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Build one page for the partner from what already happened this week
Works with any AI
What it's for It summarizes the week for the partner, with no forecast and no recommendation.
What you get One page: facts, decisions they should see, and what can wait.
The prompt (copy it and paste it into your assistant)
Help me build one page for the partner. I am pasting the week's notes. Three blocks: facts, decisions the partner has to see, and topics that can wait. Do not make a forecast. Do not recommend. If a note does not say the result, do not fill it in. One sentence per fact at most. Notes: [paste the week here]
The partner meeting turns into a story and not into decisions.
How to use it
- Copy the prompt.
- Paste your details into the brackets.
- Review the result before you use it.We sent the quote for the shop. The customer has not answered. The permit is still at city hall. There is a bank newsletter.
You write
We sent the quote for the shop. The customer has not answered. The permit is still at city hall. There is a bank newsletter.
You get back
Facts - Shop quote sent. No answer from the customer. - Permit still at city hall. For the partner - The quote still has no answer. Can wait - The bank newsletter. This stays with you so you can correct it before anyone else sees it. I did not send it.
In three steps
- Facts in one sentence.
- Separate what the partner must see.
- Send noise to "can wait".
A tip The newsletter does not take space on the partner's page.