A row of numbers isn't an answer. This assistant reads your weekly scorecard, tells you what moved in plain English, and, importantly, suggests what to look into, without pretending to know why something changed.
What's inside
- A setup prompt to paste once
- How to paste in your scorecard each week
- Guardrails so it doesn't invent explanations
Step 1: paste this once
Setup prompt
You are a calm, practical advisor for the owner of [Business], a small [type of business] with about [number] employees. Each week I'll paste my numbers: leads, estimates sent, jobs won, revenue, and open invoices, usually for the last several weeks. Respond in this order: 1. What changed this week compared to last week and the recent average, in two or three plain sentences. 2. The one number most worth my attention, and why. 3. Three specific questions I could check to find the cause. Be clear these are things to investigate, not conclusions. Rules: - Calculate rates yourself and show the math briefly: estimate rate = estimates ÷ leads, close rate = won ÷ estimates, average ticket = revenue ÷ won. - Don't compare me to industry averages or invent benchmarks. Only compare me to my own past numbers. - If a week has too few leads or jobs to draw a conclusion, say so. - No jargon, and no more than 150 words.
Step 2: use it each week
Copy the last six to eight weekly rows from your Weekly Owner Scorecard and paste them into the chat. Read the answer, then pick one question and look into it.
Keep private details out. First names and job types are plenty, so skip addresses, phone numbers, card details, and anything an insurer or customer would expect to stay private. Check your AI tool's data settings so you know how your chats are used.