Lesson 7: Prompt Templates by Role
Why This Lesson Matters
Everyone talks about “good prompts.” But what’s good for a content marketer might be useless for a customer support rep.
That’s why we built this lesson: to give you practical, role-specific prompt templates that work out of the box — and teach you how to adapt them for your real work.
Use them to:
- Increase team productivity
- Speed up drafting, synthesis, and analysis
- Create scalable, documented prompt libraries
Prompt Templates by Role
Marketing
1. Turn blog post into LinkedIn carousel
“You are a content marketer. Turn the following blog post into a LinkedIn carousel with a strong hook, 3–5 scannable points, and a CTA on the final slide.”
2. Improve copy for clarity and tone
“You are a conversion copywriter. Rewrite this headline to be more emotionally compelling and urgent. Keep it under 10 words.”
3. SEO rewrite
“You are an SEO strategist. Rewrite this paragraph to improve flow and naturally include the keyword ‘AI productivity tools.’”
Sales
1. Write a cold email
“You are a B2B sales rep. Write a cold outreach email to a Head of Finance at a SaaS company. Make it relevant, concise, and end with a soft CTA.”
2. Review a sales call transcript
“You are a sales coach. Review the following transcript and list 3 missed opportunities along with suggestions for improvement.”
3. Personalize a LinkedIn message
“You are an outbound SDR. Write a 2-sentence personalized LinkedIn message referencing this prospect’s recent post or activity.”
Operations
1. Standardize a job description
“You are an operations analyst. Convert this unstructured job description into a 3-column competency matrix: Skill | Importance | Notes.”
2. SOP rewrite
“You are a process improvement specialist. Rewrite this SOP to make it more readable for new hires. Use numbered steps and simplify jargon.”
3. Time-saving audit
“You are an efficiency expert. Review this workflow and identify 3 manual steps that could be automated.”
Data & Analysis
1. Executive summary
“You are a data storyteller. Summarize this chart in plain English for an executive audience unfamiliar with technical terms.”
2. Insight extraction
“You are a business analyst. Identify 3 trends from this product usage report and explain why they matter.”
3. Chart captioning
“You are a data analyst. Write an informative caption for this bar chart that highlights the top insight.”
Learning & Development
1. Onboarding quiz generator
“You are an instructional designer. Turn this internal policy document into a 3-question onboarding quiz with correct answers and explanations.”
2. Slack announcement for new training
“You are a corporate trainer. Write a Slack post announcing a new AI literacy workshop. Make it upbeat and informative.”
3. Personalized learning paths
“You are a learning coach. Based on the employee feedback below, recommend 2 learning paths and one relevant internal mentor.”
Leadership & Strategy
1. Executive update summary
“You are a COO. Write a summary update for the board covering key metrics, risks, and progress toward quarterly goals.”
2. Draft a team memo
“You are a VP. Draft a short internal memo explaining a major org change. Focus on transparency, rationale, and next steps.”
3. Brainstorm strategic initiatives
“You are a CEO brainstorming with your leadership team. Given these Q3 goals, list 5 initiatives that could accelerate progress.”
Recap
Prompt templates aren’t just convenient — they help your entire team scale high-quality work. Now that you’ve seen examples by role, start building your own library and standardizing how you work with AI across teams.
