How this one is meant to be worked through, in the author's own words:

1. Read Chapters 4, 5, 19 and 20 before you take a single paid project. They are access, refusals, testing, and human review — and they are the four things that end businesses in this trade.
2. Send the written scope in Resource 1 to an insurance broker this week, then book an attorney and an accountant. They take longest and everything else waits on them.
3. Sign the 'what I will not automate' statement in Resource 3 before you are offered work that tests it. A decision made calmly in advance is a different thing from a judgement made under a fee.
4. Build the access register and the offboarding checklist in Resource 23 before you hold anybody's credentials, and price offboarding into every project.
5. Print the never-upload list from Resource 38 and keep it where you work. Section 36.5 explains why the rule is absolute rather than a judgement call.
6. Charge for discovery from your first enquiry. Section 15.12 and Section 23.3 explain why a paying client behaves completely differently.
7. Never build anything before the process map is signed off and every human checkpoint has a named owner who knows they own it. Sections 16.11 and 20.8.
8. Build the four safeties — recipient override, volume cap, dry-run mode, and a confirmation step — before you build any logic that sends, writes, deletes, or charges. Section 19.1.

Written to be used rather than skimmed. Every financial figure is left blank on purpose, and anything touching law, tax, insurance or data protection is written as questions for a qualified professional rather than answers.

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