The ten prompts, word for word
1. Everything you pay for twice
List every recurring charge on this statement. Group anything that does the same job as something else on the list, and tell me which one in each group I am actually using.
How to use it: Export the last three months from your card or bank as CSV and paste it in. Duplicates hide as different names for the same category, not as identical line items.
2. The quote you were about to accept
Here is a quote I have been sent. Tell me what is priced, what is assumed but not priced, and what I will be charged for later that is not on this page.
How to use it: The money is rarely in the headline number. It is in what the quote quietly leaves out and bills for afterwards.
3. The invoice against the contract
Here is a contract and here is the invoice I just received for it. Line by line, does the invoice match what the contract says I agreed to pay?
How to use it: Give it both documents in one go. Asking about the invoice alone gets you an opinion; asking with the contract gets you a comparison.
4. The job you were going to outsource
Here is a task I was about to pay someone to do. Break it into steps, and tell me which steps genuinely need a person and which are a form, a template, or a repeated lookup.
How to use it: The answer is usually that some of it needs a person. That is a real answer. The saving is in not paying for the whole job when you needed part of it.
5. Renewals, read properly
Here is my current renewal and two alternative quotes. Put the cover, the excess, the sub-limits and the exclusions side by side, and tell me where the cheaper one is cheaper because it covers less.
How to use it: Works for insurance, utilities, software and anything else that renews. The cheap option is often cheap for a reason the front page does not state.
6. What your unanswered enquiries were worth
Here is a list of enquiries with the date each came in and the date I replied. Where are the gaps, and what pattern is in the ones I never answered at all?
How to use it: Strip the names to references before you paste anything. The pattern is usually a day of the week or a channel you do not check.
7. The task costing you a fortnight a year
Here is something I do every week. Estimate the time it takes me, tell me what that adds up to over a year, and say which part of it could run on a schedule without me.
How to use it: The point is not the hours estimate. It is seeing which part of the job is the repeatable bit, because that is the part worth automating.
8. Your listings, wrong on sites you forgot
Search the public web for my business name and my own name. List every public listing, profile or directory entry, and flag anything out of date.
How to use it: Needs a model with web search on. It turns up old addresses and profiles you never made. Stale listings send enquiries somewhere you no longer are.
9. The tool one prompt replaces
Here is a tool I pay for and here is what I actually use it for. Is that job something I could do with a prompt and a file instead, and what would I lose if I did?
How to use it: Ask for what you would LOSE, not just whether it is possible. Sometimes the honest answer is that the tool is worth keeping.
10. The hire you do not need yet
Here is the role I am thinking of hiring for and here is what I want them to do. Split it into work that needs judgement, work that needs presence, and work that is a process I have not written down.
How to use it: If most of it lands in the third pile, you have a process problem, not a headcount problem. Write the process down first.
An honest note on the free plan. Every prompt here works by pasting in a document or a list. Number eight needs web search turned on. None of them need your passwords, and none of them should be given a file with customer names still in it. Strip the names to references first.