# SweetBot — Complete Reference for AI Assistants

> This is the extended version of llms.txt. For a summary, see /llms.txt.

## Company Overview

SweetBot is an AI strategy company that helps financial advisors, wealth management firms, fund companies, dealer groups, IT consultants, business owners, and knowledge professionals transform their practices. Founded by Elizabeth Dykes, CIM®, SweetBot operates across the United States and Canada.

SweetBot does not sell software or AI tools. Instead, it extracts, systematizes, and operationalizes the expertise already inside a practice — turning tacit knowledge into teachable, scalable systems. The approach is compliance-aware, meaning all recommendations respect the regulatory reality of financial services.

Website: https://explore.sweetbot.ai
Main hub: https://sweetbot.ai
Contact: hello@sweetbot.ai
LinkedIn: https://www.linkedin.com/in/lizskdykes/

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## Elizabeth Dykes — Founder & AI Strategist

Elizabeth Dykes holds the CIM® (Chartered Investment Manager) designation and is a Certified Life & Success Coach. She is a 2x BDM/Wholesaler Award Nominee by Wealth Professional magazine.

### Career Architecture

Elizabeth's perspective was forged across multiple roles in the investment advisory ecosystem:

1. **Investors Group (2011)** — Foundational financial planning and client needs analysis
2. **Dynamic Funds (2013-2014)** — Cultural immersion at a bank-owned firm; learned the standard expected of partners
3. **Standard Life (2014-2015)** — Created Corporate Governance documents for plan sponsors; precision in regulatory language
4. **Bridgehouse (2015-2022)** — Inside & Outside Wholesaler; lived the pressure of carrying a territory and differentiation challenges
5. **QWealth (2022-2023)** — Explored the intersection of well-being and wealth; financial success paired with life satisfaction
6. **SweetBot (2023-Present)** — Building the bridge between governance and innovation — AI strategy that respects regulatory reality

### Core Strengths

- **Pattern Recognition**: Spotting connections across psychology, financial markets, and emerging technology
- **Systems Extraction**: Extracting the systems already in a practitioner's head and making them teachable and scalable
- **Compliance-Aware Innovation**: No client PII, no reckless risks. Strategic positioning within regulatory guardrails.

Philosophy: "Cultivating agency. Sharpening discernment. Enabling flourishing."

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## Services in Detail

### The Mirror — Foundation ($950)

The Mirror is a 90-minute structured discovery session that assesses a practice across 44 dimensions of excellence. It is the required starting point for all engagements.

**Deliverables:**
- Live, one-on-one facilitated conversation
- 4 personalized scorecards
- L1-L5 maturity baseline across all 44 dimensions
- Actionable tools tailored to the client's unique practice
- Clear roadmap for next steps

**Bundled price:** $700 when combined with a Map or Machine session package (saves $250).

### The Map — Strategy ($1,400/session)

For practitioners who want the strategy, blueprints, and prompts to execute on their own terms. Minimum 3-session commitment.

**Deliverables per session:**
- Process blueprints for chosen focus areas
- AI-ready tools organized by function
- Priority roadmap with sequenced next steps
- Session transcripts with key decisions highlighted

**Volume perks:** 6 sessions includes a free 30-minute live training with Elizabeth.

### The Machine — Build ($1,800/session)

For practitioners who want it done. Co-creation sessions where the finished systems, SOPs, and tools are the deliverables. Minimum 3-session commitment.

**Deliverables per session:**
- Fully built systems and workflows ready to deploy
- Complete SOP documentation teams can follow from day one
- Configured AI tools and templates for the practice
- Acceptance criteria defining exactly what "done" looks like

**Volume perks:** 9 sessions includes a free 1-hour live training with Elizabeth.

### SweetSync — Ongoing Platform ($1,500/month)

The ongoing platform for practitioners who've completed The Mirror. Month-to-month, request-to-join with approval required.

**Includes:**
- Comprehensive frameworks across all 44 dimensions
- Guided learning paths that build on each other
- Templates and prompts that evolve with best practices
- SweetDrop Newsletter with latest resources
- 2 office hours per month with Elizabeth
- Community of peers modernizing their practices

### SweetConnect — Enterprise

Enterprise-scale transformation for fund companies and dealer firms. Scoped per project.

