AI Prompts for Pro Services

1. **Request the SOC 2 Type II Report:** Ask the vendor for their latest report. Do not accept a Type I or a simple "we are compliant" statement. The report itself is the evidence. Pay attention to the observation period and any exceptions noted by the auditor. 2. **Verify Data Usage and Training Policies:** Get a written statement confirming that your firm's data and your clients' data will not be used to train their global AI models. Look for this in their Master Service Agreement (MSA) or a dedicated privacy policy. 3. **Review Data Retention and Deletion Policies:** Understand how long the vendor stores your data and what the process is for deleting it. For Reg S-P, you need to ensure you can manage data according to your client's requirements, which may include specific deletion timelines.

1. **Client Data is Prohibited in Public AI:** No employee may input any client-identifying information, confidential data, or non-public material into any public AI tool (e.g., the free versions of ChatGPT, Claude, Gemini). All client-related work must be done using firm-approved, enterprise-grade AI tools that guarantee data privacy and have been vetted by IT. 2. **All AI Output Must Be Verified:** Every claim, statistic, citation, or piece of analysis generated by an AI must be independently verified for accuracy by a human before it is included in any client-facing deliverable. The employee using the AI is responsible for this verification. 3. **Disclose AI Use When Required:** Follow all contractual obligations and regulatory requirements regarding the disclosure of AI use in client work. When in doubt, err on the side of transparency with the client. 4. **Final Judgment is Human:** AI is a tool for drafting and analysis, not for final decision-making. The final professional judgment on any recommendation or conclusion rests with the human consultant, who remains fully accountable. 5. **Approved Tool List:** The firm will maintain a list of approved AI tools that have been vetted for security, privacy, and reliability. Use of non-approved tools for client work is prohibited.

Act as a management consultant drafting a scope of work for a client proposal. The client, [[Client Name]], wants to improve their employee onboarding process. Based on our discovery call, the key pain points are high administrative overhead and inconsistent training. Draft the "Scope of Work" section of the proposal. Include three distinct phases: 1. **Phase 1: Diagnostic & Process Mapping:** Detail the activities, like stakeholder interviews and current-state documentation. 2. **Phase 2: Solution Design & Playbook Creation:** Describe the development of a new onboarding playbook and technology recommendations. 3. **Phase 3: Implementation Support & Handoff:** Outline how we will support the pilot program and train their HR team. For each phase, list 2-3 key deliverables. Explicitly state that [list 1-2 things, e.g., "recruiting new HR staff" or "managing vendor procurement"] are out of scope.

[Paste your raw, unedited notes from the call here. Include direct quotes if possible.]

[Paste a bulleted list of key facts, data, and observations from your discovery phase.]

[[brief project goal, e.g., implement a new CRM system]]

[Paste a large block of text, up to 100k words, from your source materials. This can include interview transcripts, reports, internal wikis, etc.]

[List all known facts, data points, and observations related to the problem.]

[Provide a bulleted list of the key findings, data points, and arguments that support your core message.]

. **Task:** Create a competitive analysis matrix. The output must be a markdown table. The rows should be

[[Brief description of the ideal customer profile]]

[Paste the full text of your detailed report, analysis, or memo.]

[Paste raw data, such as survey results, usage logs, or financial figures. For example: "Weekly Active Users: Week 1: 1000, Week 2: 1050, Week 3: 1080, Week 4: 950. Feature X usage: 12% of users. Customer feedback scores: 3.5/5."]

[Bulleted list of things you assume to be true, e.g., "Client will provide data access within 5 business days."]

[describe the project, e.g., redesign and launch a new corporate website]

. - **Tier 2 (Standard):** Includes everything in Basic, plus

[[type of project, e.g., 6-month data migration]]

[[target clients, e.g., mid-sized e-commerce companies]]

[Bulleted list of any problems and who is responsible for the next action]

[the bad news, e.g., "we are delayed by two weeks due to an unforeseen technical issue"]

[goal of the workshop, e.g., "define the Q4 marketing priorities"]

[[Paste a full meeting transcript or a link to a recording.]]

[Paste a collection of raw client feedback from emails, surveys, call notes, etc.] - Email 1: "The new dashboard is too confusing. I can't find the report I need." - Survey Response: "I love the new feature, but it's slow to load." - Call Note: "Client mentioned they wish the tool integrated with Slack.

[Industry, company size, role of buyer, their problem, why they were a great fit]

[State a non-obvious or counter-intuitive insight from your recent work. e.g., "Most companies fail at digital transformation because they focus on technology, not on changing middle-manager incentives."]

[List your top 5-7 professional skills. e.g., "Financial modeling," "Salesforce administration," "Change management," "Supply chain logistics," "SQL." ]

[[Briefly describe your consulting service.]]

[[The problem the client had before they hired you.]]

Act as a management consultant. I've uploaded the transcripts from three discovery calls with a new client, [[Client Name]]. The client is a [[describe industry and size]] facing challenges with [[e.g., customer churn, inefficient operations]]. Review these transcripts and provide the following: 1. **Problem Statement:** A single paragraph summarizing the client's primary business problem, using their own words where possible. 2. **Key Stakeholders:** A list of all individuals mentioned, their roles, and their stated priorities or concerns. 3. **Contradictions & Tensions:** Identify any areas where stakeholders seem to disagree or where stated goals conflict with stated problems. 4. **Direct Quotes:** Extract the 5 most insightful direct quotes that capture the core of the client's pain points. 5. **Initial Hypotheses:** Based only on this information, generate three distinct, testable hypotheses for the root cause of their problem.

