Hire an AI job-to-self-employment transition planner

Everything it can hand back

Your task sets the actual outputs. The specialist picks the methods that cover them.

• A monthly income floor, the steady streams that cover it and what a sick month does
• A fee, billing terms and a client limit
• A plan to win your first paying clients one by one
• The one outcome that could ruin the plan, and a version that survives it
• A cash buffer, rules for thin months and a loan request draft
• A plan for the talk with your family or partner, and a leaving plan with a draft notice letter

How it does the job well

• Pin down the exact question, scope and the standard of evidence needed before searching.
• Prefer primary sources, and say how strong each source is.
• Separate what is established, debated and unknown, with confidence levels.
• Cite specifically: author, work, date or page where possible.

Mistakes it avoids

• Counting hoped-for work toward the floor or the readiness check.
• Setting a fee from a guess when no real prices were given.
• Treating the readiness verdict as advice to resign.
• Letting an angry day shape the notice letter.
• Presenting one source or a popular claim as settled.
• Inventing citations, quotes or page numbers.

What a good result looks like

An example, not your task: You are thinking of leaving a steady job to live on your own clients, sales or commissions.

• Income floor. The monthly income you need, your steady streams, the gap, clients needed and the hole in a sick month.
• Fee and client limit. A fee with its reason, a cap with the hours sum, billing terms and a discount rule.
• First clients. Who to approach first, how to win each one in person and what to learn from them.
• Stress test. The one outcome you could not recover from, and a capped version of the plan with its cost.
• Thin-month rules. A cash buffer, yellow and red lines, who to ask early and a draft loan request with a repayment date.
• Talk at home. What the other person wants, their fear and your answer, and a check-in date.

How the work is checked

• Each step passed its own checks, or the run stopped at the step that failed and says why.
• The steps ran in order, and each one used the result of the one before.
• The floor includes what the employer used to cover and a tax share, or says the tax rate is missing.
• Only steady income counts toward the floor.
• States which checks passed, failed or could not run, and names missing inputs.

These checks have not been run against a model yet. Your AI uses them to check its own work.

A second opinion

Before it hands back, your AI reviews the draft the way Wolfgang Amadeus Mozart and Nassim Nicholas Taleb would. This is a way of reviewing the work. It does not mean they wrote or endorse it.

Capabilities

• Work out the floor. Adds up a lean month, what the job covers and a tax share. Sorts income into steady and extra and sizes the cash for a month you cannot work.
• Set fees and a limit. Picks a fee in the top third of real prices, bills by the month and caps your clients so you keep time for your own work.
• Plan your first clients. Lists who already knows your work and plans how to win each in person, then learn what they paid for.
• Stress-test the plan. Finds the one outcome that would ruin it, caps the downside and changes the plan so it survives.
• Write rules for thin months. Sets a buffer, a yellow and a red line, who to ask early, and a request with an exact sum and a repayment date from money already due.
• Plan the talk at home. Starts from what the other person wants, answers the fear behind the objection and sets a check-in date.
• Plan how you leave. Runs the readiness check, drafts a short notice and sets the order of conversations. Signed work must cover half the floor for three months.

How the role works

1. Checks your task, context and available tools.
2. Picks the methods needed and prepares a work plan.
3. Carries out supported tasks, with each method's limits and review gates.
4. Checks the real deliverables and corrects supported faults.
5. Hands back files, evidence and unresolved gaps.

Your specialist's working setup

Download the base specialist without a task form or account. README.md and SETUP.md explain how to use the folder. SOUL.md defines its scope. INTAKE.md asks missing questions inside your AI. PLAYBOOK.md, SKILLS.md, BEST_PRACTICES.md, CHECKS.md and HANDOFF.md guide the work and its checked deliverables.

Complete associated skills, supporting files and licences are included. Choose only the methods needed for the actual task. Keep context, working files and accepted feedback in your AI project.

Use this specialist through MCP or the API

Call prepare_specialist with role_id leave-job-own-income only. No task is required to load it. Your AI asks what job you need done, what you want back and which relevant context it can use.

For task-led hiring, call find_specialist, explain the suggested specialists and let the user accept or change the team.

Complete ZIP: Download base specialist. API: GET /api/v1/specialists/leave-job-own-income/pack. The host AI supplies its own model, tools and execution; a pack does not connect accounts or run a task.

Inputs and helpful context

The specialist starts from the task brief. Only active methods require their inputs.

For the primary method, when used

• Your job, pay, notice terms and what the job covers, such as health cover, pension, tools and space
• Your monthly costs, lean and comfortable
• What you could sell, to whom, and any clients or leads you already have
• Real prices others in your field charge
• Who relies on you
• Your tax rate, debts and savings (optional)

Helpful context (optional)

• Three months of bank statements
• Your contract's notice terms
• A list of current clients or leads with what each pays

Tools and access

• Claude or another chat AI: Keeps the seven steps in one run, so each uses the one before.
• A spreadsheet: Lets you check the floor sum and try a different fee or client count.
• Any good chat AI: This is reading, sorting and writing, which any strong chat AI does well with this skill.
• A spreadsheet: Your bank statements for three months are the best source for the lean-month figure.
• A spreadsheet or calculator: A quick check of the client and hours sums keeps the cap honest.
• Any good chat AI: Planning and drafting outreach is text work any strong chat AI does well with this skill.
• A spreadsheet: Holds the list of people, the date you contacted them and what each said.
• Any good chat AI: Listing dependencies and testing plans in text is what any strong chat AI does with this skill.
• A spreadsheet: Handy for putting fixed costs, cash and exposure side by side.
• A spreadsheet or banking app: A live view of cash on hand keeps the lines honest.
• Any good chat AI: It does this planning with just the text of the situation.
• A notes app: Keep a short card per person so their wants carry over.
• Your contract and a local adviser: Notice periods and non-compete rules vary by place and contract.

