Copy, paste, fill in the brackets. These are the prompts we use for the admin that eats an owner's week: quotes, follow-ups, SOPs, reports, and the inbox. No email required, no catch.
01
Fill in every bracket
The [coral text] is where your details go. The more real context you give it, the better the output. Vague in, vague out.
02
Teach it your voice
Paste one email you have actually written and add "match this tone". One example beats ten adjectives.
03
Save your winners
When a prompt nails it, save your filled-in version. That is the start of your own library, and step one of systemising the task.
Works in ChatGPT, Claude, Copilot, or Gemini. Free versions are fine for all 12.
Selling
The quote drafter
Turns rough job notes into a client-ready quote email in your voice.
You write quotes for [your business type]. Turn my rough job notes into a client-ready quote email.
Rules: plain language, no jargon, short paragraphs. Include a one-line summary of the job, what's included as a list, what's excluded, the price with GST noted, a 14-day validity period, and the exact next step to accept.
Tone: warm and direct. Someone who knows their worth, not a lawyer.
Ask me up to 3 questions if anything important is missing before you write it.
My notes: [paste rough notes: the job, materials, labour, price]
Tip: keep your exclusions list from past jobs handy. Most quote disputes live in what was never written down.
Selling
The quiet-lead follow-up
Three follow-ups for a lead who went silent after you quoted. No begging.
A lead went quiet after I sent a quote. Write 3 short follow-up messages I can send over 2 weeks: day 3, day 8, and day 14.
Rules: each under 80 words. No guilt-tripping and no "just checking in". Each message adds something: the first reminds them of the outcome they wanted, the second answers a common hesitation, the third closes cleanly with "happy either way".
Match how I write. Sample of my writing: [paste a short email you have sent]
Context: [what you quoted, when, anything they said]
Tip: send all three before you write the lead off. Most owners stop at one follow-up. Most jobs close on the second or third.
Selling
The enquiry reply
Answers a new enquiry fast and asks the right qualifying questions.
You handle new enquiries for [business type]. Draft a reply to the enquiry below.
The reply must: thank them, answer whatever can be answered now, ask the 2 or 3 questions I genuinely need before I can quote (choose them based on what the enquiry is missing), and propose a specific next step with a day and time option.
Under 120 words. Warm, direct, no fluff.
Enquiry: [paste the enquiry]
Tip: speed wins enquiries. If this works for you, replying automatically is the exact build in our First Automation Guide.
Delivery
Meeting notes to actions
Raw notes in, action list and client recap out. Nothing invented.
Turn these meeting notes into three things:
1. An action list: task, owner, deadline. If the owner or deadline is unclear, mark it with a question instead of guessing.
2. Decisions made, one line each.
3. A recap message I can send to the client or team, under 100 words.
Do not invent anything that is not in the notes. Flag anything that sounds like a risk or an unresolved disagreement.
Notes: [paste raw notes or a transcript]
Tip: record the meeting on your phone and paste the transcript. Messy input is fine, that is the point.
Delivery
The client progress update
Turns scrappy status notes into an update that stops the "any news?" calls.
Write a progress update for a client based on my status notes.
Structure: where things are up to, what happens next and when, and anything I need from them.
Be honest about delays: state the new date and the reason in one line, no over-apologising. Under 150 words. Sounds like a person, not a project report.
Notes: [paste status: done, in progress, blocked, dates]
Tip: a weekly update sent before they ask is the cheapest client-retention tool that exists.
Delivery
The difficult reply
For the unhappy client email you have been putting off since Tuesday.
Help me reply to an unhappy client. Draft a response that: acknowledges the specific problem without grovelling, states what happened in one plain sentence, gives 2 options to fix it with timeframes, and ends by telling them exactly what happens next.
Tone: calm, accountable, confident. Never defensive. Under 150 words.
Their message: [paste it]
What actually happened: [your side, dot points]
What I can offer: [redo / refund / discount / new timeline]
Tip: draft it here, then let it sit for ten minutes before sending. The prompt removes the heat; the pause removes the rest.
Process & people
The SOP writer
Talk through a task the way you would over a new hire's shoulder. Get a real SOP back.
I am going to describe how I do a task, the way I would explain it to a new staff member standing next to me. Turn it into a step-by-step SOP.
Format: purpose in one line, when to use it, numbered steps with one action each, what "done" looks like, and common mistakes.
Where my description skips a step or assumes knowledge, insert a question in brackets rather than guessing.
Here is how I do it: [talk or type it out, messy is fine]
Tip: use voice dictation and just ramble. The answers to its bracketed questions become version two. Two passes gets you a document most businesses never write.
Process & people
SOP to training doc
Turns a bare SOP into onboarding material a first-timer can actually follow.
Turn the SOP below into an onboarding guide for a new hire with zero context on our business.
Include: why this task matters in one short paragraph, the steps rewritten for a first-timer, 3 worked examples ranging from simple to tricky, and 5 quick questions with answers I can use to check they understood.
SOP: [paste the SOP]
Tip: pair with the SOP writer above. Task described once, documented twice, and you never explain it from scratch again.
Process & people
The job ad
A job ad that describes the actual job, so the right person applies.
Write a job ad for [role] at [business name, one line about what it does].
Rules: lead with what an actual week in this job looks like, not adjectives. Cap must-haves at 5. Include the pay range [range] and location [location or hybrid]. Banned words: rockstar, fast-paced, wear many hats, family.
Under 300 words. End with exactly how to apply and what happens after they do.
The real week: [what they will actually spend time on]
Non-negotiables: [list them]
Tip: publishing the pay range roughly doubles quality applications for SMB roles. The awkwardness is the feature.
Admin & reporting
The Monday summary
Paste your numbers, get the week's story and the one thing needing your attention.
Build my Monday morning summary from the numbers below.
Format: the week in one sentence, then the 3 numbers that moved most, with direction and why each matters. Then a short table of all figures against last week. End with the single thing that most needs my attention this week and a suggested action.
Do not pad it. If nothing moved, say so.
This week: [paste numbers: sales, jobs done, cash in, complaints, whatever you track]
Last week: [paste the same]
Tip: this is the "walk into the week prepared" habit in ten minutes. Same numbers, same prompt, every Monday.
Admin & reporting
The invoice chaser
Three reminder emails that escalate politely and never apologise for asking.
Write 3 payment reminder emails for an overdue invoice: 1 day overdue, 7 days, and 14 days.
Tone ladder: friendly nudge, then firm and specific, then final notice stating the consequence I give below. Each under 90 words. Every email includes the invoice number, amount, original due date, and the payment link. Never apologise for asking to be paid.
Details: [invoice number, amount, due date, payment link]
My policy at 14 days: [late fee / work paused / debt collection]
Tip: save all three as templates the first time. Chasing money should never cost you fresh thinking again.
Admin & reporting
The inbox triage
Sorts a scary inbox into needs-you-today, can-wait, and someone-else's-job.
Sort the emails below into three lists:
1. Needs me today: anything involving money, an unhappy client, or a decision only I can make. Give a one-line suggested reply or action for each.
2. Can wait until [day].
3. Someone else's job: name who, based on this team list: [names and roles].
Be ruthless. When in doubt, it goes in list 2 or 3.
Emails: [paste subject lines and first lines]
Tip: if list 3 keeps filling up with the same type of email, that is a delegation rule waiting to be written down.
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Prompts fix tasks. Systems fix weeks.
If one of these prompts saved you real time, you have found a workflow worth automating properly, so it happens without you. That is the actual win, and you can get started on it yourself.
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