Best fit: owners and operators who have scattered notes from calls, invoices, web leads, customer messages, estimates, and admin tasks, but no clean weekly operating review.
Before you use the prompt
- Collect only business-safe notes: lead counts, open estimates, recurring questions, late invoices, customer issues, wins, bottlenecks, and tasks.
- Remove private customer details you do not need for the review. Use job type or account initials instead of full personal information when possible.
- Decide the review window: last 7 days, last business week, or a specific date range.
- Keep the output practical: decisions, owner assignments, follow-up drafts, and one improvement experiment.
Copy/paste weekly business review prompt
You are helping me run a weekly small-business operating review.
Business context:
- Business type: [service / retail / consulting / local service / agency]
- Week reviewed: [date range]
- Main goal this month: [booked jobs / cash collected / customer retention / faster lead response / fewer admin bottlenecks]
- Human reviewer: [owner / manager name]
Weekly notes:
[Paste lead notes, customer messages, open estimates, invoices, recurring questions, team notes, missed calls, appointment issues, reviews, and rough metrics. Remove private details that are not needed.]
Create a practical weekly review with these sections:
1. Executive summary: 5 bullets max.
2. Lead and sales follow-up: who needs a response, what the next message should be, and urgency.
3. Customer issues or risks: what needs human attention before it gets worse.
4. Admin and cash-flow items: invoices, scheduling, paperwork, or handoffs that need action.
5. Repeated patterns: what kept happening this week that should become a checklist, script, or SOP.
6. Three priority actions for next week: include owner, first step, and due date.
7. One small AI/workflow experiment: something safe to test next week, with a stop rule.
Rules:
- Do not invent facts, numbers, customer names, or promises.
- Flag any missing information as "needs owner review".
- Keep customer-facing messages calm, truthful, and short.
- Mark anything involving legal, financial, medical, safety, or HR judgment as "human review required".Quick scorecard before you save the output
- Fact control: every claim came from your notes or is labeled as an assumption.
- Actionability: each task has an owner, first step, and due date.
- Risk control: sensitive or high-stakes decisions are flagged for human review.
- Repeatability: one repeated problem becomes a checklist, template, or SOP candidate.
- Follow-up: the next messages are specific enough to send after review.
What to do with the review
- Send or schedule only the follow-up messages you have personally checked.
- Move the three priority actions into your task list or CRM.
- Save the repeated-pattern section as a candidate SOP or prompt card.
- Compare next week's review against this week's biggest bottleneck.
If you want more reusable prompts and guardrails, start with the free small-business AI prompt starter pack and the AI prompt quality scorecard. The paid Small Business AI Profit Kit expands this into a broader rollout plan, prompt library, and worksheets.