A practical prompt library for coaches, consultants and small businesses using Claude to create lead magnets, assessments, diagnostics and client deliverables.
Lead generationPrompts for quizzes, diagnostics and audience segmentation.
Client deliveryTurn responses into reports, roadmaps and onboarding summaries.
Claude workflowAsk Claude what to build, then ship through Productised.
Built for Claude-first operators
Use the prompts when you know what to build - and when you do not.
The library is designed to help you ask better questions inside Claude. Use it to choose a product idea, structure an assessment, improve a result page, analyze submissions or prepare follow-up with more context.
Turn my consulting framework into a diagnostic.
Find the hottest leads from this week.
Rewrite my outcome page for more value.
Prompt library
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Lead Generation
Lead magnet idea generator
Find your most buildable first product.
Using my Productised brand voice and audience, suggest 5 lead magnet ideas I could build in Productised. Rank them by urgency, lead quality and ease of delivery. Recommend the single best one to build first, and outline its conversational questions, scoring logic and the personalised result each respondent would receive.
Tip: To draw on real client conversations, also connect Gmail, Notion or your CRM so Claude can pull actual threads.
Lead Generation
Offer fit assessment
Qualify leads before a sales call.
Create an offer-fit assessment for my [service/program]. Ask 6-8 conversational questions that reveal urgency, budget, readiness, pain and fit. Score each respondent and assign a fit tier (e.g. Strong fit / Promising / Not yet). Tailor the result page to each tier - its headline, message and call-to-action - so a strong-fit lead is invited to book a call, a promising lead is pointed to a high-value resource, and a not-yet lead gets a helpful next step. Write the scoring logic and the result-page copy for each tier.
Tip: Every respondent is captured as a lead. To drip-nurture the "not yet" tier, route those leads to your email tool with Productised's Send integration (Gmail/HubSpot/Sheets).
Lead Generation
Quiz lead magnet
Turn curiosity into captured leads.
Build a quiz for [audience] that helps them discover [result]. Write 7 engaging conversational questions, 3 result archetypes with names and descriptions, and personalised result copy for each. Gate the result behind name + email capture, and finish with a clear CTA that connects back to my offer.
Lead Generation
Niche authority builder
Position as the expert before the pitch.
Design a short assessment that demonstrates my expertise in [topic] to [audience]. The questions should educate as they qualify. Write 5 conversational questions, 2-3 outcome tiers, and result-page copy that makes respondents feel understood and naturally curious about working with me.
Lead Generation
Waitlist qualifier
Build anticipation and filter right-fit leads.
Create a waitlist intake for my upcoming [product/program]. Collect the information I need to pre-qualify applicants, gauge urgency and personalise my follow-up. Write the conversational questions, a scoring rubric, and a result page whose message adapts to each fit level (high / medium / low).
Lead Generation
Referral program intake
Turn happy clients into lead sources.
Design a referral intake for existing clients to refer someone they know. Collect context about the referral, score the referred lead's fit, and generate two pieces of copy: a personalised welcome message for the referred lead and a thank-you for the referrer. Write all questions and both output templates.
Tip: Productised writes the welcome message; to actually send it to the referred person, route it through a Send integration or your email connector.
Assessments & Diagnostics
Pain-point diagnostic
Turn a messy problem into a clear diagnostic flow.
Help me build a diagnostic for [audience] who struggle with [problem]. Create 7 conversational questions, 3 outcome segments with names, scoring logic, and a personalised result page that captures the lead and gives genuinely useful next steps. Keep the language direct and non-generic.
Assessments & Diagnostics
Readiness scorecard
Show people where they stand before they buy.
Build a readiness scorecard for [audience] considering [transformation/outcome]. Write 8 conversational questions that surface their current situation, mindset and constraints. Create 3 scored tiers (not ready / getting close / ready now) with honest, useful feedback for each, and a CTA tailored to each tier.
Assessments & Diagnostics
Business health check
Surface quick wins and hidden gaps.
Create a business health check for [audience type] covering [2-4 core areas]. For each area, write 2-3 diagnostic questions. Score overall and by section. Produce a personalised result that names their biggest gap, celebrates a strength, and recommends one clear next step.
Assessments & Diagnostics
Team or process audit
Help clients see what is broken before you fix it.
Design an audit for [team type or process] that surfaces inefficiencies, risks and opportunities. Write 10 diagnostic questions, a weighted scoring model (some questions count more than others), and a result page that places respondents in one of 3 maturity levels with a tailored improvement roadmap for each.
Assessments & Diagnostics
Decision-making diagnostic
Help people make a better choice.
Build a decision-support tool for [audience] trying to decide [choice or direction]. Write conversational questions that clarify their priorities, constraints and goals. Score their answers and produce a personalised recommendation with reasoning - a real point of view, not just a score.
Assessments & Diagnostics
Industry benchmarking tool
Let people see how they compare.
Create a benchmarking assessment for [industry/role] that helps [audience] understand how their [metric/practice/approach] compares to best practice. Write 8-10 conversational questions, define 3 performance tiers, and produce a result page that contextualises their score with specific, actionable observations.
Tip: For defensible comparisons, upload your real benchmark figures via Productised Knowledge so the agent scores against your data, not general knowledge.
Client Delivery
Client onboarding intake
Replace static forms with a guided intake.
Turn my client onboarding into a Productised intake experience. Collect context, goals, constraints, current state and success criteria through a guided conversation. Generate a personalised onboarding summary, suggested first priorities, and a 30-day quick-win plan based on their answers. Write all questions and the output structure.
Client Delivery
Personalised roadmap generator
Give clients a clear path forward.
Create a personalised roadmap output for clients who complete my intake. Use their answers to produce: a current-state summary, the key bottleneck, 3 strategic priorities, a 30/60/90-day action plan, and a recommended next engagement with my business. Write the questions and the output template.
