One customer, one chat: fact sheet and prompts
(From the Stepthrough lesson "Stop Losing Context: When to Start a New Chat vs Keep Going using ChatGPT". Harbor Street Bakery and its customers are made up.)

THE EXAMPLE FACT SHEET (from the lesson)
Oakwood Library breakfast - facts
Customer: Oakwood Library
Event: Staff breakfast, Tuesday, October 20, delivered at 8:00 AM
Guests: 80
Menu: Pastries, fruit and coffee
Price: $5.20 per person (pastries $2.40, fruit $1.60, coffee $1.20)
Delivery: $30 flat fee
Deposit: 50% due when the order is confirmed

Check: 80 x $5.20 = $416, plus $30 delivery = $446. Deposit $223.
After the change to 100 guests: $520 + $30 = $550. Deposit $275.

YOUR OWN FACT SHEET (one per customer, copy and fill in)
Customer:
Job or event:
Date and time:
Quantity or headcount:
What they ordered:
Price:
Fees:
Deposit or payment terms:

1. FIRST MESSAGE IN A NEW CHAT (request on top, facts below)
You're the office manager at [BUSINESS]. Write a short, friendly reply to [CUSTOMER] with a quote. Use only the facts below. Show the total and the deposit. If a fact is missing, write "Not stated". Under 120 words.
[PASTE THE FACT SHEET HERE]

2. A CHANGE, IN THE SAME CHAT (say only what changed)
[CUSTOMER] just told us it is [NEW NUMBER] now, not [OLD NUMBER].

3. THE NEXT ASK, IN THE SAME CHAT
Now write a two-sentence text message to [COLLEAGUE] so they know what to prepare. Plain, with the date and headcount.

4. A NEW CUSTOMER: CLICK NEW CHAT, ATTACH THEIR FACT SHEET, THEN
Write a short, friendly reply to [NEW CUSTOMER] with a quote, using only the facts in this file. Show the total and the deposit. If a fact is missing, write "Not stated". Under 120 words.

THE RULE
Same customer, same job, building on the last answer: keep going in the chat.
New customer, new job, or a chat that went wrong: click New chat and give it only the facts for that job.
Check every total against the fact sheet before a quote goes out.