Discovery audit
Honeywell Bakehouse
Prepared by Here Forward for a fictional business (based on a real one).
What you told us
- Who you are
- Dana, owner
- The business
- “A small-batch bakery and cafe. Sourdough and pastries daily, custom celebration cakes by order, and light catering for offices and events. Open since 2018. People know us for the sourdough and the cinnamon morning buns.”
- Team size
- Seven, owner-run.
- Where you are with AI
- “Experimenting. I use ChatGPT for the odd caption, and once tried it for a catering quote. No system to it.”
- What a good audit looks like
- “Honestly, knowing whether AI is worth my time at all. The custom-cake DMs are eating my evenings, and everyone says I should ‘use AI’ but nobody says how. I'd love my Sunday nights back.”
- Anything else
- “We're seasonal. The holidays and wedding season are brutal. And two of my staff are nervous AI is going to replace them.”
01 · How AI sees you today
We asked the AI tools your customers already use the questions they actually ask, and we read your site and socials the way a machine does. Here's the picture.
On your website
It's a single page from 2019, and there's almost nothing on it for a machine to read: a hero photo, “Fresh bread daily,” and a contact form. No menu, no hours, no mention of custom cakes, catering, or your gluten-free Fridays. So when AI describes Honeywell, it falls back to “a local bakery” and whatever your reviews say. Half your business is invisible because it was never written down.
On your socials
Your Instagram (3,100 followers) is your real storefront, and it's lovely. But AI can't browse it the way a person does. It can't read the text baked into your photos, and it can't see your DMs, which is exactly where every custom-cake conversation lives. Facebook has your most current hours, but they conflict with Google, so AI hedges. The bright spot is your Google Business Profile: 120 reviews at 4.7, with customers literally naming your specialties (“best custom cake we've ever had,” “the gluten-free options are a lifesaver”). AI trusts reviews, so right now your customers describe you better than your website does.
“Where can I get a custom birthday cake near downtown?”
AI answeredTwo grocery-store bakeries and one competitor. It didn't mention you.
Your custom-cake work lives in Instagram photos and DMs, and AI can't read either. As far as a machine knows, you sell loaves.
“Is Honeywell Bakehouse open on Mondays?”
AI answered“Hours aren't listed.” You're closed Mondays, but it couldn't confirm that.
Your hours are current on Facebook, out of date on Google, and missing from your site. AI averages the mess and gives up.
“Best place for a wedding cake near here?”
AI answered Three competitors, each with a wedding page on their site.
You do beautiful wedding cakes, but the proof is in your Instagram highlights, where AI can't reach. The competitors just wrote it down.
What it gets right: it knows you exist, knows the sourdough is good (your reviews say so, loudly), and places you in the right neighborhood. The bones are there. The machine just can't see most of what you actually sell.
02 · AI readiness, scored
A quick read on how ready your business is for the way customers search now. Five things we look at.
- FindabilityFairYou show up for “bakery.” You don't show up for the cakes and catering that pay the bills.
- AccuracyWeakHours and offerings are out of date in the places AI reads.
- DepthWeakA one-page site from 2019. Your story, menu, and services aren't written down anywhere.
- Reputation signalsStrong120 reviews at 4.7. This is your biggest asset, and AI already trusts it.
- Internal useEarlyA little ChatGPT here and there. No system yet.
03 · Five fixes you can make this month
None of these need us. Do them yourself and you'll see the difference.
- Write down what you actually sell. One simple page (or even a fuller Google Business Profile) listing custom cakes, catering, gluten-free Fridays, pre-orders, and real hours. This single step fixes most of what AI got wrong up top.
- Fix your hours everywhere. Google, Facebook, your site, your front door. One afternoon, and it's the biggest accuracy win on this list.
- Get custom cakes out of the DMs. Add a short “Custom Cakes” section with flavors, lead times, and a price-from, plus a simple inquiry form. A page is readable by customers and machines. Your inbox is readable by neither.
- Let your reviews write your copy. Your reviewers describe you better than your website does. Pull their exact phrases into your own descriptions.
- Stand up a wedding-cake highlight as a real page. Your competitors win that search for one reason: they wrote it down. Ten photos and a paragraph would put you in the running.
