AI Business Operations Starter Kit

4-page operational guide for business teams adopting AI
Wingman Protocol | AI & Tech Product | Page 1
AI tool stack guide
ToolBest ForPriceLimitationsRating
ChatGPTGeneral writing, brainstorming, coding help, workflows$20+/moMay hallucinate; privacy depends on plan and settings.9.2/10
ClaudeLong-form reasoning, drafting, document analysis$20+/moUsage caps vary; may be less tool-integrated in some stacks.9.3/10
GeminiWorkspace integration, multimodal tasks, Google ecosystem$20+/moOutput quality can vary by task and plan.8.7/10
PerplexityResearch, citations, current-web queries$20+/moSource quality still requires judgment; not a system of record.8.8/10
Notion AIInternal docs, meeting notes, knowledge workflows$10+/seat add-on or plan-dependentBest inside Notion; limited outside-document context.8.3/10
Grammarly AIEditing, rewrite suggestions, tone cleanup$12+/moNot a replacement for deep strategy or subject expertise.8.1/10
MidjourneyHigh-quality image generation$10+/moPrompting takes practice; image rights/use may need review.8.6/10
ElevenLabsVoice generation, dubbing, narration$5+/moRequires careful consent and voice governance.8.5/10
Selection rule: choose one primary writing/reasoning model, one research tool, and only the specialty tools your workflow truly uses. AI sprawl creates cost and confusion faster than it creates leverage.

