impact

Investment Planning

Selecting the right AI tools and allocating resources using our S.P.E.E.D.S. approach for rapid implementation

Network Integration

Connecting your new automated processes with existing systems and team workflows for seamless adoption

Knowledge Measurement

Tracking time saved, ROI, and team satisfaction to continuously refine your automation strategy

21-Day Implementation Roadmap

A practical, day-by-day guide to eliminate your first high-impact manual task in just three weeks

What Others Are Saying

Join past students who have used THINK to cut manual tasks

"I was spending 15+ hours weekly on repetitive tasks. After adopting THINK + AI, I've reclaimed 8 hours every week. Life-changing!"

Nicole Brown

Director of IT

"I was skeptical about AI, but the steps and templates made it easy to get started. I automated reports."

Thomas Ellis

Small Business Owner

"THINK transformed our processes. We've automated lead generation — saving 20+ hours weekly."

Clifton Jackson

Business Owner

Author Portrait

Meet The Author

Hi, I'm Marvin Harris, an AI specialist who helps entrepreneurs and business leaders reclaim their time with business-first AI. After 20 years in management consulting and entrepreneurship, I developed THINK to help you eliminate manual tasks with AI to reach your goals faster.

My mission is simple: help you get back 10+ hours every week so you can focus on what truly matters – whether that's growing your business, advancing your career, or spending more time with loved ones.

Get Instant Access

Join other students who have used THINK to save hours with the help of AI.

© 2025 Compound Leverage LLC. All Rights Reserved.

Business-First AI ROI Calculator

See how much time and money you could save by implementing AI and THINK

© 2025 Compound Leverage LLC. All Rights Reserved.

AI Proposal Builders Checklist

AI Proposal
Builders
Checklist

The 5-step system to create winning proposals with AI assistance

AI Proposal Builders Checklist

Speed Your Proposal Process with AI + THINK

The AI Proposal Builders Checklist allows AI to respond to proposals in less time while maintaining quality standards.

Whether responding to RFPs or developing internal proposals, this checklist provides a systematic method to maintain quality and compliance on all your proposal documents.

FREE RESOURCE
AI PROPOSAL BUILDERSCHECKLISTSTEP 1: RFP ANALYSISSummarize key requirementsIdentify compliance factorsSTEP 2: OUTLINE CREATIONCreate RFP outline with headersDevelop structured frameworkSTEP 3: WRITE/EDIT CONTENT

I want the AI Proposal Builder Checklist.

Fill out the form below to download the checklist.

    We won't send you spam. Unsubscribe at any time.

    Proven Results

    Companies using the AI Proposal Builders Checklist have seen dramatic improvements

    70%
    Reduced Time to
    Create Proposals
    3x
    More Proposals
    Submitted
    40%
    Increase in Win
    Rates
    85%
    Reduction in
    Review Cycles

    I want the AI Proposal Builder Checklist.

    Fill out the form below to download the checklist.

      We won't send you spam. Unsubscribe at any time.
      AI Proposal Process Steps

      The 5-Step Process

      A systematic approach to AI-powered proposal development

      STEP 1: RFP ANALYSIS
      • Summarize the RFP, including key requirements and compliance considerations
      • Ask questions about business capabilities, value proposition, and differentiators
      • Identify compliance factors to consider
      • Detail understanding of the opportunity and budget
      • Review additional attachments
      • Get an AI-assisted bid recommendation with clear reasoning
      STEP 2: OUTLINE CREATION
      • Create an RFP outline with headers and subheaders
      • Focus on specific sections required by the RFP
      • Develop a structured framework for your response
      • Ensure compliance with all requirements
      • Organize content for maximum impact
      STEP 3: WRITE/EDIT PROPOSAL CONTENT
      • Identify the specific section or subsection to work on
      • Determine essential information that must be included
      • Create clear, focused prompts that convey key response points
      • Review and refine AI-generated content
      • Incorporate your expertise and tailor to client requirements
      STEP 4: CONTENT REVIEW
      • Review your revised proposal with focused criteria
      • Check accuracy: Does information align with the RFP?
      • Ensure completeness: Are all requirements covered?
      • Evaluate persuasiveness: Is the proposal compelling?
      • Verify tailoring: Does content address client's unique needs?
      STEP 5: MOVING TO WRITING TOOL
      • Transfer AI-assisted content to your proposal document
      • Apply preferred style guidelines and formatting
      • Add visuals like charts and graphs
      • Consider additional elements like pricing prompts
      • Use style matching to maintain your brand voice

      Why Use the AI Proposal Checklist?