04 · Getting started with AI yourself
You don't need us to begin. Pick one chat tool, spend ten minutes teaching it about Honeywell, and use the prompts below. That's the whole start.
Set ChatGPT up around your business
You already use ChatGPT, so start there. The single highest-value thing you can do is fill in its Custom Instructions (in ChatGPT, go to Settings → Personalization → Custom Instructions), so every chat already knows Honeywell instead of starting from zero. Here's what's worth putting in:
- What you sell, plainly. Sourdough and pastries daily, custom celebration cakes, light catering, the gluten-free Friday.
- Your voice. Warm, plain, a little dry. Never salesy, no emojis, and no “delicious” or “yummy.”
- Who you serve. Your neighborhood, your regulars, and the kind of customer you'd like more of.
- The practical stuff. Your hours (closed Mondays), cake lead times, and what you do and don't take on.
- What you want help with. Captions, custom-cake replies, catering quotes. Tell it the jobs you'll actually use it for.
Once that's in, talk to it like a sharp new hire: be specific, give an example, and say what was wrong with the first draft. Skip the “AI website builders” and $300/mo all-in-one platforms. You don't need any of it.
Set up Projects for the work you repeat
Custom Instructions teach ChatGPT about Honeywell once. Projects go a step further: they let you group related chats into one place with its own notes and files, so a whole kind of work starts warmed up instead of from a blank box. A few worth setting up:
- Custom cakes. Your flavors, sizes, lead times, allergens, and a price-from, dropped in once. Every quote and reply starts from the real numbers.
- Captions & socials. Your voice rules plus a handful of captions you liked. Drafts come out sounding like you, not a brand.
- Catering. Your menu, minimums, and delivery area in one place, so a quote never wanders off what you actually offer.
- Hiring & training. Your onboarding checklist and the questions you ask new hires. Pull it up fresh every season instead of rebuilding it from memory.
Build one custom GPT you'll actually use
A custom GPT is an assistant you set up once, hand a job and a memory, then reuse without re-explaining. Share it with your team and everyone answers the same way. Don't build ten. Build the one that's eating your evenings: a Custom-Cake Helper. Here's the whole setup, start to finish.
- Open the builder. In ChatGPT, go to Explore GPTs → Create. You'll need a paid plan to build your own.
- Give it a job. Tell it it's your custom-cake assistant, and that its work is drafting warm, on-brand replies to customer inquiries.
- Feed it the facts. Paste in your flavors, sizes, lead times, allergens, and price ranges. This is what keeps every quote accurate.
- Show it your voice. Add two or three replies you've sent that you were proud of, so it copies your tone instead of a generic one.
- Tell it what to ask. Every draft should pull the four things you need to quote: flavors, design, dietary needs, and pickup or delivery.
- Hand it to the team. Share the link. Now anyone can drop in a customer's message and get a draft that already sounds like you.
Make images when you can't get the shot
Your phone still wins for real bakes, so lead with real photos. But when you need a graphic and don't have one, the same chat tools can make images right in the conversation. Be specific: name the subject, the style, the mood, and where it's going to live. A few to try:
Image prompts to try
- A warm Instagram graphic announcing holiday pre-orders are open, cream and soft-brown palette, hand-lettered feel, with room left at the top for a line of text. Square.
- A cozy flat-lay of sourdough loaves and cinnamon morning buns on a worn wooden counter, warm daylight, no text. Square for Instagram.
- A simple chalkboard-style menu graphic listing four cake flavors, dark board with light lettering, easy to read on a phone.
- A friendly “Closed Mondays” sign for the front door, neighborly not corporate, plenty of contrast.
- A clean “Gluten-Free Fridays” announcement, bright and uncluttered, with space to add the date.
One honest catch: AI is still shaky at spelling words inside an image, so keep any text short or leave room and add it yourself in a free tool like Canva. And skip it for anything a customer needs to trust as real, like a photo of the actual cake they're ordering.
20 prompts to get you going
These are written for beginners, and they work the same in ChatGPT, Claude, or any other chat AI. Copy one, fill in the brackets, and go. They're tailored to a bakery like yours.
Captions & social
- Write 5 Instagram captions for today's bake: [list]. Voice: warm, plain, a little dry, never salesy. Under two lines each, no hashtags unless they earn their place.
