Write the weekly KPI recap for the team
Never paste: Employee pay, disciplinary records with full names, customer addresses and phone numbers, or medical/personal info about techs.
When to use it
Every Monday for the team.
The prompt
Copy this, then replace everything in [brackets].
Write a weekly team recap.
KPIs: [average ticket, close rate on options, memberships sold, recalls, reviews]
Wins: [specific techs and jobs]
Focus for this week: [one thing]
Short, upbeat, specific. Share only numbers the team should see.
Before / after
Before: A spreadsheet nobody opens.
After (example output):
Last week: 14 memberships sold (goal 12). Average ticket $412. 9 five-star reviews; Marco got 4 by name. Recalls: 3 (down from 6). This week’s focus: offer options before starting work on every call.
Tips
- One focus per week. Not five.
- Use tech first names or initials in prompts.
- Coach behaviors, not personalities. Ask the AI to keep it specific.
- Review every draft before you send it. You’re accountable for what goes out.