      Transform your approach to proposal development

      Save Valuable Time

      Reduce proposal development time by up to 70% by using AI to handle time-consuming tasks like initial drafting, research, and formatting.

      Improve Proposal Quality

      Create more comprehensive, well-structured proposals that address all requirements while maintaining your unique value proposition.

      Increase Win Rates

      Submit more competitive proposals by ensuring thoroughness, compliance, and addressing client needs more effectively.

      Maintain Compliance

      Ensure all RFP requirements are addressed with a systematic approach to analyzing and responding to each element.

      Respond to More Opportunities

      Bid on more RFPs by streamlining your process, allowing you to pursue opportunities you might otherwise pass on due to resource constraints.

      Empower Your Team

      Enable less experienced team members to create high-quality proposals by following a structured process with AI assistance.

      I want the AI Proposal Builder Checklist.

      Fill out the form below to download the checklist.

        We won't send you spam. Unsubscribe at any time.

        © 2025 Compound Leverage LLC. All Rights Reserved.

        Automation Templates

        Browse our collection of ready-to-use automation templates - just copy, customize, and deploy.

        EMAIL MANAGEMENT

        Email Auto-Responder

        Intelligent email response automation

        Set up intelligent auto-responses based on email content, sender, and time of day.
        Intermediate
        DOCUMENT CREATION

        Document Generator

        Standardized document automation

        Automatically generate standardized documents from templates using data from your systems.
        Beginner
        DATA PROCESSING

        Data ETL Pipeline

        Data extraction and transformation

        Extract, transform, and load data between multiple sources with scheduled automation.
        Advanced
        SOCIAL MEDIA

        Social Media Scheduler

        Multi-platform content scheduling

        Schedule and publish content across multiple social media platforms with custom posting schedules.
        Intermediate
        REPORTING

        Automated Reports

        Scheduled report generation

        Generate and distribute custom reports on a schedule with data visualization and export options.
        Intermediate
        CUSTOMER SUPPORT

        Ticket Processor

        Support ticket management

        Automatically categorize, prioritize, and route customer support tickets based on content analysis.
        Advanced
        BUSINESS DEVELOPMENT

        Proposal Generator

        Customized proposal creation

        Generate customized business proposals by combining pre-approved templates with client-specific data and requirements.
        Intermediate
        GOVERNMENT CONTRACTING

        Compliance Monitor

        Regulatory compliance tracking

        Track regulatory changes, document compliance activities, and generate alerts for upcoming deadlines and requirements.
        Advanced
        FINANCIAL MANAGEMENT

        Cash Flow Forecaster

        Financial planning automation

        Automate cash flow projections by pulling data from accounting systems, invoicing platforms, and sales pipelines with customizable scenarios.
        Intermediate
        LEGAL OPERATIONS

        Contract Lifecycle Manager

        Contract tracking and renewal

        Track contract milestones, automate renewal notifications, and monitor obligations with stakeholder alerts and reporting dashboards.
        Intermediate
        GOVERNMENT CONTRACTING

