AI / Take it yourself

Five prompts worth keeping.

These are the ones that survive daily use: quoting, chasing, note-taking, review replies, and local posts. Paste one into whichever chat tool you already have and replace the bracketed parts.

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01 / The prompt

Turn a rambling enquiry into a quote-ready summary

Pulls the job details out of a long, disorganised message and tells you what the customer forgot to mention.

Use it when

A enquiry arrives as a wall of text, a voicemail transcript, or three separate messages.

Copy and replace the brackets

You are helping a [type of business, e.g. roofing contractor] process a customer enquiry.

Here is the enquiry exactly as it arrived:
"""
[paste the enquiry]
"""

Give me:
1. A two-sentence summary of what this customer actually wants.
2. The job details, as a list: location, scope, size, timing, budget if mentioned.
3. Anything I need before I can quote this, listed as specific questions to ask.
4. How urgent this seems, and what in the message tells you that.

If a detail is not in the message, write "not stated" rather than guessing.

The payoff

You get a quote-ready brief and a clear list of missing details before anyone prices the wrong job.

Tune this prompt to my business ↗

02 / The prompt

Follow up on a quote that went quiet

Writes a short, non-pushy follow-up that gives the customer an easy way to say where they got to.

Use it when

A week or two after a quote, when you have heard nothing back.

Copy and replace the brackets

Write a short follow-up message to a customer who has not replied to a quote.

Context:
- My business: [business name and what you do]
- The job I quoted: [one line]
- Quote sent: [how long ago]
- How we talk: [text / email], and my tone is [plain and friendly / formal]

Rules:
- Under 80 words.
- No guilt, no "just checking in", no fake deadline.
- Give them one easy way out: it is fine if they went another direction, I would just like to know.
- End with a single clear question.

Give me two versions so I can pick one.

The payoff

More quiet quotes reach a clear yes, no, or not yet, so you know which opportunities are still real.

Tune this prompt to my business ↗

03 / The prompt

Turn messy call notes into next steps

Converts scribbled notes or a voice memo into a clear list of who owes what, by when.

Use it when

Straight after a site visit or a long phone call, before the details fade.

Copy and replace the brackets

Turn these rough notes from a customer call into something I can act on.

Notes:
"""
[paste your notes, however messy]
"""

Give me:
1. What was agreed, in plain sentences.
2. My next steps, each starting with a verb, with a due date if one was discussed.
3. What the customer agreed to do.
4. Anything left unresolved that will cause a problem if nobody chases it.

Keep it short. Do not invent anything that is not in the notes.

The payoff

Agreements become assigned next steps before details disappear and delays begin.

Tune this prompt to my business ↗

04 / The prompt

Reply to a negative review

Drafts a calm public response that protects your reputation with the people reading it later.

Use it when

A one- or two-star review lands and you are annoyed enough to reply badly.

Copy and replace the brackets

Draft a public reply to this review.

The review:
"""
[paste the review]
"""

What actually happened, from my side:
"""
[your version, written however you like — this is not going public]
"""

Rules:
- Under 70 words.
- Calm, specific, no defensiveness, no corporate filler.
- Acknowledge the part that is fair. Do not admit to anything that is not.
- Do not argue the details in public. Offer to take it offline.
- Remember the audience is the next customer reading this, not the reviewer.

Give me two versions: one warmer, one more matter-of-fact.

The payoff

You protect the next customer's trust without turning one bad review into a public argument.

Tune this prompt to my business ↗

05 / The prompt

Turn a finished job into a Google Business Profile post

Turns one completed job into a short local post, without the hype that makes small businesses sound fake.

Use it when

Any week you finished something worth showing. Aim for one a week.

Copy and replace the brackets

Write a Google Business Profile post about a job I just finished.

- Business: [name], based in [town]
- The job: [what you did, in your own words]
- What was tricky about it: [optional]
- What I want readers to do next: [call / request a quote / visit the site]

Rules:
- Under 90 words.
- Plain language. No "elevate", "seamless", "passionate", or exclamation marks.
- Mention [town] once, naturally, not stuffed in.
- Describe the actual work, not how great we are.
- End with one clear call to action.

The payoff

One completed job becomes fresh local proof that helps nearby customers find and trust the business.

Tune this prompt to my business ↗

Packaged version

Want the prompt pack in your inbox?

The page stays free and ungated. Email is only for sending a copy you can keep.

When a prompt stops being enough

Remembering to run it is still work.

A prompt is something a person runs one at a time. That is fine until the same task happens forty times a week, or forgetting it costs money.

At that point the job is making the task run safely without someone remembering. That is what an AI agent is for.

A practical first step

Which task is worth improving first?