AI Business Operations Starter Kit

Business prompt bank for customer service, hiring, and email
Wingman Protocol | AI & Tech Product | Page 2
50 business prompt templates — part 1
Prompt NamePrompt Text
Customer Reply DraftWrite a customer support reply to this message: [paste message]. Be empathetic, concise, and propose the clearest next step.
Complaint De-escalationDraft a calm response to an upset customer dealing with [issue]. Acknowledge the frustration, explain what can be done, and rebuild trust.
Refund Policy ExplanationWrite a clear, human explanation of our refund policy for a customer asking [question]. Avoid legal jargon and keep the tone respectful.
Live Chat MacroCreate a reusable live-chat response for [scenario]. Keep it friendly, efficient, and easy for agents to personalize.
Support Ticket SummarySummarize this ticket thread into issue, root cause, actions taken, current status, and next step: [paste thread].
Escalation HandoffWrite an internal escalation note for another team. Include customer issue, urgency, what has been tried, and what is needed next.
Help Center ArticleWrite a help article explaining how to [task]. Include step-by-step instructions, common issues, and when to contact support.
Customer Follow-Up Check-InDraft a follow-up email checking whether the customer’s issue with [problem] was resolved and inviting further questions.
New Hire Job DescriptionWrite a job description for a [role] supporting [team/company]. Include mission, responsibilities, must-haves, and 90-day success outcomes.
Candidate OutreachDraft a recruiter outreach email to a passive candidate for [role]. Explain why they stood out and why the opportunity may fit.
Interview Question SetGenerate 12 interview questions for a [role]. Include what each question is testing and what a strong answer looks like.
Candidate Feedback SummaryTurn these interview notes into balanced candidate feedback with strengths, concerns, and hire/no-hire recommendation: [paste notes].
Reference Check QuestionsCreate 10 thoughtful reference check questions for a [role] candidate focused on strengths, collaboration, and risk areas.
Offer Letter EmailDraft an offer email to a candidate. Include enthusiasm, role, compensation placeholders, timeline, and next steps.
Rejection EmailWrite a respectful rejection email for a candidate who interviewed for [role]. Keep it warm, clear, and concise.
Onboarding PlanBuild a 30-day onboarding plan for a new [role]. Include training, stakeholders to meet, and first deliverables.
Team Introduction EmailWrite an internal introduction email announcing a new hire joining as [role]. Include background, start date, and welcome note.
Manager 1:1 AgendaCreate a repeatable 1:1 agenda for a manager and a new employee. Include wins, blockers, learning, feedback, and support needed.
Recruiting ScorecardCreate a structured scorecard for evaluating [role] candidates. Include competencies, rating scale, and evidence prompts.
Hiring Debrief SummarySummarize a hiring debrief into key evidence for and against the candidate, open questions, and recommendation.
Cold Sales EmailDraft a cold sales email to [audience] about [offer]. Personalize the pain point, state the value, and end with one simple CTA.
Follow-Up Email SequenceCreate a 4-email follow-up sequence for a lead who showed interest in [offer] but did not respond after the first meeting.
Proposal Follow-UpWrite a polite follow-up email for a proposal sent [time period] ago. Keep it professional and low-pressure.
Internal Email RewriteRewrite this internal email so it is clearer, shorter, and easier to skim: [paste email].
Executive Update DraftDraft a concise executive update on [project/topic]. Include progress, risk, asks, and next milestone.
Policy Announcement EmailWrite an employee email announcing a new policy on [topic]. Explain the why, what changes, effective date, and where to ask questions.
Client Kickoff EmailDraft a kickoff email for a new client engagement. Confirm goals, timeline, contacts, and the first action required.
Meeting Invite CopyWrite invite copy for a [meeting type] meeting that explains purpose, agenda, prep required, and outcomes.
Reminder EmailWrite a professional reminder email about [invoice, deadline, approval, meeting]. Keep it firm but polite.
Apology EmailDraft an apology email after [mistake/problem]. Take responsibility, explain the fix, and state how recurrence will be prevented.
FAQ Response BankCreate 15 short email responses to common customer questions about [product/service].
Account Renewal EmailDraft a renewal reminder email for customers whose subscription expires in [time period]. Include value recap and a simple renewal CTA.
Upsell Recommendation EmailWrite an upsell email recommending [higher-tier product/service] to existing customers based on this usage pattern: [paste usage notes].
Customer Win AnnouncementDraft a customer success spotlight for internal or external use using these notes: [paste notes]. Keep it concise and results-focused.
Candidate Scheduling EmailWrite a scheduling email that offers interview times, confirms format, and explains any prep for the candidate.
Re-engagement EmailWrite a re-engagement email for leads or customers who have gone quiet. Make it useful rather than needy.
NPS Follow-Up PromptWrite follow-up messages for detractors, passives, and promoters after an NPS survey. Keep each tailored and action-oriented.
Sales Call RecapTurn these sales notes into a clear recap email with needs, priorities, proposed solution, and agreed next step: [paste notes].
Interview Debrief EmailWrite an internal email summarizing the hiring team’s current view of a candidate and what needs validation next.
Collections ReminderDraft a late-payment reminder email that is firm, professional, and relationship-preserving.
Internal FAQ LaunchWrite an internal launch FAQ for a new process or tool. Include what changed, who is affected, and where to get help.
Partner OutreachDraft a partnership outreach email to [organization/person] proposing a collaboration around [topic].
Executive Assistant DraftWrite a concise email on behalf of an executive declining a request while preserving goodwill and the relationship.
Customer Recovery OfferWrite a message offering a make-good after a service failure. Include acknowledgement, remedy, and assurance.
Hiring Process UpdateDraft an update to candidates about a hiring timeline delay. Be transparent and respectful.
Referral RequestWrite a referral request email to a happy customer or partner asking for introductions to similar companies or contacts.
Policy Reminder ScriptCreate a short manager script for reminding an employee or team about a policy without sounding punitive.
Sales Objection EmailDraft an email reply addressing a prospect objection about budget, timing, or internal bandwidth.
Voicemail ScriptWrite a 20-second professional voicemail script for following up with [lead/customer/candidate].
Hand-off BriefSummarize this account, candidate, or customer history so a teammate can take over smoothly: [paste notes].