        Bid/RFP Tracker

        Opportunity management system

        Monitor bid opportunities, track submission requirements, and manage team assignments with automated deadline notifications.
        Intermediate
        document.addEventListener('DOMContentLoaded', function() { const templateButtons = document.querySelectorAll('.template-btn'); templateButtons.forEach(button => { button.addEventListener('click', function() { const templateType = this.getAttribute('data-template'); showTemplateInfo(templateType); }); }); function showTemplateInfo(templateType) { // Template building instructions based on template type const templateInstructions = { 'email-auto-responder': { title: 'Email Auto-Responder', zapier: 'https://zapier.com/shared/email-autoresponder/123456', description: '**Zapier Template**\n1. Trigger: New email in Gmail/Outlook\n2. Filter: Check email content/sender against criteria\n3. Action: Send templated response based on conditions\n\n**AI Agent Prompt**\n"Monitor my inbox for emails containing [keywords]. For customer inquiries about [topic], respond with [template]. For urgent requests containing [terms], forward to [email] and send an acknowledgment to the sender."', implementation: 'Get access to our ready-to-use implementation with:\n• Pre-built Zapier/Make.com workflow template\n• AI Agent configuration file\n• Customizable email response templates\n• Step-by-step setup guide with screenshots\n• Common use case examples' }, 'document-generator': { title: 'Document Generator', zapier: 'https://zapier.com/shared/doc-generator/123457', description: '**Zapier Template**\n1. Trigger: Form submission or database entry\n2. Action: Generate document from template\n3. Action: Send document via email or save to cloud storage\n\n**AI Agent Prompt**\n"When I receive new client data in [format], generate a [document type] using my template at [location]. Insert client name in [section], customize paragraph 3 based on their industry, and add today\'s date in the format MM/DD/YYYY."', implementation: 'Get access to our ready-to-use implementation with:\n• Pre-built Zapier/Make.com workflow template\n• Document template library (5 types)\n• Field mapping configuration tool\n• Step-by-step setup guide with screenshots\n• Variable handling cheat sheet' }, 'data-etl-pipeline': { title: 'Data ETL Pipeline', zapier: 'https://zapier.com/shared/data-etl/123458', description: '**Zapier Template**\n1. Trigger:

        Tools to Cut Work with THINK

        Assessment

        Access where you are for free

        GPT

        THINK with AI GPT

        Adopt THINK with the help of ChatGPT

        Includes: - Create an automation - Get a THINK assessment -Take AI Readiness Quiz - Get Co-Pilot Guide on AI Agents
        Access GPT
        Survey

        Manual Task Survey

        Get Two Ways to Cut A Manual Task with AI and THINK

        Includes: - Receive a free report - Two AI recommendations - ROI calculation with estimated cost savings.
        Take Survey
        Calulator

        ROI Calculator

        Want a breakdown of your potential AI savings?

        Includes: - Enter current process - Enter AI costs - Get return on investment calculation
        Calculate ROI

        Adoption

        Start cutting tasks with AI

        Course

        Cut Manual Tasks with AI Email Course

        Get everything you need to implement the THINK method.

        Includes: - THINK Templates - THINK Adoption how-tos - Guided lessons - Sample Case Studies
        Enroll Now
        Guide

        8 Prompt Playbook to Cut Manual Tasks

        A guide to apply THINK.

        Includes: - Eight proven prompt libraries - Replace repetitive work with AI - Copy, customize, and deploy
        View Guide
        Toolkit

        The DIY AI Toolkit

        Stop wondering where to start with AI. Follow the THINK Implementation Method.

        Includes: - Step-by-Step THINK Adoption - 21 Day Plan - Tools and Resources - Library of Prompts - Bonuses
        Order Toolkit $97

        Implementation

        Create an AI solution

        Checklist

        Proposal Checklist

        Get everything you need to analyze, outline, and create proposal content.

        Includes: -Identify Opportunities - Analyze Bids - Write Proposal Content - Run Compliance Checks
        Get the Checklist
        Toolkit

        AI Proposal Toolkit

        Everything you need to score and write proposals with AI.

        Tools Include: - 3 Prompt Templates - Proposal Response Template -Proposal Builder Checklist - Compliance Matrix - Sales Pipeline Tracker Spreadsheet
        Order Toolkit $99
        Implement AI

        Choose a Standard or Plus Project

        Fast-Track Your Goals.

        Included: - We'll implement the THINK Method for you -Automate a workflow in 21 days -Give you an AI Roadmap -Set up performance tracking -Prompting support and templates
        Learn more
        Automation Templates

        Use an automation template to implement AI

        Copy the template prompt and put it into an AI Assistant to build.

