Back to Module 4

Module 4 visual components

Prompting, the skill that makes or breaks your AI results

Component 1

The five-part prompt formula

Use this structure when the output needs to be useful, not just quick.

ComponentWhat it answersExample
RoleWhat perspective should the AI use?Act as a customer success manager for a small B2B service business.
ContextWhat does the AI need to know?We serve local contractors who need help improving leads from Google Search.
TaskWhat should the AI do?Draft a follow-up email after a discovery call.
ConstraintsWhat rules or boundaries should it follow?Don't promise rankings. Keep it under 180 words. Use a direct, warm tone.
Output formatWhat should the answer look like?Return one email draft with three subject line options.

Component 2

Prompt quality checklist

Before you run an important prompt, check it against this list.

CheckQuestion
AudienceDid I say who this is for?
GoalDid I explain what the output needs to accomplish?
InputsDid I provide the facts, examples, or source material the AI should use?
BoundariesDid I say what to avoid?
FormatDid I define what the output should look like?
ReviewDid I specify what needs human verification before use?

Component 3

General prompt template

Copy this structure and customize it for any recurring business task.

Act as [role or perspective].

Context:
I run/work at [business type]. We serve [audience]. The situation is [brief background]. The goal is [desired result].

Task:
[Tell the AI exactly what to create, compare, rewrite, summarize, diagnose, or review.]

Inputs:
[Paste the details, notes, transcript, source material, examples, or draft here.]

Constraints:
- Use [tone/style].
- Keep it [length/depth].
- Include [required elements].
- Avoid [claims, topics, tone, formatting, or risks].
- Flag anything that needs human verification.

Output format:
Return [format: email, table, outline, checklist, brief, script, SOP, etc.].
Use this structure:
[Add the exact structure you want.]

Component 4

Business context block

Use this as the standing context for your custom instructions, project instructions, or top section of a reusable prompt.

Business:
[Business name] is a [business type] that helps [target audience] with [main problem or desired outcome].

Audience:
Our best customers are [describe ideal customers]. They usually care about [priorities], struggle with [problems], and hesitate because [common objections].

Offer:
Our main products/services are [list offers]. We position them as [positioning].

Voice:
Our tone is [tone]. We sound like [description]. We avoid [phrases, tone, claims, or style issues].

Rules:
- Use [spelling convention].
- Don't make unsupported claims.
- Don't promise outcomes we can't control.
- Ask for missing information when the task depends on it.
- Flag legal, financial, medical, privacy, or compliance concerns for human review.

Component 5

Before-and-after prompt example

Weak prompt

Write a blog post about customer retention.

Stronger prompt

Act as a content strategist for a service-based small business.

Context:
I run a digital marketing agency with 8 employees. We serve local service businesses. Our clients often leave after the first 6-month contract because they don't clearly understand what improved and what needs more time.

Task:
Write a 900-word blog post for other agency owners about how to improve retention without discounting.

Constraints:
- Use a practical, peer-to-peer tone.
- Avoid generic advice like "communicate more" or "exceed expectations."
- Include three strategies: onboarding, expectation setting, and renewal conversations.
- Each strategy should include one action the reader can take this week.
- Don't make unsupported statistics or claims.

Output format:
Use a short introduction, three strategy sections with headings, and a brief closing.

Component 6

Structured reasoning prompt

Use this when the task involves a recommendation, prioritization, or trade-off.

Act as [role].

Decision:
We need to choose between [option A], [option B], and [option C].

Context:
[Describe the business situation, constraints, budget, team capacity, timeline, and goal.]

Criteria:
Evaluate each option against:
1. Expected impact
2. Time to results
3. Cost
4. Team effort
5. Risk
6. Fit with our current stage

Task:
Compare the options using the criteria above. State your assumptions, identify the biggest trade-off, and recommend one option.

Output format:
Return a table comparing the options, followed by:
- Recommendation
- Concise rationale
- Risks to watch
- What information would change the recommendation

Component 7

AI self-review prompt

Use this after AI creates a draft.

Review the draft below against these criteria:

1. Accuracy: Flag any factual claims that need verification.
2. Clarity: Identify unclear, vague, or confusing sections.
3. Audience fit: Explain where the draft may miss the intended reader's needs.
4. Tone: Flag anything that sounds too formal, too salesy, too casual, or off-brand.
5. Risk: Flag unsupported promises, sensitive claims, or compliance concerns.
6. Action: Identify whether the next step is clear.

