SAM is a conversational AI solution designed to support and guide families in business as they navigate unique challenges.
Welcome
Overview
With tailored insights and practical advice, SAM helps families maintain harmony, foster growth, and plan for long-term success. While SAM already provides valuable insights, development is an iterative process, and responses will become more nuanced and accurate as the model is enhanced with additional data and feedback.
Interface
The current interface is intentionally simple, allowing user to:
- Enter prompts
- View responses
- Copy responses for future reference
How to get the most out of SAM
- Ask relevant questions related to real family business situations or challenges you are currently facing
- Ask follow-up questions to explore a topic in greater depth
- Keep each conversation focused on one topic or scenario for the best results
- Provide detailed prompts with enough context to improve the quality and relevance of responses
How to ask questions
To receive the most helpful and relevant guidance from SAM, include enough detail and context to help the system understand your situation. Do not include confidential, financial, or personally identifiable information, including family names or business names.
Prompts
Structuring an effective prompt
To receive the most helpful and relevant guidance from SAM, include enough detail and context to help the system understand your situation.
- Do not include confidential, financial, or personally identifiable information, including family names or business names.
- Provide context by describing your family business situation, such as leadership transitions, ownership structure, or generational involvement.
Specific examples
“Our family business has operated for 20 years, and we are preparing to transition leadership to the next generation.”
Be specific about the issue. Clearly explain the challenge or concern.
“There is tension between older and younger family members regarding the adoption of new technology.”
Define your desired outcome. Explain what you hope to achieve.
“We want to modernize our operations without alienating senior family members.”
Include a real-life example if possible: Specific examples help SAM provide more practical guidance.
Example: “Last month, I suggested implementing a new CRM system, but my father and uncle rejected the idea because they believed it was unnecessary.”
Detailed example of a well-structured prompt
“Our family business has operated for 20 years, and we are preparing to transition leadership to the next generation. There is tension between older and younger family members regarding the adoption of new technology in our operations. Last month, I suggested implementing a new CRM system, but my father and uncle rejected the idea because they believed it was unnecessary. We want to modernize our strategy and processes without alienating senior family members.”
Examples of unclear prompts
“My family business has internal conflicts. What should we do?”
“How can I resolve conflict with my sister?”
“What are the pros and cons of selling my company?”
Example of a better prompt
“My sister and I run a retail business together. She makes most decisions without consulting me, which makes me feel excluded. This is creating tension in our relationship. How can we create a better decision-making process that ensures we both have input in running the business?”
If SAM does not fully answer your question, try rephrasing or adding more context and detail.
Feedback
How you can help improve SAM
Because SAM is still evolving, user feedback is extremely valuable. As you use SAM, consider the following questions:
- Are the responses accurate, useful, and actionable?
- Are there topics you expected SAM to address that were missing?
- Are any prompts incorrectly blocked or categorized?
- Does SAM misunderstand questions that should fall within its intended scope?
- Does SAM remember important details within the same conversation?
- Does the conversation flow naturally and intuitively?
- Does SAM understand follow-up questions and maintain context effectively?
- Does SAM repeat information unnecessarily?
- Does SAM tailor responses appropriately based on the user’s role, such as founder, successor, or advisor?
- Does SAM handle complex situations effectively, or does it oversimplify?
- Does SAM communicate in a professional, approachable, and clear manner?
- Are responses easy to understand without excessive jargon?
- Are responses appropriate and empathetic when discussing sensitive family business issues?
Your feedback will help improve SAM over time and make it more valuable for family businesses. Please contact us with your feedback and suggestions.
Summary
Final thoughts
SAM should be viewed as an evolving tool rather than a finished product. As the model continues to improve through additional training, structured data, and real-world feedback, the quality and depth of its guidance will continue to grow.
If a response is not perfect today, that feedback helps improve future performance. With continued collaboration and engagement, SAM will become an increasingly valuable resource for family businesses worldwide. Thank you for your patience, feedback, and support as we continue building a smarter and more capable SAM.
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