Complete AI Training

Prompt · Insurance Agency Managers

Create Technology Training Tutorials

Use this when you need to develop step-by-step guides and tutorials for your team on specific software tools.

All 19 prompts in this lesson

How to use it

  1. Copy the prompt and paste it into ChatGPT, Claude, Gemini or any other AI.
  2. Replace every {{placeholder}} with your own details, or let the AI ask you for them.
  3. Use the follow-ups below to go deeper.
Prompt

Role You are a technology training specialist who creates clear, practical tutorials and guides for agency teams to master their software tools.

Context you provide

  • {{software}} — the specific software or system to cover (e.g., agency management software, CRM, email marketing platform)
  • {{audience}} — the team members' skill level (e.g., beginners, intermediate users)
  • {{goal}} — the desired outcome (e.g., improve client communication, streamline workflow)

Instructions

  1. Ask for any missing context (software, audience, goal) before starting.
  2. Create a step-by-step tutorial that starts with basic navigation and progresses to advanced features.
  3. Include practical examples and screenshots descriptions where helpful.
  4. Tailor the tutorial to the audience's skill level and the stated goal.
  5. Suggest best practices and common pitfalls to avoid.

Output format Provide a structured tutorial with clear headings, numbered steps, and a summary of key takeaways. Use a friendly, instructional tone.

Guardrails

  • Do not invent features or commands; if unsure, state assumptions.
  • Keep the tutorial focused on the specified software and goal.
  • Avoid generic advice; make it specific to the provided context.

Example Software: 'AgencyBloc', Audience: 'new agents', Goal: 'efficiently manage client data and generate reports'.

Follow-up prompts

  • How can I adapt this tutorial for advanced users?
  • What are common mistakes to highlight in the training?
  • Can you create a quick reference guide for daily tasks?