You are a senior analyst. Review the following meeting transcript. Generate a summary for an executive who missed the call. Structure your response in three parts: 1. **BLUF (Bottom Line Up Front):** A single sentence covering the most critical outcome. 2. **Key Decisions Made:** A bulleted list of 3-5 specific decisions that were finalized. Include the owner for each if mentioned. 3. **Open Action Items:** A bulleted list of all unresolved action items, with the assigned owner and any stated deadlines. Do not include general discussion or topics without a clear decision or action. The tone should be concise and professional. Transcript: `[[Paste meeting transcript here]]

Act as a management consultant. I have uploaded a CSV file containing my client's sales data for the last 24 months. The columns are: 'Date', 'ProductID', 'ProductName', 'Category', 'UnitsSold', 'UnitPrice', and 'Region'. Your task is to perform an initial discovery analysis. Please provide: 1. A summary of the key dimensions of the dataset (timeframe, number of products, regions). 2. A chart showing total monthly sales over the 24-month period. Identify any significant trends or seasonality. 3. A bar chart of the top 5 products by total revenue. 4. A bar chart showing total revenue by region. 5. A brief, bulleted list of three initial observations or potential areas for deeper investigation based on this data.

Act as a proposal strategist. You are drafting an executive summary for a client proposal to [[Client Company Name]]. Our company, [[Your Company Name]], is proposing to solve [[Client's Core Problem]] with our [[Product/Service Name]]. The client's key stated goals are: 1. [[Goal 1]] 2. [[Goal 2]] 3. [[Goal 3]] Our solution's key differentiators are: 1. [[Differentiator 1]] 2. [[Differentiator 2]] Based on the information above, write a compelling, 150-word executive summary. The tone should be confident and client-centric. Start by acknowledging the client's problem, briefly introduce our solution, and connect our differentiators directly to their stated goals. End with a clear statement of the primary business outcome they can expect.

Act as a senior consultant. I just finished a 30-minute discovery call with [[Client Name]] from [[Client Company]] to discuss their challenges with [[Client's Main Problem]]. My proposed solution involves [[Your Solution]]. The client's key questions were about [[Key Question 1]] and [[Key Question 2]]. The agreed next step is for me to send a proposal by [[Date]]. Draft a concise, professional follow-up email that summarizes our discussion, reiterates the value of my proposed solution, confirms the next step and timeline, and attaches the meeting notes below. Meeting Notes: [[Paste Meeting Notes Here]]

Act as a senior management consultant. I am preparing for a discovery call with a new client, the VP of Operations at a mid-sized logistics company. They are struggling with rising operational costs and delayed delivery times. My goal for this call is to diagnose their core problem, demonstrate credibility, and identify the next steps for a potential engagement. Based on my call notes below, generate the following: 1. **Five Key Diagnostic Questions:** Probing questions that will help me uncover the root cause of their issues (e.g., "Can you walk me through the journey of an order from placement to final delivery? Where are the current bottlenecks?"). 2. **A "Problem Statement" Hypothesis:** A concise, one-paragraph summary of what I believe their core challenge is, framed in a way that shows I understand their business (e.g., "It sounds like a lack of real-time inventory visibility is creating a bullwhip effect, leading to expedited shipping costs and inaccurate demand forecasting."). 3. **A Mini-Case Study:** A one-paragraph, anonymized story of a similar problem I've solved for another client to build credibility. 4. **Proposed Next Steps:** A clear, three-step action plan to propose at the end of the call (e.g., 1. A 2-hour workshop with your fulfillment team, 2. A data request for the past 6 months of shipping logs, 3. A follow-up meeting in one week to present our initial findings). **My Call Notes:** [Paste your raw, bullet-point notes from the initial client conversation here.]

Act as a senior management consultant. Summarize the major market trends, regulatory shifts, and competitive risks for [[INDUSTRY/SECTOR]] over the next 12 to 24 months. Structure the output into three sections: Executive Summary, Key Drivers, and Strategic Risks. Focus on actionable insights suitable for a client briefing document, avoiding generic conversational text.

Analyse the attached PDF document [[INSERT DOCUMENT NAME]]. Summarise the core findings into three key bullet points, extract all explicit action items with responsible parties, and draft a 150-word executive summary suitable for sending directly to a corporate client in the [[INSERT INDUSTRY]] sector.

Act as a B2B marketing specialist. Write a 3-part email sequence for [[INSERT SERVICE]] targeting [[INSERT TARGET AUDIENCE]]. The tone should be professional and consultive. Emphasize solving [[INSERT SPECIFIC PAIN POINT]] without using exaggerated sales language. Include clear call-to-action placeholders in each email.

Act as an executive project manager. Review the provided task logs [[PASTE TASK LOGS]] and summarize the key milestones achieved, upcoming deliverables, and flagged risks for client [[CLIENT NAME]]. Format the output into three concise bullet points per section, ensuring a professional tone suitable for senior management review.

Analyze the following enterprise process description for potential agent automation: [[INSERT PROCESS DESCRIPTION]]. Identify standard data inputs, step-by-step decision rules, required software API connections, potential failure points, and specific conditions where human review is mandatory.

Act as an expert business consultant. Review the following notes from a recent client discovery call: [[PASTE NOTES HERE]]. Extract the primary operational pain points, recommended solutions, project scope, and estimated timeline. Draft a professional, clear project proposal structured into executive summary, proposed deliverables, and next steps tailored for a prospective client in [[INSERT INDUSTRY]].