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Finance

Trust Funding Letter to Client**Role:** Estate planner. **Context:** Client: [NAME]. Trust: [NAME + TYPE]. Assets to retitle: [LIST]. **Task…
Life Insurance Needs Analysis**Role:** Financial planner. **Context:** Client: [DEMOGRAPHICS + income + dependents]. **Task:** Analysis. In…
Disability Insurance Memo**Role:** Financial planner + risk specialist. **Context:** Client: [PROFESSION + income]. **Task:** Memo. Inc…
529 College Savings Plan Setup**Role:** Financial planner. **Context:** Family: [LOCATION + kids + ages + tuition target]. **Task:** 529 set…
HSA Optimization Strategy**Role:** Financial planner. **Context:** Client: [HDHP-eligible + cash-flow status]. **Task:** HSA strategy. …
Roth Conversion Analysis**Role:** Financial planner + CPA. **Context:** Client: [AGE + IRA balance + tax bracket + projected retiremen…
Tax-Loss Harvesting Memo**Role:** Financial planner + CPA. **Context:** Year-end. Client: [ACCOUNT + holdings + tax bracket]. **Task:*…
Year-End Tax Checklist**Role:** Financial planner. **Context:** Client: [SITUATION]. **Task:** Checklist. Income optimization. Retir…
Charitable Giving Strategy**Role:** Financial planner. **Context:** Client: [AGE + assets + charitable intent + giving level]. **Task:**…
Donor-Advised Fund Setup**Role:** Financial planner. **Context:** Client: [GIVING LEVEL]. DAF provider: [WHICH]. **Task:** Setup memo.…
Qualified Charitable Distribution (QCD) Memo**Role:** Financial planner. **Context:** Client: [age 70.5+ + IRA + charitable intent]. **Task:** QCD memo. E…
Backdoor Roth Strategy Memo**Role:** Financial planner + CPA. **Context:** Client: [HIGH-INCOME, traditional IRA balance]. **Task:** Memo…
Solo 401k Setup**Role:** Financial planner. **Context:** Self-employed client: [INCOME]. **Task:** Setup. Provider comparison…
SEP-IRA Setup**Role:** Financial planner. **Context:** Self-employed client: [SE INCOME]. **Task:** Setup. Vs Solo 401k. Co…
Cap Table Modeler (Pre/Post Round)**Role:** Startup CFO. **Context:** Current cap table: [LIST]. Round: [TERMS]. **Task:** Model. Pre-money. New…
QSBS (Section 1202) Analysis**Role:** Startup CFO + tax specialist. **Context:** Founder: [SHARES + acquisition date]. Liquidity event pro…
83(b) Election Memo**Role:** Startup employee tax advisor. **Context:** Employee: [GRANT TYPE + FMV at grant]. **Task:** 83(b) me…
Founder Secondary Sale Memo**Role:** Startup CFO. **Context:** Founder: [SHARES TO SELL]. Round: [SECONDARY in primary]. **Task:** Memo. …
Information Memorandum (M&A)**Role:** Investment banker / founder. **Context:** Company: [DETAILS]. Buyer audience: [STRATEGIC vs FINANCIA…
LBO Model Summary**Role:** PE associate. **Context:** Target: [WHAT]. Purchase price: [$X]. Debt: [TERMS]. Equity check: [$Y]. …
