The Collection

Financial Analyst (FP&A)

Model financial scenarios.

Persona: Empathetic, calm. Focus: Resolution, Retention.

Customer Support Manager

De-escalate angry customers.

Persona: Skeptical, metrics-driven. Focus: TAM, Moat, Team.

Venture Capital Associate

Critique pitch decks and business models.

Documentation, Internal Call, Intro Email.

Sales Handover to CS

Smooth transition for new customers.

Reconcile, Accruals, Variance Analysis.

Monthly Financial Close

Accounting checklist for startups.

Requirements, Long-list, Short-list, POC.

Vendor Selection Process

Choosing the right SaaS tool.

Invoices, Update Card, Cancel Plan.

Subscription Management Dashboard

User portal for billing.

OCR Receipt, Hierarchy check, Email.

Expense Approval Workflow

Corporate finance process.

Pipeline, Contacts, Invoice PDF.

CRM for Freelancers

Manage leads and invoices.

Cut-off dates, Batching, Label generation.

Subscription Box Service Logic

Logistics for monthly physical goods.

Seat selection, QR Generation, Check-in App.

Event Ticketing Platform

Sell tickets with QR codes.

Availability logic, Timezones, Google Calendar Sync.

Booking/Appointment System

Scheduling tool for professionals.

Upvoting, Status pipeline, commenting.

Customer Feedback Board

Public roadmap and voting system.

Listings, Filters, Payments, SEO Attributes.

Job Board Platform

Niche hiring marketplace.

Observation, Hypothesis, Prediction.

A/B Testing Hypothesis

Scientific method for growth.

Must, Should, Could, Won't (MoSCoW).

MVP Feature Cutter

Reduce scope to ship faster.

Problem, Solution, Market Size, Traction.

Investor Pitch Deck Storyboard

Narrative flow for Series A fundraising.

Highlights, Lowlights, Look Forward.

Quarterly Business Review (QBR) Deck

Slide-by-slide QBR outline.

Indemnification, Termination, Non-solicit.

Legal Contract Reviewer

Identify red flags in MSAs or NDAs.

BLUF (Bottom Line Up Front), Key Metrics, Ask.

Executive Summary Synthesizer

Turn long reports into C-Suite ready briefs.

Define Objective, Map Variables, weighted scoring, final recommendation.

Strategic Decision-Making Framework

Playbook for executive-level decision making using the 2x2 matrix and SWOT analysis.

{"themes":[],"sentiment":"","quotes":[],"actions":[]}

Survey Analysis Prompts (JSON)

Summarize survey results in JSON: themes, sentiment, top quotes, recommended actions.

Clause type, parties, jurisdiction, plain-language summary.

Contract Clause Prompts

Draft and vary common clauses: liability, termination, IP. For legal review only.

Segment by score, themes, next steps, templates.

NPS & Survey Follow-up

Prompts to turn NPS and survey responses into personalized follow-up and themes.

{"competitor":"","positioning":"","win_themes":[],"objection_handling":[]}

Competitive Battlecard (JSON)

Competitor comparison in JSON: positioning, strengths, weaknesses, talk tracks.

Decision criteria, competitors, champion, timing.

Win/Loss Analysis Prompts

Structured prompts to extract why deals won or lost. For sales and product insights.

Score → segment → template → send.

NPS Follow-up Workflow

Route promoters vs detractors; generate thank-you and recovery messages from NPS responses.

Acknowledge, inform, commit, timeline.

Crisis Comms Prompts

Internal and external crisis messaging: acknowledgment, facts, next steps, empathy.

Need, approach, timeline, budget, evaluation.

Grant & Proposal Writing

Prompts for grant applications and RFPs: problem, solution, budget narrative, outcomes.

{"summary":"","health_score":0,"next_best_actions":[]}

Customer Success Prompts (JSON)

QBR summaries, health scores, and next-best-action in JSON for CS tools.

{"sections":["exec_summary","variances","recommendations"],"format":"board_ready"}

Financial Report Prompts (JSON)

Structured prompts for P&L summaries, variance analysis, and board-ready snippets in JSON.

{"period":"","revenue_actual":0,"revenue_forecast":0,"variance_pct":0,"narrative":""}

Finance & Forecasting (JSON)

Structured prompts for variance reports, forecasts, and board summaries. Output in JSON for dashboards.

Assess, draft, approve, publish, follow-up.

Crisis Comms Workflow

Internal and external messaging workflow for incidents and reputation events.

Executive summary, approach, team, pricing, references.

RFP Response Prompts

RFP and RFI sections: capability, approach, pricing narrative, case studies.

Use for drafting disclaimers, privacy snippets, and compliance checklists. Output in clear sections.

Legal & Compliance Prompts

Structured prompts for disclaimers, terms snippets, and compliance checks. Not legal advice.

{"sequence":[{"day":1,"channel":"email","subject":"...","body":"..."}],"placeholders":["name","company"]}

Sales Outreach JSON Pack

Cold email and LinkedIn sequences in structured JSON. Personalization placeholders and A/B variants.

{"intent":"string","response_templates":[],"escalate_if":[]}

Customer Support Prompts (JSON)

Response templates and intent classification in JSON for support bots and human agents.

Wins, blockers, feedback, growth.

1:1 Meeting Prompts

Better 1:1s with your team.

Variance, drivers, recommendations.

Budget Review Prompts

Analyze and present budgets.

Stage, age, next action.

Pipeline Review Workflow

Sales pipeline hygiene.

Objective: outcome. Key results: measurable.

OKR Writing Prompts

Write clear OKRs.

Subject lines, openers, follow-ups.

Sales Email Sequences

Cold outreach that converts.