Free AI prompt templates for small business
Updated
199 copy-ready prompts for everyday work in ChatGPT, Claude, Gemini or Copilot. Each one is built on Role, Context, Task and Format, explains every blank, shows a filled-in example from a free lesson, and tells you how to check the answer before you use it.
By job
Customer emails
- After-hours voicemail script prompt: Write your after-hours voicemail greeting: who you are, what counts as an emergency, your safety line, the emergency option and…
- Angry customer call talking points prompt: A ChatGPT prompt that preps you to call an upset customer: an opening line, facts to say, your real offer, answers to pushback…
- Appointment reschedule reply prompt: A ChatGPT prompt for replying to a reschedule request with only your real open slots, the right weekday for every date and no…
- Billing question reply prompt: A ChatGPT prompt for "why was I charged this?" emails: the charge, the correct amount, the reason, the fix as simple math, and…
- Bookkeeping client onboarding email prompt: Write the welcome email a new bookkeeping client actually needs: what to send and by when, how to share access safely, billing…
- Buyer inquiry reply prompt: Reply to a buyer's listing inquiry from your facts sheet: fees, rules and showing times, with sources instead of opinions on…
- Cancellation request reply prompt: A ChatGPT prompt for confirming a cancellation gracefully: what ends and when, any refund in exact dollars, and at most one…
- Check reply promises prompt: A ChatGPT prompt that checks a draft before you send it: a table of every promise, the fact behind each, and safer wording for…
- Claim status update email prompt: Send an insurance client a proactive claim update: what happened, who decides what, and the next step, with no payment, coverage…
- Client case update email prompt: A four-part prompt for law firm staff: turn a worried client's emails and your firm's facts into a clear case update with no…
- Consultation booking confirmation prompt: Confirm a booked consultation in one clear email: date, time and how to join, what to bring, what it costs, and how to…
- Coverage question reply prompt: Answer a client's "am I covered?" email honestly: what the declarations page lists, who decides, and how to start a claim. It…
- Customer complaint reply prompt: A four-part ChatGPT prompt for answering an upset customer: one real apology, every complaint answered, and only the fixes you…
- Customer welcome email prompt: A ChatGPT prompt for a new-customer welcome email: what they signed up for, first steps in order, how to reach a person, and no…
- Decline a request politely prompt: A ChatGPT prompt for saying no to a customer clearly and kindly: the no up front, one honest reason, a real alternative, and no…
- "Do you service my area?" reply prompt: Answer "do you cover my town?" from your real service area list: a clear yes with how to book, a kind no, or a request for the…
- Email thread summary prompt: A ChatGPT prompt that turns a long email thread into a short handoff: the situation, what was promised, each question marked…
- Engagement letter draft prompt: Draft an engagement letter from your own approved terms: scope, exclusions, fees and client duties. Gaps get flagged for review…
- FAQ from customer emails prompt: Turn a batch of customer emails into an FAQ: the questions people really ask, in their words, answered only from your facts…
- FAQ-based customer reply prompt: A ChatGPT prompt that answers customer questions only from your own FAQ and hands anything the FAQ doesn't cover to a person…
- Fix reply tone prompt: A ChatGPT prompt that fixes the tone of a draft (too stiff, too defensive, too long) while keeping every fact, number and "we…
- Holiday hours announcement prompt: A ChatGPT prompt that turns your holiday schedule into an email, a door sign and a short post, with every date, weekday and hour…
- Job completion summary prompt: Turn a technician's closing notes into a clear record for the customer: work done, what was installed and tested, warranty, and…
- Late order apology email prompt: A ChatGPT prompt for telling a customer their order is late before they ask: what shipped, what didn't, and only the dates you…
- New service announcement email prompt: Copy a four-part ChatGPT prompt that announces a new service to existing customers: real price, real dates, one call to action…
- Out-of-office auto-reply prompt: Write an out-of-office auto-reply for a small business: the dates you're away, who covers what, the urgent option, and when…
- Permit and inspection explainer prompt: Explain the permit and inspection on a job to a homeowner: who files it, what the inspector checks, what they must do, and what…
- Price increase announcement prompt: A ChatGPT prompt for announcing a price increase honestly: the old and new price, the start date, your real reason and how to…
- Refund request reply prompt: A ChatGPT prompt for answering a refund request with your real decision: what you will refund, what you won't and why, the exact…
- Rental property repair coordination prompt: Coordinate a repair at a rental: a clear email to the owner or property manager about approval and billing, and a short access…
- Service appointment confirmation prompt: Confirm a booked service visit by email: the day and arrival window, what the tech will do, how to get the home ready, and how…
