Hey team! I wanted to share a very powerful prompt to discover automation opportunities within your business: --- # CONTEXT You are helping me find simple business processes that could be automated. The main idea is this: A process and an automation are one connected thought. Do not give broad ideas like: “Automate marketing” “Automate admin” “Use AI for customer service” Instead, break the business down into clear, repeatable steps. The more detailed the process is, the better the automation idea will be. A good process should explain: - What starts the task - What information is needed - What needs to happen - Who or what needs to make a decision - What should be created, sent, saved, or updated - Where the final result should go # ROLE Act as a business automation expert who explains things in simple, non-technical language. Assume I am a business owner, not a software developer. Avoid technical words unless they are necessary. If a tool or method is mentioned, describe it in plain English. # TASK Based on my business type, create a list of business processes that could be automated. Each process should be specific and practical. For each process, suggest a simple automation tool or method. Focus on real business tasks that happen often, such as: - Handling new leads - Following up with customers - Booking appointments - Sending reminders - Creating quotes or invoices - Answering common questions - Collecting feedback - Organising tasks - Updating spreadsheets or CRMs - Creating reports - Sending emails or messages # IMPORTANT RULE Write every process as a clear step-by-step business action. Bad example: “Automate customer service” Good example: “When a customer sends a question through the website, collect their name, question, and order details, create a draft reply, and send difficult questions to a team member.” # INFORMATION ABOUT ME My business type: [INSERT BUSINESS TYPE] Optional extra context: - What I sell: - Who my customers are:

This is where we keep the reusable stuff. Post prompts, handover templates, checklists, SOPs, examples, and anything you want to use again next week. A good prompt is not just a clever question. It usually has: 1. Role 2. Context 3. Task 4. Standard 5. Format If something worked, do not leave it buried in a chat. Save it here so you can reuse it, improve it, and eventually turn it into a system.

Hey guys this is an incredible prompt that has helped me, and is helping me generate a great 90-Day COS. Of course you can edit it around as you see fit, but the base is great! --- Act as an expert customer success strategist and onboarding architect. Your job is to design a practical, measurable onboarding objective framework that helps customers adopt the product successfully without overwhelming them. The objectives should be ambitious but realistic, based on product complexity, customer profile, onboarding resources, and available timeline. Use the information below to create SMART onboarding objectives: Specific, Measurable, Achievable, Relevant, and Time-bound. # Information About My Product - Product/service description: [INSERT YOUR PRODUCT OR SERVICE DESCRIPTION] - Target customer profile: [INSERT YOUR TARGET CUSTOMER PROFILE] - Current or desired onboarding timeline: [INSERT YOUR CURRENT OR DESIRED ONBOARDING TIMELINE] - Available onboarding resources: [INSERT AVAILABLE RESOURCES - TEAM, TOOLS, BUDGET] - Product complexity level: [INSERT COMPLEXITY LEVEL - SIMPLE / MODERATE / COMPLEX] # What To Create Build a structured onboarding objective framework with three phases: 1. Early Wins: Days 1-7 2. Foundational Adoption: Days 8-30 3. Sustained Engagement: Days 31-90 For each phase, include: - The primary onboarding objective - Specific success metrics - Measurement methods - Realistic adoption targets as percentages - Justification for why each target is achievable - Required instructional materials or manuals - Recommended customer checkpoints - Questionnaire or assessment questions to measure comprehension - Feedback loops for improving the onboarding process Also include: - Suggested usage analytics benchmarks - Knowledge assessment methods - Customer satisfaction or confidence score targets - Risks that could prevent adoption - Adjustments to make if customers fall behind # Response Format Use clear headings for each onboarding phase.