The Cheat Sheet — 6 Things That Actually Help
1 Be specific about what you want
2 Give it an example to follow
3 Tell it what role to play
4 Ask it to think step by step
5 Say what you don't want
6 Ask for a specific format
Contents
⚠ Important

AI tools can generate confident-sounding text that is factually wrong — this is called "hallucination." Always verify important facts, figures, and claims before acting on them. This applies to every prompt technique in this guide. AI is a powerful drafting tool, not a reliable source of truth.

01

What's a Prompt?

A prompt is just the text you type into an AI tool. It's your instruction, your question, your request.

The problem is that most people use AI the way they'd use a search engine: short, vague queries and hoping for the best. That works fine for Google, but AI tools respond very differently depending on how you ask.

The same AI can give you a generic, unhelpful answer or a useful one — the difference is often just the prompt.

The good news: you don't need to learn anything technical. You just need to give the AI a bit more to work with.

This guide covers the techniques that make the biggest difference for business use cases — writing emails, creating content, analysing information, drafting documents. No jargon, just practical examples you can use immediately.

02

Be Specific

The most common prompting mistake is being too vague. AI doesn't read between the lines — it responds to what you actually write.

Vague prompts get generic answers. Specific prompts get useful ones.

What "specific" looks like

Vague
Write me a marketing email.
Specific
Write a marketing email for our accounting software aimed at small business owners (1-10 employees). The email should announce our new automated expense tracking feature. Tone should be friendly but professional. Keep it under 150 words. Include a clear call to action to start a free trial.

The second prompt tells the AI:

That's not complicated — it's just giving the AI the same context you'd give a human colleague.

Quick Test

Before you send a prompt, ask yourself: "If I gave this instruction to a new employee with no context, would they know what to do?" If not, add more detail.

More examples

Summarising a document

Vague
Summarise this document.
Specific
Summarise this supplier contract in 3-4 bullet points, focusing on: payment terms, delivery obligations, and any penalty clauses. I need to brief my manager who hasn't read the full document.

Brainstorming ideas

Vague
Give me some content ideas.
Specific
Give me 5 LinkedIn post ideas for a recruitment agency that specialises in tech roles. Our audience is HR managers at mid-sized companies. Focus on topics around current hiring challenges and retention.
03

Give Examples (Few-Shot Prompting)

One of the most powerful ways to get consistent results is to show the AI what you want, not just tell it.

This technique is called few-shot prompting — you give one or more examples of the output you're looking for, and the AI follows the pattern.

When this helps

Example: Product descriptions

Prompt with example
Write product descriptions for my online furniture store. Here's an example of the style I want: Product: Oak Dining Table Description: Solid oak dining table that seats six comfortably. Clean Scandinavian lines with a natural oil finish that highlights the wood grain. Built to last — this is a table your family will gather around for years. Now write descriptions in the same style for: 1. Leather Armchair 2. Walnut Bookshelf 3. Linen Sofa

By showing the AI your preferred style — the length, the tone, the structure — it can replicate that pattern more reliably than if you tried to describe it in words.

Example: Categorising customer feedback

Prompt with examples
Categorise the following customer feedback. Use these categories: Product Quality, Delivery, Customer Service, Pricing, Website/App. Examples: "The item arrived damaged" → Delivery "Your support team was incredibly helpful" → Customer Service "Too expensive compared to competitors" → Pricing Now categorise these: 1. "The checkout process kept crashing" 2. "Excellent build quality, very impressed" 3. "Waited 3 weeks for my order"
Key Point

When you show the AI examples, you're communicating more than words alone can express — format, length, tone, structure, level of detail. It's often faster to paste in a good example than to write a detailed description of what you want.

04

Give It a Role

Telling the AI to act as a specific type of expert changes how it responds. It draws on different knowledge, uses different language, and prioritises different things.

This isn't magic — it's just a way of focusing the AI's response towards a particular perspective or expertise.

Examples

For business writing
Act as a senior marketing manager. Review this email campaign copy and suggest improvements for clarity and conversion.
For customer communications
Act as an experienced customer service manager. Write a response to this complaint that acknowledges the issue, apologises appropriately, and offers a resolution.
Important

Role-playing makes AI more useful, but doesn't make it an actual expert. Use this for drafts and ideas — not as a substitute for real professional advice.

Combining role with context

Roles work even better when combined with specific context about your situation:

Role + Context
Act as a B2B sales consultant who specialises in the professional services sector. I run a 15-person management consultancy. We're about to approach a large potential client (a FTSE 250 company) for the first time. Help me structure our initial outreach email. What should I emphasise? What should I avoid?
05

Think Step by Step (Chain of Thought)

For complex questions or analysis, asking the AI to "think step by step" or "walk through your reasoning" often produces better, more accurate results.