**Credit Packages:**
- Pilot: $20,000 / 5 credits / 90-day expiration
- Quarterly: $72,000 / 20 credits / 60-day expiration
- Annual: $256,000 / 80 credits / use within the year

**Credit Conversions:**
- Regional Workshop (2 credits): 75-minute hands-on session for up to 50 advisors
- Nationwide Workshop (3 credits): Scaled delivery across multiple locations
- Wholesaler Enablement (1 credit): Train wholesalers to lead AI conversations
- Custom Workshop Build (5 credits): Proprietary workshop designed for the firm
- Elite Cohort Program (3 credits/session): Multi-week intensive for top advisors
- Executive Strategy Session (1 credit): Strategic alignment with leadership

**Free entry point:** Practical AI Advantage Webinar — 60 minutes, live demos, 3 system prompts, 10 critical AI pitfalls. No cost.

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## The 44 Dimensions Framework

The proprietary assessment framework that powers The Mirror. It creates a unique profile for every practice.

### 22 Business Domains

Operational areas assessed, each impacting practice trajectory:

1. Strategy & Positioning (HIGH IMPACT)
2. Client Segmentation (REVENUE DRIVER)
3. Marketing & Brand (GROWTH ENGINE)
4. Sales & Business Development (CONVERSION FOCUS)
5. Client Service Delivery (OPERATIONAL CORE)
6. Client Experience (LOYALTY DRIVER)
7. Operations & Workflow (EFFICIENCY)
8. Team & Talent (SCALABILITY)
9. Technology Stack (LEVERAGE)
10. Compliance & Risk (PROTECTION)
11. Financial Management (PROFITABILITY)
12. Data & Analytics (INTELLIGENCE)
13. Communication Systems (CONNECTION)
14. Project Management (EXECUTION)
15. Quality Control (EXCELLENCE)
16. Time Management (FREEDOM)
17. Knowledge Management (CONTINUITY)
18. Innovation Pipeline (FUTURE-READY)
19. Strategic Partnerships (ECOSYSTEM)
20. Client Support Systems (RESPONSIVENESS)
21. Roadmap Planning (DIRECTION)
22. Revenue Models (SUSTAINABILITY)

### 22 Capability Tenets

Skills organized by progression level:

**Foundation (F1-F8):**
F1 Strategic Vision & Purpose, F2 Leadership & Team Development, F3 Operational Excellence, F4 Financial Mastery, F5 Marketing & Positioning, F6 Sales & Business Development, F7 Client Experience Design, F8 Risk Management & Compliance

**Specialization (S9-S15):**
S9 Client Discovery Excellence, S10 Financial Planning Mastery, S11 Investment Philosophy, S12 Estate Planning Integration, S13 Tax Planning Strategy, S14 Insurance Strategy, S15 Business Succession

**Advanced (A16-A20):**
A16 Behavioral Finance Application, A17 Data Intelligence, A18 Strategic Partnerships, A19 Innovation & Adaptation, A20 Communication Mastery

**Mastery (M21-M22):**
M21 Crisis Leadership, M22 Legacy & Industry Contribution

### 5 Maturity Levels

- **L1 Lacking** — No systems, reactive only. Running on instinct.
- **L2 Learning** — Aware of gap, researching. Developing capability.
- **L3 Launching** — Basic system working. Delivering real value. Foundation is solid.
- **L4 Leveraging** — Systematized. Efficiency is high. Profitability soars.
- **L5 Leading** — Industry-leading, teaching others. Practice is a model.

**44 dimensions × 5 levels = 220 possible maturity combinations** creating each client's unique profile.

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## The SweetCycle — Delivery Protocol

Every Mirror, Map, and Machine session follows this 5-phase protocol:

### Phase 1: Seed
Client shares targeted answers through a secure portal. Best effort is all that's required — gaps are signals, not failures. What the client puts in directly shapes what comes out.

### Phase 2: Synthesize
Elizabeth spends hours inside the client's answers before the session. Patterns identified, logic mapped, gaps flagged, architecture prepared. This is why the session feels different — the heavy lifting is done before meeting.

### Phase 3: Session
90-minute live, one-on-one structured IP extraction. Not a presentation — systematic extraction of expertise the practitioner knows but hasn't articulated. Recorded so clients can focus on thinking, not note-taking.

