Free implementation kit for financial advisors
Turn Hazel Into an AI Operating System for Your Financial Advisory Practice
Get the free, step-by-step Starter Kit that helps you teach Hazel how your firm works, communicates, and gets things done.
Built by a financial advisor, for financial advisors
Companion 02
Your First Hazel App
Companion 01
Implementation Record
OwnRight Works — Edition 01
Hazel
Starter Kit
A structured implementation system for financial advisory practices.
- Format
- Google Drive
- Stages
- Four
- Price
- No charge
- BUILD
- TEST
- CREATE
- REVIEW
/ Workbook + two companion documents
The problem
Hazel Can Do More Than Summarize a Meeting
Hazel can do far more than respond to an isolated prompt. But only when it understands your practice. Most advisors are still starting with a blank screen, repeatedly explaining the same context, and correcting generic output.
The Hazel Starter Kit gives you a structured process for teaching Hazel about your firm, clients, services, communication style, professional standards, and recurring workflows.
What you will build
Five Components, Built in Order
01
Practice Foundation
Capture your ideal clients, services, planning process, principles, terminology, and communication style.
02
Behavior and Quality Standards
Tell Hazel how to communicate, handle uncertainty, review its work, and flag issues requiring professional judgment.
03
Tested Meeting Workflows
Improve meeting preparation, summaries, CRM notes, client recaps, and follow-up tasks.
04
Your First Custom Hazel App
Turn one repeatable process into a reusable Hazel mode.
05
Implementation Record
Preserve approved files, decisions, tests, and the exact next step so progress does not disappear between chats.
Outcomes
What This Can Change in Your Practice
- Less repeated prompting and correction
- Communication that better reflects the advisor's voice
- Better meeting preparation and follow-up
- Educational and marketing drafts from transcripts and recurring questions
- Follow-up needs, planning opportunities, and referral cues for advisor review
- Consistent systems that are easier to improve and delegate
- More capacity for planning, client relationships, business development, leadership, or time away
Margin note
The goal is not to remove you from the work. The goal is to let your judgment lead while the system carries more of the repeatable workload.
How it works
You Do Not Need to Become an AI Expert
The Starter Kit is designed to be used inside Hazel. You give Hazel the Navigator and the current instructions, and Hazel leads the process one step at a time.
At each step it explains what it is doing, why it matters, what information is needed, what will be created, and what must be reviewed before moving forward.
Step 01
Attach the roadmap
Give Hazel the Navigator and the current instruction file.
Step 02
Answer questions about your practice
Hazel asks; you supply the real context.
Step 03
Review and correct the drafts
Your judgment sets the standard before anything is saved.
Step 04
Save and test the approved system
Confirm it works, then record the next step.
What is included
Everything in the Folder
- Starter Kit Participant Guide
- Starter Kit Navigator
- Implementation Record template
- Step-by-step instruction files for each stage
- Practice Foundation guidance
- Behavior and quality-standard instructions
- Meeting Settings implementation and testing guidance
- Custom Hazel App development instructions
- Final review and maintenance guidance
There is no charge for the Hazel Starter Kit.
Request access
Send the Google Drive folder to my inbox
Qualification
An Honest Fit Check
This is for you if
- You already have access to Hazel
- You want more than isolated prompts and meeting summaries
- You are tired of repeatedly explaining context
- You want better output without losing your voice or judgment
- You are willing to review and approve the system
- You want a structured path
This is not for you if
- You want a one-click prompt pack
- You are unwilling to provide practice context or review output
- You expect AI to replace professional judgment, compliance, supervision, privacy controls, cybersecurity, or recordkeeping
Final step
Build a Hazel System That Reflects the Practice You Actually Run
Your firm has its own clients, processes, language, standards, and way of thinking. Hazel should not sound like every other advisor's AI. It should understand how you work.
Get the free Starter Kit