- Make this photo sound worth a trip without using “delicious” or “yummy”: [describe the photo].
- Give me 7 days of Instagram story ideas heading into [season]: mix behind-the-scenes, one product, and one ask.
- Rewrite this caption to sound like me, not a brand: [paste]. Keep it short and human.
- Draft a post announcing holiday pre-orders open [date]. Friendly, a little urgent, no exclamation-point pileup.
Custom cakes & catering
- A customer wants a [occasion] cake for [number] people on [date]. Draft a warm reply that asks the 4 things I need to quote: flavors, design, dietary needs, pickup or delivery.
- Write a custom-cake FAQ for my website: lead time, serving sizes, price ranges, allergens. Plain language.
- Turn my pricing notes into a clean catering menu a customer could read: [paste notes].
- Draft a kind reply declining a same-week wedding cake, and suggest two things we can do instead.
- List the fields my pre-order form should collect so I never have to chase a customer for missing details.
Operations & admin
- I have [list] left at close. Give me 3 ways to use or sell it tomorrow to cut waste.
- Draft a clear, kind text to a customer whose order will be 30 minutes late.
- Write an opening and closing checklist for a brand-new counter hire.
- Turn this messy supplier email into a clean purchase-order summary: [paste].
- Help me plan staffing for a holiday week with these orders: [list]. Flag the days I'll be short.
Marketing & growth
- Write a short email to my list announcing [new product], in my voice, with one clear call to action.
- Give me 10 local search terms a bakery like mine should show up for, beyond “bakery [town].”
- Draft a Google Business Profile description covering custom cakes, catering, gluten-free Fridays, and hours.
- Suggest a simple loyalty or referral idea for a neighborhood bakery that's cheap to run.
- Read these 10 reviews and pull the exact phrases customers use to describe us, so I can put their words on my site: [paste].
Make it sound like you, not a robot
AI has a default voice, and people have learned to spot it. The fix is easy: paste these rules into your Custom Instructions so ChatGPT follows them every time.
- Use contractions. “We're,” “don't,” “it's.” It's how you actually talk.
- Cut the AI words. Swap “delve,” “leverage,” “utilize,” “elevate,” and “seamless” for plain ones. A bakery doesn't “leverage” flour.
- Skip the “it's not just X, it's Y” formula. It's the most obvious tell there is.
- Go easy on em dashes and exclamation points. One or two at most. Periods and commas carry the rest.
- Drop the fake openers. “In today's fast-paced world,” “Now more than ever.” Just start with the thing you want to say.
- Mix up sentence length. A short one. Then a longer one that breathes. AI tends to write everything the same medium length.
- Skip the manufactured warmth. No “soft morning light” or “just me and my coffee.” Say the real thing.
05 · If you'd rather we did it
Everything above is yours to run with. If you'd rather it was done than on a to-do list, here's what each option would actually look like for Honeywell, not in the abstract.
Your AI Foundation
from $1,000 · 1–3 weeksWe capture Honeywell as context an AI can use: your voice, your cake and catering menus and how you price them, how an order moves from DM to oven to pickup, your customers, and your busy seasons. That becomes your Foundation. Then we write the website and Google content you've been missing, build the custom-cake assistant, and set up your caption and quote helpers. You leave with AI that knows Honeywell, not “a bakery.” Your $100 audit comes off it.
Your AI System
from $4,000 · 3–6 weeksEverything in the Foundation, wired live. The cake concierge connected to your inbox and booking so inquiries flow in and quotes flow out without you re-typing a thing. Captions and the email list drafting on a schedule. A simple board of what's coming: orders, catering, the days you'll be slammed. This is for when the DMs and the Q4 rush are genuinely costing you a hire.
Training that'd fit you
from $200Two of your staff are nervous about AI, and that matters more than any tool. Start with a Starter 1v1 (from $200): a working session to get your own footing and a plan for easing the team in. When you're ready to bring the whole shop in, role-specific team workshops (from $400 per workshop) turn the two nervous staff into the ones asking what else it can do.
See training options →This is yours to act on, with us or without us.
A real audit is built the same way: from what you tell us and what AI can (and can't) see about your business today. The difference is it's about you, not a bakery in an example.