DCF Assumptions Memo**Role:** Equity analyst. **Context:** Company: [WHAT]. Industry: [WHICH]. **Task:** DCF assumptions memo. Rev…
Fund Operating Agreement Summary**Role:** Fund counsel. **Context:** Fund: [TYPE]. LP audience: [accredited]. **Task:** Summary. Capital commi…
Investor Presentation (Fund or Company)**Role:** Founder / GP pitching. **Context:** Vehicle: [WHAT]. Audience: [LP / VC]. **Task:** Presentation. Th…
LP Letter — Private Equity Fund**Role:** PE GP. **Context:** Quarter: [N]. Portfolio: [N companies]. Distributions: [$X]. Capital calls: [$Y]…
GP Quarterly Commentary**Role:** Hedge fund / mutual fund GP. **Context:** Quarter: [N]. Performance: [vs benchmark]. Major positions…
Fund Formation Memo**Role:** Fund formation counsel. **Context:** Strategy: [WHAT]. Target raise: [$X]. Investors: [LP TYPE]. **T…
Fundraise Pitch — RIA / Wealth Manager**Role:** RIA founder pitching for capital. **Context:** Firm: [AUM + growth]. Capital ask: [$X]. **Task:** Pi…
Placement Agent Brief**Role:** Fund GP working with placement agent. **Context:** Fund: [STRATEGY + size]. Target LPs: [LIST types]…
Investor Cold Outreach (Capital Raise)**Role:** Fund / company raising. **Context:** Investor: [WHO]. Why them: [REASON]. **Task:** Cold outreach em…
Investor Warm Intro Request**Role:** Founder requesting warm intro. **Context:** Investor target: [WHO]. Mutual: [WHO MIGHT INTRO]. Conte…
Investor DD Response Pack**Role:** Fund or company in fundraise. **Context:** DD list: [PASTE]. Materials ready: [LIST]. **Task:** Resp…
Investor Portal Launch**Role:** Fund ops lead. **Context:** Fund: [WHAT]. Investor count: [N]. Tech stack: [WHICH]. **Task:** Launch…
Annual Client Account Review**Role:** RIA portfolio manager. **Context:** Client: [DEMOGRAPHICS]. Account: [SIZE + history]. **Task:** Ann…
Annual Goals Review for Client**Role:** Financial planner. **Context:** Client: [PROFILE]. Goals last year: [LIST]. Progress: [METRICS]. **T…
Risk Tolerance Questionnaire**Role:** Financial planner. **Context:** New client intake. **Task:** Questionnaire. Time horizon. Income sta…
Crisis Communication — 20% Market Correction**Role:** RIA founder + portfolio manager. **Context:** Market down 20%+. Client list: [N]. Anxiety inbound. *…
Rebalance Memo to Client**Role:** RIA portfolio manager. **Context:** Client portfolio: [drift from target]. Tax implications: [GAINS …
Concentration Risk Review**Role:** Wealth manager. **Context:** Client: concentrated position (employer stock / inherited / venture). *…
Liquidity Plan**Role:** Wealth manager + estate planner. **Context:** Client: [LIQUIDITY EVENT pending — IPO / secondary / i…
Pre-IPO Planning Memo**Role:** Wealth manager for tech employee. **Context:** Client: [PRE-IPO SHARES + RSUs + ISOs]. IPO timeline:…

