I know this guy who hates tech. He literally PRINTS his emails. But he ended up becoming the go-to Microsoft Copilot and ChatGPT expert… for his whole retirement community.
A few months ago, we were at a Tech Meetup, and he was rolling his eyes every time someone said “AI.” One of my other friends was in front of the room showing how AI is changing everything in his business:
- Emails writing themselves.
- Content that practically creates itself.
- Bots talking to customers better than most humans.
He leaned over and was like, “Is this real?” I handed him my laptop and said “Watch.”
He stared at that prompt box like I just asked him to defuse a bomb. I’m like, “What’s something you need right now?”
“A lease agreement for my property”.
I told him to talk to Microsoft Copilot like you’d talk to your lawyer.
I gave him a few easy tips.
Thirty seconds later, he got a rock-solid lease agreement… including stuff his lawyer never thought of.
He looks at me, “I’ve been doing deals all wrong.”
A week later he’s sharing AI with all his neighbor’s.
That’s what happens when you know how to talk to it properly. Most people treat Copilot or ChatGPT like a search bar and wonder why it fails.
Fire off, one-line questions and walk away frustrated, like wrestling a Wi-Fi printer.
It’s not an AI problem; it’s a user problem.
The fix? A proven 4-step prompt that turns anyone into an in-house AI expert.
Ready to stop spinning your wheels and start saving hours?
Here’s my exact prompt framework that will make it easy.
4 Step Prompt Process to Master Microsoft Copilot and ChatGPT
(Or any other AI chat model)
1) Tell Your AI Who It Needs To Be
It’s like walking into a crowd and randomly yelling out a question. Most people just type WHAT they want, without thinking about WHO they want to answer.
I call it the ROLE.
Sounds crazy, but you can tell Copilot and ChatGPT WHO you want it to be.
“ACT AS A… [INSERT JOB TITLE]” And it shows up like this in your prompt:
Searching its neural networks for the most relevant context. Whatever role you give it… It starts focusing. Copywriting expert. Lawyer. Accountant.
So, before you ask it for ANYTHING, always start with the role.
2) Give Your AI Context
If your AI spits out results that read like a robot having a stroke then the Context is what’s missing.
Many wonder why they end up with cheesy Hallmark card content. Most people ask, “Write me 10 Instagram posts about my productivity app.”
Instead, explain your situation:
“I’M TRYING TO… [generate more leads through Instagram for my app. And the content we create needs to target overwhelmed entrepreneurs.]”
When it understands the WHY, it can align every word to what you want. Don’t make your AI answer without giving it context. Your doctor wouldn’t prescribe medicine without knowing what’s wrong.
3) Be Specific (It’s Not a Mind Reader)
Tell it EXACTLY what action you want it to take. Make the most of your prompt by replacing a vague idea with a specific command. Garbage in, garbage out.
Don’t say: “I need some social media content.”
Say: “CREATE… [10 engaging Instagram captions about productivity hacks for entrepreneurs.]”
You wouldn’t walk into a restaurant and just order “beef.”
Be specific, and your result will be specific. AI works the same way.
4) Format For the Function
Before you hit “enter” on your prompt, ask: “What am I actually going to do with this?”
The format should match the function. Most people tell it WHAT to do… But not HOW you want to receive it.
Here’s what to put in your prompt:
“FORMAT THE OUTPUT AS… [A table with these headings…]”
And then get creative.
- Comparing options: Table with headings
- Importing to tool: CSV Spreadsheet
- Brainstorming ideas: Bullet list
- Workflow process: Numbered list
The more you do this, the more you can plug it directly into your workflow.
Here’s the full prompt format:
Act as a… [ROLE]
I’m trying to… [CONTEXT]
Create a… [TASK]
Format the output as… [FORMAT]
Do this and you’ll get ahead of 99% of people. |