- Service delay update prompt: A ChatGPT prompt for telling a customer their job is delayed, sorted into what's confirmed, what isn't known yet and when…
- Tax extension explanation email prompt: Explain a filed tax extension to a worried client in plain words: what was filed, the new deadline, what was paid, what's…
- Tax refund status reply prompt: Reply to a client asking when their tax refund will arrive, using only your firm's facts, with no refund date or estimate and a…
- Tax season client checklist prompt: Turn last year's documents into a personal tax-season checklist email for each client: what to send, where to find it, how to…
- Technician on the way text prompt: Write the "your tech is on the way" text: who's coming, the arrival estimate dispatch gave you, what to have ready, and how to…
- Warranty claim reply prompt: A ChatGPT prompt for answering "this should be under warranty": what your warranty covers, what the maker covers, and an…
- "What do I do until you get here?" prompt: Answer an emergency caller with safety first: your approved wording for calling 911 or the utility, what to stay away from, and…
- Wrong order reply prompt: A ChatGPT prompt for when a customer gets the wrong items: own it, name the exact replacement, say what to do with the wrong…
Reviews and reputation
- Customer feedback survey questions prompt: A ChatGPT prompt that writes a short, neutral customer survey: up to 7 questions tied to what you need to learn, an honest…
- Negative review response prompt: A ChatGPT prompt for a public reply to a bad review: calm, specific, no private details, no arguing, and an easy way to continue…
- Positive review thank-you prompt: A ChatGPT prompt that writes three short, specific thank-you replies to a good review, using only what the reviewer said and…
- Review request email prompt: A ChatGPT prompt for a short, personal email asking a happy customer for an honest review: the real job, your exact link, no…
- Review request text message prompt: A ChatGPT prompt for review request texts that fit in one message: your business name first, the exact link, an opt-out line and…
- Testimonial request prompt: A ChatGPT prompt for asking a happy customer for a testimonial in their own words, with clear permission for where it appears…
Meetings and notes
- Action items table prompt: Paste a meeting transcript or rough notes and get a table of every task, owner and due date, with "Not stated" wherever nobody…
- Client quarterly review recap prompt: Turn your notes or transcript from a client's quarterly review into a recap email: decisions, who does what by when, what you…
- Customer call notes summary prompt: Turn rough phone-call notes into a clean customer record: what they reported, what you promised and the next step, plus a short…
- Decision log prompt: Pull every settled decision out of meeting notes and messages into a dated log: who decided, why, and when to revisit, plus what…
- Email to task list prompt: Turn a long email thread into a to-do list: every request, promise and unanswered question, who asked and when, what is overdue…
- Legal intake summary prompt: Turn messy intake call notes into a one-page summary for the attorney: names for the conflict check, events in order, and "Not…
- Meeting agenda prompt: Turn a list of topics into a timed meeting agenda where every item has an owner, a question to settle and minutes that add up to…
- Meeting recap email prompt: A copy-ready prompt that turns your checked meeting notes into a short recap email: decisions, owners and due dates, and nothing…
- Meeting request email prompt: Ask a busy client, vendor or partner for a meeting: what it will settle, a short agenda, a set length and real times, so saying…
- One-on-one meeting prep prompt: Prepare a one-on-one from your notes: what you owe them from last time, specific wins, questions that let them talk first, and…
Quotes and estimates
- Change order email prompt: Explain extra work found mid-job and get written approval: what you found, the added cost, the new total, and what happens if…
- Electrical bid scope of work prompt: Write an electrical bid's scope of work in job order, with included, not included, assumptions and a price range from your…
- Good, better, best options prompt: Lay out three priced options for one job, good, better and best, using only your real prices and specs, with an honest note on…
- "How much does it cost?" reply prompt: Answer a price question using only your published prices: what the first visit costs, what it includes, what changes the price…
- HVAC estimate description prompt: Turn a technician's notes into a homeowner-friendly HVAC estimate: each option side by side, prices only from your list, terms…
- Questions to ask before you quote prompt: Turn a vague quote request into the few questions you need answered before pricing it: plain words, why each matters, and photos…
- Quote email prompt: Write the short email that sends a finished quote: the job and price exactly as quoted, the customer's question answered, and…
Follow-ups
- Annual coverage review invite prompt: Invite an insurance client to a short annual review: why now, what to have handy, two times to pick from. No scare tactics and…
- Appointment reminder text prompt: Write day-before reminder texts for each job on tomorrow's schedule: the time window, who's coming, one prep step and an easy…
- Claim documents request prompt: Ask an insurance client for the documents the adjuster requested: each item in plain words, where to find it, how to send it…
