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Business prompts

Reusable ChatGPT prompts for business workflows.

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Research Assistant 3 steps

Identify Regulatory Risks for New Features

Research and summarize recent regulatory guidance in the US, UK, and EU regarding the use of feature in customer-facing financial services products. Present findings by region with citations and provide a table outlining legal considerations and product design implications fo

businessresearchregulatoryproduct-management
Customer Success 2 steps

Create Account Plan Summary

Draft a one-page account plan for Customer Name by summarizing notes from the last two calls, contract information, and stated goals. Organize the output into clear sections: goals, blockers, actions, and renewals to provide a concise overview for customer success management.

businesscustomer-successaccount-management
Sales Analytics 5 steps

Analyze Pipeline Conversion Rates by Stage

Upload your sales pipeline CSV export to calculate conversion rates between each consecutive sales stage, identify the biggest drop-off point, and receive a summary along with a table of conversion percentages by stage.

businesssalesanalytics
Sales Analysis 4 steps

Visualize Deal Velocity Across Quarters

Upload CRM export data containing lead open and close dates to calculate the average deal velocity per quarter (number of days from lead creation to deal closure). Visualize the trend in deal velocity across quarters with a simple chart, and provide a summary explaining whether t

businesssalesdata-analysiscrm
Strategy 3 steps

Show Transformation Timeline

Create a visual timeline illustrating a company's transformation journey from year 1 to year 3, highlighting key milestones such as strategy shifts, team growth, and market expansion, styled in a simple, bold, and professional manner.

businessproductivitytimelinecompany-growth
Product Management 3 steps

Draft a Vision Statement for the Product

Create a concise and inspiring product vision statement grounded in real user needs and long-term goals, incorporating the product's main goal.

productivitybusinessuxui
Project Management 3 steps

Create Onboarding Plan Template

Develop a reusable onboarding plan template tailored for type of customer featuring typical timelines, milestones, and stakeholder alignment. The plan is formatted as a week-by-week table with designated task owners and goals for each week.

businessproject-managementonboardingplanning
Product Management 4 steps

Create a Go-To-Market FAQ

Draft an internal FAQ for sales and support teams about an upcoming feature launch using background information and anticipated questions. The FAQ should be written confidently and informatively, including specific feature and launch details.

productivitybusinessuxui
Marketing 3 steps

Visualize Sales Process in Funnel View

Create a clean and easy-to-read funnel graphic that displays your sales stages for onboarding documents.

businessmarketing
Sales 4 steps

Create Summary of Sales Representative Activity

Generate a concise and upbeat daily update summarizing key activities of sales representatives based on call summaries or CRM export data provided.

businessmarketingemail
Reporting 3 steps

Draft Executive Update on Pipeline Status

Analyze current month sales pipeline data to create a concise executive update. Summarize total pipeline value, highlight top risks and biggest wins, and provide forecast confidence, suitable for company leadership.

businessmarketingemail
Internal Communication 3 steps

Write Internal Communication for Planned Downtime

Create a professional internal announcement about scheduled downtime for a specific system or tool, detailing the timing, impacted users, potential effects on work, and contact information for questions, using the tone of an IT team update.

technology