WEBVTT

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A quote email can sound excellent... and still promise

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something your business never agreed to.

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Our fictional Christchurch builder needs a site visit

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before quoting a deck repair.

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There's no price yet, and no start date.

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Those gaps need to stay visible.

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So here's how to build a good brief.

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Write the source notes first, then the instruction.

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Keeping them separate shows you which parts are facts,

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and which parts describe what you want back.

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Start with the task:

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draft a cover email.

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Add the context: a homeowner asked about a deck repair.

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Then name the audience, and the tone.

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A role, like office administrator, can guide the wording.

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But it can't create missing facts.

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The notes give two possible visit times,

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but no confirmed booking.

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So ask for both options, and ask the homeowner to reply.

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The decision stays with them.

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Next, give ChatGPT the facts it may use.

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Set a short word limit, and plain New Zealand English.

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And say it plainly:

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don't invent a price, a date, a warranty,

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or a scope.

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If tone matters, add one invented example sentence that

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sounds like your office.

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Something like: Thanks for getting in touch.

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We can help you work through the next step.

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That shows the tone without handing over private

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information. Never paste in real customer emails as

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examples.

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Now read the draft beside your prompt.

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Did it keep the site visit?

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Did it add a booking, or a guarantee?

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Go sentence by sentence.

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Underline every claim you could check,

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and compare it with the notes.

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If a claim has no source, cut it, or mark it as an open

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question.

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Then ask for one change at a time.

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For example: shorten the opening, and keep both visit

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options. Style changes can change meaning,

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so check the facts again after every revision.

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The same habit works for meeting notes.

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Our invented Wellington HR notes have no deadline.

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So the action table should say:

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Not agreed.

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A tidy table isn't more useful if it quietly turns a guess

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into a decision.

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Try the email exercise now, with fictional material.

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Save the prompt that worked, plus a note of what you

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checked.

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Better still, save a reusable pattern with blanks for the

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task, audience, source and limits.

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Next time, fill the blanks with approved facts.

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Brief, draft, revise, review.

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A saved prompt is a starting point for your judgement,

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not permission to skip the check.