Coaching

Discovery Call Script (Executive Coaching)**Role:** Executive coach. **Context:** Prospect: [TITLE + COMPANY + tenure]. Reason for booking: [TRIGGER]. *…
Coaching Curriculum (12-week Leadership)**Role:** Executive coach. **Context:** Client: [LEVEL]. Goal: [LEADERSHIP TRANSFORMATION]. Modality: [WEEKLY …
Coaching Program (6-month Career Pivot)**Role:** Career coach. **Context:** Client: [CURRENT ROLE]. Target: [PIVOT]. **Task:** 6-month program. Month…
Cohort Program Outline (12-week Group)**Role:** Cohort coach. **Context:** Niche: [WHAT]. Cohort size: [N]. Format: [LIVE SESSIONS + ASYNC + COMMUNI…
Half-Day Workshop (Leadership Team)**Role:** Leadership consultant facilitator. **Context:** Audience: [EXEC TEAM size]. Topic: [WHAT]. Pre-work …
Full-Day Workshop (Strategy Off-site)**Role:** Strategy consultant facilitator. **Context:** Team: [SIZE + roles]. Open question: [STRATEGIC TENSIO…
Keynote Outline (45-min)**Role:** Keynote speaker. **Context:** Conference: [WHICH]. Audience: [SIZE + roles]. Topic: [WHAT]. **Task:*…
1:1 Coaching Agreement**Role:** Coach + outside counsel. **Context:** Engagement: [DURATION + FREQUENCY + PRICE]. **Task:** Agreemen…
Group Coaching Agreement**Role:** Group coach. **Context:** Program: [WHAT]. Duration: [N weeks]. Capacity: [N]. **Task:** Agreement. …
5-Figure Coaching Proposal**Role:** Senior coach. **Context:** Prospect: [TITLE + COMPANY]. Pain: [WHAT]. Engagement: [3-6 MONTHS]. **Ta…
6-Figure Consulting Proposal**Role:** Senior consultant. **Context:** Prospect: [COMPANY]. Engagement: [STRATEGIC INITIATIVE]. **Task:** P…
Case Study (1-year Client)**Role:** Coach writing case study. **Context:** Client: [ROLE + COMPANY + 1-year journey]. Surprising result:…
Testimonial Request to Client**Role:** Coach / consultant. **Context:** Client just completed: [WHAT]. Their result: [METRIC]. **Task:** Em…
Video Testimonial Brief**Role:** Coach + videographer. **Context:** Client: [WHO]. Story arc: [BEFORE/MIDDLE/AFTER]. **Task:** Brief.…
Client Referral Request**Role:** Coach. **Context:** Past client: [NAME]. Time since engagement: [N months]. **Task:** Email. Persona…
Sales Page (Cohort Program)**Role:** Coach + copywriter. **Context:** Program: [WHAT]. Outcome: [TRANSFORMATION]. Price: [$X]. **Task:** …
Webinar Funnel (Coach Sales)**Role:** Coach marketer. **Context:** Topic: [WHAT]. Goal: [bookings into discovery calls]. **Task:** Funnel.…
Free Masterclass Landing**Role:** Coach marketer. **Context:** Masterclass: [60-min]. Audience: [WHO]. **Task:** Landing page. Headlin…
Podcast Pitch (Inviting Guests to YOUR Podcast)**Role:** Coach launching a podcast. **Context:** Guest target: [WHO]. Why them: [REASON]. Your show: [SUMMARY…
LinkedIn DM Sequence (B2B Coach Outreach)**Role:** B2B coach prospecting. **Context:** Target: [TITLE + INDUSTRY]. Trigger: [PUBLIC POST / PROMOTION / …
Cold Email Sequence (Consulting)**Role:** Consultant prospecting. **Context:** Target audience: [PERSONA]. Offer: [STRATEGY ASSESSMENT]. **Tas…
Client Onboarding Email 1 (Day 0)**Role:** Coach. **Context:** New client: [DEMOGRAPHICS]. Engagement: [TERMS]. **Task:** Welcome email. Person…
First Session Script (Coaching Intake)**Role:** Coach. **Context:** First session 60-90 min. **Task:** Script. Welcome (5 min). Intake review (15 mi…
Session Intake Form (Coaching Client)**Role:** Coach intake. **Context:** Client onboarding. **Task:** Intake form. Demographics + role. Current st…
Session Reflection Template (Client Use)**Role:** Coach + client tool. **Context:** Post-session reflection by client. **Task:** Template. 3 questions…
Session Closing Template**Role:** Coach. **Context:** Each session ends with: clarity + commitment. **Task:** Closing template. Recap …
Between-Session Check-in Message**Role:** Coach. **Context:** Client commitment from last session: [WHAT]. **Task:** Mid-week check-in. Acknow…
Between-Session Assignment**Role:** Coach. **Context:** Session topic: [WHAT]. Client commitment: [WHAT]. **Task:** Assignment. Specific…
