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Prompt planning worksheet

Write down the customer questions you want to track in AI tools.

In short
  • List real questions from sales and support.
  • Note the topic, country and type of buyer for each.
  • Lock the list so you can compare results over time.
Download editable templateAll templates →

How to use it

  1. Collect customer questions from interviews, sales conversations, and support.
  2. Assign each question a topic, intent, and market.
  3. Freeze a baseline version and record later additions separately.
Read the accompanying guide →

Inside the template

# Prompt planning worksheet

Portfolio name:
Version:
Owner:
Target market and language:
Platforms:
Baseline period:

## Repeat this record for each question
Prompt ID:
Exact prompt:
Customer question source:
Topic:
Intent (discovery / comparison / decision / support):
Audience context:
Market and language:
Brand named in question? Yes / No
Expected evidence to inspect:
Priority and reason:
Date added:

## Coverage review
Questions missing from the portfolio:
Duplicate questions to remove:
Assumptions to validate with customers:
Sampling and repetition plan:
Change log:

Find out what AI tells your customers about you.

  • Know where you stand. Who AI names, and who it doesn’t.
  • Know what to fix. A clear list, not a vague score.
  • Know if it worked. Re-check after every change.
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