Client Delivery
Session prep tool
Help clients show up ready.
Build a pre-session intake for my [coaching/consulting/advisory] clients. Collect their wins since last session, current challenges, what they want to focus on, and their energy level. Use a collect-only outcome so the client sees a simple thank-you, and generate a structured session brief that I read on their record in my Leads dashboard before we meet. Write the questions and the brief format.
Client Delivery
Project debrief experience
Close projects and open the door to the next.
Design a project debrief intake for clients finishing a [engagement type]. Collect what worked, what didn't, outcomes achieved and what they need next. Generate a personalised summary I can use as a case-study foundation plus a natural next-steps recommendation. Write all questions and the output structure.
Client Delivery
Progress check-in tool
Keep clients engaged between sessions.
Create a recurring check-in for clients in my [program/retainer]. Collect updates on progress, blockers and confidence level. Generate a personalised summary with encouragement and a suggested focus area for the next period. Write the questions and output logic.
Tip: Each check-in is analysed on its own - Productised doesn't track trends across a client's past submissions. For over-time patterns, feed prior answers in via a connected sheet or CRM.
Sales Enablement
Discovery call prep tool
Walk into every call with leverage.
Build a pre-discovery intake for prospects booking a call with me. Collect their situation, goals, timeline, budget range and biggest concern. Use a collect-only outcome, and generate a call-prep brief I read on their record in my Leads dashboard - surfacing likely objections, the best angles to lead with, and questions I should ask. Write all questions and the brief format.
Sales Enablement
Proposal personaliser
Generate tailored proposals from a short intake.
Create an intake that collects a prospect's situation, priorities and constraints, then generates a personalised proposal outline: a recommended package, the rationale, an investment range, a timeline and next steps. Write the questions and output structure so it feels consultative, not templated.
Sales Enablement
Objection handler
Turn the most common nos into yeses.
Build an objection-handling tool for my [offer]. Collect which objection the prospect raised and relevant context, then generate a personalised, non-pushy response that acknowledges the concern, reframes it and suggests a low-pressure next step. Write the intake, the logic, and your 5 most common objection responses.
Tip: For a live back-and-forth coach, set the outcome to "advisor"; for a single tailored response, use "standard".
Sales Enablement
Case study matcher
Surface the right proof at the right moment.
Design a tool that helps my team match prospects to the most relevant case study. Collect the prospect's industry, company size, primary pain and buying stage, then recommend which case study to share and why, with a suggested intro message. Write the logic and output copy.
Tip: Upload your real case studies via Productised Knowledge first - otherwise the agent will invent generic matches.
Sales Enablement
Follow-up email generator
Write the right message after every meeting.
Build an intake that captures meeting type, key points discussed, agreed next steps and the prospect's tone, then generates a personalised follow-up email that's concise, warm and action-oriented, with subject-line options. Write the intake fields and the email output template.
Tip: Productised writes the email; copy it out to send, or wire a Send integration to push it to your email tool.
Coaching & Advisory
Ideal client profiler
Get crystal clear on who you serve best.
Help me build a self-selection tool for prospective coaching clients. Write 8 conversational questions that surface goals, commitment level, mindset, timeline and current situation. Score their fit and produce a result page that adapts to each fit level: an enthusiastic invitation for high-fit prospects, a gentle redirect for low-fit ones, and a nurture-oriented next step for those in between.
Coaching & Advisory
Accountability check-in
Keep clients moving between sessions.
Create a weekly accountability check-in for clients in my [program]. Collect completions, blockers, a confidence score, and one focus for the week ahead. Generate a personalised, motivating summary with a specific nudge for the week. Write the intake and output structure.
Tip: Each week is analysed independently - for nudges based on a client's history, feed their prior check-ins in via a connected sheet or CRM.
Coaching & Advisory
Group program intake
Segment a cohort before they start.
Design an intake for new members joining my group program on [topic]. Collect their starting point, goals, biggest fear and learning style. Segment them into 2-3 cohort profiles and generate a personalised welcome message and first-week focus for each. Write the intake, the segments and the output copy.
Coaching & Advisory
Transformation story collector
Turn client wins into content and proof.
Build a structured intake that guides clients through articulating their transformation story: before state, turning point, what changed, results achieved, and what they'd tell someone in their old shoes. Generate a polished testimonial draft and a case-study outline. Write all intake questions and the output templates.
Marketing & Content
Content strategy diagnostic
Reveal what is working and what to stop.
Build a content audit diagnostic for [audience type] that surfaces whether their content attracts the right people, converts interest into leads, and supports sales. Write 8 diagnostic questions, 3 maturity tiers, and a personalised content-strategy recommendation with 3 specific actions for each tier.
Marketing & Content
Positioning clarity tool
Sharpen how you talk about what you do.
Create a positioning diagnostic for [audience] who feel unclear or generic about how they describe their work. Ask conversational questions about their best clients, unique method, results and competitors. Generate a personalised positioning summary: a one-liner, an audience statement, a differentiation point and suggested CTA language.
Marketing & Content
Campaign planner
Go from idea to launch-ready plan.
Build a campaign-planning intake for [audience] launching [type of campaign]. Collect their goal, audience, core message, channels, timeline and budget range. Generate a personalised campaign brief with a recommended sequence, content types for each channel, and a phased launch plan. Write the intake and output structure.
Marketing & Content
Audience research synthesiser
Turn raw insights into a strategy.
Design an intake that collects qualitative research - client quotes, objections heard, recurring themes and competitor observations - and generates a synthesised insight report: top 3 pain themes, language to use and avoid, content opportunities, and a recommended positioning angle. Write the intake and output logic.