Session Summary Email**Role:** Coach. **Context:** Session: [DATE]. Key insights: [LIST]. Client commitment: [WHAT]. **Task:** Summ…
Monthly Check-in Email**Role:** Coach. **Context:** Past client: [NAME]. Time since engagement: [MONTHS]. **Task:** Email. Acknowled…
Client Quarterly Review**Role:** Coach + client. **Context:** Quarter of work together: [PROGRESS]. **Task:** Review. Goals set last …
Annual Client Review**Role:** Coach + client. **Context:** 1 year of working together. **Task:** Annual review. Goals year 1. Outc…
Client Off-boarding**Role:** Coach. **Context:** Engagement ending. Reason: [SCHEDULED / EARLY]. **Task:** Off-boarding plan. Fin…
Testimonial Collection Cadence**Role:** Coach marketer. **Context:** Client tenure: [3, 6, 12 months]. **Task:** Cadence. 3-month: written q…
Pricing Audit for Coach**Role:** Coaching business strategist. **Context:** Current pricing: [TIERS + $]. Demand signals: [WAITLIST? …
Niche-Down Decision Memo**Role:** Coaching business strategist. **Context:** Generalist practice. Considering niching to [SPECIFIC AUD…
Expert Positioning Doc**Role:** Personal brand strategist. **Context:** Coach: [BACKGROUND]. Expertise: [DOMAIN]. **Task:** Position…
Book Proposal Outline**Role:** Coach turning expertise into a book. **Context:** Topic: [WHAT]. Audience: [WHO]. **Task:** Proposal…
Membership Pitch Page**Role:** Coach with a membership. **Context:** Membership: [WHAT INCLUDED]. Tier: [$X/mo]. **Task:** Pitch pa…
Mastermind Pitch (High-end Cohort)**Role:** Coach launching mastermind. **Context:** Audience: [SENIOR LEVEL]. Container: [12 PEOPLE + 6 MONTHS]…
Accountability Container Design**Role:** Coach. **Context:** Goal: structured accountability for high-performers. **Task:** Container design.…
30-Day Kickoff Plan (New Engagement)**Role:** Coach. **Context:** First 30 days with client. **Task:** Kickoff plan. Week 1: intake + first sessio…
90-Day Midpoint Review**Role:** Coach + client. **Context:** 90 days in on a 6-month engagement. **Task:** Midpoint review. Goals ye…
1-Year Review (Client)**Role:** Coach. **Context:** Year of engagement. **Task:** 1-year review. Outcomes. Transformation moments. L…
Boundary-Setting Email (Over-Demanding Client)**Role:** Coach. **Context:** Client: [WHO]. Behavior: [SCOPE CREEP / EXCESSIVE REQUESTS]. **Task:** Email. Ac…
Scope Creep Response**Role:** Consultant. **Context:** Client asking for [WHAT outside scope]. **Task:** Email. Acknowledge their …
Refund Request Response**Role:** Coach. **Context:** Client requesting refund. Reason: [WHAT]. Refund policy: [PER AGREEMENT]. **Task…
Partnership Pitch (Strategic Partner)**Role:** Coach + partner. **Context:** Target partner: [WHO]. Mutual benefit: [WHAT]. Specific format: [REFER…
Annual Income Goal Plan**Role:** Coaching business strategist. **Context:** Solo practitioner. Last year income: [$X]. Target: [$Y]. …

Writing

PCRF Master PromptPersona: You are a world-class [specific expert] with deep domain knowledge in [field]
Viral Blog Post CreatorWrite a compelling, SEO-optimized blog post about [topic] for [target audience]
Executive Email WriterDraft a concise, high-impact email from [your role] to [recipient/audience] about [subject]
Story World BuilderCreate a richly detailed fictional world for [genre/story]
Press Release GeneratorWrite a professional press release for [company] announcing [news]
Socratic Dialogue WriterWrite a Socratic dialogue between two characters exploring the question: [philosophical/ethical question]
Newsletter Issue CreatorWrite a weekly newsletter issue for [audience] about [topic/niche]
Speech & Presentation ScriptWrite a [X]-minute speech for [occasion] to be delivered by [speaker profile] to [audience]

Engineering

Chain-of-Thought ActivatorLet's think step by step
Code Review SpecialistReview this [language] code like a principal engineer at Google: ``` [code] ``` For each issue found, format a…
Debug DetectiveI have a bug in my [language] code