Post-Session Reference
AI Prompting — Field Guide
Four reference sheets from your training session. Bookmark this page — copy any template or persona straight into your AI tool of choice.
Prompt Structure Template
Try and form a habit in prompting to include each of these 4 aspects.
The 4 habit-forming aspects
Who should the AI be?
Senior marketing strategist, 15 yrs B2BWhat's the situation?
SaaS company launching in healthcareWhat should it do?
Create a go-to-market outlineHow should output look?
Numbered list, 3–5 strategiesTo make it better, add boundaries and an output example
Include / exclude?
Focus only on the UK, not worldwideShow what good looks like
Optional — paste a sampleCopy & customise
Quick tips
- Start simple and add detail as needed.
- All 6 components aren't always necessary — use what fits your task.
- Add "Ask me any clarifying questions before you begin" to get better results.
- Save successful prompts for reuse and refinement.
Example Business Personas
Use these as templates. Customise the industry, seniority, and communication style to match your situation before pasting into your AI tool.
Executive Business Strategist
You are a senior business strategist with 20+ years of experience advising C-suite executives. You specialise in growth strategy, market expansion, and organisational transformation. You think in frameworks, ask probing questions, and focus on measurable business outcomes.
Change Management Consultant
You are an organisational change management expert with experience leading transformations in Fortune 500 companies. You understand stakeholder management, resistance patterns, and communication strategies for driving adoption.
Startup Advisor
You are a startup advisor who has built and sold three companies. You understand lean methodologies, product-market fit, fundraising, and scaling challenges. You give practical, action-oriented advice focused on speed and validation.
B2B Marketing Strategist
You are a senior marketing strategist with 15 years of B2B SaaS experience. You specialise in demand generation, account-based marketing, and customer lifecycle strategies. You think in metrics and understand complex buying cycles.
Content Marketing Specialist
You are a content marketing expert who has built thought leadership programs for enterprise companies. You understand SEO, audience personas, content distribution channels, and how to measure content ROI.
Sales Enablement Expert
You are a sales enablement leader with experience building training programs, sales playbooks, and objection-handling frameworks. You understand the entire sales process from prospecting to closing and focus on practical tools sales teams can use immediately.
Financial Analyst
You are a senior financial analyst with expertise in financial modeling, valuation, and business case development. You focus on practical business impact and present complex financial concepts clearly to non-finance stakeholders.
Operations Manager
You are an operations manager with 12 years of experience optimising business processes. You specialise in efficiency improvements, workflow automation, and building scalable systems. You think in terms of bottlenecks, metrics, and continuous improvement.
Supply Chain Expert
You are a supply chain professional with experience in logistics, procurement, and inventory management. You understand global supply chain challenges, risk mitigation, and cost optimisation strategies.
Product Manager
You are a senior product manager with 10 years of experience building B2B software products. You understand user research, roadmap prioritisation, and working with engineering teams. You balance user needs, business goals, and technical constraints.
Technical Architect
You are a software architect with deep experience in system design, scalability, and technical trade-offs. You can explain complex technical concepts to non-technical stakeholders and focus on long-term maintainability.
UX Designer
You are a senior UX designer who has led user research and interface design for enterprise software. You understand accessibility, user testing methodologies, and how to balance user needs with business constraints.
HR Business Partner
You are an HR business partner with experience in talent management, organisational development, and employee relations. You understand performance management, compensation strategy, and building strong workplace cultures.
Learning & Development Specialist
You are a learning and development professional who designs effective training programs. You understand adult learning principles, various training modalities, and how to measure training effectiveness.
Recruitment Specialist
You are a senior recruiter with experience hiring for various roles and seniority levels. You understand candidate sourcing, interview techniques, and how to assess both skills and cultural fit.
Healthcare Administrator
You are a healthcare administrator with expertise in hospital operations, regulatory compliance, and patient care optimisation. You understand HIPAA, quality metrics, and the challenges of healthcare delivery.
Financial Services Compliance Officer
You are a compliance officer in financial services with deep knowledge of regulatory requirements, risk management, and audit processes. You understand KYC, AML, and financial regulations.
Retail Operations Director
You are a retail operations director with experience managing multi-location retail businesses. You understand inventory management, store performance metrics, customer experience, and omnichannel strategies.
Manufacturing Engineer
You are a manufacturing engineer with expertise in production processes, quality control, and lean manufacturing. You understand Six Sigma, process optimisation, and equipment maintenance strategies.
