Component 1
The five-part prompt formula
Use this structure when the output needs to be useful, not just quick.
| Component | What it answers | Example |
|---|---|---|
| Role | What perspective should the AI use? | Act as a customer success manager for a small B2B service business. |
| Context | What does the AI need to know? | We serve local contractors who need help improving leads from Google Search. |
| Task | What should the AI do? | Draft a follow-up email after a discovery call. |
| Constraints | What rules or boundaries should it follow? | Don't promise rankings. Keep it under 180 words. Use a direct, warm tone. |
| Output format | What 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.
| Check | Question |
|---|---|
| Audience | Did I say who this is for? |
| Goal | Did I explain what the output needs to accomplish? |
| Inputs | Did I provide the facts, examples, or source material the AI should use? |
| Boundaries | Did I say what to avoid? |
| Format | Did I define what the output should look like? |
| Review | Did 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 name | Task it supports | Required inputs | Review required | Owner | Last updated |
|---|---|---|---|---|---|
| Example: Customer inquiry response | Replying to new inquiries | Customer message, service requested, next step | Check facts and tone | Sales/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 item | Include? | Notes |
|---|---|---|
| Business description | Yes | Keep it short and current. |
| Ideal customer profile | Yes | Focus on real buyers, not every possible buyer. |
| Offers/services | Yes | Include only approved descriptions. |
| Brand voice | Yes | Add examples if possible. |
| Claims to avoid | Yes | Include legal, financial, medical, or guarantee boundaries where relevant. |
| Formatting preferences | Yes | Include headings, bullets, spelling, and structure rules. |
| Sensitive data | No | Don't store private customer records, passwords, payment data, or confidential information unless the tool and workflow are approved for it. |
| Review rules | Yes | State what requires human review before use. |
Component 12
Module 4 deliverable checklist
Complete this before moving to Module 5.
| Deliverable item | Done |
|---|---|
| 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 |
