Course overview
Start hereAI for Investor Relations Managers
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Priya's Thursday, two ways

9 lessons · 26 prompts

A day in the life of an Investor Relations Manager: what changes with these prompts.

Track progress as a member

Priya is an investor relations manager at a mid-sized public company.

It is Thursday, and Priya has a quarterly earnings release draft due tomorrow. She opens ChatGPT and uses the Earnings Release Drafting lesson. She pastes in last quarter's release and the key numbers from finance. She asks for a working draft that keeps the same tone but updates the figures. In a few minutes she has a draft to edit, not a blank page.

Next she opens Claude and uses the Analyst Report Monitoring lesson. Several analyst reports arrived overnight. She asks for a summary of each, plus a note on where they disagree on revenue trends. The summary is short and clear. She saves it for the CFO.

After lunch, she uses Gemini and the Shareholder Inquiry Replies lesson. A dozen shareholder emails are waiting. Most ask about the dividend and the new product line. She asks for polite, factual replies she can adapt. She personalizes each one and sends them. Then she uses the Earnings Call Preparation lesson to outline a script and likely Q&A for next week's call.

By late afternoon she has a release draft, a call outline, and a clean inbox. Instead of staying late, she leaves on time to pick up her daughter from soccer practice. The time she won back goes to her family, and she still feels prepared for the week ahead.

Before

  • Blank page every quarter
  • Inbox full of shareholder questions
  • Analyst reports stack up
  • Call prep takes all day

After this course

  • Draft ready in minutes
  • Replies sent with care
  • Reports summarized quickly
  • Home on time for family

What you'll learn

  • Earnings releases: Draft a working earnings release with clear structure and a tone that fits your company.
  • Investor decks: Build slide bullets and speaker notes for your next investor presentation.
  • Shareholder replies: Write calm, appropriate replies to common shareholder questions and concerns.
  • Earnings calls: Prepare a call script, likely Q&A, and a follow-up summary for the quarterly call.
  • Analyst reports: Turn long analyst reports into quick summaries, comparisons, and trend notes.
  • Disclosure checks: Spot possible disclosure and Reg FD issues in drafts before they are shared.
  • Meeting planning: Organize investor meeting agendas and the details that surround them.
  • Database management: Keep your investor database clean and use it to segment outreach.

How this course works

  1. 9 lessonsOne task of your job each, from earnings release drafting to strategic ir planning.
  2. Ready-to-paste promptsCopy, fill in the parts in {{brackets}}, paste into ChatGPT, Claude or Gemini.
  3. Tick and completeTick the prompts you tried and mark each lesson complete.
  4. Get certifiedFinish and keep the prompts as your own library.