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Your know-how and processes

Fix a slow process

Find where a process gets stuck and how to simplify it.

Best for
Owners and team leads
Est. time saved
2+ hours
Works with
ChatGPT, Claude and Gemini

When to use it

  • A job takes longer than it should, or keeps going wrong.
  • You can describe the steps as they really happen.

When not to

  • If you can't describe the steps yet. Use "Turn know-how into a how-to guide" first.

What to have ready

  • The steps as they happen today
  • Who does each step and the tools used
  • Where it goes wrong or waits
  • What "better" would look like

The prompt

Fill in the [BRACKETS], then paste it into ChatGPT, Claude or Gemini.

› the prompt
You're helping me improve a process in my business. This is a plan for me to check. Don't change anything.

The process: [E.G. FROM INQUIRY TO FIRST VISIT]
The steps as they happen today: [LIST THEM IN ORDER, WITH WHO DOES EACH AND THE TOOLS USED]
Where it goes wrong or waits: [WHAT YOU'VE NOTICED]
What better would look like: [E.G. FEWER STEPS, NO DOUBLE ENTRY, FASTER]

Please:
1. Rewrite the steps as a simple numbered map.
2. Mark steps that wait, repeat, get done twice or often go wrong.
3. Suggest which steps to cut, combine or simplify, and which could be automated later. Fix before you automate.
4. Draw the new, shorter map.
5. Suggest a small trial: what to try first, for how long, and how we'll know it worked.

Rules:
- Use only what I've told you. Don't invent steps, numbers or time savings.
- If you estimate an improvement, label it as a guess.
- If any of this is for my team, it's a draft for me to check first.

Example input

A made-up example of what the brackets might say.

Process: new inquiry to first site visit. Steps: inquiry arrives by email; Sam copies it into a spreadsheet; I call them back; I check my diary; I email a time; Sam adds it to the shared calendar. Goes wrong: callbacks take days, and visits get double-booked. Better: book the visit on the first call, with no copying.

Tips

  • Walk through the process with the person who actually does it. They'll know the workarounds.
  • Change one thing at a time, so you know what helped.

Want prompts built around your business?

Our AI Tool Audit finds the jobs worth handing to AI, and writes ready-to-use prompts for your top three.