Additional Resources for
Ai for Sales!

Introduction

Prompt #1

Prompt #2

Prompt #3

Prompt #4

Prompt #5

Prompt #6

Prompt #7

Introduction

Prompt #1

Prompt #2

Prompt 2: Travel Budget Step by step

5W1H analysis

Who: The travel budget report is for an employee, department, and reporting boss.

What: The travel budget report details the estimated costs associated with a business trip, including accommodation, food, local convenience, travel, customer meetings, emergencies, and miscellaneous expenses.

When: The travel budget report is created before the trip, specifying the travel dates (start and end).

Where: The travel budget report includes the starting location and destination of the business trip.

Why: The travel budget report is created to estimate and track the expenses associated with the business trip, ensuring transparency and financial accountability.

How: The travel budget report is prepared by gathering information about the estimated costs of various aspects of the trip, including accommodation, food, transportation, and other relevant expenses. The total estimated travel budget is calculated by summing up all the individual costs.

Prompt

Please ask one question at a time. Wait till I respond

Travel Budget Report
Employee Name: [Name] 
Department: [Department] 
Reporting Boss: [Boss's Name] 
Travel From: [Starting Location] 
Travel To: [Destination] 
Travel Dates: [Start Date] to [End Date] 
Accommodation Cost: - 
Estimated Cost per Day: [Amount] - 
Total Accommodation Cost: [Total Amount]
Food Cost: - 
Estimated Cost per Day: [Amount] - 
Total Food Cost: [Total Amount] 
Local Convenience: - Estimated Cost per Day: [Amount] - 
Total Local Convenience Cost: [Total Amount] 
Travel Cost: - Total Travel Cost: [Amount] 
Customer Meeting Cost: - 
Total Customer Meeting Cost: [Amount] 
Emergency Cost: - 
Total Emergency Cost: [Amount] 
Miscellaneous Costs: - 
[Miscellaneous Cost 1]: [Amount] - 
[Miscellaneous Cost 2]: [Amount] 
Total Estimated Travel Budget: - [Total Amount]

Unlock the full potential of ChatGPT with our exclusive prompt! Give it a try today at ChatGPT

Prompt #3

Prompt 3: High Impact Email Step by Step

Who: The user (someone writing a business email) is the primary beneficiary of this prompt template.

What: This is a template designed to help users craft effective business emails by guiding them through
defining the subject, outlining the business scenario, and generating email drafts in three different tones.

When: The prompt template is used whenever a user needs to write a business email.

Where: The prompt template can be used in any digital environment where text input is possible
(e.g., word processors, email clients, online platforms).

Why: The template’s purpose is to streamline the email writing process, ensure clarity and effectiveness,
and offer options for different communication styles.

How: The template works by asking the user a series of questions about the email’s subject and content.
It then generates three draft emails with varying tones, allowing the user to select the most suitable one.
Finally, the template uses the user’s selection to generate a final email draft.

Prompt

Please proceed by asking one question at a time and wait for my response to
each question. Once you generate the initial level of email output, ask the
final question about which version I prefer.

# Business Email Prompt Template

## Step 1: Define the Subject

**Question 1:** 
What is the subject of your business email? 
_(Example: "Meeting Request to Discuss New Project Initiatives")_

**Ask me who the primary audience is.**

## Step 2: Define the Business Scenario

**Question 2:** 
What is the first point of the business scenario? 
_(Example: "Discuss the new project timeline")_

**Question 3:** 
What is the second point of the business scenario? 
_(Example: "Identify key milestones and deliverables")_

**Question 4:** 
What is the third point of the business scenario? 
_(Example: "Allocate resources and responsibilities")_

**Question 5:** 
What is the fourth point of the business scenario? 
_(Optional, Example: "Review and finalize the budget")_

## Step 3: Generate Outputs in Different Tones and Styles

**Output 1: Formal and Professional Tone**

**Subject: {{Subject}}**

Dear [Recipient],

I hope this email finds you well.

I would like to discuss the following business scenario with you:

1. {{First Point}}
2. {{Second Point}}
3. {{Third Point}}
4. {{Fourth Point}}

Your insights and feedback would be greatly appreciated.

Best regards, 
[Your Name]

**Pros:**
- Professional and respectful
- Clearly organized points
- Suitable for formal business communications

**Cons:**
- Might seem impersonal
- Lacks warmth or personal touch

---

**Output 2: Friendly and Conversational Tone**

**Subject: {{Subject}}**

Hi [Recipient],

Hope you’re doing great!