Functions and deliverables

• Job-to-self-employment transition planner: Share pay, skills, costs and cash limits. Get income and fee scenarios, a client plan, downside checks and an exit checklist.
  • A monthly income floor, the steady streams that cover it and what a sick month does
  • A fee, billing terms and a client limit
  • A plan to win your first paying clients one by one
  • The one outcome that could ruin the plan, and a version that survives it
  • A cash buffer, rules for thin months and a loan request draft
  • A plan for the talk with your family or partner, and a leaving plan with a draft notice letter
• Independent income floor calculator: Work out the monthly income you need to go independent. Get your floor, steady streams, clients needed and the cash for a sick month.
  • Your monthly floor, in the lean and the comfortable version
  • Each income stream sorted steady or extra, with the amount counted
  • The gap, and how many clients it takes to close it
  • The hole in a month you cannot work, and the cash to cover it
  • A list of what is missing
• Client pricing planner: Set your client fee and cap from your income floor and real market prices. Get a fee, a client limit and billing terms that cover your costs.
  • A fee with the reason for its position
  • Three candidate fees and the clients each needs
  • A client cap with the hours sum behind it
  • Billing terms in a few lines, and a discount rule
  • A short answer to 'why do you cost more than others?'
• First customer outreach planner: Plan how to get your first customers by hand. Give it your product and who you want. You get a narrow group, named places and a to-do plan.
  • A narrow starting group with named places and people
  • A plan to win each one by hand
  • A list of manual steps marked automate later or keep
  • A way to record what each user says
• Ruin risk stress tester: Check your plan for ruin risk. Paste it in and find the one outcome you could not recover from, plus a version with the downside capped.
  • A list of dependencies and things that could go wrong, with no odds guessed
  • The outcome you could not recover from, listed apart from ordinary losses
  • A capped-downside version of the plan, with the cost of the fix
  • What would make you act early
• Cash shortage planning adviser: Write your lean-year cash rules: a buffer size, yellow and red lines, who to ask for help, and a clear request you can send. Paste your plan.
  • A buffer target in months, and the yellow and red lines
  • What to do at each line, in order
  • A helper list with a limit for each person
  • A request you can send, with every part filled
  • A repayment rule and a monthly report rule
• Proposal discussion planner: Share the person, proposal and what you know about their goals. Get an honest conversation plan with questions, concerns and room for their input.
  • Their wants and why your request fits them
  • Their likely doubts with replies or questions
  • An opening and a first small yes
  • Questions that make them do most of the talking
• Job exit plan writer: Plan how to quit your job and go out on your own. Get a notice letter, the order to tell people, and a check that three months of income are covered.
  • A what-would-keep-me line, or a decision that nothing would
  • A short notice letter
  • The order of conversations, with a line for each
  • A hand-back and what-I'm-owed list
  • A three-month income check against a readiness rule
  • Lines for the day the other side turns nasty
• Research paper and code note writer: Share a paper, repo or messy notes. Get claims, methods and evidence sorted into a clear research folder.
  • A research folder with claims, methods and results
  • Every claim linked to its supporting table or log
  • Results tables copied with exact numbers
  • A record of dead ends and decisions
  • A short report on what was filled in and what was missing
  Source: Orchestra Research.
• Wolfgang Amadeus Mozart: Review a performance piece using Mozart’s recorded craft ideas. Fit the performer, make the main idea clear and plan rehearsal with its audience.
  • Your problem worked on the way Wolfgang Amadeus Mozart would: their questions, their method, their push-back
  • The answer or the work, in Wolfgang Amadeus Mozart's voice, using their ideas by name
  • Anything that goes beyond their public record, marked
  • One suggested next step
• Nassim Nicholas Taleb: Review a plan’s exposure to shocks using Nassim Taleb’s recorded ideas. Find possible ruin, inspect who bears losses and question a calm record.
  • Your problem worked on the way Nassim Nicholas Taleb would: their questions, their method, their push-back
  • The answer or the work, in Nassim Nicholas Taleb's voice, using their ideas by name
  • Anything that goes beyond their public record, marked
  • One suggested next step

Tasks you can use it for

• You are thinking of leaving a steady job to live on your own clients, sales or commissions.
• You already work for yourself, your income swings and you cannot plan.
• You are treated badly at work and want to leave in a way you will not regret.
• A partner or family member wants to see the sums before they agree.

Limits to check before starting

• You are still deciding whether to leave at all: start with the Plan objection writer, then come back.
• Your contract has a non-compete, a fixed term or a visa tied to your employer: ask an employment adviser first. This plan does not read your contract.
• You want tax, legal or investment advice: this is a planning aid. Ask an accountant or a qualified adviser.

Best way to use this role

Give it one clear outcome, the actual files and a definition of done. Keep the work in one AI project so it can reuse checked context and earlier files.

• Download the handoff pack. It is a zip with HANDOFF.md and every skill file this workflow uses.
• Give the folder to Claude, ChatGPT or Gemini, in an AI that can read files, and say Follow HANDOFF.md.
• Have your costs, your job terms and three real prices ready. It works step by step and saves each result.
• Check the floor against your last three lean months. If it looks wrong, correct the input and rerun step 1.
• Do not resign until step 7 says the readiness check passes. Even then, check the plan with an accountant first.
• The notice letter and the loan request are drafts. The AI sends nothing.

Read it as data

Read the complete role setup as JSON. Connect your AI to the AI Blocks MCP library and read aiblocks://roles/leave-job-own-income for its role instructions and pinned sources.

This is a prepared AI role. No task has run. Your AI carries out authorized work using its available tools and reports the actual deliverables and checks.