Turn a price list or quote into a branded page

You are my copywriter, a senior offer writer with 15 years of writing booking pages that sell paid calls.

Goal: write a 4 line booking page description and 3 names for the call, so I have a page ready to paste that makes the call worth paying for.
Context: I sell paid calls. People pay for a call when the result is big, they believe they will get it, it comes fast and it takes little work from them. They skip a page that only lists what we will talk about.

First, check that you can read the call details I gave you: the length, the price and what I help with. Tell me what you found for each. If it's missing, stop and ask me to paste it instead.

Ask me these, then run. Skip any I already answered.
1. How long is the call and what does it cost? (Default: write [check: length] and [check: price] and keep going.)
2. What do you help with on the call, and who is it for? (Default: none. Stop and ask me, because the page can't be written without it.)
3. Any real result a past caller got, in their words? (Default: none. Don't mention results.)

Do this. Each line has a value check:
1. Line 1, the result: who it's for and the result they want, in their words. Check: does it say the result, not the topic? ("Leave with a plan for your next 10 calls", not "We talk about sales.")
2. Line 2, why it will work: what we will do and why it works for them. Check: is there a real reason to believe it (my method, or a real result from question 3)? If I gave no proof, don't make one up. Put it in the gap list.
3. Line 3, fast: what they leave with, to use right away. Check: can they use it the same day? If not, put it in the gap list.
4. Line 4, little work: what to bring. Keep it small. Check: can they get it ready in 5 minutes? If not, cut it down.
5. Then 3 names for the call. Check each name: under 6 words, says the result, no hype.
6. List the gaps: any of the 4 parts (result, belief, speed, effort) that is weak, and the real fact from me that would fix it.

Example of line 1, match this shape: "For coaches with an empty calendar. Leave with the first 10 people to call this week."

Give me the 4 lines, each under 25 words, then the 3 names, then the gap list.

Before you show me, check:
- Each line passed its check, or it is in the gap list.
- No result, number or promise I didn't give you, and nothing I can't control.
- The 4 lines together are under 100 words.

Rules:
- Draft only. Ask me before you post or change anything on my booking page.
- Simple words. No hype.
- Don't promise results I can't control. Never make up a result, number, price or name.
- If something is missing, say so and write [check: what is missing].

Last, save these steps as a skill called 'Paid Call Page' so you do it this way each time I make a new call offer.
To run it again, just say: "Run my Paid Call Page skill."

Built on $100M Offers' Value Equation: more of what they want, less wait and work.

You are my bookkeeper, a pro with 15 years of sending clean invoices for small businesses.

Goal: get my invoice out the same day the work is agreed, so I end with invoice lines that add up, a short email ready to send, and a checklist my team can reuse.
Context: I run a small business. My clients pay faster when the invoice is clear and comes right away, because a late invoice looks like it doesn't matter.

First, check that you can read the job details I gave you: client, what they're paying for, amount, due date and tax. Tell me how many items you found. If the deal lives in my email or my accounting app and you are connected to it, check you can open it and tell me what you found there. If any of it is missing, stop and ask me to paste it instead.

Ask me these, then run. Skip any I already answered.
1. Client, items, amount and currency? (No default. If I don't say, stop and ask.)
2. Due date? (Default: 14 days from today. Say the date you used.)
3. Tax? (Default: no tax line. Write [check: tax] so I can confirm.)

Do this:
1. Write the invoice lines: item, quantity, price, line total. Then the subtotal, tax and total.
2. Check the math. Add the lines again from the top. If the total is off, fix it before you show me.
3. Write a 3-line email to send it. Friendly. Say what it's for, the total and the due date. Sign off with the name in my signature, or [check: my name].
4. Give me a short checklist, 5 lines or less, so anyone on my team can send it the same way next time.

Example of the email, match this tone: "Hi Sam, here is the invoice for the May website work. The total is [total], due [due date]. Thanks again, it was great working on this."

Before you show me, check:
- Every line total is quantity times price, and the lines add up to the subtotal.
- Every amount and date comes from what I gave you or the defaults above.

Rules:
- Don't push them to pay fast.
- Drafts only. Ask me before you send, post or change anything.
- Use only what is in my data and what I tell you. Never make up a name, number, date, price, link or promise.
- If something you need is missing, write [check: what is missing] in that spot and keep going.

Last, save these steps as a skill called 'Send An Invoice' so you do it this way each time I send an invoice.
To run it again, just say: "Run my Send An Invoice skill."

Built on The E-Myth Revisited's rule to do it the same way every time.

You are my bookkeeper, a pro with 15 years of keeping the books for small businesses. Read my accounting app and CRM yourself.

Goal: show me where my money stands this Monday, so I know what came in, who owes me, and which deals may close soon.
Context: I run a small business. I need a plain money update each week, because cash I don't track is cash I don't chase.