        Included: - Email Auto Responder template -Document Generator template -Automating Reports Template -Cash Flow Forecaster Template -and many more
        Access Templates

        AI Prompts Collection

        A collection of AI prompts to eliminate work

        Strategic Planning

        Risk Assessment

        Risk assessment and mitigation planning

        What risks should I prioritize to safeguard my company's future in 2025? Share 3 key threats and their potential solutions.
        Team Development

        Change Management

        Change management and leadership

        My senior managers seem resistant to change. How would you structure a 90-day transformation plan that overcomes this resistance?
        Decision Making

        Due Diligence

        Decision-making & acquisition planning

        I'm considering acquiring a competitor but worried about culture clash. What five questions should I ask before proceeding?
        Innovation

        Growth Strategy

        Balance innovation and business stability

        How can I identify untapped market opportunities while maintaining our core business stability?
        Crisis Management

        Emergency Response

        Crisis response and reputation management

        What's the ideal response framework when facing a major product failure that affects 30% of customers?
        Financial Strategy

        Resource Allocation

        Budgeting and investment planning

        How should I reallocate resources between digital transformation and traditional operations?
        Market Expansion

        International Growth

        Market entry and risk assessment

        Which metrics matter most when evaluating new market entry in emerging economies?
        Operational Excellence

        Process Optimization

        Workflow efficiency and productivity

        What bottlenecks typically hurt productivity most in hybrid workplaces?
        Stakeholder Management

        Corporate Governance

        Balance profit and sustainability goals

        How do I balance shareholder demands for quick profits against long-term sustainability goals?
        AI Scout for SAM.GOV

        Personalized AI Scout for SAM.gov

        24/7 opportunity scanning, evaluation, and recommendation engine powered with the THINK Method

        Apply to be a Cohort II company • Free implementation included
        AI Scout Platform Preview
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        Your AI Scout Solves Real Contracting Challenges

        Save Time

        Automated 24/7 scanning and analysis of SAM.gov opportunities

        Find Better Fits

        Smart matching based on your capabilities, past performance, and win strategy

        Make Better Decisions

        AI-powered scoring and evaluation of each opportunity

        Transform How You Find Opportunities

        • Custom AI trained on your past performance and capabilities
        • Automated evaluation of RFP requirements and criteria
        • Smart bid/no-bid recommendations based on your win strategy
        • Time-saving opportunity analysis and scoring
        • Personalized growth insights from your data
        Platform Demo

        Who Should Apply?

        We're looking for companies that:

        Are actively pursuing federal contracts
        Want to improve their opportunity evaluation process
        Need help analyzing SAM.gov opportunities
        Want to save time on market research

        Join the AI Scout Pilot Program

        Finding good SAM.gov leads takes too much time. Our AI helps you spot the right deals faster so you can focus on winning them.

        - Custom setup
        - Match your best wins
        - Automate the evaluation process
        Apply for the Pilot Program

        Limited spots available.

        About - THINK

        The AI revolution is here

        Adopt Business-First AI with THINK School.

        Our Mission

        Get the support to adopt AI built around results.

        Elevate

        Raise the standard of AI implementation across industries

        Innovate

        Drive continuous improvement

        Connect

        Build a thriving community of AI practitioners

        Lead

        Guide organizations through their AI transformation journey

        Scale

        Enable sustainable growth through AI-powered solutions

        Transform

        Enable lasting organizational change through AI adoption

        Our Story

        Compound Leverage was founded to create compounding effects with AI. Our journey began with a simple yet powerful idea: to create a structured, repeatable methodology built around business not AI tools.

        Since our inception, we have worked to help our clients navigate AI adoption by THINKing differently about AI. Our THINK methodology is the cornerstone how we deliver results for our customers.

        Today, we are proud to be at the forefront of AI transformation.

        Our Leadership

        Guiding the future of Business-First AI

        Marvin Harris

        Marvin Harris

        Founder & CEO

        With over 15 years in digital transformation, Marvin developed the THINK methodology to help leaders adopt AI with a strategic focus.

        Cabral Thornton

        Cabral Thornton

        Managing Partner

        Cabral brings extensive experience in enterprise AI strategy and implementation, helping organizations navigate their digital transformation journey.

        Luzanne Isaacs

        Luzanne Isaacs

        Community Manager

        Luzanne leads our THINK with AI and newsletter community, helping members collaborate with one another.

        Want to cut a manual task in 21 Days with AI and THINK?

        Define a time-consuming task, and let's work together on it.

