Toolkit: Prompts & Templates for Everyday Business Tasks -

Steal these copy-paste prompts and document templates to move faster on writing, reporting, and support—while keeping brand and policy intact.

Table of Contents

Who This Guide Is For
How to Use This Toolkit
Executive & Management
Sales & Marketing
Finance & Operations
Customer Support & CX
People & Hiring
Reusable Templates (Copy into Gutenberg)
Governance & Quality
30-Day Adoption Plan
FAQs
Internal Links (add them at the end)

Table of Contents

Who This Guide Is For

Busy teams that need consistent outputs: exec summaries, financial briefs, proposals, support replies, job descriptions, and meeting notes—done right the first time.

How to Use This Toolkit

Lock the template, vary the inputs. Consistency beats novelty.
Keep a prompt library in your CMS/drive.
Add your brand voice, banned claims, and compliance notes to every prompt.
Track acceptance rate and edits to improve prompts monthly.

Executive & Management

Executive Summary (150 words max)
Goal: quick decision context.
Prompt: “Summarize this topic in 6 bullets (facts only), add 3 risks with mitigations, and 2 pending decisions. Tone: executive, concise. Limit 150 words.”

Decision Memo (1 page)
Sections: context, options, tradeoffs, recommendation, next steps.
Prompt: “Draft a 1-page decision memo using the structure above. Use short sentences, quantify impact, and cite sources or assumptions.”

Sales & Marketing

Ad Variations (10 headlines + 5 descriptions)
Prompt: “Generate 10 headlines (≤30 chars) and 5 descriptions (≤90 chars) for [audience] about [product/value]. Tone: [brand tone]. Avoid [banned claims]. Provide a table with columns: Headline, Description, Angle.”

Personalized Outreach (short emails)
Prompt: “Write 3 concise outreach emails (50–120 words) for [persona/industry] referencing [recent behavior]. Structure: problem → value → 1 CTA. Keep compliance language for [region].”

Proposal Template (modular)
Sections: overview, outcomes, scope, timeline, price, legal notes.
Prompt: “Fill this proposal template using [catalog/pricing rules]. Keep legal section locked; customize outcomes and scope by [industry/region].”

Finance & Operations

Management Pack Narrative
Prompt: “Using the attached P&L and KPIs, produce a brief with: 4 highlights, 3 variances (with drivers), and 2 actions. Tone: analytical, neutral. Include a short outlook paragraph.”

Forecast Notes (drivers)
Prompt: “Explain changes in demand/cash forecast vs last period. Cover seasonality, promo impact, churn, and supply constraints in ≤200 words.”

Vendor Risk Summary
Prompt: “Summarize vendor risk for [vendor] including delivery, quality, and financial signals. Recommend: continue, watchlist, or replace. Add reason codes.”

Customer Support & CX

Suggested Replies (policy-compliant)
Prompt: “Draft 2 reply options for this ticket. Include steps, links to KB, and a friendly close. Keep tone [brand tone], mask PII, and reference policy [ID].”

RAG Answer with Citations
Prompt: “Answer using only the provided docs. Quote 1–2 lines and include source links. If confidence < threshold or info missing, ask a clarifying question.”

People & Hiring

Job Description (role card)
Prompt: “Create a JD for [role]. Include mission, top 5 responsibilities, top 5 requirements, and growth path. Tone: inclusive, concrete.”

Interview Scorecard
Prompt: “Generate a scorecard with 5 competencies, questions per competency, and a 1–5 rubric with behavioral anchors.”

Reusable Templates (Copy into Gutenberg)

Pros/Cons box (use for comparisons).
Key Takeaways (3 bullets) after any long section.
Checklists for “before you publish/run”.
Mini-TOC for sections exceeding 800 words.

Governance & Quality

Maintain a banned-claims list; route sensitive outputs to human review.
Keep prompt/output logs for audit and improvement.
Refresh prompts monthly with examples of accepted outputs.

30-Day Adoption Plan

Week 1: Build your prompt library; add voice, tone, compliance notes.
Week 2: Roll out to 1–2 teams; track acceptance rate and edits.
Week 3: Standardize templates that show high acceptance; retire low performers.
Week 4: Share a 1-pager of time saved and quality gains; scale to more teams.

FAQs

Do prompts replace style guides?
No—prompts enforce them. Store guidelines inside the prompt.

How do we measure quality?
Acceptance rate (% used without heavy edits) and edit distance (words changed).

Can we share prompts externally?
Only if they don’t contain proprietary details. Keep internal libraries private.