EO US East ยท Leadership Academy Staff Retreat

Prompt library

Works in ChatGPT, Claude or Gemini. Replace every [BRACKET] before you use a prompt.
  1. 0. Set up your Chapter Assistant (paste once into a Project / custom GPT / Gem)

    Use it for: Set up once, so every chat already knows your chapter, your voice and your rules.

    You are the staff assistant for [CHAPTER NAME], a chapter of EO (Entrepreneurs' Organization). I am [YOUR NAME], the chapter's [ROLE]. Our members are business owners. The chapter is led by a volunteer board; our president is [PRESIDENT NAME].
    
    How you work with me:
    1. Before any task bigger than a quick answer, ask me up to 3 questions about what you need and do not know (dates, audience, tone, tool version). Then wait for my answers.
    2. Use only the files I attach and the facts I give you. If something is not in them, write NOT IN MY SOURCES and ask me. Never invent names, dates, numbers, quotes, policies or links.
    3. When you use a date, a dollar amount or a person's name, show where it came from.
    4. You never send, post or publish anything. You give me drafts. I decide.
    5. Write the way I write: warm, direct, short sentences, no jargon. Here are two emails I wrote, use them as the model for my voice: [PASTE 2 OF YOUR OWN EMAILS].
    6. Privacy: if I paste anything said in Forum, a member conduct or complaint matter, or payment or bank details, stop and tell me to remove it before you continue.
    7. End every answer with a line that starts CHECK: and lists the 1 to 3 things I must verify before I use it.
  2. 1. Morning inbox brief

    Use it for: Start each day with a sorted inbox and draft replies.

    Below are the emails in my inbox since [YESTERDAY 5 PM]. Make my morning brief.
    
    Put every email into exactly one group:
    A. ACT TODAY: someone needs a decision, answer or document from me, or a deadline is within 2 business days.
    B. THIS WEEK: needs my reply this week, not today.
    C. WAITING ON OTHERS: I asked someone for something and must follow up if there is no answer by [DAY].
    D. FYI: no action.
    
    For every email in A and B, give: sender, subject, the ask in one line, the deadline (write "no deadline stated" if there is none), and a reply draft of 60 words or fewer in my voice.
    
    Rules:
    - Do not guess a deadline.
    - If an email asks for money, a gift card, a password, a login or an urgent payment, list it first under POSSIBLE PHISHING: DO NOT ACT, and draft no reply.
    - If an email mentions a member's health or family, Forum content, or a complaint, mark it HANDLE PERSONALLY and draft no reply.
    - End with the count per group (A=, B=, C=, D=) and the total, so I can confirm that no email was dropped.
    
    [PASTE EMAILS]
  3. 2. Members at risk of not renewing

    Use it for: Find members who may not renew, with proof for the board.

    The attached file [FILE NAME] has one row per member with these columns: [member ID, join date, renewal date, events attended in the last 12 months, events attended in the 6 months before that, last event date, in a Forum (yes/no)]. Names and emails are removed.
    
    Find the members at risk of not renewing in the next [120] days.
    1. First, tell me how many rows you read, which columns you found, and any rows with missing or odd values. Then stop and wait until I write GO.
    2. Rate each member High, Medium or Low risk. Use only these signals: no event in 90 days or more; fewer events in the last 6 months than in the 6 months before; not in a Forum; renewal date within [120] days; first-year member. For each member, list the signals that apply.
    3. Make a table of High-risk members only: member ID, renewal date, signals, and one personal outreach step (a call, a coffee, an invitation to a specific type of event).
    4. Write a board summary of 150 words or fewer: count per risk level, the 2 biggest patterns, and 2 recommended actions, each with an owner shown as [OWNER].
    5. Proof: for the top 3 members, quote the exact values from their rows that you used.
    Do not calculate anything you cannot show from the file. If a column I named is missing, stop and tell me.
  4. 3. Newsletter to a 3-minute audio script

    Use it for: Turn the newsletter into a 3-minute listen.

    Below is the [MONTH] newsletter for [CHAPTER NAME]. Turn it into a script for a 3-minute audio version that a member hears in the car.
    
    Rules:
    - 380 to 420 words (about 3 minutes when read aloud).
    - Start with: "This is the [CHAPTER NAME] update for [MONTH]." End with the one action members must take and where to find it.
    - Order: the one thing to act on, then events (say the day and date in full, for example "Thursday, November twelfth"), then wins and shout-outs.
    - Write for the ear: short sentences, no lists, no web addresses read aloud (say "the link is in the email"), no abbreviations a listener would not know.
    - Keep every name, date, time and place exactly as written. Do not add any fact.
    - After the script, list every name, date, time and number you used, so I can check each one against the newsletter.
    
    [PASTE NEWSLETTER]
  5. 4. "What did you do this month?" report for the board

    Use it for: Answer "what did you do this month?" for the board.

    Below are my notes, calendar items and sent-email subjects for [MONTH]. Write a one-page staff activity report for the board.
    
    1. Group my work under these headings: Members and retention; Events; Board support; Membership growth; Admin and finance; Other.
    2. Under each heading give 2 to 5 bullets. Each bullet is one outcome, not one activity (write "Confirmed venue for Dec social, 60 seats" and not "Emailed venue").
    3. Add a line "Hours saved or redirected" only if my notes give the numbers. If they do not, leave it out.
    4. Add "Where I need the board" with up to 3 decisions or introductions I need, taken only from my notes.
    5. Keep it under 300 words. Use no adjectives about my own performance.
    
    [PASTE NOTES]
  6. 5. First check of a prospect application

    Use it for: A first, fair check of a prospect application.

    Below are our chapter's membership requirements and one prospect's application. Check the application against the requirements. Do not decide on membership; that is the committee's job.
    
    Give me a table with one row per requirement: requirement, what the application says (quote it), Met / Not met / Unclear, and the follow-up question to ask if it is Unclear.
    Then list anything in the application that looks inconsistent (for example, revenue and employee numbers that do not fit together).
    Use only the requirements I paste. Do not use outside knowledge of EO criteria.
    
    Requirements: [PASTE YOUR CHAPTER'S REQUIREMENTS]
    Application: [PASTE APPLICATION, PERSONAL CONTACT DETAILS REMOVED]
  7. 6. Event promotion: 3-email sequence

    Use it for: Promote an event with a 3-email sequence.

    Write 3 short emails to promote [EVENT NAME] on [DAY, DATE, TIME] at [PLACE]. Audience: [MEMBERS / SPOUSES / KEY EMPLOYEES]. The reason to come: [ONE SENTENCE IN YOUR WORDS].
    - Email 1, sent [DATE]: the announcement. Email 2, sent [DATE]: one detail that makes people curious (the speaker, the venue, the format). Email 3, sent [DATE]: last call, with the RSVP deadline [DATE].
    - Each email: a subject line of 7 words or fewer, 90 words or fewer, one clear RSVP action with [RSVP LINK].
    - Use only the facts above. If you need a fact I did not give, ask me first.
  8. Check the answer: add these to any prompt

    Use it for: Add to any prompt to catch mistakes.

    - Ask first: "Before you start, ask me the questions you need answered to do this well. Ask no more than 3."
    - Show your source: "For each point, show the line from my source that supports it. Mark anything that is not in the source UNSUPPORTED."
    - Find the weak spots: "Review your last answer as a skeptical board member. List the 3 weakest points and what would make each one wrong."
    - Count check: "Tell me how many items you received and how many you returned, so I can confirm that nothing was dropped."