- Court date reminder email prompt: Remind a client about a hearing or court date from your firm's facts: what it is, when and how to join, whether they must…
- Demo no-show follow-up prompt: Follow up after a prospect misses a booked demo: no blame, real times to rebook, a text version for the same day and an easy out…
- Estimated tax payment reminder prompt: Remind a client about an upcoming estimated tax payment using your firm's numbers: amount, due date, how they pay, and who to…
- Lead no-response follow-up prompt: Write three follow-ups for a lead who asked about you and went quiet: a useful nudge, a new angle and a polite last note, with…
- Missed appointment follow-up prompt: Reach out after a customer misses an appointment: no blame, your real fee policy stated once, two open times to rebook, and an…
- Missed call text back prompt: A ChatGPT prompt for the automatic text you send after a missed call: who you are, an honest callback time, what to send you…
- Missing documents request prompt: Ask an accounting client for the documents you still need: what arrived, what's missing, where to find each item, a safe way to…
- Open house follow-up prompt: Turn your open house sign-in sheet and notes into short, personal follow-ups for each visitor, with one next step each and no…
- Policy renewal reminder prompt: Remind an insurance client about an upcoming renewal: the date and premium exactly as the carrier issued them, questions about…
- Quote follow-up email prompt: Follow up on a quote that got no reply: remind them what it covered, answer the likely question, and make yes, a question or "no…
- Service call follow-up message prompt: Write short follow-ups for a batch of finished jobs: thanks by name, what was done, one approved care tip per job, and any real…
- Showing feedback request prompt: Ask buyer's agents for useful showing feedback: one short message per showing with three specific questions, then a plain…
- Vendor late order follow-up prompt: Write a short, firm follow-up to a vendor about a late, short or unshipped purchase order: the PO, the problem, one question and…
Collections and billing
- Declined card notice prompt: Tell a customer their card was declined without embarrassing them: what failed, the amount, a safe way to update it and what…
- Deposit request email prompt: Ask for a deposit on an approved job: the exact amount and what it covers, how to pay safely, what happens once it's paid, and…
- Final notice for an overdue invoice prompt: Draft a firm, respectful final notice on a seriously overdue invoice that states only the next step in your own policy. No…
- Invoice dispute reply prompt: Reply to a customer who disputes an invoice: thank them, explain each charge from your records, fix what's wrong, and give one…
- Invoice email prompt: Write the short email that goes with a new invoice: what the work was, the amount, the due date and how to pay, using only your…
- Payment plan offer prompt: Turn the installment plan you've decided on into a clear offer email, with the schedule copied exactly and a built-in check that…
- Payment received thank-you prompt: Confirm a payment and say thanks in a few lines: the amount, what it was for, the balance now owed, and what happens next…
- Payment reminder email prompt: A four-part prompt for a friendly first reminder on a late invoice: invoice number, amount, due date and ways to pay, with no…
- Vendor payment terms request prompt: Ask a supplier for longer payment terms or a temporary change, honestly and briefly, with a question they can answer in one…
SOPs and operations
- AI agent system message prompt: Draft the system message for an n8n AI Agent: who it is, what it knows, its rules and how it writes, including a rule never to…
- AI agent test messages prompt: Test an AI agent before launch with realistic messages: normal requests, borderline cases, missing details and tricky ones, each…
- Checklist from SOP prompt: Turn a written SOP into a short check-box list people tick while they work, with every safety step and number kept exactly as…
- Claim intake questions prompt: Build a first-call question list for a new insurance claim from your own requirements, plus a short email telling the client…
- Customer intake form questions prompt: Design the questions for a booking or intake form: only what you need to do the job, each with a field type, help text and a…
- Emergency service request triage prompt: Sort a batch of plumbing service requests by your own priority rules, flag unclear ones to call, and draft first replies using…
- Google Sheets columns plan prompt: Plan the Google Sheets columns for an n8n automation: header names, what goes in each, who fills it, and which must match your…
- Incident report prompt: Draft an internal incident or near-miss report from your notes and witness statements: facts in order, who said what, gaps…
- Internal announcement prompt: Announce a change to your team in under 150 words: what changes, when it starts, what each person does and who to ask, plus the…
- IT and maintenance request reply prompt: Update a coworker on their IT or maintenance request: where it stands, a workaround, when they'll hear next, and no fix time…
- Lovable web form prompt: Write a Lovable prompt for a web form that posts to n8n: fields, validation, button states, a thank-you message, and a webhook…
