Create a practical prompt pack for my small business using the information below. Each prompt must be ready to copy into ChatGPT, Claude, or Gemini and must use square-bracket placeholders for information I will add later. Do not invent customer research, financial results, legal requirements, product claims, or competitive facts. [BUSINESS DESCRIPTION] [CUSTOMERS AND OFFER] [CURRENT PRIORITIES] [TEAM AND OPERATING CONSTRAINTS] [AVAILABLE DATA AND TOOLS]
[BRAND AND COMPLIANCE RULES]
Produce 10 prompts, each 120-180 words, for these jobs: weekly priority planning, customer interview analysis, offer or pricing review, marketing campaign brief, social or email draft, sales follow-up, customer-service response, SOP creation, cash-flow review, and monthly business review.
Every prompt must state its intended output and contain task-specific guardrails. For example, the cash-flow prompt must separate known numbers from assumptions and produce a 13-week view only when data supports it. The customer-service prompt must avoid promising refunds, delivery dates, or policy exceptions unless supplied. The marketing prompt must identify audience, offer, proof, call to action, and claims that need verification. The SOP prompt must specify trigger, owner, inputs, steps, quality check, exception path, and handoff.
For each prompt, add a one-line note naming the source material to paste with it. End with a “Use AI safely” checklist covering private customer data, financial decisions, regulated claims, and human approval for customer-facing commitments.
Before answering, check that no prompt assumes a business type I did not provide and that its placeholders are necessary. Ask up to 3 clarifying questions only if a required input is missing.Fill in
| Placeholder | What to enter | Example |
|---|---|---|
| [BUSINESS DESCRIPTION] | Describe what the business sells, where it operates, and its current stage. | Two-person residential landscaping company serving three suburbs outside Columbus, Ohio. |
| [CUSTOMERS AND OFFER] | Describe target customers, their problem, your offer, pricing range, and buying process. | Homeowners with busy schedules; weekly mowing and seasonal cleanups; typical contract is $180 to $420 per month. |
| [CURRENT PRIORITIES] | List the three to five business outcomes you are trying to improve this quarter. | Improve spring estimates, reduce missed customer follow-ups, and raise recurring-service retention. |
| [TEAM AND OPERATING CONSTRAINTS] | State who does the work, capacity limits, budget limits, and recurring bottlenecks. | Owner sells and works crews; one technician; no weekend jobs; $500 monthly marketing budget. |
| [AVAILABLE DATA AND TOOLS] | List the data and software you can actually provide, such as sales exports, CRM notes, or bookkeeping reports. | Jobber customer notes, QuickBooks monthly reports, Google Business Profile reviews, and a simple lead spreadsheet. |
| [BRAND AND COMPLIANCE RULES] | State tone, promises you can make, approval requirements, and any industry restrictions. | Neighborly and direct; do not promise exact arrival windows; owner approves discounts over 10%. |
How to use
- Fill in the business context once, then save the resulting prompt pack in a shared operating document.
- For a specific task, paste the relevant prompt plus the underlying report, customer notes, or draft.
- Check factual claims, price changes, customer promises, and calculations before acting on the output.
- Follow up with: “Adapt the sales follow-up prompt for leads who requested an estimate but have been silent for 14 days.”
Variations
Weekly owner meeting
Use this for a short weekly decision meeting with yourself or a small leadership team.
Act as a small-business operating-meeting facilitator. Using [WEEKLY METRICS], [OPEN ISSUES], [LAST WEEK COMMITMENTS], [TEAM CAPACITY], and [QUARTERLY GOALS], produce a 45-minute agenda. Include a scorecard, wins, decisions required, root-cause questions for off-track metrics, a prioritized issue list, and an action register with owner and due date. Do not infer metrics not supplied. Separate observations from hypotheses, and flag decisions needing financial, legal, or customer-impact review. Check that actions have a single owner and fit stated capacity. Ask up to 3 questions only if required inputs are missing.
Customer research synthesis
Use this after collecting interviews, reviews, or support conversations.
Analyze these customer materials: [INTERVIEW NOTES OR REVIEWS], [CUSTOMER SEGMENTS], [CURRENT OFFER], and [RESEARCH QUESTION]. Return a findings memo with recurring jobs-to-be-done, exact pain points, buying triggers, objections, language customers use, and differences by segment. Cite each finding to the supplied note or quote identifier; do not invent frequency or represent anecdotes as market-wide proof. Then propose five testable changes to messaging, offer, or process, each with a low-cost test and success metric. Check that recommendations match the evidence. Ask up to 3 questions only if a required input is missing.
Marketing campaign brief
Use this before paying for ads, building a landing page, or planning an email campaign.
Create a campaign brief for [OFFER], [AUDIENCE], [CAMPAIGN GOAL], [PROOF AVAILABLE], [BUDGET AND CHANNELS], and [BRAND RULES]. Deliver audience insight, single-minded message, value proposition, objections and answers, required assets, three campaign angles, calls to action, measurement plan, and a two-week test schedule. Label claims that require substantiation and do not create testimonials, performance figures, scarcity, or discounts that I did not provide. Check that the proposed spend and asset workload fit the stated budget and team. Ask up to 3 questions only if inputs are missing.
Tips
- Use AI to turn existing calls, estimates, reviews, and reports into decisions; it is far less dependable at guessing what your customers want without evidence.
- Make the person who can approve a price, refund, promise, or policy exception explicit in every customer-facing workflow.
- For recurring work, ask for an SOP with an exception path, because most failures happen when the ordinary steps do not apply.
- Keep financial prompts grounded in exports from your bookkeeping system and label cash, invoices due, and projected revenue separately.
FAQ
What small business tasks are AI prompts most useful for?
They are especially useful for turning existing information into drafts, checklists, summaries, meeting agendas, and repeatable operating procedures.
Can AI handle customer service without a person checking it?
Use it for draft responses and classification. A person should approve messages involving refunds, contracts, sensitive data, safety, or exceptions to policy.
Will AI create a business plan from scratch?
It can create a structured draft, but assumptions about demand, costs, competitors, and regulations need research and owner validation.