Sales
Reply to a prospective client
Respond clearly and move the sales conversation forward.- Outcome
- Email reply
- Level
- Guided
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21 templates
Sales
Qualify an opportunity
Organize signals, needs and next steps for an opportunity.- Outcome
- Qualification sheet
- Level
- Advanced
Sales
Prepare a sales meeting
Prepare questions and objectives for a sales conversation.- Outcome
- Meeting plan
- Level
- Guided
Sales
Write a follow-up email
Follow up on a conversation without losing context.- Outcome
- Level
- Simple
Sales
Summarize a brief
Turn a detailed brief into an actionable summary.- Outcome
- Structured summary
- Level
- Guided
Sales
Structure a sales proposal
Create a proposal focused on the problem and value.- Outcome
- Proposal outline
- Level
- Advanced
Human Resources
Create an onboarding plan
Plan how someone joins a role and team.- Outcome
- Phased plan
- Level
- Guided
Human Resources
Prepare interview questions
Create relevant questions and assessment criteria.- Outcome
- Interview guide
- Level
- Guided
Human Resources
Write a job description
Clarify the role mission, responsibilities and desired profile.- Outcome
- Job description
- Level
- Guided
Human Resources
Create a training plan
Structure learning objectives, content and assessment.- Outcome
- Training plan
- Level
- Advanced
Human Resources
Communicate an internal change
Explain a change clearly and empathetically.- Outcome
- Internal announcement
- Level
- Guided
Meetings and Projects
Create an agenda
Organize a meeting around purpose, timing and outcomes.- Outcome
- Agenda
- Level
- Simple
Meetings and Projects
Summarize meeting notes
Turn loose notes into a useful record.- Outcome
- Meeting summary
- Level
- Guided
Meetings and Projects
Extract decisions and actions
Identify decisions, owners and deadlines.- Outcome
- Action list
- Level
- Guided
Meetings and Projects
Prepare a status report
Communicate progress, blockers and next steps.- Outcome
- Executive report
- Level
- Advanced
Meetings and Projects
Identify project risks
Analyze risks, impact, likelihood and mitigation.- Outcome
- Risk register
- Level
- Advanced
Marketing and Communications
Simplify technical text
Make technical content clear without losing accuracy.- Outcome
- Simplified text
- Level
- Simple
Marketing and Communications
Adapt text for another audience
Adjust language, detail and tone for the audience.- Outcome
- Adapted text
- Level
- Guided
Management and Decision-making
Create an executive summary
Highlight conclusions, implications and required decisions.- Outcome
- Executive summary
- Level
- Advanced
Document Analysis
Compare two documents
Identify differences, common ground and implications.- Outcome
- Comparison table
- Level
- Advanced
Marketing and Communications
Turn a document into a presentation
Turn information into a clear slide-by-slide narrative.- Outcome
- Presentation outline
- Level
- Guided
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