# Chapter 7 - Editable AI Prompt Library

## Required safety block

Add this block to every prompt:

```
SAFETY:
Use only the fictional or anonymized information below. Do not request or infer names, contact details, health data, financial data, policy details, credentials, or other identifying information. Do not invent product facts, prices, legal conclusions, performance claims or customer results. Mark missing support as [EVIDENCE NEEDED]. A human will review every output before use.
```

## Prompt 1 - Daily CRM priority review

```
ROLE: Act as a sales operations coach.
TASK: Turn these anonymous CRM counts into a 10-minute huddle agenda.
SAFE CONTEXT: New unassigned [#], overdue actions [#], qualified without appointment [#], decision pending without follow-up [#], renewals without action [#].
CONSTRAINTS: Diagnose process questions, not individual performance. Do not invent causes.
OUTPUT: Priority order, five questions, actions table with owner placeholder and due time.
```

## Prompt 2 - Stalled pipeline diagnosis

```
ROLE: Act as a CRM process analyst.
TASK: Suggest questions to diagnose why anonymous opportunities are stalled.
SAFE CONTEXT: Stage [STAGE], count [#], median age [# days], required maximum [# days], common loss reasons [ANONYMOUS CATEGORIES].
OUTPUT: Possible process hypotheses clearly labeled as hypotheses, evidence needed, and three tests.
```

## Prompt 3 - Data quality audit

```
ROLE: Act as a CRM administrator.
TASK: Build a data-quality checklist from these aggregate exception counts.
SAFE CONTEXT: Missing owner [#], missing next action [#], invalid source [#], duplicate candidates [#], missing renewal date [#].
OUTPUT: Prioritized cleanup plan, validation rule, owner placeholder, and completion evidence.
```

## Prompt 4 - Call preparation questions

```
ROLE: Act as a consultative sales coach.
TASK: Create discovery questions for a fictional prospect.
SAFE CONTEXT: [AUDIENCE], [GENERAL SITUATION], [APPROVED TOPICS].
CONSTRAINTS: No product recommendation, eligibility decision, fear language or invented detail.
OUTPUT: Ten open questions grouped by situation, goals, constraints and next step.
```

## Prompt 5 - Follow-up alternatives

```
ROLE: Act as a concise copy editor.
TASK: Draft three follow-up alternatives after [APPROVED EVENT].
SAFE CONTEXT: [PLACEHOLDERS ONLY]. Approved facts: [FACT LIST].
CONSTRAINTS: Under 70 words, one CTA, no urgency unless supported, no guarantee.
OUTPUT: Direct, consultative and very concise versions plus a risk checklist.
```

## Prompt 6 - No-response message

```
ROLE: Act as a customer communication editor.
TASK: Draft a respectful final active follow-up.
SAFE CONTEXT: The fictional prospect requested [OFFER] and has not responded after the approved cadence.
CONSTRAINTS: Make it easy to decline or choose a later date. Include approved opt-out wording placeholder.
OUTPUT: Message under 60 words and CRM disposition options.
```

## Prompt 7 - Meeting reminder

```
ROLE: Act as an appointment communication editor.
TASK: Draft a reminder for [MEETING TYPE].
SAFE CONTEXT: [DATE PLACEHOLDER], [TIME PLACEHOLDER], [CHANNEL], [WHAT TO PREPARE].
CONSTRAINTS: Do not include sensitive information. Include reschedule path.
OUTPUT: SMS-length version and email version.
```

## Prompt 8 - Objection role-play

```
ROLE: Act as a sales role-play partner.
TASK: Simulate a fictional prospect raising [OBJECTION CATEGORY].
SAFE CONTEXT: Approved product facts: [FACTS].
CONSTRAINTS: Do not invent facts. Increase difficulty over five turns. Score listening, questions, clarity and next-step control.
OUTPUT: Start the role-play, then provide a rubric after the user ends it.
```

