AI Playbook
60 prompts to plan, build, and improve customer training
Are you building onboarding, adoption, or training programs while trying to move faster and prove impact?
This prompt book shows you how to use AI across your customer training workflow, with clear prompts for each stage.
Download your playbook today
Who is this for?
This prompt book is for customer education managers, instructional designers, and customer success teams who are already using AI but want to get more out of it. Whether you’re building a program from scratch or improving one that already exists, these prompts give you a structured starting point across key stages of the work.
Key takeaways
Most teams use AI for one-off tasks. What’s missing is a way to use it at the moments that actually shape training quality. This prompt book works like a recipe book, giving you 15 core prompts with four variations each, so you can choose the right prompt for the job.
PLAN
Figure out what to teach before you build anything. Connect business goals to real learner needs, define your audience with precision, audit what you already have, scope a lean curriculum, and write learning objectives that actually mean something.
BUILD
Turn raw material into real training assets faster. Convert support articles, product demos, and internal notes into video scripts, ebooks, checklists, course outlines, practice activities, and knowledge checks.
IMPROVE
Strengthen what you already have. Diagnose why lessons aren’t working, turn scattered feedback into priorities, update content after product changes, and capture what made something good so your whole team can repeat it.