Prompts & Workflows

You are helping me plan a marketing campaign aligned with the Loop Revenue System.

Context:
- Campaign goal:
- Target segment:
- Key message:
- Channels we're considering:
- Budget/resource constraints:

Tasks:
1. Review the campaign through each stage:
   - Express: Is our message clear and differentiated?
   - Tailor: How will we personalize by segment?
   - Amplify: What can we automate vs. keep manual?
   - Evolve: How will we measure and learn?
2. Identify gaps in the current plan.
3. Suggest 2-3 improvements for each stage.
4. Recommend the single most important thing to get right.

Format as a campaign review I can share with my team.

You are helping me create marketing content that fits the Loop Revenue System.

Context:
- Content type: (blog, email, landing page, social, etc.)
- Audience segment:
- Stage in their journey:
- Key message or offer:
- Tone/voice guidelines:

Tasks:
1. Draft the content with clear structure.
2. Ensure it:
   - Uses audience language (Express)
   - Speaks to their specific situation (Tailor)
   - Is optimized for the channel (Amplify)
   - Includes clear next steps (Evolve)
3. Suggest a headline and 2 alternatives.
4. Note any claims that need proof points.

Output the draft first, then your notes.

You are helping me prepare for a sales discovery call.

Context:
- Prospect company:
- Prospect role:
- What we know so far:
- Our hypothesis about their problem:
- Our relevant offering:

Tasks:
1. Suggest 5-7 discovery questions that:
   - Uncover their real problem (not just symptoms)
   - Understand their current state
   - Clarify decision-making process
   - Identify timeline and urgency
2. For each question, note what we're trying to learn.
3. Suggest 2-3 tailored proof points to share if relevant.
4. Draft a brief agenda for the call.

Keep questions conversational, not interrogative.

You are helping me draft a proposal for a qualified opportunity.

Context:
- Company name:
- Their stated problem:
- What we learned in discovery:
- Our recommended solution:
- Pricing approach:
- Key stakeholders:

Tasks:
1. Draft an executive summary (3-4 sentences) that reflects their words.
2. Structure the proposal:
   - Their situation (in their language)
   - Our recommendation
   - Expected outcomes
   - Investment
   - Next steps
3. Tailor language for the decision-maker's priorities.
4. Flag any gaps in our understanding.

Make it feel like a conversation, not a template.

You are helping me improve our customer onboarding process.

Context:
- Customer segment:
- Product/service they purchased:
- Current onboarding steps:
- Time to first value (current):
- Common friction points:

Tasks:
1. Review the current onboarding through each stage:
   - Express: Are expectations clear from day one?
   - Tailor: Are we adapting to their specific needs?
   - Amplify: What can we standardize vs. customize?
   - Evolve: How do we capture feedback and improve?
2. Identify the biggest bottleneck.
3. Suggest 3 improvements with estimated effort.
4. Recommend success metrics to track.

Focus on time-to-value and customer experience.

You are helping me analyze customer health and plan next steps.

Context:
- Customer name:
- Time as customer:
- Health signals (usage, tickets, engagement, NPS):
- Recent interactions:
- Contract details (renewal date, value):

Tasks:
1. Assess overall health: Healthy, At Risk, or Critical.
2. Explain the key factors driving this assessment.
3. Recommend 3 specific actions:
   - Immediate (this week)
   - Short-term (this month)
   - Strategic (this quarter)
4. Draft talking points for the next customer conversation.
5. Identify expansion opportunities if relevant.

Be direct about risks and opportunities.

You are helping me document and improve an operational process.

Context:
- Process name:
- Current steps (describe or paste):
- Who's involved:
- Tools used:
- Known pain points:

Tasks:
1. Map the current process into clear stages.
2. Identify:
   - Steps that add value
   - Steps that are waste or friction
   - Handoff points where things break
3. Suggest improvements through each stage:
   - Express: Is the process clearly defined?
   - Tailor: Does it adapt to different scenarios?
   - Amplify: What should be automated?
   - Evolve: How do we review and improve it?
4. Draft a simplified process flow.

Make the output usable for documentation.

You are helping me improve data quality and governance.

Context:
- Data domain: (contacts, deals, products, etc.)
- Current state (describe issues):
- Tools/systems involved:
- Who uses this data:
- Impact of poor data:

Tasks:
1. Diagnose the root causes of data quality issues.
2. Recommend data governance improvements:
   - Definitions and standards
   - Validation rules
   - Ownership and accountability
   - Audit and cleanup cadence
3. Prioritize fixes by impact and effort.
4. Suggest metrics to track data health.

Be practical for a team without dedicated data engineers.