- Maintenance request triage prompt: Sort a pile of maintenance and IT requests by priority and team, with the words that drove each call quoted and vague requests…
- Month-end close checklist prompt: Turn your rough month-end close notes into an ordered, day-by-day checklist with an owner and a "done when" for every step. No…
- n8n error troubleshooting prompt: Paste an n8n error and a short description of your workflow, and get a plain explanation, likely causes in order and one change…
- n8n workflow documentation prompt: Document an n8n workflow so your team can live with it: what starts it, what each step does, which accounts it uses, signs it…
- Policy summary for staff prompt: Turn a long internal policy into a plain staff summary: who it applies to, what to do, limits and deadlines, with unclear lines…
- Post-job care instructions prompt: Turn your own care notes for one job type into a leave-behind sheet: what's normal, simple upkeep, what not to touch, and when…
- Process improvement ideas prompt: Describe how a task runs today and where it breaks, and get five specific fixes tied to real steps, with effort, risks and a way…
- Receipt details extraction prompt: Pull date, vendor, tax, total and job from receipt photos into a table, with "Unreadable" instead of guesses and a check that…
- Reimbursement decision email prompt: Check an employee's expense request against your written policy, show the rule that decides it, and draft a short email with the…
- Safety toolbox talk prompt: Turn your crew's safety rules and a recent near miss into a five-minute toolbox talk with questions. It supports required…
- Shift handoff notes prompt: Turn end-of-shift scribbles into a clear handoff for the next shift: what to do first, work in progress, promises to customers…
- SOP writer prompt: Turn a manager's rough notes into a numbered SOP with real roles, real numbers, safety steps first, a Check line, and CONFIRM…
- Tech daily job briefing prompt: Turn today's job schedule and office notes into a short morning briefing for each technician, in time order, with unassigned…
- Training quiz from SOP prompt: Turn an SOP or handbook page into a short quiz for new hires: scenario questions, believable wrong answers, and an answer key…
- Vendor onboarding checklist prompt: Turn your purchasing rules into a vendor onboarding checklist with owners and due dates, plus the email telling the new vendor…
- Vendor performance review prompt: Turn your purchase order log into a fair vendor review: on-time and short shipments from your records, your own changes set…
Hiring and HR
- 30-60-90 day plan prompt: Build a 30-60-90 day plan for a new hire: learn, contribute, then own, with checkable goals, people to meet and check-in dates…
- Candidate follow-up after interview prompt: Write the email a candidate gets after an interview: thanks, where things stand, the next step and when they'll hear back, with…
- Candidate outreach message prompt: Write a short, honest message to someone who isn't job hunting: why them, based on their work only, the real role and pay, one…
- Candidate pipeline update prompt: Turn an applicant tracker export into a weekly hiring update: counts by stage, what moved, next steps with owners, stalled…
- Candidate rejection email prompt: Write a short, respectful rejection email that thanks the candidate for the step they reached and promises nothing you won't do…
- Candidate skills task prompt: Design a short, fair work-sample task for candidates: made-up materials, a time limit, clear instructions and a scoring rubric…
- Employee handbook section prompt: Turn your own rules into one plain-English handbook section, with every gap and anything touching pay, discipline or privacy…
- Employee newsletter prompt: Turn a month of scattered updates into a short internal newsletter: news, welcomes, shout-outs and dates, with only personal…
- Employee recognition message prompt: Write a short, specific thank-you to an employee for the team chat or a huddle: what they did, why it mattered, in your voice…
- Exit interview questions prompt: Build a short, neutral exit interview: an honest opening script, open questions about the job and support, and what to do if a…
- First-week training plan prompt: Turn your SOPs into a day-by-day first-week plan for a new hire: learn, watch, do with help, then show it, with a trainer…
- Hiring manager intake prompt: Turn a hiring manager's intake notes into a role brief: must-haves vs nice-to-haves, pay, interview steps, open questions and…
- Interview debrief agenda prompt: Plan a short interview debrief that goes must-have by must-have, keeps the talk on job evidence and ends with a decision, owners…
- Interview questions prompt: A structured interview prompt: two questions per must-have, what a strong answer includes, a follow-up, and job-related swaps…
- Interview scheduling email prompt: Invite a candidate to interview with all they need: time options, place, who they'll meet, what to expect, an accommodation line…
- Interview scorecard prompt: Turn interview notes or a debrief transcript into a scorecard: each must-have rated with a quote as evidence, gaps marked Not…
- Job description prompt: Turn a manager's rough notes into a clear job description for your files: ranked duties, required vs preferred skills, work…
- Job post prompt: A four-part ChatGPT prompt for a job ad people want to read: real pay and schedule, must-haves kept apart from nice-to-haves…