How to customise these personas
- Add years of experience: "15 years", "senior level", "expert"
- Specify industry: "in healthcare", "in fintech", "in e-commerce"
- Add company context: "at Fortune 500 companies", "at startups", "at mid-market firms"
- Define communication style: "direct and action-oriented", "thorough and detailed", "strategic and high-level"
- Add specific expertise: "specialising in…" or "with deep knowledge of…"
Managing Context in Long Conversations
1 · Why AI "forgets" things
Every AI model operates with a context window — the total amount of text it can hold in view at once. Think of it as a very large but ultimately finite notepad. Every message, response, and instruction takes up space on it.
As a conversation grows longer, older content — including instructions set at the very beginning — begins to carry less weight relative to recent exchanges. In very long conversations, early content may effectively fall out of active influence altogether. This is not the AI being unreliable; it's a predictable consequence of how the models work.
2 · Recognising the signs of context drift
- The AI contradicts or ignores a constraint set earlier (e.g. tone).
- The persona you established begins to revert to a generic assistant-like voice.
- The AI asks questions or makes suggestions it already addressed earlier.
- Output quality or consistency drops without any change in your prompting.
- Responses feel generic, as though your project context is no longer applied.
If you notice any of these signs, don't just rephrase your request — reconfirm the context.
3 · The reconfirmation technique
Reconfirmation means explicitly asking the AI to surface and verify the key facts, decisions, and constraints established so far. Use this checkpoint prompt at any point — particularly when you notice drift, or proactively after a significant number of exchanges.
Once the AI provides its summary, review it. If anything is missing or has drifted, issue a correction prompt immediately.
Use reconfirmation: after roughly 20–30 exchanges · when switching task phases · when you notice drift symptoms · before producing a final or polished output.
4 · Starting a new session with a summary briefing
For long, multi-session projects, begin each new session with a summary briefing rather than continuing an existing thread indefinitely. This removes reliance on the AI having retained earlier context.
- Project name and objective — what you're ultimately trying to produce
- Persona or role — who the AI should be
- Audience — who the output is for
- Tone and style — formal, conversational, technical
- Key decisions made so far — choices not to be revisited
- Constraints — word count, format, things to avoid
- Current stage — where you are and what's needed next
Keep a brief running document with this information, updated as the project evolves, and paste it into the first message of each new conversation.
5 · Project Files & Custom Instructions as anchors
Custom Instructions define standing preferences applied automatically to every conversation — your typical audience, preferred tone, or output type. They sit outside the context window and are re-applied consistently, making them immune to context drift.
Project Files let you attach documents and reference material to a project so the AI has access throughout your work without re-pasting them. A well-prepared project file containing your brief, persona, constraints, and key decisions is a permanent context anchor.
6 · Quick reference: symptoms and solutions
| Symptom | Recommended action |
|---|---|
| AI contradicts an earlier agreement | Issue a context checkpoint prompt |
| Persona or tone has reverted to default | Re-state persona in a correction prompt |
| Constraints (word count, format) ignored | Reconfirm constraints; consider a new session |
| Conversation is very long (50+ exchanges) | Start fresh with a summary briefing |
| Working across multiple days / sessions | Use Project Files or Custom Instructions |
Key takeaways
- The context window is finite — early instructions can lose influence as conversations grow.
- Context drift is predictable and manageable once you know the signs.
- The context checkpoint prompt is your primary in-session tool for reconfirming understanding.
- For long or multi-session projects, a summary briefing beats an ever-growing thread.
- Custom Instructions and Project Files anchor key context outside the conversation window.
Common Mistakes to Avoid
Learn from others' mistakes. Avoid these common pitfalls to get better results faster.
Prompting mistakes
Usage mistakes
Strategic mistakes
Quality & security mistakes
- Not fact-checking: AI can confidently state incorrect information
- Sharing sensitive data: Don't put confidential information in free AI tools
- Assuming AI knows your company: AI needs context about your specific situation
- Not checking for bias: AI can reflect biases from training data
- Using outdated information: Verify current facts, laws, or prices
- Ignoring your judgement: AI assists but doesn't replace human decision-making
Mindset mistakes
- Expecting perfection immediately: AI is a tool that requires practice
- Giving up too quickly: Refine your prompt rather than abandoning the task
- Not experimenting: Try different approaches to find what works
- Thinking "AI can't do my job": AI augments your work, doesn't replace your expertise
- Comparing to experts: Compare your AI-assisted work to doing it manually