- Compound Leverage
- Posts
- 8 Prompt Playbook: Prompts to Generate Leads, Write Proposals, Reduce Workflows, and More with ChatGPT
8 Prompt Playbook: Prompts to Generate Leads, Write Proposals, Reduce Workflows, and More with ChatGPT
Are you using ChatGPT to lessen or create new work
Why AI Often Fails to Deliver on Its Promise
Everyone is talking about AI. The shiny new tool promises to save time, boost productivity, and help you do more.
And yet, despite the buzz, most people aren’t getting much out of it.
Why?
Because they’re misusing it.
Instead of approaching AI as a strategic ally, they treat it like a shortcut—a way to churn out quick tasks without considering the bigger picture.
They focus on quantity over quality, asking AI to handle everything without pausing to align it with their goals.
The result?
More busy work, not less.
Outputs that lack depth or direction.
A cluttered workflow that feels just as overwhelming as before.
This isn’t what AI was built for. And this isn’t how you unlock its true potential.
The Problem: Doing More Instead of Doing Better
AI is about more than just doing everything. It’s about doing the right things.
But here’s the catch: Most people don’t know how to prioritize what AI should handle. They use it to automate low-value tasks without considering how those tasks fit into their overall strategy.
Here’s what that looks like in practice:
Generating endless content without aligning it to your audience or purpose.
Automating every email but missing the opportunity to build meaningful connections.
Asking AI to handle everything instead of focusing it on the areas where it can create the most leverage.
It’s like using a laser cutter to slice bread—technically possible but wildly inefficient.
The Shift: Strategic AI for High-Level Impact
What if you could use AI not to do more but better?
Imagine this:
Instead of writing 10 mediocre emails, you craft one strategic message that lands a major deal.
Instead of wasting hours sorting data, you prompt AI to surface the insights that drive critical decisions.
Instead of spreading yourself thin across low-priority tasks, you use AI to free up your time for high-level work—the work only you can do.
This is the real power of AI. And the key to unlocking it lies in one thing: Prompts.
Prompts: The Foundation of Strategic AI
Prompts are the instructions you give AI. They’re how you tell it what to focus on, what to prioritize, and how to align its outputs with your goals.
You can think of prompts as the steering wheel of your AI strategy. A well-crafted prompt can:
Clarify your objectives.
Align AI outputs with your overarching goals.
Save hours by cutting straight to what matters most.
The difference between a mediocre AI user and a great one comes down to the quality of their prompts.
8 Prompt Playbook: Before and After Scenarios
This playbook highlights 8 categories of prompts designed to generate leads, write proposals, reduce workflows, and more. For each, we showcase:
The Before scenario (without AI strategy).
The After transformation (using a well-crafted prompt).
How the prompt solves the problem.
1. Lead Generation Prompts
Before:
You spend hours manually searching for leads on LinkedIn or Google. Your results could be more broad and focused, leading to wasted time and low-quality prospects.
After:
Automate lead generation, qualify leads, and craft tailored outreach:
Sub-Prompt: Identifying Target Leads
Prompt:
"Find companies in the [your business/job focus] with recent growth in [your metrics, e.g., revenue] that may benefit from [your product/service]."Example Input:
"Find SaaS companies in the U.S. with recent revenue growth who may benefit from workflow automation."Example Output:
Adobe: 35% revenue growth, hiring marketing professionals.
Figma: Expanded into three new markets, seeking automation tools.
Impact:
Curated high-value prospects save hours of manual research.
Sub-Prompt: Segmenting and Qualifying Leads
Prompt:
"Filter current lead lists by criteria such as company size ([range]) and budget range ([amount])."Example Input:
"Filter leads by company size (50-500 employees) and budget ($10,000+)."Example Output:
Tier 1: SaaS companies with 100-300 employees and $50,000+ budgets.
Tier 2: Mid-sized companies with less clear investment priorities.
Impact:
Prioritize outreach, focusing on leads most likely to convert.
2. Market Research Prompts
Before:
You rely on outdated market reports or spend hours analyzing customer reviews manually.
After:
Use AI to extract insights and trends from large datasets:
Sub-Prompt: Competitive Analysis
Prompt:
"Identify top competitors in [your industry/sector] and outline their strengths and weaknesses compared to our [your product/service]."Example Input:
"Analyze competitors in the CRM software space."Example Output:
Strengths: Competitor A excels in user-friendly interfaces.
Weaknesses: Competitor B lacks integrations with popular tools.
Impact:
Identify gaps in the market and position your product accordingly.
Sub-Prompt: Trend Analysis
Prompt:
"Summarize emerging trends in [your industry] related to [the specific context you want] and how they may impact customer expectations."Example Input:
"Summarize trends in the e-commerce industry related to customer personalization."Example Output:
Rising demand for AI-driven personalization.
Growing interest in AR for online shopping.
Impact:
Stay ahead of the curve with actionable market insights.
3. Proposal Writing Prompts
Before:
You start every proposal from scratch, struggling to structure it effectively or differentiate your offering.
After:
Streamline proposal writing with clear, targeted prompts:
Sub-Prompt: Proposal Outline
Prompt:
"Develop a proposal outline for [your product/service] in [your industry or job role], covering benefits, pricing, and timeline."Example Input:
"Outline a proposal for a CRM system for the healthcare industry."Example Output:
Executive Summary: Why CRM tools are critical for healthcare.
