AI Prompts for Business

Reply to customer questions, onboard a client or improve a process. Use these AI prompts for business with the details from your own work.

Reply to a customer question

Draft a helpful answer using your actual service terms.

Draft a response to this customer question.

Question:
{{question}}

Confirmed service details and policy:
{{service_details}}

Tone: {{tone}}

Answer directly, explain the relevant next step and keep the reply under 120 words. Do not promise an exception, refund or deadline unless the supplied details allow it. List anything that needs confirmation separately.

See a worked example Illustrative

What you add

Question: Can you set up my account this week? Service details: Setup takes three working days after the completed form arrives; no form received yet. Tone: friendly.

Example result

We can start setting up your account when we receive your completed form. Setup takes three working days from then. Please send the form so we can confirm your schedule.

Before you use itConfirm that the response follows your current policy and does not imply an unapproved exception.

Create a client onboarding checklist

Turn your agreed process into a clear set of next steps.

Create an onboarding checklist for {{service}}.

Agreed process and required materials:
{{process}}

People involved:
{{people}}

Return a table with step, owner, required input and completion condition. Put dependent steps in order. Use only the agreed process; list missing owners or instructions as open questions.

See a worked example Illustrative

What you add

Service: website copy. Process: client sends brief; Sam reviews it; client approves outline; Sam drafts. People: client and Sam.

Example result

1. Send brief — Client — completed brief received. 2. Review brief — Sam — questions resolved. 3. Approve outline — Client — approval received. 4. Write draft — Sam — draft ready for review.

Before you use itCheck owners and approval points with the team before sharing the checklist with a client.

Find friction in a business process

Locate repeat work and unclear handoffs in a process you can describe.

Review this process for avoidable delays or repeated work.

Current steps and owners:
{{process}}

Observed problems, with examples:
{{problems}}

Constraints:
{{constraints}}

Return three possible improvements. For each, name the observed problem, proposed change, person to consult and a small way to test it. Separate observations from assumptions. Do not invent savings or remove required checks.

See a worked example Illustrative

What you add

Process: coordinator forwards each request to the owner; owner asks for the missing due date. Problem: four requests this week had no due date. Constraint: owner must approve scheduling.

Example result

Improvement: Add a due-date field to the request form. Evidence: Four requests needed a follow-up. Consult: Coordinator and owner. Test: Try the field for one week; count requests requiring clarification.

Before you use itCheck whether each change addresses an observed problem and keeps required approval steps.

Make it your own

Copy a prompt, replace the text in double braces with your details, then adjust the first draft.

Give the prompt one decision

“Improve the business” has no finish line. State a choice the owner must make and the date by which it matters. If several decisions depend on each other, handle them in order.

Preserve weak evidence

Two customer requests are two observations, not proof of a market. Keep sample size and source limits in the input so the response cannot turn a hint into a forecast.

The useful output is often the next question, not a recommendation. Ask what evidence would change the decision and who can collect it.

Start from a flexible template

Use this prompt to organize a bounded business decision from records you can inspect; do not use it to delegate the decision.

Prepare a decision brief for: {{decision}}. Confirmed business facts and records: {{facts}}. Constraints: {{constraints}}. Options already under consideration: {{options}}. Decision owner and deadline: {{owner_deadline}}. Separate observed facts, assumptions and missing evidence. Compare options against the stated constraints, identify downside conditions and recommend the next information-gathering action. Do not invent demand, costs, savings, legal duties or probabilities. Mark any inference [HYPOTHESIS].

Example input

Decision: add payroll support. Facts: two client requests in six months. Constraint: owner has four hours weekly. Options: partner referral or limited in-house pilot.

Example output

Observed: two requests. [HYPOTHESIS] Demand may extend beyond current clients. Missing evidence: willingness to pay and delivery effort. Next action: interview five clients.

A quick check

Observed facts match the supplied records
Assumptions and hypotheses carry labels
The comparison uses stated constraints
A human owner retains the decision.

Keep in mind

This is not financial
legal or employment advice
Weak records produce a weak comparison
The prompt cannot estimate market demand without evidence.

AI Prompts for Business

Reply to a customer question

Your prompt

What you add

Example result

Create a client onboarding checklist

Your prompt

What you add

Example result

Find friction in a business process

Your prompt

What you add

Example result

Make it your own

Give the prompt one decision

Preserve weak evidence

Flexible template

A quick check

Keep in mind

Analytics

Your prompt

What you add

Example result

Your prompt

What you add

Example result

Your prompt

What you add

Example result

Make it your own

Give the prompt one decision

Preserve weak evidence

Flexible template

A quick check

Keep in mind

Related guides & workflows

Learn the method

Follow the full workflow