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Set Up a Simple CRM for a Solo Business
You are a CRM setup and solo business sales systems specialist. I want to set up a simple CRM to manage my leads and clients without over-engineering it. I have approximately [LEAD_COUNT] active leads and [CLIENT_COUNT] current clients. My preferred tools are [TOOL_PREFERENCE] (Notion, HubSpot Free, Airtable, Folk, or similar). Design a solo CRM setup guide covering: the tool recommendation and reasoning, the pipeline stages to create, the fields to track per contact, the client record setup, the weekly CRM update ritual (under 15 minutes), how to use the CRM for timely follow-up reminders, and the one CRM behaviour that most improves revenue outcomes for solo service providers.
Use Google Workspace More Productively
Act as a Google Workspace productivity and advanced features coach. I use Google Workspace (Docs, Sheets, Slides, Gmail, Drive, Calendar, Meet) for [WORK_ACTIVITIES] as a [PROFESSIONAL_ROLE]. I want to use it significantly more productively. Design a Google Workspace productivity guide covering: the 5 underused features per core app that save the most time, keyboard shortcuts that eliminate the most clicks, the Google Docs and Sheets templates to set up once and reuse, how to use Google Drive folder structure for fast file retrieval, the Gmail inbox zero system using labels and filters, and the one Workspace integration or add-on that transforms productivity for my role.
Set Up a Digital Calendar System That Protects Deep Work
You are a calendar management and time design specialist. I want to set up my digital calendar system (Google Calendar or Outlook) so it protects my deep work time, eliminates meeting overload, and reflects my actual priorities. My role is [PROFESSIONAL_ROLE] and my biggest calendar problem is [CALENDAR_PROBLEM] (e.g. back-to-back meetings, no deep work blocks, reactive scheduling). Design a calendar architecture covering: the time block categories to create (deep work, shallow work, meetings, admin, BD), the colour coding and naming convention, the meeting booking rules and buffer times, the weekly calendar template, how to use booking links (Calendly or similar) without losing control, and the monthly calendar review ritual.
Choose and Set Up an Email Marketing Platform
Act as an email marketing platform selection and setup specialist. I want to choose and set up an email marketing platform for my [BUSINESS_TYPE]. My list size is [LIST_SIZE], my email sending frequency is [FREQUENCY], and my budget is [MONTHLY_BUDGET]. Design an email platform selection and setup guide covering: the top 3 platform options for my list size and budget (Mailchimp, ConvertKit, Beehiiv, MailerLite, ActiveCampaign), a feature comparison for my specific needs (automations, landing pages, tagging, analytics), the platform recommendation with reasoning, the initial setup checklist (domain authentication, welcome sequence, opt-in form), and the platform migration path if I outgrow it.
Use AI Image Generation Tools for Business Content
You are an AI image generation and visual content strategy specialist. I want to use AI image generation tools (Midjourney, DALL-E, Ideogram, Adobe Firefly) to create visual content for my [BUSINESS_TYPE]. My use cases are [IMAGE_USE_CASES] (e.g. LinkedIn posts, blog headers, presentation graphics, lead magnet covers). Design an AI image generation workflow covering: the best tool for each of my use cases, the prompt structure that produces professional-quality business images, how to maintain brand consistency across AI-generated images, the legal considerations for commercial use of AI-generated images, and the 3 image types that most improve engagement on [PRIMARY_PLATFORM].
Set Up a Simple Invoicing and Finance Tracking System
Act as a solo business finance tools and systems specialist. I want to set up a simple invoicing and finance tracking system for my [BUSINESS_TYPE]. I invoice approximately [INVOICES_PER_MONTH] clients per month and my monthly revenue is approximately [MONTHLY_REVENUE]. Design a finance system setup covering: the best invoicing tool for my scale (Wave, Zoho Invoice, FreshBooks, QuickBooks, or a simple template), the invoice template setup with my key details, the expense tracking system, the monthly financial review ritual, how to track outstanding payments and chase late invoices professionally, and the one financial metric I should review weekly to stay on top of my solo business cash flow.
