Quarterly Review and Update Your Lead Qualification Checklist
Use this every quarter when you want to update your lead qualification checklist with lessons from recent projects. Keeps your filter current as your business and client base evolve.
The Prompt
Based on these recent engagements, does anything need to be added or changed in my current checklist? [paste your current checklist here] [paste your new client notes here]
From the guide
How to use AI to build a simple lead qualification checklist from your best past clients so you stop taking work that costs you money →Related Prompts
Add a Vendor or Client Introduction Task to Onboarding
Use this as a follow-up prompt when the AI has omitted the vendor or client introduction step, which is commonly left out of AI-generated onboarding checklists because large-company training data handles it differently.
Rewrite a Corporate Onboarding Checklist for Small Business
Use this as a follow-up prompt if the generated checklist feels too generic or reads like a large-company HR template, to push the AI toward simpler, more actionable language suited to a small business.
Restructure a Flat Onboarding List Into Five Phases
Use this as a correction prompt in the same conversation if the AI returns a flat list instead of the five-phase structure (Before Day 1, Day 1, Days 2–5, End-of-Week-1 Check-in, Days 8–30).
Find Documentation Gaps Before a New Hire Starts
Use this as a follow-up prompt in the same conversation to identify gaps in your existing documentation before the new hire's first day, so you can prepare materials they'll need rather than fielding repeated questions.