Templates
Checklist
Checklist for a process + common mistakes.
The prompt
Create a checklist for [process]. Write for someone who is new. Requirements: - 8–12 steps - end with “Common mistakes” (3 bullets) - short, clear lines
How to use it
- 1 Copy the prompt below.
- 2 Paste it into your AI tool (ChatGPT, Copilot, Claude or Gemini).
- 3 Replace the text in [brackets] with your own details.
- 4 Send it — and adjust the answer if you want a different tone or length.
Filled-in example
Filled-in example: [process]="onboard a new customer" Example AI response: Checklist: 1) Confirm goals and contact person 2) Collect inputs 3) Book kickoff meeting 4) Set timeline 5) Assign internal owners 6) Send summary + next steps ... Common mistakes: • Unclear next contact point • Too much info at once • No owner on tasks
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