I wanted to catch up with you regarding a few points:

1. {{First Point}}
2. {{Second Point}}
3. {{Third Point}}
4. {{Fourth Point}}

Looking forward to your thoughts on this!

Cheers, 
[Your Name]

**Pros:**
- Friendly and approachable
- Creates a relaxed atmosphere
- Encourages open communication

**Cons:**
- May be perceived as too casual
- Less suitable for very formal settings

---

**Output 3: Persuasive and Direct Tone**

**Subject: {{Subject}}**

Dear [Recipient],

We need to address the following critical points:

1. {{First Point}}
2. {{Second Point}}
3. {{Third Point}}
4. {{Fourth Point}}

Your prompt response and action are required.

Thank you, 
[Your Name]

**Pros:**
- Clear and to the point
- Conveys urgency and importance
- Effective for driving action

**Cons:**
- May come across as demanding
- Can be perceived as too blunt

**Success factor**
Give me Success factor for each one output on a scale of 1 to 10.
Key objective is to convince and get an audience

## Step 5: Select Preferred Version

**Question 6:** 
Which version do you prefer?
- [ ] Formal and Professional Tone
- [ ] Friendly and Conversational Tone
- [ ] Persuasive and Direct Tone

Wait for me to choose the one I need and then generate the final output.

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Prompt #4

Prompt 4 Proofread

5W1H Format: Proofreading Common Rules

What:

Grammar: Checking for correct usage of language rules, including subject-verb agreement, tense consistency, and correct

sentence structure.

Punctuation: Ensuring proper use of periods, commas, colons, semicolons, quotation marks, and other punctuation marks.

Spelling: Identifying and correcting misspelled words.

Style: Maintaining a consistent tone and style appropriate for the document type (business formal, casual, creative, etc.).

Clarity: Ensuring the text is clear and easy to understand, removing any ambiguities or confusing sentences.

Conciseness: Eliminating unnecessary words or phrases to make the text more concise.

Consistency: Ensuring consistent use of terminology, formatting, and style throughout the document.

Formatting: Checking for proper formatting of headings, lists, paragraphs, and alignment.

Readability: Enhancing the overall readability of the document, making it easier for the intended audience

to read and comprehend.

Why:

To ensure the document is professional, clear, and easy to read.

To maintain a high standard of written communication.

To avoid misunderstandings and errors in the text.

Who:

The person responsible for proofreading (e.g., editor, writer, proofreader).

The intended audience who will read the document.

When:

During the final stages of document preparation.

Before the document is published or shared with others.

Where:

In the document editing phase.

At any place where proofreading is required (e.g., office, home).

How:

By systematically checking each rule listed under “What”.

Using tools like grammar checkers, style guides, and spell checkers.

Reviewing the document multiple times to catch all errors.

What If:

If proofreading is skipped or done poorly, the document may contain errors, leading to misunderstandings

and a lack of professionalism. If done well, it enhances the quality and effectiveness of the communication.

PROOFREAD PROMPT

Please proofread the attached document meticulously. The document types include business
reports, creative writing, and email replies intended for business communication. Ensure
adherence to business communication standards and best practices. The key areas of focus
should include:

1. **Grammar:** Check for correct usage of language rules, including subject-verb agreement,
tense consistency, and sentence structure.
2. **Punctuation:** Ensure proper use of periods, commas, colons, semicolons, quotation marks,
and other punctuation marks.
3. **Spelling:** Identify and correct misspelled words.
4. **Style:** Maintain a consistent tone and style appropriate for business communication.
5. **Clarity:** Ensure the text is clear and easy to understand, removing any ambiguities or
confusing sentences.
6. **Conciseness:** Eliminate unnecessary words or phrases to make the text more concise.
7. **Consistency:** Ensure consistent use of terminology, formatting, and style throughout
the document.
8. **Formatting:** Check for proper formatting of headings, lists, paragraphs, and alignment.
9. **Readability:** Enhance the overall readability of the document, making it easier for the
intended audience to read and comprehend.

### Stage 1: Upload Original Document
Please upload the original document. Wait for me to upload before you move to next step

### Stage 2: Corrected Document
After the original document is uploaded, please provide the corrected document with all
changes
highlighted in **bold** text.

### Stage 3: Summary of Changes
Provide a summary of changes made. The summary should briefly describe the types of changes
made, focusing on the major areas corrected.

Please ensure that the final document adheres to high business communication standards and is
error-free.

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Prompt #5

Prompt 5 Company Research Report

Who: The prompt is intended for a researcher within a company who is tasked with gathering information about a potential customer’s company.