For each issue, explain:
- The issue
- Why it matters
- The specific fix

Draft:
[Paste draft here]

Component 8

Prompt repair prompt

Use this when a prompt produces weak output.

I used the prompt below and the output had problems.

Original prompt:
[Paste prompt]

What went wrong:
[Describe the issues: too generic, wrong tone, missing detail, unsupported claims, poor structure, etc.]

Task:
Rewrite the prompt so it avoids these problems next time. Keep the prompt reusable as a template. Add fields in brackets where I should insert task-specific information.

Output format:
Return:
1. Improved prompt
2. What changed
3. Why those changes should improve the output

Component 9

Starter prompt library worksheet

Use this table to create and maintain your first five prompt templates.

Template nameTask it supportsRequired inputsReview requiredOwnerLast updated
Example: Customer inquiry responseReplying to new inquiriesCustomer message, service requested, next stepCheck facts and toneSales/customer support[date]

Component 10

Starter prompt library

These templates are starting points. Customize the business context, tone, rules, and required inputs before using them with real customers or published content.

Template 1: Customer inquiry response

Act as a helpful customer support specialist for [business type].

Context:
We help [audience] with [offer/service]. Our tone is [tone]. The customer has sent the inquiry below.

Customer inquiry:
[Paste message]

Task:
Draft a response that answers the customer's question, acknowledges their situation, and guides them to the next step.

Constraints:
- Don't invent facts, pricing, availability, or policies.
- If information is missing, ask for it clearly.
- Keep the response warm, direct, and concise.
- Don't over-apologize.
- Don't promise outcomes we can't control.

Output format:
Return:
1. Email response
2. Notes for human review
3. Missing information to confirm before sending

Template 2: Sales follow-up after a call

Act as a practical B2B sales assistant.

Context:
Business: [your business]
Prospect: [prospect type/company]
Call summary: [paste notes]
Main problem discussed: [problem]
Offer discussed: [offer]
Next step desired: [book call/send proposal/confirm scope/etc.]

Task:
Write a follow-up email that summarizes the conversation, reinforces the value of the next step, and makes it easy for the prospect to respond.

Constraints:
- Don't sound pushy.
- Don't use hype or fake urgency.
- Don't promise specific results unless included in the approved source material.
- Keep it under [word count].

Output format:
Return one email draft and three subject line options.

Template 3: Blog outline from a business idea

Act as a content strategist for [business type].

Context:
Audience: [target reader]
Topic: [topic]
Business goal: [awareness/leads/trust/sales support]
Reader problem: [problem]
Angle we want to take: [angle]
Source material to use: [paste notes or approved facts]

Task:
Create a detailed blog outline that would help the reader solve the problem without feeling like a sales pitch.

Constraints:
- Avoid thin or generic advice.
- Include only claims that can be supported by the source material or clearly mark them as needing verification.
- Use headings in sentence case.
- Keep the outline practical and specific.

Output format:
Return:
1. Suggested title
2. Search intent summary
3. Outline with section purpose notes
4. Examples or proof needed
5. Potential internal links or related resources to consider

Template 4: Social content repurposing

Act as a social media strategist for [business type].

Context:
Audience: [target audience]
Platform: [LinkedIn/Instagram/Facebook/TikTok/X/etc.]
Brand voice: [voice]
Source content: [paste article, notes, video transcript, or campaign idea]

Task:
Turn the source content into [number] platform-native posts.

Constraints:
- Don't copy the source word-for-word.
- Don't use clickbait.
- Match the platform's natural style.
- Keep the message useful even if the reader never clicks.
- Include one clear next step where appropriate.

Output format:
Return each post with:
1. Post copy
2. Visual idea
3. CTA
4. What part of the source it came from

Template 5: Meeting notes to action plan

Act as an operations coordinator.

Context:
Meeting purpose: [purpose]
Team/department: [team]
Meeting notes or transcript:
[Paste notes]

Task:
Turn the notes into a clear action plan.

Constraints:
- Don't invent decisions that aren't in the notes.
- If ownership or deadlines are missing, mark them as "needs confirmation."
- Keep the tone plain and operational.

