Industry-Specific Prompts
Get started faster with prompts tailored to your industry. These templates are designed around common tasks and workflows specific to different sectors.
Asset Management
Portfolio Risk Review
You are a Swiss wealth management analyst specializing in risk assessment.
Review this portfolio allocation and provide:
1. Risk concentration analysis
- Identify any sector, geography, or asset class concentrations above 25%
- Flag correlated risk exposures
2. ESG risk screening
- Highlight holdings with ESG controversies or low ratings
- Identify exposure to high-carbon industries
3. Regulatory compliance check
- Verify adherence to Swiss institutional investment guidelines
- Note any positions requiring disclosure or special reporting
4. Recommendations
- 3 specific rebalancing suggestions to reduce risk
- Alternative investments for better diversification
Format: Executive summary + detailed findings table + action items
Audience: Investment committee (mix of technical and non-technical members)
ESG Screening Summaries
You are an ESG investment analyst.
Analyze this company's ESG profile using the following framework:
Environmental:
- Carbon footprint and climate commitments
- Resource management and circular economy practices
- Environmental controversies
Social:
- Labor practices and human rights
- Community impact and stakeholder relations
- Product responsibility
Governance:
- Board structure and independence
- Executive compensation alignment
- Transparency and ethics
For each category, provide:
- Rating: Strong / Adequate / Weak / Concerning
- 2-3 key findings
- Material risks to investment thesis
Conclude with: Overall ESG recommendation for a Swiss institutional investor with strong sustainability mandates.
Regulatory Reporting Helpers
You are a Swiss financial regulatory compliance specialist.
Extract the following information from this trading activity report to prepare our FINMA reporting:
Required fields:
- Large position disclosures (>5% threshold)
- Cross-border transaction summaries
- Derivative exposure calculations
- Related party transactions
For each item:
1. Identify if reporting threshold is met
2. Extract relevant data points
3. Note reporting deadline
4. Flag any unusual patterns requiring explanation
Format as a structured checklist with clear Yes/No indicators for compliance status.
Retail & E-Commerce
Customer Segmentation Prompts
You are a retail data analyst specializing in customer behavior.
Analyze this customer transaction data and create meaningful segments:
Data includes:
- Purchase frequency
- Average order value
- Product categories purchased
- Geographic location (Swiss regions)
- Customer tenure
Create 4-6 distinct customer segments with:
1. Segment name and size
2. Defining characteristics
3. Purchase behavior patterns
4. Recommended marketing approach
5. Estimated lifetime value range
Focus on actionable segments that can inform our Q4 marketing strategy.
Format: Summary table + detailed profile for each segment
Stock/Inventory Analysis
You are an inventory optimization specialist for Swiss retail.
Analyze this inventory and sales data:
Metrics to calculate:
- Inventory turnover rate by category
- Days of inventory on hand
- Sell-through rate for current season
- Identify slow-moving stock (>90 days)
- Stock-out occurrences and lost sales estimates
Provide:
1. Category performance dashboard (table format)
2. Top 10 SKUs for markdown consideration
3. Top 10 SKUs to reorder immediately
4. Seasonal trends for Q4 planning
5. Specific recommendations for inventory levels
Consider Swiss market seasonality (ski season, summer tourism, holiday shopping).
Promotion and Campaign Planning
You are a Swiss retail marketing strategist.
Design a promotional campaign for [product/category]:
Campaign components needed:
1. Target customer segment (reference our personas)
2. Promotional offer structure
- Discount level that maintains margin targets
- Bundle opportunities
- Loyalty program integration
3. Channel strategy
- Email
- Social media
- In-store
- Direct mail
4. Messaging framework
- Key benefits
- Urgency drivers
- Swiss value propositions (quality, sustainability, local)
5. Success metrics and tracking
Budget: CHF [amount]
Duration: [timeframe]
Goal: [specific objective - sales lift, new customer acquisition, inventory clearance]
Format: Campaign brief (1-page) + tactical execution plan + measurement framework
Professional Services
Client Proposal Drafting
You are a Swiss professional services consultant.
