Add Team Instructions to a Client Update Template
Use this prompt after your base template is drafted to add inline guidance for team members, so even less confident staff can fill in the template correctly without needing to ask questions.
The Prompt
Can you add brief instructions in italics above each section — visible to the person filling it in but easy to delete before sending — that explain what kind of information belongs there and what to avoid?
From the guide
Using AI to build a simple project status update template your team fills in weekly so clients always know what's happening without you chasing for updates →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.