Free go-to-market (GTM) playbook / Accounting
Find your next client. Start with a plan.
Important
Keep sensitive business data out of Grok Bot
We do not recommend connecting anything sensitive about your business to Grok Bot: client tax and financial records, financials, passwords, contracts or internal systems. Grok Bot is a third-party AI service; check the vendor's current data controls for the plan you pay for. For work that touches sensitive data, use private AI that runs under your control. That's what Automated Edge builds.
Before you begin
Is it free?
Yes. Join the Automated Edge blog (coming soon) and the playbook is yours, free to use and share. Grok Bot itself is xAI's paid assistant. Check current plans on xAI's site.
Is Grok Bot just a regular chat app?
No. Grok Bot is xAI's agent app (desktop and mobile). It's different from the regular Grok chat: Grok Bot can do jobs for you on a schedule and hand bigger jobs to helper agents. The setup file is made for Grok Bot.
Will it send anything without me?
No. Messages stay drafts until you approve them. Grok Bot never opens LinkedIn or Facebook: it drafts, you post or send.
Does it touch client data?
No, never. Use your own business marketing information only. Never put client names, records or contact lists into Grok Bot. We do not recommend connecting anything sensitive about your business to Grok Bot: client tax and financial records, financials, passwords, contracts or internal systems. Grok Bot is a third-party AI service; check the vendor's current data controls for the plan you pay for. For work that touches sensitive data, use private AI that runs under your control. That's what Automated Edge builds.
How long does setup take?
About 30 seconds to sign up here. In Grok Bot, questions one at a time, with a quick win within about the first 10 minutes; the full setup takes about 20 to 25 minutes. After that, 15 to 20 minutes a day reviewing and approving drafts.
Who does it reach out to?
Businesses only, found from public sources: their website, local news, directories and job posts. Every email is a draft you approve and send, starting at a few a day.
Does it see my clients' books or tax records?
No. Grok Bot never connects to your tax or accounting systems or to a client's books. An offer like a books review runs with your own tools.
Can I reward clients who refer a friend?
Yes, where it's lawful and you disclose it; whether to offer one is your call. Grok Bot never pays, rewards or discounts anyone for a review, and never asks only the clients who seem happy to leave one.