Output format:
Return:
1. Brief meeting summary
2. Decisions made
3. Action items table with owner, deadline, and status
4. Open questions
5. Follow-up message draft

Template 6: Proposal review

Act as a skeptical but fair buyer reviewing a proposal from [business type].

Context:
Buyer type: [buyer]
Offer: [offer]
Goal of proposal: [goal]
Proposal draft:
[Paste draft]

Task:
Review the proposal and identify anything that could stop the buyer from saying yes.

Constraints:
- Be direct.
- Focus on clarity, trust, relevance, risk, and next steps.
- Don't rewrite the full proposal unless asked.

Output format:
Return:
1. Biggest strengths
2. Biggest objections a buyer may have
3. Sections that need more proof
4. Confusing or vague language
5. Recommended fixes in priority order

Template 7: FAQ draft from customer questions

Act as a customer education specialist.

Context:
Business: [business]
Offer/product/service: [offer]
Audience: [audience]
Customer questions:
[Paste real questions, sales notes, support tickets, or comments]

Task:
Create FAQ questions and answers that reduce buyer confusion and support better decisions.

Constraints:
- Use only information provided or clearly mark missing facts.
- Keep answers concise but complete.
- Don't make claims about price, guarantees, timelines, or outcomes unless provided.
- Write in the brand voice: [voice].

Output format:
Return [number] FAQs. For each FAQ, include:
1. Question
2. Answer
3. What source input supports the answer
4. Any information that needs verification

Template 8: SOP builder

Act as an operations manager creating clear internal documentation for a small business.

Context:
Process name: [process]
Who performs it: [role/team]
When it happens: [trigger/frequency]
Current notes:
[Paste notes, checklist, transcript, or rough process]

Task:
Turn the notes into a practical standard operating procedure.

Constraints:
- Keep the steps clear and sequential.
- Mark missing details as "needs confirmation."
- Don't add tools or approvals unless they appear in the notes.
- Write for someone doing the task for the first time.

Output format:
Return:
1. Purpose
2. When to use this SOP
3. Required tools or inputs
4. Step-by-step process
5. Quality checks
6. Common mistakes
7. Escalation rules

Template 9: Customer complaint response

Act as a calm customer success manager.

Context:
Business: [business]
Customer issue: [issue]
Relevant policy or facts: [policy/facts]
Desired outcome: [refund/replacement/call/fix/escalation/etc.]
Customer message:
[Paste message]

Task:
Draft a response that acknowledges the issue, explains the next step, and protects the customer relationship.

Constraints:
- Don't admit fault unless approved facts support it.
- Don't blame the customer.
- Don't overpromise.
- Keep the tone human, accountable, and clear.
- Flag anything that needs manager approval.

Output format:
Return:
1. Customer response
2. Internal notes
3. Escalation or approval needed

Template 10: Content quality review

Act as a senior editor for [business/publication].

Context:
Audience: [audience]
Goal: [goal]
Brand voice: [voice]
Draft:
[Paste draft]

Task:
Review the draft for quality and usefulness.

Constraints:
- Focus on clarity, redundancy, weak arguments, unsupported claims, tone, structure, and reader value.
- Don't praise the draft generally.
- Be specific and actionable.

Output format:
Return:
1. Publish-readiness score from 1 to 10
2. Priority issues
3. Redundant sections
4. Claims needing verification
5. Suggested edits
6. Final recommendation

Component 11

Persistent context setup checklist

Use this when setting up custom instructions, a project workspace, or any shared AI environment.

Context itemInclude?Notes
Business descriptionYesKeep it short and current.
Ideal customer profileYesFocus on real buyers, not every possible buyer.
Offers/servicesYesInclude only approved descriptions.
Brand voiceYesAdd examples if possible.
Claims to avoidYesInclude legal, financial, medical, or guarantee boundaries where relevant.
Formatting preferencesYesInclude headings, bullets, spelling, and structure rules.
Sensitive dataNoDon't store private customer records, passwords, payment data, or confidential information unless the tool and workflow are approved for it.
Review rulesYesState what requires human review before use.

Component 12

Module 4 deliverable checklist

Complete this before moving to Module 5.

Deliverable itemDone
Choose five recurring tasks from your AI Opportunity Matrix
Draft one reusable prompt template for each task
Test each template with real business input
Improve each template after reviewing the output
Store templates in a shared library or workspace
Add a short business context block to your AI setup
Define what requires human review
Remove or protect sensitive information from templates