AI Business Operations Starter Kit

Business prompt bank for reporting, analysis, and policy
Wingman Protocol | AI & Tech Product | Page 3
50 business prompt templates — part 2
Prompt NamePrompt Text
Weekly Metrics SummaryTurn this data into a concise weekly business summary highlighting wins, losses, anomalies, and recommended focus areas: [paste metrics].
Monthly Report DraftWrite a monthly operations report using this information: [paste data]. Include summary, trends, risks, and next actions.
Executive Dashboard NarrativeTranslate these dashboard numbers into a short narrative that explains what happened, why it matters, and what should happen next.
Variance Analysis PromptAnalyze these actual vs forecast numbers and explain the major variances, likely causes, and actions to correct course: [paste numbers].
Board MemoDraft a board memo on [topic] with context, current status, risk, recommendation, and requested decision.
Policy DraftWrite a plain-English company policy for [topic]. Include purpose, scope, expectations, responsibilities, and reporting path.
Employee AI Policy OutlineCreate an outline for an employee AI usage policy covering approved tools, sensitive data rules, review expectations, and prohibited use cases.
Incident SummarySummarize this incident into timeline, impact, root cause, customer effect, and preventive actions: [paste notes].
Risk Register EntryTurn this issue into a structured risk register entry with likelihood, impact, mitigation, owner, and monitoring trigger.
Standard Operating ProcedureConvert this process into a clean SOP with purpose, trigger, owner, steps, exceptions, and QA checks: [paste process].
Cross-Functional UpdateWrite a cross-functional update for [initiative]. Include progress, decisions made, open questions, and dependencies.
Project BriefDraft a project brief for [initiative]. Include objective, background, scope, stakeholders, timeline, risks, and success metrics.
Root Cause AnalysisUse a structured root cause analysis to examine this recurring issue: [issue]. Show probable causes, evidence, and recommended fixes.
Stakeholder FAQCreate an FAQ for stakeholders about [change/project]. Address why it matters, expected impact, timeline, and how concerns will be handled.
Change Management PlanBuild a light change management plan for [new system/process]. Include communications, training, adoption metrics, and support plan.
Process Bottleneck FinderReview this workflow and identify the likely bottlenecks, wasted effort, and automation opportunities: [paste workflow].
Vendor Comparison SummaryCompare these vendors and recommend the best option based on capability, cost, support, implementation risk, and long-term fit.
Budget RequestWrite a budget request for [tool/headcount/project]. Show the problem, business case, ROI, risks, and amount requested.
Decision Log EntryWrite a decision log entry documenting what was decided, why, alternatives considered, owner, and review date.
Team Charter DraftCreate a team charter for [team]. Include mission, core responsibilities, decision rights, meeting cadence, and success metrics.
Communication PlanDraft a communication plan for [initiative]. Identify audiences, message goals, channels, timing, and owner.
Customer Trend AnalysisAnalyze these customer complaints or requests and surface the top patterns, likely root causes, and highest-value fixes.
Policy Q&A RewriteTurn this dense policy text into a Q&A format employees can understand quickly: [paste policy].
Audit Prep ChecklistCreate an audit preparation checklist for [process/domain]. Include documents, owners, evidence, and review timing.
Leadership Talking PointsWrite 10 talking points for leaders announcing [change/strategy]. Keep them consistent, practical, and confidence-building.
Postmortem ReportWrite a postmortem report for [incident/project]. Include what happened, what went well, what failed, and the prevention plan.
Performance Improvement PlanDraft a respectful performance improvement plan framework for an employee struggling with [issue]. Focus on clarity, support, and measurable expectations.
Internal Training OutlineCreate a 45-minute internal training outline on [topic]. Include objectives, agenda, examples, exercise, and review questions.
Compliance ReminderWrite a compliance reminder message about [policy/process]. Explain expectations clearly and avoid fear-based language.
KPI Recommendation PromptSuggest the most important KPIs for [team/function], define each one, and explain what management decisions it should influence.
Strategic Options MemoPresent 3 strategic options for addressing [problem]. For each option, explain benefits, downsides, resources needed, and recommendation.
Quarterly Planning PromptTurn these priorities into a quarterly operating plan with goals, owners, milestones, dependencies, and review cadence.
Manager Communication DraftDraft a message managers can use to explain [policy/process change] to their teams consistently and clearly.
Data Privacy ReminderWrite a short internal notice reminding employees what data must never be pasted into AI tools and what approved alternatives exist.
Implementation Readiness ReviewAssess whether we are ready to implement [tool/system]. List what is in place, what is missing, major risks, and the go/no-go recommendation.
Executive Decision BriefCreate a decision brief for executives about [proposal]. Include context, options, financial/operational impact, risk, and recommendation.
Policy Exception RequestDraft a template for employees requesting an exception to [policy]. Include required business justification and approval path.
M&A Due Diligence QuestionsGenerate operational due diligence questions for evaluating a potential acquisition target in [industry].
Department ScorecardCreate a department scorecard template with metrics, owner, target, trend, status, and commentary.
Crisis Communication DraftDraft an internal crisis communication message for [scenario]. Keep it factual, calm, and action-oriented.
AI Use Case PrioritizerGiven these business processes [paste list], rank the best AI use cases based on effort, value, risk, and speed to pilot.
Policy Rollout FAQWrite a rollout FAQ for a new internal policy so managers can answer employee questions consistently.
Quarterly Business ReviewTurn these notes and metrics into a QBR narrative covering wins, misses, root causes, and next-quarter priorities.
Audit Finding ResponseDraft a response plan for an audit finding. Include issue summary, owner, corrective action, and target completion date.
Control Test ScriptWrite a control testing checklist for [process/control]. Include evidence required and pass/fail criteria.
Executive Presentation OutlineCreate a 10-slide executive presentation outline for [initiative]. Include the key message each slide should carry.
Workflow Governance PromptDesign a governance model for an AI-assisted or automated workflow. Define owner, reviewer, approval rules, and exception handling.
Policy Comparison PromptCompare two policy drafts and summarize differences in scope, risk, enforceability, and clarity.
Forecast NarrativeExplain this forecast update in plain language, highlighting assumptions, confidence level, and the decisions leadership should make.
Service Level PolicyDraft a service level policy for [team/function] covering response times, ownership, and escalation thresholds.