- New hire onboarding checklist prompt: Build an onboarding checklist from before day one to day 30: every task with an owner and due date, gaps marked Not stated, and…
- Offer letter draft prompt: Draft an offer letter from terms you've approved, with no added legal clauses or promises, plus a list of every term used and…
- Panel interview question split prompt: Split a role's must-haves across your interview panel so every one has an owner, minutes and questions, and the debrief has…
- Performance review draft prompt: Draft a fair performance review from your notes: strengths and growth areas backed by examples, measurable goals and nothing…
- Phone screen summary prompt: Turn rushed phone screen notes into a clean summary: each requirement marked Meets, Doesn't meet or Unclear, logistics, and…
- Reference check questions prompt: A reference call script aimed at the gaps the interview left: role confirmation, an example per must-have, probes for weak…
- Shift schedule announcement prompt: Announce a new or changed shift schedule clearly: what changes, for whom, from when, a schedule table, what stays the same, and…
- Staff AI training plan prompt: Plan short AI training for your staff around tasks they already do each week: who learns what, practice on masked examples, and…
- Staff AI use policy prompt: Draft a short staff policy for AI tools at work: approved tools, what never goes in, what a person must check and who to ask…
- Time-off request reply prompt: Reply to a time-off request with your decision and policy, clearly and kindly, and route anything about health, family or leave…
Marketing and social
- Ad copy variations prompt: Get search and social ad variations that fit your character limits: a ChatGPT prompt with your real offer, banned claims and a…
- Before-and-after job post prompt: Turn before-and-after job photos into a short social post: what was wrong, what you did and what changed, with permission first…
- Blog post outline prompt: Plan a blog post around real customer questions and your own experience. This ChatGPT outline prompt flags every point that…
- Blog post to social posts prompt: Turn one blog post into several social posts with a ChatGPT prompt that quotes the line each post is built on, so nothing new…
- Brand voice guide prompt: Turn your own best emails and posts into a one-page brand voice guide with a ChatGPT prompt. Every rule is backed by a quote…
- Case study draft prompt: Draft a customer case study from your notes, approved results and real quotes. This ChatGPT prompt marks gaps as MISSING instead…
- Content calendar prompt: A ChatGPT prompt that turns one campaign into a dated email and social calendar: one row per item, a cap on emails, and only the…
- Creative brief prompt: Turn campaign notes and brand rules into a one-page creative brief: goal, audience, message, proof, don'ts, deliverables with…
- Email newsletter prompt: A ChatGPT prompt for a short customer newsletter built from your numbered updates: one section each, one main call to action, no…
- Email subject lines prompt: Get ten honest subject lines for a finished email, each with preview text and a character count, grouped by approach so you can…
- Event invitation email prompt: A ChatGPT prompt for an event invitation that puts the date, time, place, cost and RSVP up front and repeats them in a Details…
- Google Business Profile post prompt: A ChatGPT prompt for a short Google Business Profile post: one local topic, your real details and next step, and a length you…
- Home maintenance tips email prompt: Write a seasonal home tips email from your own techs' advice: practical, safe for homeowners, one soft offer, and no scare…
- Landing page headline prompt: Get six distinct landing page headlines, subheadlines and button text from a ChatGPT prompt that uses only your real offer and…
- Lead magnet outline prompt: Outline a free guide or checklist worth signing up for: one problem, short practical sections built from your own know-how, and…
- Lead magnet welcome email prompt: A ChatGPT prompt for the email that delivers a free guide: the link up front, one tip that fits the signup's form answers, no…
- Lead nurture email sequence prompt: Plan a short nurture sequence for signups who aren't ready to buy: useful emails by segment, one approved offer at the end and…
- LinkedIn post prompt: A ChatGPT prompt for a LinkedIn post in your voice, built on a real moment in your work and one clear point, with no invented…
- Listing description prompt: Write listing remarks and a social caption from your verified property facts, describing the home and never who should live…
- Neighborhood guide prompt: Turn neighborhood facts you checked yourself into a buyer-friendly guide with sources: parks, errands, transit and events. No…
- Price reduction announcement prompt: Announce a listing's new price to past visitors, agents and followers: the facts and a reason to look again, with no seller…
- Product description prompt: Write product page copy with a ChatGPT prompt that uses only your spec list: a short opening, scannable bullets, who it's for…
- Promotional text message prompt: Write a promotional text for customers who opted in: one offer, the real end date, who it's from and how to opt out, short…
- Referral request prompt: A ChatGPT prompt for a short, personal referral ask: thank the customer for real work, describe who you help, and mention a…
