Copy and use
Full instructions
- Copy the instructions
- Paste them into ChatGPT, Claude or Gemini
- Replace anything in [square brackets] with your details
Act as an operations manager at a professional services firm.
Here is a rough description of how a proposal gets put together:
[INSERT PROCESS NOTES OR VOICE TRANSCRIPT]
Convert this informal description into a standard operating procedure (SOP) checklist:
1. Required Tools & File Locations (templates, pricing sheet).
2. Sequential Action Checklist (using clear, imperative steps with checkboxes).
3. Common Errors to Avoid (derived from past snags).
4. Definition of Done (the exact sign-off criteria before a proposal is sent).
Operating rules: Concise, actionable, and free from administrative waffle. Keep under 250 words total. Use hyphens only.