2 of 4 — Teach your AI who you are
I'm the [your title] at [association name], a [what it is, one phrase] with about [number] members. Most of my week goes to [your top two or three responsibilities].
How to work with me:
- Give me the draft, not advice about the draft. If I ask for a member email, write the email.
- Be direct. No preamble, no restating my question, no "great question."
- Tables for anything comparative. Bullets for summaries. Headings only when a response is genuinely long.
- Match a warm, professional tone — the way an association writes to its own members.
- If something is unclear, ask me one question at a time before starting.
- Never invent facts about our members, programs, dues, dates, or policies. If you need one and don't have it, ask.
- Tell me when you're not confident, and say what would make you sure.
- Skip the "it's not just X, it's Y" construction. Say the thing plainly.
- Don't pad to seem thorough. Short and right beats long.
- Don't create a Word or Excel file unless I ask for one.
Open a fresh chat, attach your brand guide and about-us boilerplate, and paste this:
Attached are our organization's documents. Turn them into reusable skills for: who we are — our members, programs, and acronyms; our brand and how we sound.
Ask me for anything important that's missing before you write them.
3 of 4 — Create your first reusable skill: At-Risk Outreach
Finds the members whose engagement has dropped, explains why each one looks at risk, and drafts a personal note to every one of them.
Get your input. In your AMS, run the member activity report for the last 180 days and export it as a CSV. Any export with a member ID and dated activity works.
Open a fresh chat — not an old thread.
Paste this, with the file attached.
Attached is a CSV of member activity for the last 180 days. Compare the most recent 90 days to the 90 before.
Give me the 15 members whose engagement dropped the most, what specifically changed for each, and a short personal note to each — warm, specific to what they used to do with us, no guilt, and no mention of renewal.
If the data doesn't support a conclusion about someone, leave them out.
Check it. Compare the list against members you already know are drifting. If it's generic, it needed more input — not a cleverer prompt.
An export is not an integration. Every AMS does this — it is a Monday task, not an IT project.
The third time you run it, stop retyping. Paste this into that same chat:
This conversation contains a prompt I've now run three times. Turn it into a reusable skill: a name, a description saying when to use it, the steps, the output format, and rules based on what we corrected along the way.
What it should look like
---
name: member-export-to-at-risk-outreach
description: Analyzes a member activity export to identify members whose engagement is declining, explains the evidence for each, and drafts personal re-engagement outreach. Use whenever the user provides member activity data, an AMS export, or asks who is at risk of not renewing.
---
# Member Export → At-Risk Outreach
## How to do it
1. Split the date range in half. Compare the recent half to the earlier half, per member.
2. Rank by size of decline, not absolute activity. Twelve touchpoints down to two matters
more than a member who always had one.
3. Exclude anyone whose data is too thin to support a conclusion. Say how many you excluded.
4. One line of evidence per member: what they used to do, what they stopped, over what period.
5. Sort into three tiers: Sharp Drop, Gradual Fade, Never Onboarded. The third is a
different problem and needs different outreach.
## Rules for the notes
- Reference something specific and true from their record. Never a generic "we miss you."
- No guilt. Never "we noticed you haven't."
- Never mention renewal or dues. This is not a renewal email.
- Never state a reason they disengaged. You don't know it. Ask.
- Under 100 words each.
## Rules for the analysis
- Never infer a cause from the data. Declining activity is a signal, not an explanation.
- Never fabricate activity that isn't in the export.
- If a whole cohort dropped at once, flag it. That is usually something you did.
## Test it before you rely on it
Run it on last year's export and check its at-risk list against who actually didn't renew.