## Prompt 9 - Loss-reason review

```
ROLE: Act as a sales process analyst.
TASK: Analyze anonymous loss-reason totals.
SAFE CONTEXT: [CATEGORY + COUNT TABLE], definitions [DEFINITIONS], period [DATES].
CONSTRAINTS: Separate evidence from hypotheses. Do not judge individuals.
OUTPUT: Patterns, questions, CRM field improvements and three coaching experiments.
```

## Prompt 10 - Renewal preparation

```
ROLE: Act as a process coordinator.
TASK: Create a preparation checklist for an upcoming fictional renewal review.
SAFE CONTEXT: Product category [CATEGORY], review type [TYPE], approved process [PROCESS].
CONSTRAINTS: No customer data or recommendation.
OUTPUT: Before, during, after, CRM fields and escalation points.
```

## Prompt 11 - Manager one-to-one agenda

```
ROLE: Act as a coaching facilitator.
TASK: Create a 20-minute coaching agenda from anonymous behavior metrics.
SAFE CONTEXT: Next-action completeness [%], contact rate [%], stage aging [#], training status [STATUS].
CONSTRAINTS: Ask diagnostic questions; do not infer motivation or ability.
OUTPUT: Opening, evidence review, questions, one behavior commitment, CRM measure and review date.
```

## Prompt 12 - Team training exercise

```
ROLE: Act as an instructional designer.
TASK: Build a 15-minute exercise for [CRM WORKFLOW].
SAFE CONTEXT: Approved steps [STEPS].
CONSTRAINTS: Use fictional records. Include a correct answer and common mistakes.
OUTPUT: Objective, scenario, learner task, facilitator notes, pass standard.
```

## Prompt 13 - SOP draft

```
ROLE: Act as a process writer.
TASK: Turn these approved workflow notes into a standard operating procedure.
SAFE CONTEXT: [NON-SENSITIVE NOTES].
CONSTRAINTS: Preserve sequence and ownership. Mark gaps [DECISION NEEDED].
OUTPUT: Purpose, scope, roles, prerequisites, numbered steps, exceptions, evidence and review date.
```

## Prompt 14 - Lead source comparison

```
ROLE: Act as a marketing operations analyst.
TASK: Compare anonymous campaign funnel data.
SAFE CONTEXT: [SPEND, VALID LEADS, CONNECTED, QUALIFIED, MEETINGS, SALES, RETAINED CONTRIBUTION].
CONSTRAINTS: Recalculate metrics, show formulas, separate small-sample uncertainty, do not claim causation.
OUTPUT: Comparison table, questions, scale/repair/pause recommendation with conditions.
```

## Prompt 15 - Ad concept generation

```
ROLE: Act as a regulated-industry creative strategist.
TASK: Generate five campaign concepts from an approved brief.
SAFE CONTEXT: Audience [AUDIENCE], situation [SITUATION], offer [OFFER], approved facts [FACTS], banned claims [LIST].
CONSTRAINTS: No guarantees, fear, personal-attribute assertions, fake urgency or invented proof.
OUTPUT: Hook, visual idea, message angle, CTA, evidence required and risk note.
```

## Prompt 16 - Ad copy review

```
ROLE: Act as a strict copy reviewer.
TASK: Review this draft against the approved fact list and banned-claim list.
SAFE CONTEXT: Draft [COPY], approved facts [FACTS], banned claims [LIST].
OUTPUT: Line-by-line issues, unsupported statements, clearer version, and approval questions. Do not declare legal compliance.
```

## Prompt 17 - Landing page clarity audit

```
ROLE: Act as a conversion copy editor.
TASK: Evaluate a landing-page draft for message match and clarity.
SAFE CONTEXT: Ad promise [PROMISE], page copy [COPY], audience [AUDIENCE].
CONSTRAINTS: Do not add facts or claims.
OUTPUT: Message mismatch, unclear sections, friction, missing proof, CTA issues and revised outline.
```

