A 10-chapter strategy playbook, a Google Sheets-ready Master Forecasting Template with Reorder Point math, and 30 battle-tested AI prompts you copy-paste into ChatGPT or Claude. Built from 15+ years of procurement and enterprise ERP work — designed for the SMBs who've been left behind by enterprise software.
Most SMBs underestimate how much working capital is either trapped on a dusty shelf or lost to empty ones. The combined cost of overstock and stockouts is estimated to drain $1.1–1.8 trillion from businesses globally every year — and small businesses absorb it the worst, because they don't have the cash reserves to hide the damage.
If you hold €50,000 of dead stock for a year, it's not just €50,000 you can't spend. It's actively costing you another €12,500 in carrying costs.
Running on Shopify or WooCommerce, watching your best-sellers go OOS while pallets of last year's hit gather dust in the 3PL.
Tired of "same-as-last-year" forecasting in the master spreadsheet — but priced out of Netstock, Katana, and the rest of the enterprise tier.
Negotiating with suppliers without the analyst team your enterprise competitors have. You need the leverage of data, not the headcount.
You've poked at ChatGPT a few times. Now you want a real, repeatable system — not random one-off prompts that produce slop.
The strategy, the spreadsheet, and the prompt library. Each component reinforces the others — read the chapter, open the template, fire the prompt, ship the decision.
A 10-chapter book that turns inventory from a chore into a discipline — covering the PRIME Loop methodology, ABC classification, demand forecasting (SMA, exponential smoothing, FORECAST.ETS), safety stock math, supplier scorecards, and a 90-day implementation roadmap.
The spreadsheet that runs the math the book teaches. Drop it into Google Sheets for cloud access and team collaboration, or open it in Excel — no new software to learn, no migration, no IT ticket.
FORECAST.ETS demand forecasting baked into the model30 battle-tested prompts you copy, paste, and run in ChatGPT or Claude. Replace the bracketed variables with your data, hit enter, get a defensible answer. No prompt engineering degree required.
Every prompt is engineered with the CRISP framework — context, role, input, specificity, and pitfalls. Open the swipe file, copy a prompt, swap in your data, and you're running professional-grade analysis in under two minutes.
// Paste into ChatGPT or Claude. Attach your sales CSV.
You are an expert supply chain analyst.
Analyze this sales CSV for SKU [X].
Identify any sales spikes that are +20% above
the 3-month moving average.
Categorize them as either 'Likely Organic' or
'Likely Promotional'.
// Paste into ChatGPT or Claude. Attach your PO history CSV.
I have attached a CSV of my recent Purchase Orders.
Calculate the average lead time in days and the
On-Time delivery rate for each supplier.
Output a professional table highlighting anyone
deviating by >15%.
// When working capital is tight and the PO list isn't.
I only have €15,000 in working capital this month,
but my ideal reorder list costs €22,000.
Based on the profit margins in the attached sheet,
tell me exactly which SKUs to cut from the PO.
// Rehearse the supplier call before the supplier call.
I need a 5% price reduction from Supplier X,
who has been late on 3 recent shipments.
Role-play as their stubborn sales rep.
Give me your best push-back, then tell me how
to counter it.
Every prompt uses the same template structure: a clear role, the data source, a specific output format, and explicit pitfalls to avoid. That's why they work the same in ChatGPT and in Claude.
Get all 30 promptsDrop the file straight into Google Sheets for cloud access and real-time team collaboration — or keep it in Excel if that's where your team lives. Either way, the formulas, the ABC structure, and the Reorder Point logic are already wired up.
FORECAST.ETS works natively in modern Excel.One row per SKU, with the columns the book argues are non-negotiable: SKU/Part ID, category, units in stock, average lead time, and historical sales. That last column is the fuel for every AI prompt and every forecast.
The 80/20 rule, applied. A-items get tight forecasting and high service levels. B-items get standard control. C-items get bulk management or move to just-in-time. Stop treating all SKUs equally — you don't have the cash for it.
The Max-Min safety stock method, plus the Reorder Point formula ROP = (Avg Demand × Lead Time) + Safety Stock — the trigger your business has been firing too late or too early for years.
The Holt-Winters seasonal forecasting algorithm — the same statistical model used inside enterprise tools — built into Google Sheets and Excel natively. Feed it 24 months of history; it returns a forecast that respects trend and seasonality.
From 90% (lean buffer) to 99% (aggressive). Pick the service level the customer pays for — not the one your gut feels comfortable with — and let the math size the safety stock accordingly.
Each chapter ends with a practical exercise — the 5-Number Inventory Audit, picking your stack in 15 minutes, building the Master Sheet, comparing forecast methods, and so on. You don't read this book; you implement it.
The Hidden Tax framework, the 80% rule, the 5-Number Inventory Audit.
The three flavors of AI, the GenAI Divide, the PRIME Loop framework, augment-don't-replace.
Free Tier, Solo Operator, and Growth stacks. ChatGPT vs. Claude. Make.com vs. Zapier. When to graduate to dedicated software.
The minimum viable dataset, exporting from Shopify/WooCommerce/QuickBooks, ABC classification, and the data-privacy golden rules.
SMA, exponential smoothing, Holt-Winters. MAPE for accuracy, bias checks, and where AI actually adds value over raw math.
Heuristic, Max-Min, and statistical methods. Service-level vs. cost trade-offs. The trigger-point math your team needs.
The CRISP framework + all 30 prompts in their full form, organized by category — also delivered as a standalone copy-paste swipe file.
Build a supplier scorecard from your PO history. Run spend analysis. Rehearse the negotiation before you walk in.
Build your first low-stock-alert scenario step by step. The human-in-the-loop rule. Why drafts beat auto-sends.
A 90-day phased rollout plan and the 5 common pitfalls that sink AI inventory projects before they start.
No. If you can open a spreadsheet and paste text into ChatGPT, you can run this system. The Master Template uses standard Google Sheets / Excel formulas. The 30 prompts work by replacing bracketed text — [X], [Location] — with your own data and hitting enter.
Both. Every prompt is engineered with the CRISP framework so it produces the same quality of output regardless of which model you paste it into. The book also explains when each model is the better choice — Claude for very large CSV files (200K context window), ChatGPT for in-chart visualization and voice.
Yes — that's the recommended way to run it. Upload the file to Google Drive, open with Google Sheets, and you immediately have cloud access, real-time collaboration with your buyer or warehouse team, and version history. FORECAST.ETS and the safety-stock formulas all work natively. If your team prefers Excel, the file works there too.
12 months gets you started — enough for ABC classification, basic trend analysis, and reorder-point math. 24 months unlocks the full power of FORECAST.ETS, because the algorithm needs two full seasonal cycles to confirm a December spike is a recurring pattern, not a one-time fluke.
No — and it shouldn't. Your POS is your system of record. This bundle is the analytical and decision layer on top of it. You export your sales and PO data (the book covers Shopify, WooCommerce, and QuickBooks specifically), drop it into the Master Template, and use the prompts to run the kind of analysis that mid-market software charges €1,000+/month for.
The Playbook is delivered as a PDF (10 chapters). The Master Inventory Template is delivered as an .xlsx file that opens directly in Google Sheets or Excel. The 30-Prompt Swipe File is a standalone PDF you can keep open beside your AI window and copy from directly.
Get the full bundle: the 10-chapter playbook, the Master Forecasting Template (Google Sheets & Excel), and all 30 copy-paste AI prompts — instant download.
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