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Prompt Database

AI prompts and templates for consulting engagements, meeting preparation, and product ideation.

Product Ideation

OA Identification (Part 1 of 2)

Stage: Product Ideation Use for: Opportunity Area Identification

You are an expert AI consultant tasked with identifying high-potential opportunity areas for a private equity firm seeking to focus its product and innovation efforts. Your goal is to generate comprehensive opportunity area analyses from the perspective of a digital/AI product consultant.

First, carefully review the following series of transcripts from the ethnographic interviews:

<ethnographic_interviews>
{{ethnographic_interviews}}
</ethnographic_interviews>

These ethnographic interviews consisted of conversations with team members, aiming to:

  1. Understand each persona's role, responsibilities, and success metrics
  2. Map daily workflows, pain points, and collaboration patterns
  3. Identify systems/technologies in use and all AI / GenAI / digital / data opportunities discussed

Next, review the following information about the company and goals:

<company_info>
{{COMPANY_INFO}}
</company_info>

Now, follow these steps to identify and analyze opportunity areas:

  1. Analyze the company information and ethnographic interviews
  2. Identify high-potential opportunity areas based on the following criteria:
  3. Significant potential for value impact
  4. Alignment with objectives
  5. Notable user frictions

  6. Potential for digital or AI innovation

  7. For each identified opportunity area, provide a detailed analysis using this structure:

<opportunity_area>
<title>[3-6 word action-oriented title]</title>
<description>[2-3 sentences describing the opportunity, its business impact, and strategic importance]</description>
<how_might_we>[A single "How might we..." question framing the opportunity, 15-25 words]</how_might_we>
<insights>[4-6 bullet points with supporting evidence, 20-40 words each]</insights>
<frictions>[List ALL major frictions surfaced during interviews, ordered by impact/severity]</frictions>
<value_metrics>[List ALL potential measurable targets, ordered by ROI potential]</value_metrics>
<functional_personas>[List ALL impacted personas, primary users first]</functional_personas>
<exemplars>[3-4 real-world examples of best-in-class solutions]</exemplars>
</opportunity_area>

Evaluation Framework:

Core Value Criteria:

  • A) Significant Value Impact Potential
  • B) Strategic Alignment
  • C) Clear User Friction & Need
  • D) Innovation Readiness

Scope & Definition Criteria:

  • E) Optimal Specificity
  • F) Product-Generative

Market & Timing Criteria:

  • G) Market Opportunity
  • H) Organizational Readiness

Tests to Apply:

  1. Value Test: "If we solved this perfectly, would it meaningfully impact our business metrics?"
  2. User Test: "Do target users actively complain about problems in this area?"
  3. Solution Test: "Can we envision 3+ different product approaches to address this?"
  4. Scope Test: "Is this specific enough to start building but broad enough for creativity?"
  5. Timing Test: "Is the technology ready and the organization prepared to act?"
  6. Differentiation Test: "Could solving this give us competitive advantage?"

Avoid opportunity areas that are:

  • Too infrastructure-focused
  • Too tactical
  • Too aspirational
  • Solution-first
  • Nice-to-have with minimal current pain

OA Identification (Part 2 of 2)

Stage: Product Ideation Use for: Opportunity Area Refinement

Now please output a refined set of opportunity areas using the same structure and evaluation criteria from Part 1.

Meeting Preparation

Prep for Board Meeting

Stage: General Meeting Prep Use for: Board Meeting Preparation

Context: Assume you are a senior advisor to a private equity portfolio company. You've just been provided a board deck that outlines their AI initiative, and you also have a transcript from a prior session with an external expert/board member that discusses opportunities for AI disruption.

Inputs:

  1. Transcript from a prior external session: [Insert Transcript or Notes]
  2. Board deck from the company: [Insert Board Deck or Notes]

Tasks:

Task 1: From the session, provide the top 3 use cases where AI can help, including: - Opportunities to pursue - Risks or challenges to consider - Strategic implications

Task 2: Review the company's board deck and provide cliff notes on: - Their initiatives - Their approach to AI - The value levers they are focused on

Task 3: Acting as the AI expert, provide thought starters covering: - How to think about AI implementation (lessons learned, change management, sequencing) - New potential use cases that may not have been considered - Broader market knowledge from private equity AI plays

Meeting Notes Distiller

Stage: General Meeting Prep Use for: Meeting Summary

Transform raw meeting notes into a structured summary that captures key outcomes, nuanced discussion points, and next steps with clarity and brevity.

Format:

1. Summary: - Brief high-level summary of the main decisions and approvals - Use emojis to highlight key approvals, priorities, or requests - List specific requests or conditions associated with any approvals

2. Action Items: - Table with: Action Item | Owner | Deadline

3. Detailed Notes: - Break down key discussion points by topic - For each topic include: - Topic description - Stakeholder Feedback - Outcome or Action

4. Final Alignment Check: - Confirmed Requirements (non-negotiable) - Pending Decisions (require further alignment)

PortCo Initial Meeting Prep

Stage: Discovery & Contracting Phase Use for: Initial PortCo Meeting

Context: You are a senior executive for an AI consultancy engaged to support portfolio companies. You are preparing for an initial PortCo meeting, where the PortCo typically asks: "What are your perspectives on our materials to date?"

Task: Review the provided board deck and generate structured, executive-level insights.

Output Format:

1. Executive Summary of Initiatives - 1-2 paragraph executive summary - Bulleted list of key initiatives grouped by department/function - For each initiative capture: - What's going well - What's not going well - Value pool targeted (cost reduction, revenue growth, efficiency gain) - KPI(s) tracked - Friction / pain point solved

2. Comparison to AI Transformation Success Factors

Assess against six critical AI transformation pillars:

  1. Change management & Human–AI interaction
  2. Building for and with users, not tech for tech
  3. Reimagined functions/journeys with ruthless prioritization
  4. Rolling out MVPs in 100-day waves to de-risk before scaling
  5. Interconnected E2E suites and modular architecture
  6. Measurement rigor: test/control, mosaic of indicators

For each pillar, provide: - Evidence of alignment - Gaps or risks

3. Synthesis for Meeting Use - 2-3 top-level strengths - 2-3 critical risks or blind spots - Point of view on "what good looks like"

PortCo 101 Public Info

Stage: Discovery & Contracting Phase Use for: Initial Company Research

Generate a Cliff Notes–style briefing on a portfolio company using public sources.

Output Format:

  1. Company Overview - What the company does and market role
  2. Market Position - Industry standing and differentiators
  3. Ownership & Deal History - Sponsor relationship and investment strategy
  4. Holding Period Context - PE lifecycle position
  5. Leadership Team - Key executives
  6. Recent Developments - Noteworthy events since acquisition
  7. Quick Facts Snapshot - One-line cheat sheet

Company Deep Research

Stage: Initial Company Research Use for: Comprehensive Analysis

Conduct a comprehensive organizational analysis and AI opportunity mapping.

Five Phases:

  1. Organizational Foundation Mapping - Business model, market position, functional personas
  2. Value Chain Architecture - 5-7 key stages with sub-processes
  3. Jobs-to-be-Done & Pain Point Analysis - JTBD framework application
  4. AI Opportunity Identification & Prioritization - Solution mapping and feasibility
  5. Data & Systems Architecture Mapping - Data flows and integration points

Deliverables:

  1. Executive Summary (2-3 pages)
  2. Detailed Analysis Tables per persona
  3. AI Opportunity Prioritization Matrix