Copy one, fill the brackets, run it on real work.
Reusable prompts, worksheets and checklists for teams using AI. Each template links to the workflow it belongs to, with the full process and the review checklist.
Sales Meeting Prep Prompt
A copy-and-paste prompt that turns your call notes into a deal status, likely objections, five questions and a sendable agenda.
Open template →Prospect Research Template
A sourced one-page account brief from a company’s public pages and your CRM notes. Every claim cites where it came from.
Open template →Follow-Up Email Prompt
Drafts a short post-meeting email from your notes — decisions, owners, dates, one next step — in your own voice, with no invented commitments.
Open template →Customer Interview Analysis Template
Codes interview transcripts into themes with verbatim quotes and counts, and lists what does not fit — analysis only, no recommendations.
Open template →Weekly Executive Summary Template
Merges team updates into a one-page leadership brief: what changed, what is at risk, what needs a decision — and what was cut.
Open template →Content Repurposing Workflow Template
A two-step prompt: extract the five strongest claims from a finished piece, then write one LinkedIn post, one email and one short script — one claim each.
Open template →SOP Builder Template
Turns a transcript of an expert explaining a task into a structured SOP, plus a list of the gaps to take back to the expert.
Open template →AI Use Case Discovery Worksheet
The four-question scoring sheet used to open every AI Man Jack session: list three weekly tasks, score them, pick the narrowest one that passes.
Open template →Team AI Training Brief
A one-page brief to fill in before any AI training: who is in the room, what each role repeats every week, which tools are approved, and what people should be able to do afterwards.
Open template →AI Workflow One-Pager
Turn a one-off chat into a repeatable workflow on one page: trigger, inputs, steps, the instruction, who reviews, who owns it, and when it gets reviewed.
Open template →Approved Source Inventory
A one-page list of the documents AI is allowed to read for your team’s work: what each one is, where it lives, who owns it, and when it was last checked.
Open template →AI Tool Approval Checklist
A one-page checklist for approving one AI tool for a team: what it will be used for, what the vendor does with your data, who pays, who has access, and what you tell everyone.
Open template →AI Data Boundaries One-Pager
One page every employee can read in two minutes: which AI tools are approved, what must never go into them, what needs a check first, and which outputs need a named person to sign off.
Open template →Two-Week AI Workflow Review
The review run two weeks after a workflow starts: was it used on real work, was it accurate enough, where did checking take too long — then one decision: keep, change or stop.
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A template is a start.
A trained team is the point.
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