AI Business Operations Starter Kit

Implementation checklist and privacy guardrails
Wingman Protocol | AI & Tech Product | Page 4
AI implementation checklist
#Action
1Name executive sponsor and workflow owner.
2Identify 3 high-friction processes worth piloting.
3Define success metrics for each pilot.
4Document current-state baseline time / cost / error rate.
5Choose approved AI tools and access model.
6Review vendor privacy and security terms.
7Classify data sensitivity levels.
8Create approved / prohibited data rules.
9Draft employee AI usage policy.
10Train pilot users on safe prompting.
11Build prompt templates for pilot workflows.
12Start with low-risk internal use cases.
13Add human review checkpoints.
14Create escalation path for bad outputs.
15Track time saved and quality changes.
16Collect user feedback weekly.
17Measure exception rates and rework.
18Standardize winning prompts into SOPs.
19Create audit log or documentation process.
20Define who can approve automation changes.
21Expand only after pilot metrics are positive.
22Set retention / deletion guidance for AI outputs.
23Review bias and fairness risks in people processes.
24Update customer-facing disclosures if needed.
25Create incident response steps for AI misuse.
26Reassess tools quarterly.
27Retire unused subscriptions.
28Report wins and lessons to leadership.
29Refresh training every quarter.
30Repeat with the next highest-value workflow.
Data privacy rules
Employee AI policy outline
SectionWhat It Should Cover
PurposeWhy the company uses AI and the outcomes it supports.
Approved toolsNamed tools, plan tiers, owners, and approved use cases.
Restricted dataExact categories of information employees must not paste into AI tools.
Human reviewWhich outputs require approval before sending or publishing.
RecordkeepingHow prompts, outputs, or decisions should be documented when needed.
Compliance & disciplineWhat happens if policy is violated and who to contact with questions.