Prompts to try
Today and what you owe
“What do I need to do today?”
Today's tasks and follow-ups, late ones first.
“What have I promised people this week?”
Every commitment due this week, and who it's for.
“Who am I late getting back to?”
Overdue follow-ups, oldest first, with what you promised.
“What's overdue?”
Every late task, how late it is and who it's for.
“What did I promise Ingrid?”
Your open tasks for Ingrid and when each is due.
“Remind me to send Marisol the proposal on Friday.”
A task due Friday, linked to Marisol.
“Mark the Tidewell budget summary as done.”
The task closed, with today's date.
“Push the call with Cassius to next week.”
The task moved to next week.
“What's coming up next week?”
Tasks and follow-ups due next week, day by day.
“What have I got with no due date?”
Open tasks that will never remind you, ready to date.
“What did I get done this week?”
The tasks you closed this week, by person.
“Give me my morning list.”
Today's tasks, late follow-ups and deals with a step due.
Before a meeting
“I'm seeing Lorcan in an hour. What should I know?”
How you met, what was said last time and what you owe him.
“When did I last speak to Gideon?”
The date, how you spoke and what it was about.
“What did Ingrid and I talk about last time?”
A summary of your last conversation with her.
“How do I know Lorcan?”
Who introduced you, where you met and when.
“Who introduced me to Cassius?”
The introducer, the date and where it happened.
“What do I know about Bettina?”
Her role, her company, how you met and your notes.
“Prep me for the Ossington call.”
The people, the open deal, the next step and what was said last.
“What does Marisol care about?”
Your notes on her interests, priorities and what she's mentioned.
“Who else was at the breakfast where I met Lorcan?”
Everyone you recorded at that event.
“What did we agree at the Tidewell kick off?”
The notes and tasks from that meeting.
“Is there anything I still owe Cassius?”
His open tasks, or a clear no.
“Who will I know at the Westmoor Chamber meetup?”
The members you know, and when you last saw each.
“What's Gideon doing now?”
His current jobs, including any he holds at the same time.
“Give me three questions for my meeting with Ronan.”
Questions drawn from your history with him.
After a meeting
“Just had coffee with Gideon. He wants intros to three of his portfolio companies.”
The meeting, a note and a task to follow up.
“Met Elena Fiorini at the LawTech drinks. Head of Operations at Halden Row.”
Elena, her job, her company and the event, all linked.
“Prudence introduced me to Lorcan at the chamber breakfast.”
The introduction recorded, with where it happened.
“Call with Ronan. Agreed the workshop for 4 November. Remind me on the 1st.”
The call, what was agreed and a reminder for the 1st.
“Here's a photo of the business cards from last night.”
Each card read and added, matched to people you already have.
“Ingrid emailed. She needs fixed fee pricing by Friday.”
The email logged on Ingrid and the deal, with a task for Friday.
“Note that Marisol is a keen sailor.”
Saved on Marisol's record.
“Fergus has moved to Corvel as Head of Procurement.”
His new job recorded, and a question about whether he left Kestrel.
“Cassius and Ronan know each other well.”
The connection between them recorded.
“Add Tom Ellis. Met him at the fintech meetup, he's friends with Gideon.”
Tom, the event and his link to Gideon.
“Log a call with Dominik yesterday, about 20 minutes, nothing decided.”
The call on yesterday's date with a short summary.
“I went to the Estuary Founders Summer Social on 29 June.”
The event and your attendance.
“Rishi's birthday is 14 March.”
Saved on Rishi's record.
“Add Winifred's mobile, 07700 900123.”
The number added to her contact details.
“Tag Gideon, Rishi and Tom as investors.”
The tag on all three.
“Barnaby is the champion on the Ossington pilot.”
Barnaby added to the deal as its champion.
“Lunch with Bettina and her co-founder. They want a quote by the end of the month.”
The lunch logged, the co-founder added and a task for the month end.
“Ingrid says the CFO signs off anything over £40k.”
A note on Ingrid and on the deal.
Your network
“Who do I know at Tidewell Analytics?”
Everyone there, their roles and when you last spoke.
“Who are my best introducers?”
The people who introduced you to the most others, and to whom.
“Who did Prudence introduce me to?”
Everyone she introduced, and when.
“Who's tagged fintech?”
Everyone with that tag, their company and last contact.
“Who do I know who knows Ingrid?”
Your contacts who are connected to her.
“How could I get an intro to someone at Corvel?”
The people you know there, or the ones who know them.
“Who did I meet at the LawTech Quayside Drinks?”
Everyone you recorded at that event.
“Who's a member of the Westmoor Chamber?”
The members you know, and their companies.
“Who have I added this month?”
New people, with where you met them.
“Who haven't I spoken to in three months?”
People who've gone quiet, longest first.
“Who used to work at Kestrel?”
People whose job there has ended, and where they are now.
“Which events have I been to this year?”
The events, with who you met at each.
“Whose birthday is this month?”
People with a birthday this month, and the date.
“Who knows both Cassius and Gideon?”
The people connected to both.
“Who have I met through the Westmoor Chamber?”
People you met at chamber events.
“Which of my colleagues knows someone at Ossington?”
Each colleague, and who they know there.
Companies
“What's going on with Ossington Brightwater?”
The people, the open deal, the next step and the latest news.
“Who's my way into Bramblewick?”
The person who can open the door, and how you know them.
“Which companies are clients of Pemberly Rowe?”
The client companies you've recorded.
“Kestrel is a subsidiary of Halden Group.”
The link between the two companies recorded.
“Who are Tidewell's partners?”
Their partner companies and who you know at each.
“Which companies haven't I been in touch with since the summer?”
Companies with no contact since then.
“Add Corvel, a logistics software firm in Leeds.”
The company, checked against the ones you already have.
“What do I know about Halcyon Ridge Capital?”
What they do, who you know there and your history with them.
“Which companies is Gideon connected to?”
His jobs, past and present, and the companies around him.
“Which companies are tagged law firm?”
Every company with that tag, and who you know at each.
Deals
“What deals are open?”
Each open deal with its value, stage and next step.
“What's my pipeline worth?”
The total open value, and what you've won this year.
“Who decides on the Ossington pilot?”
The decision maker, the budget holder and your champion.
“What's the next step on the Tidewell deal?”
The next task, who it's for and when it's due.
“Which deals have gone quiet?”
Open deals with no recent contact.
“New deal: data platform phase two with Tidewell, £80k.”
The opportunity, linked to Tidewell.
“Move the Ossington pilot to proposal sent.”
The stage updated.
“We won the Tidewell deal!”
The deal marked won, with today's date.
“Kestrel said no for now.”
The deal closed as lost, with your note.
“What's closing this month?”
Deals expected to close this month.
“Summarise the Ossington deal for my partner.”
A short write-up: who, value, stage, risks and next step.
“Who introduced me to my biggest deals?”
The introducers behind your largest opportunities.
Keeping it right
“Ingrid's email is ingrid@ossington.example.”
Added to her contact details.
“It's Featherstonhaugh, not Fetherston.”
The name corrected.
“Fergus left Kestrel in September.”
His job there ended, with the date.
“Remove the friend tag from Tom.”
The tag removed.
“Change the Tidewell deal value to £120k.”
The value updated.
“Do I have two records for Marek?”
Possible duplicates, and what differs between them.
These use the demo names from our examples. Swap in the people in your own book.
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