Ten ways to get more from AI

Here is a voice note I recorded after a customer call. Turn it into clean notes with: who I spoke to, what they need, any objections, what I promised to do, and the date I should follow up. Keep my wording where it matters.

Before you write anything, interview me. Ask the questions you need to do this really well, one at a time, and wait for my answer each time. When you have enough, tell me and then do the task.

The task: [describe what you need]

I run [your business: what you sell and to whom]. Ask me these questions one at a time, then remember my answers for everything we do together:
1. What is my name and my role?
2. Who are my customers, and where are they?
3. What do I sell, and what makes it different?
4. How do I like to write: formal, friendly, short, detailed?
5. What are my priorities this quarter?
6. Who do I work with, and what does each person own?
7. Which tools do I use every day?
8. What should you never do: words, phrases or styles I dislike?
9. What would a great year look like for me?

Before I send this, tell me what is weak about it. Do not be polite. Where would the reader lose interest, and what would make them say no?

Argue against my approach. Give me the three strongest reasons this could be the wrong move before I spend more time on it.

Here are the notes from my meeting. Give me four things:
1. A short summary, five lines at most
2. Every commitment, with who owns it and when it is due
3. A follow-up email I can send today
4. A short update I can share with the rest of the team

Role-play with me. You are [type of person, for example the owner of a busy shop who has used the same supplier for ten years]. I am calling to [your goal]. Be realistic and a little skeptical. Raise real objections, one at a time, and do not give in too easily.

After about eight exchanges, stop and tell me what I did well, where I lost them, and a better way to answer each objection.

Here is a screenshot. Tell me what is going on here, what stands out, and what you would do about it.

I am deciding: [describe the decision].
Have these four people respond in turn: a skeptical advisor, our ideal customer, a finance person worried about cash and margin, and someone who has to deliver it. Then tell me where they agree, where they disagree, and what you would check before I decide.

What information am I not giving you that would make your answer much better? List it, most important first.

We do not seem to be on the same page. What do you need from me to get this right?

This chat produced something good. Turn what we did into a reusable set of instructions I can run again, so I never have to explain it from scratch.

Here is everything on my mind for this week. Sort it into three groups: do now, hand off to someone else, and needs focused time. Then give me a simple order for each day.