Solution Overview: Key features tailored to patient management.
Pricing and ROI: Estimated cost savings and efficiency improvements.
Impact:
Save time while creating professional, compelling proposals.
Sub-Prompt: Budget Justification
Prompt:
"Draft a budget justification section for a proposal, emphasizing cost savings and ROI."Example Output:
Breakdown of upfront costs versus long-term savings in reduced admin hours.
Impact:
Address cost concerns proactively, increasing your win rate.
4. Workflow Optimization Prompts
Before:
You juggle repetitive tasks manually, leading to delays and inefficiencies.
After:
Automate workflows with detailed AI instructions:
Sub-Prompt: Workflow Setup
Prompt:
"Outline a step-by-step automation workflow for [task], including triggers, actions, and conditions."Example Input:
"Automate follow-ups for webinar attendees."Example Output:
Trigger: Attendee registers for the webinar.
Action: Send confirmation email with event details.
Condition: Follow up with resources and a call to action after the event.
Impact:
Save time by automating repetitive tasks while maintaining consistency.
5. Customer Engagement Prompts
Before:
Your interactions with customers could be more consistent and reactive. You often miss opportunities to engage at the right time, resulting in weaker relationships and reduced retention rates.
After:
Proactively connect with customers and address their needs using these prompts:
Sub-Prompt: Customer Inquiry Response
Prompt:
"Compose a response to a client concerned about [product feature], focusing on empathy and actionable steps we’re taking."Example Input:
"Respond to a customer upset about delays in feature updates for our project management tool."Example Output:
"Hi [Name], I understand your frustration with the delays, and I want to assure you that we’re working hard to prioritize this update. Here’s our timeline, and I’ll keep you updated along the way."
Impact:
Builds trust by responding promptly and empathetically to concerns.
Sub-Prompt: Proactive Outreach
Prompt:
"Generate a personalized check-in email for clients who haven’t engaged in [the time period], inviting them to share feedback."Example Input:
"Draft an email for clients inactive for six months."Example Output:
"Hi [Receiver Name], we noticed it’s been a while since you last engaged with us. We’d love to hear how things are going and if there’s anything we can improve. Here’s a quick survey link to share your thoughts."
Impact:
Re-engage inactive clients and identify ways to provide more value.
6. Data Analysis Prompts
Before:
You waste hours sifting through data manually, trying to extract actionable insights. The process feels overwhelming and often leads to missed opportunities.
After:
Use AI to quickly analyze data and surface trends, patterns, and actionable insights:
Sub-Prompt: Trend Identification
Prompt:
"Analyze [data set] and highlight the top 3 trends impacting [specific goal]."Example Input:
"Analyze our Q3 customer feedback to find trends in satisfaction."Example Output:
Increased demand for faster delivery times.
Growing interest in eco-friendly packaging.
Requests for more detailed product documentation.
Impact:
Focus on the trends that matter most to your customers or business goals.
Sub-Prompt: Feedback Analysis
Prompt:
"Summarize themes in customer feedback from [the time period] and recommend improvements based on patterns."Example Input:
"Summarize feedback from the past six months about our onboarding process."Example Output:
"Customers appreciate quick setup times but struggle with understanding advanced features. Recommendation: Create detailed onboarding videos for advanced functions."
Impact:
Transform raw feedback into actionable improvement strategies.
7. Product/Service Development Prompts
Before:
You rely on sporadic customer feedback and guesswork to prioritize features.
After:
Let AI guide your development process with targeted prompts:
Sub-Prompt: Feature Suggestions
Prompt:
"List common challenges in [industry] and suggest features for [product/service] that address these needs."Example Input:
"What challenges do HR departments face, and how can a new tool address these?"Example Output:
Challenge: Managing remote onboarding.
Suggested Feature: A centralized platform with automated document collection and virtual onboarding guides.
Impact:
Prioritize features that directly address user pain points.
8. Customizable Prompt Library Guide
Before:
You struggle to tailor AI prompts for your unique goals and audience, leading to suboptimal results.
After:
A flexible library ensures you can adapt prompts to meet specific needs:
Sub-Prompt: Customization Framework
Prompt:
"Tailor prompts to meet [specific goal], specifying context, audience, and tone."Example Input:
"Customize a prompt for LinkedIn outreach targeting HR managers in the tech industry."Example Output:
"Draft a LinkedIn message for HR managers emphasizing our platform’s ability to streamline hiring processes."
Impact:
Achieve greater relevance and effectiveness in every interaction.
The Case for Doing Less, Better
The goal of AI isn’t to help you do everything. It’s to help you focus.
When you use prompts strategically, you shift from doing more to doing less, better. You automate the low-value tasks, delegate the repetitive work, and free up your time for what matters most.
Conclusion: Focus on What Only You Can Do
AI doesn’t replace strategy—it amplifies it. By mastering prompts, you align AI with your vision, automate low-value tasks, and focus on high-impact work tied to a goal.
Bonus: Create More Sales with AI Workshop
Join our Create More Sales with AI Workshop for hands-on experience.
When: January 29th, 2025, from 10 am to Noon.
What You’ll Learn: Identify 15 Ideal Customers, Target Accounts and Decision-Makers, 90-Day Action Plan, and Exclusive Resources.
Learn More Here
Marvin
Reply