Free resource
Ten review-first AI prompts for small business
Read every prompt below in accessible HTML or download the two-page printable version. Replace the brackets, remove data the task does not need, and verify every result before you send, post, pay, or change a business record.
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The prompt library
- Foundation
Your voice and context note
Save this once. Paste it before another prompt when voice matters.
I am a [what you do, e.g., bookkeeper, agent, coach, shop owner]. My customers are [who they are and what they care about]. My voice is [3 words that describe how I sound]. I never sound [1 thing I avoid]. When you write for me, match this voice. When you analyze data, flag what looks wrong instead of correcting it silently. - Marketing
Turn one insight into a social post
Build a short draft from one real observation.
Using my voice note above, write a [LinkedIn / X / Instagram] post about: [paste your insight]. Hook in the first line. Personal, not corporate. No hashtags unless I ask. Max 80 words. - Marketing
Draft a specific product description
Start with the customer outcome and concrete details.
Write a product description for [product]. Features: [list]. Audience: [who buys it and why]. Avoid vague phrases such as elevate, seamless, effortlessly, unlock, delve, and look no further. Lead with the customer outcome. Max 80 words. - Marketing
Turn bullet notes into a newsletter draft
Organize rough notes around one useful idea.
Write a short newsletter using these bullet notes: [paste]. Audience: [describe]. Tone: friendly, direct, no fluff. Use one main idea, three supporting points, and one clear next step. Give me three subject-line options. - Customer service
Draft a customer reply in your voice
Draft only. Review it before sending.
Using my voice note above, draft a reply to this customer message: [paste]. If anything is unclear, ask me before drafting. Do not promise anything I have not already promised. Flag it if a manager or specialist should review the response. - Customer service
Build FAQs from real customer questions
Group recurring questions without inventing answers.
Here are recent customer questions I have answered: [paste]. Group them into themes. For each theme, draft one clear FAQ entry in my voice. Flag any question that may reveal a product or process problem rather than a documentation gap. - Bookkeeping
Extract receipt details for review
Create a review table; do not treat it as final bookkeeping.
I am uploading [N] redacted receipt files. Extract the date, vendor, and amount. Copy a category only if it appears in the source; otherwise mark it review. Flag missing or unusual data. Do not infer tax or accounting treatment. I will verify every row before using it. - Bookkeeping
Apply your own expense-category rules
Give the rules first, then require uncertainty flags.
My documented category rules are: [paste your rules]. Apply only those rules to these redacted transactions: [paste]. If a transaction does not clearly fit a rule, mark it ask instead of guessing. Explain each ask in one short sentence. Do not infer tax treatment. I will verify the result before updating any records. - Sales
Research a lead before a call
Use public business sources and name what cannot be verified.
I have a call with [name] at [company]. Public business URL: [paste website or professional profile]. Find what the company does, what it publicly says it cares about, one recent item it published, and two relevant questions I could ask. Cite the public sources. Do not infer private details. If you cannot verify something, say so. - Operations
Turn meeting notes into action items
Separate decisions, tasks, and unresolved questions.
Here are my raw meeting notes: [paste]. Extract: (1) decisions made, (2) action items with owner and deadline, and (3) open questions. Do not invent anything not in the notes. If an owner or deadline is unclear, mark it TBD.
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