- Sale or promotion announcement prompt: Announce a sale with a ChatGPT prompt that keeps the offer, dates and conditions identical in an email and a short text version…
- Seasonal tune-up promo prompt: Write a seasonal tune-up reminder as an email and a short text: your real price, dates and checklist, one way to book, and no…
- Social post ideas prompt: A four-part ChatGPT prompt for social post ideas built on your services and real customer questions: platform, hook and call to…
- Website service page copy prompt: Write a website page for one service: who needs it, what happens on the visit, what they get, your published price, a short FAQ…
- Win-back email prompt: Write a win-back email to lapsed customers with a ChatGPT prompt that skips guilt and fake warmth: what's new, one easy way back…
Sales
- Account plan prompt: Build a 90-day plan for a current customer from your notes: goals in their words, people, risks, questions to confirm and dated…
- Cold outreach email prompt: An honest cold email prompt for ChatGPT: verified facts about the prospect only, who you are and why you're writing, one easy…
- Demo request reply prompt: Reply to a demo request fast with a ChatGPT prompt that shows you read it, answers questions only from your product facts and…
- Discovery call prep prompt: Prep for a discovery call with a ChatGPT prompt that separates what you know from what you're assuming, then gives open…
- Lead qualification prompt: Sort leads into Hot, Warm and Nurture with your own written rules. This ChatGPT prompt quotes the words behind each rating and…
- Maintenance agreement renewal prompt: A renewal email for a maintenance plan member: the visits they really had, the renewal terms stated plainly, and canceling made…
- Objection handling prompt: Prepare honest answers to sales objections with a ChatGPT prompt: ask a question first, use only your facts and limits, and know…
- Proposal summary prompt: Summarize a full proposal for the decision-maker with a ChatGPT prompt that keeps every price and date exact and lists where…
- Sales follow-up after demo prompt: Write a follow-up after a sales demo from your call notes: the features that fit, price only if asked, one next step. A ChatGPT…
- Stalled deal follow-up prompt: Restart a deal that went quiet after pricing or a proposal: address the likely blocker in the prospect's own words and ask for a…
- Upsell offer email prompt: Offer an existing customer one related service that fits what they bought or told you, with your real price, the reason it fits…
Reports and planning
- Automation candidates prompt: Rank your repetitive tasks by which to automate first, using only your own counts and minutes, with a first workflow sketched…
- Automation time savings estimate prompt: Estimate what one automation saves from your own numbers only: minutes before and after, setup and upkeep, costs you look up…
- Budget variance explanation prompt: Turn a budget-versus-actual report into a plain-English explanation of what moved and why, using only the reasons you give, plus…
- Cash flow summary for owners prompt: Get a plain-English summary of your own cash numbers: where money came from, where it went, and what known bills do to the…
- Client monthly report prompt: Turn your agency's monthly numbers and work log into a client report: what changed, what you did, what's next. Every number…
- Daily priorities plan prompt: Paste your to-do list and fixed times and get a realistic plan for today: top three, time blocks, a buffer, and what to move to…
- Expense categorization prompt: Sort a batch of expenses into your own categories, with a short note each and a Needs Review bucket for anything unclear…
- Expense report summary prompt: Summarize a month of expense or reimbursement rows for the owner: totals by category and status, what's waiting, and flags to…
- Plain-English document summary prompt: Paste a contract, lease or policy and get a plain-English summary with section numbers, every date and dollar amount, and…
- Presentation outline prompt: Plan a short talk or slide deck: one point per slide, a headline and visual for each, minutes that fit your time, and a list of…
- Project status update prompt: Write an honest project status update: On track, At risk or Off track with the reason, what's done, what's next, blockers and…
- Request for quote email prompt: Ask suppliers for prices with one clear email: the same specs, quantity and deadline for everyone, and a list of what each quote…
- Sales pipeline review prompt: Paste your open deals and get a pipeline review for your sales meeting: stalled deals, missing next steps, past-due close dates…
- Survey results summary prompt: Summarize survey responses into counted themes with exact quotes, standout comments and follow-up questions, without overstating…
- Vendor quote comparison prompt: Compare vendor quotes side by side on price, what's included, timing and warranty, with "Not in quote" for gaps and the…
- Weekly leads summary prompt: Paste a week of form leads from your Google Sheet and get counts by type, who is still waiting, patterns with row numbers and…
- Weekly team report prompt: Turn this week's numbers and notes into a short owner report, with both weeks side by side so you can check the math, and no…
By industry
Trades