        Common AI Adoption Challenges

        Don't let this happen to you

        Use a process to get the most out of AI

        78%

        of AI projects never reach deployment

        - RAND Corporation Study

        85%

        of AI projects fail to deliver on their promises

        - MIT Technology Review

        76%

        of companies lack AI implementation expertise

        - Deloitte Insights

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        The Process

        1

        Identify Your Task

        Find the exact manual task that's costing you the most time and money

        2

        Build A Solution

        Create an AI workflow, app. or agent that automates the entire process from start to finish

        3

        Test & Validate

        Confirm your solution works consistently with real-world data

        4

        Save 10+ Hours

        Free up valuable time for you and your team to focus on growth

        5

        Integrate Workflows

        Connect your AI solution with your existing business systems

        6

        See Immediate ROI

        Calculate exactly how much money you're saving every month

        What Our Customers Say

        ★★★★★

        The AI strategies provided by Compound Leverage have transformed our sales training approach.

        TE

        Thomas Ellis

        Sales Trainer and Author

        ★★★★★

        Their workshops have helped our clients integrate AI into their businesses.

        DM

        Diane McFarland

        Programs Manager

        ★★★★★

        Your ability to share ways to use AI as a business driver for success was amazing.

        VG

        Vickie Griner

        Economic Development Manager

        ★★★★★

        Working with Compound Leverage has been transformative. The THINK method has been organization-altering.

        NB

        Nicole Brown

        Business Process Leader

        ★★★★★

        The level of personal attention and expertise we received has helped us apply AI with our government contracting efforts.

        TM

        Taurus McClain

        Managing Partner

        ★★★★★

        Compound Leverage's strategic guidance has been instrumental in our company's efforts to grow our SaaS platform.

        JP

        Jonathan Pedican

        Real Estate Entrepreneur

        Success Stories

        Proposal Tracking

        Government Contractor

        Manual tracking of proposal status across departments wasted 12+ hours weekly.

        Implemented THINK framework to create an automated tracking system that saved 12+ hours weekly.

        Compliance Processing

        Service Organization

        Manual data entry for lead management created bottlenecks and decrease sales pipeline.

        21-day implementation eliminated 85% of data entry using AI processing.

        Property Analysis

        Real Estate Team

        Property analysis required 4+ hours of manual data gathering and comparison per listing.

        THINK methodology automated property analysis, saving 4 hours per property while improving accuracy.

        Fast-Track Your Goals: Cut a Manual Task in 21 Days

        Stop losing time to repetitive manual tasks. Our 21-Day programs give you a quick win before committing to larger AI initiatives.

        21days
        Day 1-3
        Task
        Day 4-7
        Hypothesis
        Day 8-14
        Invest
        Day 15-21
        Network/Knowledge

        What's Included:

        • Days 1-3: Task Analysis - We identify your highest-impact manual task
        • Days 4-7: Hypothesis Design - We create your custom AI automation using THINK
        • Days 8-14: Invest - We deploy and test the solution in your environment
        • Days 15-21: Network & Knowledge - You measure the results and scale based on the insights

        Client Results:

        • A government contractor saved 12+ hours weekly on proposal tracking
        • A service organization eliminated 85% of lead data entry in their sales processes
        • A real estate team automated property analysis, saving 4 hours per property

        Choose Your Path:

        Cut a Manual Task Max
        Starts at $9,995

        For more complex needs, this package provides additional support and capabilities

          • Everything in Standard plus
          • Option A: Medium to Complex AI solution (workflow, agent, chatbot, or app)
          • Option B: Train your team to implement THINK inside your organization
          • Complete Cut a Manual Task Toolkit
          • Custom implementation roadmap
          • Change management guidance
          • Strategic advice
          • Knowledge base creation and Retrieval Augmented Generation (RAG) implementation
          • Enhanced security protocols and compliance considerations
          • Advanced prompting support and templates

        Not sure which option is right for you?

        Schedule Evaluation
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        FAQ Section with Details

        Frequently Asked Questions

        What services do you offer? +
        We offer a Cut a Manual Task in 21 Days Program that combines AI + THINK to create an AI solution.
        How long does a typical project take? +
        Project timelines vary depending on scope and complexity. The program last's 21 days. We'll make sure to provide a detailed timeline before your project begins.
        What is your pricing structure? +
        We offer two pricing models, a cohort or non-cohort based program.
        Do you offer ongoing support? +
        Yes, we offer support and maintenance packages.
        How do you handle revisions and feedback? +
        We follow an iterative development process with regular check-ins and feedback sessions. Our standard packages include two rounds of revisions.

