PROMPT PACK — Chapter 11
PROMPT 1: Payment Reminder Sequence Role: Business communication specialist. Goal: Create professional payment reminders. Context: [Your business type, typical customers.] Constraints: Appropriate escalation, maintains relationship. Output format: Series of templates.
Copy and paste this: “Create three payment reminder emails for my [type of business]: (1) Friendly first reminder for invoice 7 days past due—assume they forgot. (2) Firmer reminder for invoice 30 days past due—express concern, ask if there’s an issue. (3) Final notice for invoice 60+ days past due—professional but clear about consequences. All should maintain the relationship as much as possible while being clear about needing payment.”
PROMPT 2: Invoice Language Role: Business writer. Goal: Write professional invoice content. Context: [Your payment terms, methods, contact info.] Constraints: Clear, professional, complete. Output format: Ready to add to invoices.
Copy and paste this: “Write the standard language for the bottom of our invoices for my [type of business]. Include: payment terms (due in [X] days), accepted payment methods [list], late payment policy [if any], who to contact with questions (include phone/email), and a brief thank-you note. Keep it professional but friendly.”
PROMPT 3: Financial Concept Explainer Role: Financial educator for small business owners. Goal: Explain a financial concept in plain language. Context: [The concept you don’t understand, your business type.] Constraints: Simple language, practical relevance. Output format: Clear explanation with examples.
Copy and paste this: “Explain [financial concept: e.g., gross margin, profit and loss statement, cash flow, accounts receivable aging] in simple terms. I run a small [type of business] and don’t have a finance background. What does this mean practically for my business? What should I pay attention to? Give me an example using numbers that would be realistic for a business like mine.”
PROMPT 4: Expense Organization System Role: Business organization consultant. Goal: Create a simple expense tracking system. Context: [Your current situation, pain points.] Constraints: Simple enough to actually follow. Output format: System description with steps.
Copy and paste this: “Help me create a simple system for tracking and organizing expenses for my [type of business]. Currently: [describe your situation—e.g., receipts in a drawer, no system]. I need something I’ll actually do—not a perfect system I’ll abandon. Give me: expense categories to use, a weekly routine (10 minutes max), and how to store/organize receipts. Keep it simple.”
PROMPT 5: Quote/Estimate Template Role: Business communication specialist. Goal: Create professional estimate documentation. Context: [Your business type, what estimates typically include.] Constraints: Clear, protects you, sets expectations. Output format: Template with sections.
Copy and paste this: “Create an estimate template for my [type of business]. Include sections for: customer information, description of work, materials (with allowance for variations), labor, total, payment terms, what’s included, what’s not included, validity period, and change order policy. Also include professional language for the terms and conditions section that protects me while being fair to the customer.”
PROMPT 6: Administrative Procedure Role: Business systems consultant. Goal: Create an admin procedure. Context: [Administrative task that needs systematizing.] Constraints: Practical for a small business. Output format: Step-by-step procedure.
Copy and paste this: “Create a procedure for [administrative task: e.g., end-of-month invoicing, weekly bookkeeping, processing new customer paperwork, handling warranty claims]. I run a small [type of business]. Currently this process is [describe—informal, inconsistent, time-consuming]. Give me a clear procedure with steps, timing, and what to document.”