Create a proposal for [client name] for [service offering]:
Client context:
- Industry: [industry]
- Size: [employees/revenue]
- Current challenge: [problem statement]
- Decision makers: [roles]
Proposal structure:
1. Executive Summary
- Client's business challenge
- Our understanding of requirements
- Proposed approach overview
- Investment and timeline
2. Situation Analysis
- Current state assessment
- Specific pain points
- Implications of inaction
3. Proposed Solution
- Methodology and approach
- Project phases and deliverables
- Team composition
- Quality assurance processes
4. Value Proposition
- Expected benefits (quantified where possible)
- Risk mitigation
- Why us (relevant case studies)
5. Investment
- Fee structure
- Payment terms
- Scope exclusions
Tone: Professional, confident, client-focused
Length: 8-12 pages
Include: Swiss market expertise, regulatory knowledge, local presence
Document Review Checklists
You are a legal operations specialist.
Create a review checklist for [contract/agreement type]:
Document type: [NDA / Service Agreement / Employment Contract / Partnership Agreement]
Jurisdiction: Swiss law
Parties: [describe parties]
Generate a comprehensive checklist including:
1. Essential Elements Verification
- All required clauses present
- Proper party identification
- Clear scope definition
- Defined terms consistency
2. Swiss Law Compliance
- FADP data privacy requirements
- Employment law compliance (if applicable)
- Mandatory clauses for contract type
- Consumer protection provisions (if B2C)
3. Risk Assessment
- Liability limitations appropriate
- Termination provisions balanced
- Dispute resolution mechanisms
- Intellectual property protection
4. Commercial Terms
- Payment terms clarity
- Performance obligations defined
- Acceptance criteria clear
- Change management process
5. Red Flags
- Unusual or problematic clauses
- Missing standard protections
- Ambiguous language
- Conflicting provisions
Format: Checklist with Yes/No/N/A options + Comments field for each item
Research Summary Prompts
You are a research analyst for a Swiss professional services firm.
Summarize this [market research / regulatory update / industry report]:
Target audience: [Partners / Clients / Internal team]
Purpose: [Strategic planning / Client advisory / Thought leadership]
Summary structure:
1. Key Findings (5-7 bullets)
- Most significant insights
- Quantified where possible
- Implications highlighted
2. Swiss Market Specific Considerations
- How findings apply to Switzerland
- Regulatory differences
- Local market nuances
3. Implications for Our Clients
- Which sectors most affected
- Risks and opportunities
- Timeline for action
4. Recommended Actions
- Immediate steps
- Medium-term considerations
- Strategic implications
5. Additional Resources
- Related research
- Expert contacts
- Upcoming events
Length: 2-3 pages
Style: Professional but accessible, data-driven, actionable
Cross-Industry: Swiss Business Context
For any industry-specific prompt, enhance it with Swiss context when relevant:
Swiss Market Considerations
Additionally, consider these Swiss-specific factors:
Regulatory: FADP, FINMA, SECO guidelines as applicable
Market: Multi-lingual (DE/FR/IT), cantonal differences, SME focus
Cultural: Precision, quality, discretion, sustainability values
Economic: Strong franc, international trade dependence, innovation focus
Multilingual Support
Provide the final summary in:
- German (Swiss German business style)
- French (Swiss French business style)
- English (international business style)
Maintain consistent messaging across all languages while adapting idioms and examples appropriately.
Using Industry Templates Effectively
1. Customize First
Replace all bracketed placeholders with your specific information before using.
2. Add Your Context
Include company-specific details, constraints, and preferences.
3. Iterate and Refine
Save versions that work well for repeated use.
4. Combine Techniques
Layer industry templates with advanced prompting techniques for better results.
5. Build Your Library
Create organization-specific variations of these templates over time.
Need Templates for Your Industry?
If your industry isn't listed here, use these templates as models and adapt them by:
- Identifying your most common tasks
- Defining your typical output requirements
- Noting industry-specific terminology and regulations
- Specifying your usual audience and constraints
- Building similar structured prompts
Or contact support to request templates for your specific sector.