After-hours voicemail script promptAI agent test messages promptAppointment reminder text promptBefore-and-after job post promptCancellation request reply promptCash flow summary for owners promptChange order email promptCustomer call notes summary promptDeclined card notice promptDeposit request email prompt"Do you service my area?" reply promptElectrical bid scope of work promptEmergency service request triage promptEmployee handbook section promptEmployee newsletter promptEmployee recognition message promptGood, better, best options promptGoogle Business Profile post promptHome maintenance tips email prompt"How much does it cost?" reply promptHVAC estimate description promptIncident report promptInterview questions promptInvoice email promptJob completion summary promptJob description promptJob post promptMaintenance agreement renewal promptMissed call text back promptObjection handling promptPermit and inspection explainer promptPhone screen summary promptPost-job care instructions promptQuestions to ask before you quote promptQuote email promptQuote follow-up email promptReceipt details extraction promptReferral request promptRental property repair coordination promptSafety toolbox talk promptSeasonal tune-up promo promptService appointment confirmation promptService call follow-up message promptService delay update promptTech daily job briefing promptTechnician on the way text promptUpsell offer email promptWarranty claim reply promptWebsite service page copy promptWeekly leads summary promptWeekly team report prompt"What do I do until you get here?" prompt
Free lessons: AI for HVAC · AI for Electrical · AI for Plumbing
Accounting
Bookkeeping client onboarding email promptClient quarterly review recap promptConsultation booking confirmation promptEngagement letter draft promptEstimated tax payment reminder promptExit interview questions promptExpense categorization promptExpense report summary promptFinal notice for an overdue invoice promptFix reply tone promptHiring manager intake promptInvoice dispute reply promptMissing documents request promptMonth-end close checklist promptNew hire onboarding checklist promptPayment plan offer promptPayment reminder email promptTax extension explanation email promptTax refund status reply promptTax season client checklist prompt
Free lessons: AI for Accounting & Bookkeeping Firms
Law
Candidate pipeline update promptClient case update email promptConsultation booking confirmation promptCourt date reminder email promptEngagement letter draft promptLegal intake summary promptPlain-English document summary prompt
Insurance
Annual coverage review invite promptCandidate follow-up after interview promptClaim documents request promptClaim intake questions promptClaim status update email promptConsultation booking confirmation promptCoverage question reply promptPolicy renewal reminder prompt
Recruiting
Candidate follow-up after interview promptCandidate outreach message promptCandidate pipeline update promptCandidate skills task promptHiring manager intake promptInterview debrief agenda promptInterview scorecard promptPanel interview question split promptPhone screen summary promptReference check questions prompt
Real estate
Buyer inquiry reply promptConsultation booking confirmation promptListing description promptNeighborhood guide promptOpen house follow-up promptPrice reduction announcement promptRental property repair coordination promptShowing feedback request prompt
Marketing
Ad copy variations promptBlog post to social posts promptBrand voice guide promptBudget variance explanation promptCandidate skills task promptCase study draft promptClient monthly report promptContent calendar promptCreative brief promptDecline a request politely promptDiscovery call prep promptEmail subject lines promptLanding page headline promptLead magnet outline promptLead magnet welcome email promptLead nurture email sequence promptPromotional text message promptProposal summary promptSocial post ideas prompt
Free lessons: AI for Marketing
Sales
30-60-90 day plan promptAccount plan promptCold outreach email promptDemo no-show follow-up promptDemo request reply promptDiscovery call prep promptLanding page headline promptLead no-response follow-up promptLead qualification promptObjection handling promptProposal summary promptQuote follow-up email promptSales follow-up after demo promptSales pipeline review promptStalled deal follow-up prompt
Free lessons: AI for Sales
Operations
Checklist from SOP promptFirst-week training plan promptIncident report promptIT and maintenance request reply promptLate order apology email promptMaintenance request triage promptMonth-end close checklist promptOffer letter draft promptPlain-English document summary promptReimbursement decision email promptRequest for quote email promptSOP writer promptTraining quiz from SOP promptVendor late order follow-up promptVendor onboarding checklist promptVendor payment terms request promptVendor performance review prompt
Free lessons: AI for Operations
Finance
Budget variance explanation promptCash flow summary for owners promptExpense categorization promptExpense report summary promptFinal notice for an overdue invoice promptInvoice dispute reply promptInvoice email promptMonth-end close checklist promptPayment plan offer promptPayment reminder email promptReceipt details extraction promptReimbursement decision email promptVendor payment terms request prompt
Free lessons: AI for Finance
By tool
Every template works in ChatGPT, Claude, Gemini and Copilot. Here they are grouped by the tool you practice them in, in the free lessons.
