What can AI do for a small business?
Mainly, it writes first drafts of routine work: quotes, chasers, replies, policies and posts. You tell an AI chat tool such as ChatGPT, Google Gemini or Microsoft Copilot what you need, it writes a draft, and you check it and send it yourself. Below are real jobs from our playbooks, grouped by type. Each one has the exact prompt to copy.
Never used one of these tools? Start with how to use AI at work, for beginners.
- Quotes, prices and proposals
- Chasing invoices and deposits
- Policies, terms and procedures
- Replying to enquiries and bookings
- Reviews and complaints
- Reminders and follow-ups
- Listings, posts and marketing copy
- Plans, notes and checklists
Quotes, prices and proposals
Turn rough notes into a clear written quote, price list or proposal.
- Turn your rough job notes into a clear written quote for plumbers
- Turn colour consultation notes into a clear quote and plan for hairdressers and salons
- Follow up enquiries that go quiet after you send your prices for photographers
- Write a quote that spells out deliverables, revisions and extras for videographers
- Reply to a brand deal and quote with confidence for content creators
- Quote an EV charger or rewire with clear inclusions for electricians
- Price a regular clean from a walkthrough voice note for cleaners
- Write a detailed quote with a fair stage-payment schedule for builders
- Build a pricing sheet for your arrangements for florists
Chasing invoices and deposits
Polite chasers for late payers and clear deposit requests.
- Chase a late invoice politely (without the awkwardness) for plumbers
- Ask for a deposit when clients book by text or DM for hairdressers and salons
- Write a fair deposit, rescheduling and drawing policy for tattoo artists
- Chase a late stage payment calmly, step by step for builders
- Explain deposits or card-on-file clearly at booking for beauty and nail salons
- Chase payment on insurance jobs for roofers
- Chase a final payment after snagging for painters and decorators
- Chase an unpaid invoice, with different wording for homeowners and landlords for gas and heating engineers
- Chase a late payer in three polite steps for window cleaners
Policies, terms and procedures
First drafts of booking, cancellation and other policies for you to check.
- Write a clear, fair booking and no-show policy for hairdressers and salons
- Write a fair cancellation, lockout and no-access policy for cleaners
- Write a no-show and late-cancellation policy, and the message to charge it for beauty and nail salons
- Write a booking, no-show and late pick-up policy for dog groomers
- Write a clear cancellation policy for your client agreement for therapists and counsellors
- Write a returns and refunds policy that's fair and legal for ecommerce and Etsy sellers
- Write clear booking terms covering curfews and overtime for event DJs
- Write a cancellation and late-fee policy your clients can understand for dog walkers and pet sitters
- Write your minimum-stay and gap-night rules as a one-page rule sheet for holiday let hosts
Replying to enquiries and bookings
Fast, friendly first replies to new customers, written from your own details.
- Reply to a shoot enquiry with the right package in 5 minutes for photographers
- Triage DM and email enquiries into "ready to book" and "needs info" for tattoo artists
- Reply to weekly check-ins with feedback that keeps clients going for personal trainers
- Reply when a budget doesn't match the wishlist for florists
- Cut booking no-shows with clear confirmations for restaurants and pubs
- Reply to requests outside your package for wedding planners
- Reply calmly when a customer reports cracks for plasterers
- Write a short, personal booking pitch for musicians
- Reply to new enquiries with a kind, boundaried template for therapists and counsellors
Reviews and complaints
Calm replies to reviews and complaints, so you can answer clearly when a message is upsetting.
- Reply to guest reviews, good and bad for hotels and B&Bs
- Reply to a bad review calmly and publicly, without losing your temper for holiday let hosts
- Write your complaints procedure and the acknowledgement and final-response letter templates for independent vet practices
- Reply to a customer who rings or writes to complain about a job you never did for locksmiths
Reminders and follow-ups
Reminders and follow-ups ready for you to send on time, in your words.
- Follow up patients who want to "think it over" about a treatment plan for dental practices
- Give pupils a plain-English guide to changing or cancelling their own car test for driving instructors
- Follow up consultation requests that don't book for therapists and counsellors
- Follow up enquiries that went quiet, over 90 days for car dealers
- Follow up quotes that have gone quiet, and explain why your price is higher than another quote for solar and heat pump installers
- Write the late-payment sequence: reminder, formal notice and a letter before claim for web designers
- Turn the actions in your minutes into a tracker and draft a reminder to send before the next meeting for clerks to governors
- Draft a friendly reminder, then a formal arrears letter in the right order, with a stop if the leaseholder says they have debt advice for RTM and RMC directors
- Draft the overdue invoice reminders, from a friendly nudge to a formal final notice, for you to check and send for freelance copywriters
Listings, posts and marketing copy
Listings, posts and short marketing copy that stays honest.
- Draft a listing that includes all the material information for estate agents
- Write a product listing that sells without over-promising for ecommerce and Etsy sellers
- Write Steam store page copy that sells your actual game for game developers and streamers
- Write a trustee role description and advert for charities
- Write an honest, detailed vehicle listing for car dealers
- Write your farm's story and a month of social posts from your own facts, with claims only from your own labels for farm diversification
- Draft one-page role descriptions and a recruitment appeal for a vacant PCC officer or paid post from your own task list for parochial church councils
- Write a recruitment advert and one-page role brief for an optometrist or dispensing optician from your own hours, flexibility and pay for independent opticians
- Set up a PRS event-record kit: a pre-show form for acts and promoters and a post-show tracker, using only the fields PPL PRS gives you for grassroots music venues
Plans, notes and checklists
Simple plans, tidy notes, summaries and checklists from what you already know.
- Turn your costs into two or three clear packages for photographers
- Work out your day rate and package prices from your real costs for videographers
- Make a 30-day plan to get clients as a newer artist for tattoo artists
- Chase missing records with a clear, tailored checklist for accountants and bookkeepers
- Make a 30-day plan to win your first regular cleaning clients for cleaners
- Make a 30-day plan to go from no clients to a booked diary for beauty and nail salons
- Turn session notes into a recap with homework for personal trainers
- Plan Valentine's or Mother's Day before it plans you for florists
- Write clear job notes a homeowner can send to their insurer for roofers
Find the playbook for your business
Every playbook starts with the jobs worth handing to AI first. There are 81 of them, from plumbers to parish clerks: see all business types.