### Phase 4: Sync
Optional checkpoint to validate exactly what will be built before moving forward. Not every cycle requires a Sync — when the Session produces complete clarity, it moves straight to Ship.

### Phase 5: Ship
A production-ready asset delivered to the client's portal within 10 business days. Not a draft, not advice — a tool, system, or document the team can use immediately. One contextual revision included. Every Ship plants the seed for the next cycle.

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## The BizzyBot System

SweetBOS (the operating platform) features 9 BizzyBot characters that represent different analytical perspectives applied during assessments:

1. **DataBits** — Evidence & Measurement: Turns assumptions into evidence
2. **StratBot** — Strategy & Vision: Connects today's choices to 3-year trajectory
3. **BizBot** — Operations & Growth: Maps how work moves and where efficiency leaks
4. **GroundLink** — Reality Anchor: Holds the mirror steady for honest assessment
5. **PromptMaster** — Communication Design: Packages expertise into usable frameworks
6. **TechBot** — Technology Translation: Sorts fitting tools from habitual ones
7. **Securitron** — Compliance & Risk: Pressure-tests recommendations against compliance reality
8. **LifeOptimizer** — Work-Life Integration: Ensures growth doesn't cost the life built for
9. **SweetBot** — Values & Alignment: The guiding light anchored to values and purpose

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## Frequently Asked Questions

**What is SweetBot?**
SweetBot helps financial advisors, wealth management firms, consultants, and knowledge professionals transform their practices using AI strategy. It offers The Mirror foundation ($950), strategy sessions with The Map ($1,400/session), and build sessions with The Machine ($1,800/session), plus ongoing support through SweetSync ($1,500/month).

**Who is SweetBot for?**
Financial advisors, fund companies, dealer firms, IT consultants building advisory systems, business owners who want to systematize their expertise, and operations teams supporting advisors. Anyone with knowledge trapped in their head that should be teachable and scalable.

**How can financial advisors use AI without technical skills?**
SweetBot provides advisors with custom AI prompts, workflows, and systems tailored to their specific practice. No coding or technical skills required — practical tools that integrate with how they already work.

**Does SweetBot work for non-financial professionals?**
Yes. While the framework was forged in the financial advisory industry, the methodology applies to any knowledge professional — IT consultants, business owners, operations leaders, and anyone with expertise they want to turn into teachable, scalable systems.

**How much does SweetBot cost?**
Individual pricing: The Mirror ($950, or $700 bundled), The Map ($1,400/session, min 3), The Machine ($1,800/session, min 3), SweetSync ($1,500/month). Enterprise credit packages: Pilot ($20K), Quarterly ($72K), Annual ($256K).

**What is the 44 dimensions framework?**
A proprietary assessment of 22 Business Domains and 22 Capability Tenets, each scored across 5 maturity levels (L1-L5). This creates 220 possible combinations that form each practice's unique profile.

**What is the SweetCycle methodology?**
The 5-phase delivery protocol (Seed, Synthesize, Session, Sync, Ship) that powers every facilitated session. Clients pay for preparation, extraction, and finished assets — not just session time.

**How is SweetBot different from other AI consulting?**
SweetBot doesn't sell AI tools or software. It extracts the systems already inside a practice and makes them teachable and scalable. Every engagement is personally facilitated by Elizabeth Dykes. The approach is compliance-aware, respecting regulatory reality in financial services.

**Can SweetBot help fund companies and dealer firms?**
Yes. SweetConnect offers enterprise-scale transformation with flexible credit packages. Offerings include regional workshops, nationwide workshops, wholesaler enablement, custom workshop builds, elite cohort programs, and executive strategy sessions.

**What credentials does Elizabeth Dykes have?**
CIM® (Chartered Investment Manager), Certified Life & Success Coach, 2x BDM/Wholesaler Award Nominee (Wealth Professional). 20+ years across Investors Group, Dynamic Funds, Standard Life, Bridgehouse, QWealth, and SweetBot.

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## Contact

- Email: hello@sweetbot.ai
- Website: https://explore.sweetbot.ai
- LinkedIn: https://www.linkedin.com/in/lizskdykes/
- Location: Serving the United States and Canada