Practice in ChatGPT
30-60-90 day plan promptAccount plan promptAction items table promptAd copy variations promptAngry customer call talking points promptAnnual coverage review invite promptAppointment reschedule reply promptBefore-and-after job post promptBilling question reply promptBlog post outline promptBlog post to social posts promptBookkeeping client onboarding email promptBrand voice guide promptBudget variance explanation promptBuyer inquiry reply promptCancellation request reply promptCandidate follow-up after interview promptCandidate outreach message promptCandidate pipeline update promptCandidate rejection email promptCandidate skills task promptCase study draft promptCash flow summary for owners promptChange order email promptCheck reply promises promptChecklist from SOP promptClaim documents request promptClaim intake questions promptClaim status update email promptClient case update email promptClient monthly report promptClient quarterly review recap promptCold outreach email promptConsultation booking confirmation promptCourt date reminder email promptCoverage question reply promptCreative brief promptCustomer complaint reply promptCustomer feedback survey questions promptCustomer welcome email promptDecision log promptDecline a request politely promptDeclined card notice promptDeposit request email promptDiscovery call prep promptElectrical bid scope of work promptEmail newsletter promptEmail thread summary promptEmail to task list promptEmployee handbook section promptEmployee newsletter promptEmployee recognition message promptEngagement letter draft promptEstimated tax payment reminder promptEvent invitation email promptExit interview questions promptFinal notice for an overdue invoice promptFirst-week training plan promptFix reply tone promptGood, better, best options promptGoogle Business Profile post promptHiring manager intake promptHoliday hours announcement promptHVAC estimate description promptIncident report promptInternal announcement promptInterview debrief agenda promptInterview questions promptInterview scheduling email promptInterview scorecard promptInvoice dispute reply promptInvoice email promptJob description promptJob post promptLate order apology email promptLegal intake summary promptLinkedIn post promptListing description promptMeeting agenda promptMeeting recap email promptMeeting request email promptMissed appointment follow-up promptMissed call text back promptMissing documents request promptMonth-end close checklist promptNegative review response promptNeighborhood guide promptNew hire onboarding checklist promptNew service announcement email promptObjection handling promptOffer letter draft promptOne-on-one meeting prep promptOpen house follow-up promptOut-of-office auto-reply promptPanel interview question split promptPayment plan offer promptPayment received thank-you promptPayment reminder email promptPerformance review draft promptPhone screen summary promptPlain-English document summary promptPolicy renewal reminder promptPositive review thank-you promptPresentation outline promptPrice increase announcement promptPrice reduction announcement promptProcess improvement ideas promptProduct description promptProject status update promptProposal summary promptQuote email promptReference check questions promptReferral request promptRefund request reply promptReview request text message promptSafety toolbox talk promptSale or promotion announcement promptSales follow-up after demo promptSeasonal tune-up promo promptService appointment confirmation promptService delay update promptShift handoff notes promptShift schedule announcement promptShowing feedback request promptSOP writer promptStaff AI training plan promptStaff AI use policy promptSurvey results summary promptTax extension explanation email promptTax refund status reply promptTax season client checklist promptTechnician on the way text promptTestimonial request promptTime-off request reply promptTraining quiz from SOP promptVendor onboarding checklist promptVendor quote comparison promptWarranty claim reply promptWebsite service page copy promptWin-back email promptWrong order reply prompt
Practice in Lovable
After-hours voicemail script promptAI agent test messages promptDemo no-show follow-up promptDemo request reply promptEmergency service request triage promptExpense report summary promptIT and maintenance request reply promptLanding page headline promptLead magnet outline promptLead magnet welcome email promptLead no-response follow-up promptLead nurture email sequence promptLead qualification promptLovable web form promptMaintenance request triage promptPermit and inspection explainer promptPolicy summary for staff promptQuestions to ask before you quote promptQuote follow-up email promptReimbursement decision email promptWeekly leads summary prompt"What do I do until you get here?" prompt
Practice in n8n
After-hours voicemail script promptAI agent system message promptAI agent test messages promptAppointment reminder text promptAutomation candidates promptAutomation time savings estimate promptContent calendar promptCustomer call notes summary promptCustomer intake form questions promptDaily priorities plan promptDemo no-show follow-up promptDemo request reply prompt"Do you service my area?" reply promptEmail subject lines promptEmergency service request triage promptExpense categorization promptExpense report summary promptFAQ from customer emails promptFAQ-based customer reply promptGoogle Sheets columns plan promptHome maintenance tips email prompt"How much does it cost?" reply promptIT and maintenance request reply promptJob completion summary promptLanding page headline promptLead magnet outline promptLead magnet welcome email promptLead no-response follow-up promptLead nurture email sequence promptLead qualification promptLovable web form promptMaintenance agreement renewal promptMaintenance request triage promptn8n error troubleshooting promptn8n workflow documentation promptPermit and inspection explainer promptPolicy summary for staff promptPost-job care instructions promptPromotional text message promptQuestions to ask before you quote promptQuote follow-up email promptReceipt details extraction promptReimbursement decision email promptRental property repair coordination promptRequest for quote email promptReview request email promptSales pipeline review promptService call follow-up message promptSocial post ideas promptStalled deal follow-up promptTech daily job briefing promptUpsell offer email promptVendor late order follow-up promptVendor payment terms request promptVendor performance review promptWeekly leads summary promptWeekly team report prompt"What do I do until you get here?" prompt
New to the words? The AI glossary explains them in plain English.
How every module works
Each step is shown on the left, with a cursor pointing to exactly where to click. You do the same thing on the right, in a practice copy of the real tool. Get it right and it moves on. Nothing touches your real accounts until you're ready to build it for real.
Start learning free