## Prompt 18 - Form question design

```
ROLE: Act as a lead operations designer.
TASK: Suggest minimum form questions for [OFFER].
SAFE CONTEXT: Qualification criteria [CRITERIA], routing rules [RULES].
CONSTRAINTS: Data minimization. Do not request health, financial, identifier or other sensitive details.
OUTPUT: Required fields, optional fields, qualifying questions, why each is needed and fields to avoid.
```

## Prompt 19 - Recruiting ad draft

```
ROLE: Act as a recruiting copy editor.
TASK: Draft a factual role advertisement.
SAFE CONTEXT: Role [ROLE], location [LOCATION], real responsibilities [LIST], requirements [LIST], approved compensation facts [FACTS], actual support [LIST].
CONSTRAINTS: No earnings promise, fake scarcity, protected-attribute targeting or employee-status ambiguity.
OUTPUT: Long post, short post, headline options and claims requiring approval.
```

## Prompt 20 - Candidate interview questions

```
ROLE: Act as a structured-interview designer.
TASK: Create job-related behavioral questions for [ROLE].
SAFE CONTEXT: Competencies [LIST], responsibilities [LIST].
CONSTRAINTS: Avoid personal or protected information. Use the same core questions for every candidate.
OUTPUT: Eight questions, evidence indicators and anchored score rubric 1-5.
```

## Prompt 21 - Candidate scorecard calibration

```
ROLE: Act as an assessment-process reviewer.
TASK: Review an anonymous interview scorecard for consistency.
SAFE CONTEXT: Criteria, weights and fictional answers [DATA].
CONSTRAINTS: Do not make the hiring decision. Flag subjective or non-job-related criteria.
OUTPUT: Ambiguities, scoring inconsistencies, missing evidence and calibration questions.
```

## Prompt 22 - Onboarding plan

```
ROLE: Act as an onboarding coordinator.
TASK: Build a 30-day plan for [ROLE].
SAFE CONTEXT: Required CRM workflows [LIST], training modules [LIST], activity standards [LIST].
OUTPUT: Days 1, 3, 7, 14, 21 and 30 with owner, evidence and pass standard.
```

## Prompt 23 - Weekly report narrative

```
ROLE: Act as an operations report editor.
TASK: Turn aggregate CRM metrics into a neutral management summary.
SAFE CONTEXT: [METRIC TABLE WITH DEFINITIONS AND PERIOD].
CONSTRAINTS: No names, no causal claims, no invented explanation.
OUTPUT: Facts, changes, risks, questions, actions and next review date.
```

## Prompt 24 - Case study outline

```
ROLE: Act as an evidence-first case study editor.
TASK: Structure verified, anonymized before-and-after information.
SAFE CONTEXT: Baseline [VERIFIED], intervention [VERIFIED], result [VERIFIED], limitations [VERIFIED], permission status [STATUS].
CONSTRAINTS: Do not improve the numbers or imply causation beyond evidence. Mark anything unverified.
OUTPUT: Internal draft, evidence gaps, permission checklist and publishable sections only if approved.
```

## Prompt 25 - Template simplifier

```
ROLE: Act as a plain-language editor.
TASK: Shorten an approved message without changing meaning.
SAFE CONTEXT: [APPROVED TEMPLATE].
CONSTRAINTS: Preserve required disclosures, facts and CTA. Do not add claims.
OUTPUT: 120-word, 60-word and 30-word versions plus a list of removed wording.
```

## Prompt approval card

```
PROMPT ID: [AI-###]
VERSION: [#]
BUSINESS PURPOSE: [Purpose]
RISK TIER: [Low / medium / prohibited]
APPROVED TOOL: [Tool]
ALLOWED INPUT: [Description]
PROHIBITED INPUT: [Description]
REQUIRED REVIEWER: [Role]
OWNER: [Name]
APPROVAL DATE: [Date]
NEXT REVIEW: [Date]
TEST RESULT: [Pass / revise / retire]
```