        Take the First Step

        Term of Use

        Effective Date: 8/16/2023Last Updated: 9/04/2024

        Welcome to Compound Leverage! These Terms of Use govern your access to and use of our website at www.compoundleverage.com and our services, including any content, functionality, and services offered on or through the site (collectively, the "Services"). By accessing or using our Services, you agree to comply with and be bound by these Terms of Use. If you do not agree with these terms, please do not use our Services.1. Acceptance of TermsBy accessing or using our Services, you accept and agree to be bound by these Terms of Use and our Privacy Policy, which is incorporated into these Terms of Use by reference. If you are using our Services on behalf of an organization, you represent and warrant that you have the authority to bind that organization to these Terms of Use.2. Changes to the TermsWe reserve the right to update or modify these Terms of Use at any time without prior notice. All changes are effective immediately when we post them and apply to all access to and use of the Services thereafter. Your continued use of the Services following the posting of revised Terms of Use means that you accept and agree to the changes.3. EligibilityYou must be at least 18 years of age to use our Services. By using our Services, you represent and warrant that you are at least 18 years old and have the legal capacity to enter into these Terms of Use. If you are using the Services on behalf of a company or other legal entity, you further represent and warrant that you are authorized to act on behalf of that entity.4. Use of the ServicesSubject to your compliance with these Terms of Use, we grant you a limited, non-exclusive, non-transferable, revocable license to access and use our Services for your personal, non-commercial use. You agree not to use the Services for any unlawful or prohibited purpose. You may not:Use the Services in any way that could disable, overburden, damage, or impair the site or interfere with any other party's use of the Services.
        Use any robot, spider, or other automatic device, process, or means to access the Services for any purpose, including monitoring or copying any of the material on the Services.
        Use any manual process to monitor or copy any of the material on the Services or for any other unauthorized purpose without our prior written consent.
        Introduce any viruses, trojan horses, worms, logic bombs, or other material that is malicious or technologically harmful.
        Attempt to gain unauthorized access to, interfere with, damage, or disrupt any parts of the Services, the server on which the Services are stored, or any server, computer, or database connected to the Services.
        5. User AccountsTo access certain features of the Services, you may be required to create an account. You agree to provide accurate, current, and complete information when creating your account. You are responsible for maintaining the confidentiality of your account information and for all activities that occur under your account. You agree to notify us immediately of any unauthorized access to or use of your account.6. Intellectual Property RightsThe Services and their entire contents, features, and functionality, including but not limited to all information, software, text, displays, images, video, and audio, and the design, selection, and arrangement thereof, are owned by Compound Leverage, its licensors, or other providers of such material and are protected by United States and international copyright, trademark, patent, trade secret, and other intellectual property or proprietary rights laws. You are granted no right, title, or interest in or to the Services or any content on the Services.7. Purchases and PaymentsIf you purchase any products or services through our website, you agree to pay all fees and charges associated with your purchase in a timely manner. All payments are subject to applicable taxes and fees. We reserve the right to change the prices of our products and services at any time.8. Refunds and CancellationsAll sales are final unless otherwise specified. We do not offer refunds or cancellations for purchased products or services, except as required by law or as otherwise stated in a specific product or service's terms.9. Links to Third-Party WebsitesOur Services may contain links to third-party websites or services that are not owned or controlled by Compound Leverage. We have no control over, and assume no responsibility for, the content, privacy policies, or practices of any third-party websites or services. You acknowledge and agree that we are not responsible or liable for any damage or loss caused by or in connection with the use of any such content, goods, or services available on or through any third-party websites or services.10. Disclaimer of WarrantiesThe Services are provided on an "as is" and "as available" basis, without any warranties of any kind, either express or implied, including but not limited to the implied warranties of merchantability, fitness for a particular purpose, non-infringement, or course of performance. Compound Leverage does not warrant that the Services will be uninterrupted, secure, or error-free, or that any defects will be corrected.11. Limitation of LiabilityTo the fullest extent permitted by applicable law, in no event shall Compound Leverage, its affiliates, or their licensors,