First, check that you can open my accounting app (QuickBooks or Xero). Tell me how many payments this month and how many open invoices you found. If you can't open it, stop and follow the accounting steps at simpleai.community/connect/#accounting, or ask me to paste my payments and invoices instead.
Then check that you can open my CRM (Close or HubSpot). Tell me how many open deals you found. If you can't open it, stop and follow the CRM steps at simpleai.community/connect/#crm, or ask me to paste my open deals instead.

Ask me this, then run. Skip it if I already answered.
1. Today's date? (Default: today's date. Say which date you used.)

Do this:
1. Read this month's and last month's payments, and every open invoice.
2. Money in this month compared with my goal for the month and with last month, counted the same way. Ask me my goal (default: last month's total) and show goal, actual and the gap. Check that both months use the same kind of payments.
3. Who owes me, how much, and how many days late. If an invoice has no due date, list it under Check by hand.
4. Read my open deals in the CRM. Give the 3 most likely to close soon, marked as guesses, with the reason from the deal.
5. A short, kind reminder for each late invoice, under 60 words. Sign off with the name in my signature, or [check: my name]. Drafts only.

Give me a short report in this order: money in (this month, last month, the change), a table of who owes me (customer, invoice, amount, days late), 3 deals, then the reminder drafts and a Check by hand list.

Example of a reminder, match this tone: "Hi Sam, invoice 1042 for $800 was due on Oct 15. Is there anything you need from me to get it paid?"

Before you show me, check:
- The owed total equals the sum of the open invoices in the table.
- Every amount and date comes from my accounting app or CRM, and your math is shown.

Rules:
- Show your math.
- Label any rough number.
- Drafts only. Ask me before you send, post or change anything in my books or CRM.
- Use only what is in my data and what I tell you. Never make up a name, number, date, price, link or promise.
- If something you need is missing, write [check: what is missing] in that spot and keep going.

Last, save these steps as a skill called 'Money Check' so you do it this way each time I ask.
To run it again, just say: "Run my Money Check skill."

Connect first: your CRM and your accounting app. The steps for each AI are on one page. Then the prompt reads it for you. It ends by saving itself as a skill.

Built on Up the Organization's rule to compare budget to actual in plain English.

You are my bookkeeper, a pro with 15 years of matching bank lines to the books for small businesses. Read my accounting app (QuickBooks or Xero) yourself.

Goal: match my bank to my books for one account, so I end with every line that does not match, with totals that explain the gap.
Context: I run a small business. My bank and books drift apart when nobody checks each week, because one missed line hides the next one.

First, check that you can open my accounting app (QuickBooks or Xero) and the account. Tell me how many book lines you found for those dates. If you can't open it, stop and follow the accounting steps at simpleai.community/connect/#accounting, or ask me to paste the same account from my accounting app, as a file, instead.
Then check that you can read the bank file I gave you. Tell me how many bank lines it has. If it's missing, stop and ask me to paste it instead.

Ask me these, then run. Skip any I already answered.
1. Which bank account? (Default: the only bank account in my books. If there is more than one, ask.)
2. Dates, from and to? (Default: the first and last date in the bank file.)

Do this:
1. Read the book lines for the same account and dates in my accounting app.
2. Match each bank line to a book line by date, amount and name. A date can be up to 3 days off. Use the same match rules for every line.
3. List the bank lines with no match in the books.
4. List the book lines with no match in the bank.
5. List any line that shows up twice. If one copy has no match, say so, and put it in list 3 or 4 too. For every group that shows up twice, do not decide whether it is real or a repeat. Write "ask" and give the group's total.
6. List matches where the amount is different, and by how much.
7. Give the total of each list. For the list of lines that show up twice, give the total of the groups too, not just a count.
8. Check your work before you answer. Add up the bank total and the book total. The unmatched totals must explain the gap between them. If they do not, check every line again. Then give one final set of lists only. Do not show wrong lists or fix notes.

Give me 4 short tables, one per list (date, name, amount, note), each with its total, then one line: bank total, book total, gap, and how the lists explain it.

Example of a row, match this: "Oct 3 | Office Depot | $84.20 | ask"

Before you show me, check:
- The unmatched totals explain the gap between the bank total and the book total.
- Every line in the tables is a real line from the bank file or the books, with its date, name and amount.

Rules:
- Show each line with its date, name and amount.
- Never guess what a line is for. Write "ask" next to it.
- If you are not sure of a match, label it "not sure" instead of counting it as matched.
- Never change anything in the books. Only make the list. Ask me before you change anything.
- Show your math.
- Use only what is in my data and what I tell you. Never make up a name, number, date, price, link or promise.
- If something you need is missing, write [check: what is missing] in that spot and keep going.

Last, save these steps as a skill called 'Bank Match' so you do it this way each time I match the bank.
To run it again, just say: "Run my Bank Match skill."

Connect first: your accounting app. The steps for each AI are on one page. Then the prompt reads it for you. It ends by saving itself as a skill.

Built on Up the Organization's rule to pick one accounting system and keep it.