Plan a team meeting
Never paste: Employee pay rates or personal info, customer names with addresses or phone numbers, bank or card numbers, financing applications, or anything from a pending legal dispute.
When to use it
Weekly or monthly all-hands with techs and office.
The prompt
Copy this, then replace everything in [brackets].
Build a 30-minute team meeting agenda.
Wins to call out: [jobs, reviews, people]
Numbers to share: [what's appropriate for the team]
Topics: [new process, safety, price book, season prep]
Problem to solve together: [e.g. callbacks, missed membership offers]
Timed agenda, who leads each part, and end with clear action items. Keep it moving.
Before / after
Before: A meeting that turns into a gripe session.
After (example output):
7:00 Wins (5 min): Marco’s 5-star review mentioned him by name. 7:05 Numbers (5 min): 41 new members this month. 7:10 Safety (5 min): ladder setup. 7:15 Callbacks (10 min): group fix on capacitor repeat failures. 7:25 Actions (5 min).
Tips
- Start with wins. Always.
- Use real numbers from your own reports. Never let the AI invent them.
- Keep it in your voice. Edit the draft until it sounds like you talking to your crew.
- Review every draft before you send it. You’re accountable for what goes out.