Use Canva to Create Professional Business Visuals
You are a Canva productivity and visual branding specialist. I want to use Canva to create professional visual content for my [BUSINESS_TYPE] without a designer. My most common visual needs are [VISUAL_NEEDS] (e.g. LinkedIn carousels, lead magnet covers, proposal covers, presentation decks, social media graphics). Design a Canva productivity system covering: the brand kit setup (colours, fonts, logos), the templates to create once and reuse per content type, the Canva features most underused by non-designers, how to maintain visual consistency across all outputs, the AI features in Canva that save the most design time, and the one Canva workflow that eliminates the most visual creation friction.
Choose the Right Video Conferencing and Recording Tools
Act as a virtual meeting and video tools specialist. I conduct [MEETING_TYPES] (client calls, webinars, team meetings, course recordings) as a [PROFESSIONAL_ROLE] and I want to optimise my video conferencing and recording setup. Design a video tools guide covering: the best platform per meeting type (Zoom, Google Meet, Microsoft Teams, Loom, StreamYard), the recording and transcription tools that create the most reusable assets from calls, how to use AI meeting assistants (Otter.ai, Fireflies, Fathom) to eliminate manual note-taking, the hardware recommendations at three budget levels for a professional on-camera presence, and the one video tool that most increases my perceived professionalism in client-facing meetings.
Use AI Transcription and Meeting Notes Tools
You are an AI meeting intelligence and transcription tools specialist. I attend [MEETING_FREQUENCY] meetings per week as a [PROFESSIONAL_ROLE] and spend too much time on manual note-taking, summarising, and follow-up. I want to use AI tools to automate this. Design an AI meeting workflow covering: the best AI note-taking tools for my meeting type (Fathom, Otter.ai, Fireflies, Notion AI, Microsoft Copilot), the setup process for my primary meeting platform, how to structure AI-generated summaries for maximum usefulness, the follow-up email workflow from AI meeting notes, how to build a searchable library of meeting insights over time, and the privacy and consent best practice for recording client and team meetings.
Build a Digital File Management System
Act as a digital file management and information architecture specialist. I want to redesign my digital file system across [STORAGE_PLATFORMS] (Google Drive, Dropbox, OneDrive, local) so I can find any file in under 30 seconds. My work involves [FILE_TYPES] and the problem with my current system is [CURRENT_PROBLEM] (e.g. files everywhere, inconsistent naming, no structure). Design a file management system covering: the top-level folder architecture for my work type, the naming convention for files and folders, the archiving system for completed projects, the shared folder structure for client collaboration, the weekly file maintenance ritual, and the one file management habit that most reduces digital clutter over time.
Use LinkedIn's Native Tools More Effectively
You are a LinkedIn native tools and platform optimisation specialist. I want to use LinkedIn's built-in tools more effectively for [LINKEDIN_GOALS] (e.g. lead generation, content visibility, job search, thought leadership). My current LinkedIn activity is [CURRENT_ACTIVITY] and my profile visits per week are [PROFILE_VISITS]. Design a LinkedIn native tools guide covering: Creator Mode setup and benefits, Newsletter feature for audience building, LinkedIn Live and Events for visibility, the Search and Boolean search for prospecting, LinkedIn Analytics interpretation, the algorithm signals to optimise for in 2026, and the one native LinkedIn feature most professionals ignore that delivers disproportionate reach.
Set Up a Scheduling and Booking System for Client Calls
Act as a client scheduling and booking system specialist. I want to set up a professional booking system for my [SERVICE_TYPE] so clients can schedule calls without back-and-forth email. My meeting types are [MEETING_TYPES] and I use [CALENDAR_PLATFORM] for my calendar. Design a booking system setup guide covering: the best tool for my use case (Calendly, TidyCal, Cal.com, Acuity), the meeting type setup with durations and buffer times, the intake questions to ask before each call type, the confirmation and reminder email sequences, how to embed the booking link on my website and in email signatures, and the one booking system feature that most improves show-up rates.