This technique is called chain-of-thought prompting. It works because it forces the AI to break down the problem rather than jumping straight to an answer.

When to use this

Example: Pricing decision

Without chain of thought
Should I raise my prices by 15%?
With chain of thought
I'm considering raising prices by 15% for my B2B software product. Current price is £200/month, we have 150 customers, and our main competitor charges £250/month. Think through this step by step: 1. What are the potential benefits? 2. What are the risks? 3. What factors should I consider about my specific situation? 4. What would you recommend and why?

Example: Analysing a business problem

Structured analysis
Our customer churn rate has increased from 5% to 8% over the last quarter. Analyse this problem step by step: 1. What are the most common reasons for churn in SaaS businesses? 2. What data should I look at to diagnose the cause? 3. What questions should I ask my team? 4. Once I identify the cause, what are typical solutions?
Simple Phrases That Help

You don't need fancy language. Any of these work:

  • "Think through this step by step"
  • "Walk me through your reasoning"
  • "Break this down into steps"
  • "Explain your thinking"
06

Tell It What to Avoid

Sometimes the best way to get what you want is to say what you don't want. AI has certain default tendencies — it can be overly formal, use filler phrases, or pad out responses with unnecessary content.

Telling it what to avoid helps you get cleaner, more useful output.

Common things to exclude

For business writing

"Don't use corporate jargon or buzzwords. No phrases like 'leverage', 'synergy', 'circle back', or 'touch base'."

For concise responses

"Don't include an introduction or summary — just give me the content directly."

For practical advice

"Don't give generic advice. Be specific to my situation."

For honest feedback

"Don't soften your feedback or be overly polite. Tell me directly what's wrong."

Example: Email writing

With exclusions
Write a follow-up email to a client who hasn't responded to our proposal in two weeks. Keep it brief and professional. Don't be pushy or passive-aggressive. Don't use phrases like "just checking in" or "wanted to touch base". Get to the point quickly.

Example: Content creation

With exclusions
Write a blog post introduction about the benefits of remote work. Avoid: clichés like "in today's fast-paced world", rhetorical questions, and generic statements. Start with something specific and interesting.
07

Ask for a Specific Format

AI can output information in many different formats. Specifying what you need saves you reformatting later and often makes the content more useful.

Format options

Example: Comparison table

Requesting table format
Compare Slack, Microsoft Teams, and Google Chat for a small business (20 employees). Format as a table with these columns: Feature, Slack, Teams, Google Chat. Include rows for: Price, Integrations, Video calls, File storage, Best for.

Example: Structured brief

Requesting specific structure
Summarise this market research report in the following format: **Key Finding:** (one sentence) **Data Points:** (3-4 bullet points with numbers) **Implications for Our Business:** (2-3 bullet points) **Recommended Actions:** (numbered list)

Example: Email structure

Requesting email format
Write an email declining a supplier's proposal. Structure it as: 1. Thank them for the proposal (1 sentence) 2. Clear statement that we're not proceeding (1 sentence) 3. Brief reason why (1-2 sentences) 4. Leave door open for future (1 sentence) Keep total length under 100 words.
08

Fixing Bad Output

The first response isn't always good — that's normal. Knowing how to iterate and improve is just as important as writing a good initial prompt.

Common problems and fixes

Too long or verbose

Say: "Shorten this by half" or "Give me a version that's 3 sentences max" or "Remove all unnecessary words"

Too generic

Say: "Be more specific" or "Give concrete examples" or "Apply this specifically to [my situation]"

Wrong tone

Say: "Make this more casual" or "This needs to sound more authoritative" or "Rewrite this as if you're talking to a friend"

Missing the point

Say: "The main thing I need is X — focus on that" or "You've addressed Y, but I asked about X"

Factually wrong or made-up

What to do: If something looks wrong or sounds too precise to be true, check it yourself against a reliable source. Asking the AI "are you sure?" may not help — it may simply restate the same incorrect information with more confidence. Try: "Don't include anything you're not certain about" to reduce the risk in future outputs.

The iteration mindset

Think of AI like a first draft from a capable but literal-minded assistant. You wouldn't expect a first draft to be perfect — you'd give feedback and refine it.

Key Point

Getting good results from AI is often a conversation, not a single prompt. It's normal to need 2-3 rounds of refinement. Don't give up after a disappointing first response — tell the AI what's wrong and ask it to try again.

These techniques cover the fundamentals — being specific, giving examples, assigning roles, thinking step by step, setting constraints, and specifying format. Apply them consistently and the quality of what you get from AI tools should improve.

Want help putting these techniques to work?

If you'd like guidance on how to use AI effectively in your specific business, let's have a conversation.

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