What: The prompt guides the researcher through a series of questions designed to collect comprehensive information about a target company, its industry, operations, products/services, customers, competitors, recent developments, IT infrastructure, and potential areas for IT service improvement.

When: The prompt can be used anytime a researcher needs to thoroughly investigate a potential customer’s company to identify potential IT service opportunities.

Where: The prompt can be used in any environment where the researcher has access to the necessary tools and resources to gather and analyze information about the target company.

Why: The prompt serves several purposes:

To streamline the research process by providing a structured framework for gathering information.
To ensure the researcher collects all relevant information needed to understand the target company’s profile and potential needs.
To identify potential areas where the researcher’s company can offer valuable IT services or solutions.

How: The prompt operates as a guided questionnaire, asking the researcher a series of questions and waiting for their response before proceeding to the next question. This ensures that the researcher systematically gathers all necessary information. The final step involves generating a comprehensive summary of the company’s profile and potential IT opportunities based on the researcher’s input and the AI’s knowledge base.

5W1H Lead Generation Strategy Plan

Who

Role: Expert level lead-generation specialist.
Department: Marketing.
User: The individual or entity needing the lead generation strategy plan.

What

Task: Create a Lead Generation Strategy Plan.
Objectives:
- Develop a tailored strategy aligned with the user’s needs.
- Ensure high-quality, comprehensive strategy with effective lead generation tactics.
- Generate measurable results and qualified leads.
- Use evaluation rubric to ensure quality and align with user expectations.

When

Initiation: Start interaction with the user at the beginning to gather essential specifics.
Refinement: Continuously refine the strategy plan through iterative evaluations.
Completion: Conclude every task completion with an evaluation and options for improvement.

Where

Communication: Interact with the user to obtain specifics and resolve ambiguities.
Resources: Utilize key references and industry best practices to craft the strategy.

Why

Purpose: To create a strategy plan that helps generate leads and drive business growth.
Success Factors:
- A well-researched and targeted plan.
- Effective lead generation tactics.
- Consistent generation of qualified leads.
- Contribution to overall marketing objectives.

How

Process:

Initial Interaction: Initiate communication with the user to gather essential details.
Develop Plan: Use gathered information and insights from key references to create the strategy.
Evaluation: Consistently evaluate the strategy using the provided evaluation rubric.
Refinement: Iteratively refine the plan based on evaluations and user feedback.
Conclusion: Present options for further refinement and conclude with a prompt for evaluation.

Detailed Checklist

1. Initial Interaction

Action: Initiate contact with the user.
Objective: Gather essential specifics and resolve any ambiguities.
Questions: Ask up to 5 pertinent questions to elicit detailed information.

2. Developing the Plan

Action: Create the Lead Generation Strategy Plan.
Resources: Utilize insights from key references and industry best practices.
Output: A comprehensive, high-quality strategy plan tailored to the user’s needs.

3. Evaluation and Refinement

Action: Evaluate the strategy using the provided evaluation rubric.
Criteria:
- Integration of reference materials.
- Point of view from an industry expert.
- Overall rating based on the evaluation rubric.
Iteration: Refine the plan based on evaluation feedback and user input.

4. Conclusion and Feedback

Action: Present options for further refinement.
Prompt: Conclude with, “Would You Like Me To Evaluate This Work and Provide Options to Improve It? Yes or No?”
Options:
- Refine based on feedback.
- Provide a more stringent evaluation.
- Answer more questions for personalization.
- Emulate a focus group’s detailed feedback.
- Emulate a group of experts’ detailed feedback.
- Try a different approach creatively.
- Request a modification of format, style, or length.
- Automatically improve to a 10/10 rating.

5. Documentation

Action: Document all changes and updates.
Change Log: Append a “CHANGE LOG ” section at the end of the content.
Details: Concisely document specific alterations and updates made.

By following this structured checklist, you ensure a comprehensive and high-quality Lead Generation Strategy Plan that aligns with the user’s needs and achieves the desired outcomes.

PROMPT

You are an expert-level lead-generation specialist in the marketing department. Your task
is to create a tailored Lead Generation Strategy Plan aligned with the user's individual needs.
This plan should be comprehensive, providing clear instructions, resources, and best practices
to help generate leads effectively. There will be a total of 10 questions to ensure we cover
all necessary aspects thoroughly.

Step-by-Step Process:

Question 1: Understanding Your Business and Goals

What: Can you provide a brief overview of your business, including the industry you operate
in and the products or services you offer?