        Privacy Policy

        Effective Date: 8/16/2023Last Updated: 1/12/2025

        IntroductionWelcome to Compound Leverage! Protecting your privacy is our priority. This Privacy Policy outlines how we collect, use, share, and safeguard your personal data when you visit our website at www.compoundleverage.com, use our services, or purchase our products.If you have questions or concerns about this policy or your rights, please contact us at info@compoundleverage.com.1. Information We CollectWe collect personal information directly from you, automatically through your interactions with our website, or from third parties.Categories of Information
        • Personal Data: Name, email address, phone number, mailing address, and other identifying details.
        • Payment Information: Credit/debit card details and billing address for transaction processing.
        • Technical Data: IP address, browser type, operating system, referring/exit pages, and clickstream data.
        • Usage Data: Interactions with our website, services, and features, including preferences and engagement metrics.
        Sensitive Personal InformationWe do not intentionally collect sensitive personal information (e.g., health data, social security numbers) unless explicitly required for our services and with your consent.2. How We Use Your InformationWe use your personal data for the following purposes:
        • Service Delivery: To provide, operate, and maintain our website and services.
        • Transactions: To process payments, orders, and account activities.
        • Personalization: To improve and customize your experience.
        • Communication: To respond to inquiries and send administrative messages.
        • Marketing (with Consent): To send promotional materials, offers, and newsletters.
        • Compliance: To meet legal obligations, such as fraud prevention and security.
        We only process your personal information where we have a lawful basis to do so, such as your consent, a contract, our legitimate interests, or legal obligations.3. How We Share Your InformationWe may share your personal information under the following circumstances:
        • Service Providers: With vendors or contractors performing services like payment processing, email delivery, and data analysis.
        • Business Transactions: During mergers, acquisitions, or asset sales.
        • Compliance: To comply with legal obligations or respond to lawful requests from authorities.
        • Consent: With your explicit consent for specific disclosures.
        4. Your RightsDepending on your location, you may have the following rights under applicable data protection laws like the General Data Protection Regulation (GDPR) or the California Consumer Privacy Act (CCPA):Your Rights Under GDPR
        • Access & Correction: Request access to and rectification of inaccurate or incomplete data.
        • Data Portability: Obtain a copy of your data in a structured, machine-readable format.
        • Erasure (Right to Be Forgotten): Request deletion of your data, subject to legal exceptions.
        • Restriction: Limit the processing of your data in certain circumstances.
        • Objection: Object to processing based on legitimate interests or for direct marketing.
        • Withdraw Consent: Revoke previously given consent at any time.
        Your Rights Under CCPA
        • Know: Request information about the categories of personal data we collect, use, and share.
        • Delete: Request deletion of your personal data.
        • Opt-Out: Opt-out of the sale or sharing of personal data.
        • Non-Discrimination: Exercise your privacy rights without discrimination.
        To exercise your rights, contact us at info@compoundleverage.com. We may require verification of your identity before fulfilling your request.5. Data RetentionWe retain personal data only for as long as necessary to fulfill the purposes for which it was collected, including meeting legal, accounting, or reporting requirements. After the retention period, we securely delete or anonymize your data.6. International TransfersIf you access our services from outside the United States, your data may be transferred to and processed in the U.S., where privacy laws may differ. By using our services, you consent to the transfer of your information to the U.S. for processing.7. Security of Your InformationWe implement appropriate technical and organizational measures to protect your data from unauthorized access, alteration, disclosure, or destruction. However, no system is completely secure, and we cannot guarantee absolute security.8. Cookies and Tracking TechnologiesWe use cookies, beacons, and similar technologies to:
        • Enhance user experience.
        • Analyze website performance.
        • Deliver targeted advertisements.
        You can manage cookie preferences through your browser settings or our cookie management tool. For more details, refer to our Cookie Policy.9. Children’s PrivacyWe do not knowingly collect personal information from children under 13 (or 16 where applicable under GDPR). If we discover that we have collected data from a child without proper consent, we will delete it promptly.10. Changes to This Privacy PolicyWe may update this Privacy Policy to reflect changes in laws, practices, or services. Updates will be posted on this page with a revised “Last Updated” date. We encourage you to review this policy regularly.11. Contact UsFor questions or concerns about this policy or our practices, contact us at:Compound Leverage
        8720 Georgia Ave, Ste 302
        Silver Spring, MD 20910
        Email: info@compoundleverage.com

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