The AI Weekly Planning Template

My revenue target this month is: [£/$ AMOUNT]
I have [NUMBER] weeks left in the month.
That means I need to generate [£/$ AMOUNT] this week to stay on track.

My current pipeline looks like:
- Active conversations: [LIST NAMES/COMPANIES]
- Proposals out: [LIST]
- Expected closes this week: [LIST]

AI PROMPT TO RUN:
Paste the above into your AI tool and add: 'Based on this pipeline, tell me the single most important sales action I should take before anything else this week. Be specific. Name the person or deal.'

Everything on my plate this week (list without filtering):
1. [TASK]
2. [TASK]
3. [TASK]
4. [TASK]
5. [TASK]
6. [TASK]
7. [TASK]
8. [TASK]
9. [TASK]
10. [TASK]
(Add as many as needed)

AI PROMPT TO RUN:
Copy your full list and paste it with this instruction: 'Sort this task list into three categories: (1) directly moves money this week, (2) builds the pipeline for next 30 days, (3) maintenance or admin that could be batched or delegated. Label each task with the category and a one-line reason. Be ruthless.'

From the sorted list above, I am dropping these tasks entirely this week:
- [TASK]: reason [WHY IT CAN WAIT]
- [TASK]: reason [WHY IT CAN WAIT]

I am delegating these tasks:
- [TASK] to [PERSON/TOOL] by [DAY]
- [TASK] to [PERSON/TOOL] by [DAY]

AI PROMPT TO RUN:
'For each task I am delegating, write a one-paragraph brief I can send directly to the person or tool taking it over. Include: what I need, the format I want back, and the deadline.'

This week my three priorities are:

Priority 1: [TASK/PROJECT]
Revenue link: [HOW THIS DIRECTLY AFFECTS INCOME]
Done looks like: [SPECIFIC MEASURABLE OUTPUT]
Time needed: [HOURS]
Deadline: [DAY]

Priority 2: [TASK/PROJECT]
Revenue link: [HOW THIS DIRECTLY AFFECTS INCOME]
Done looks like: [SPECIFIC MEASURABLE OUTPUT]
Time needed: [HOURS]
Deadline: [DAY]

Priority 3: [TASK/PROJECT]
Revenue link: [HOW THIS DIRECTLY AFFECTS INCOME]
Done looks like: [SPECIFIC MEASURABLE OUTPUT]
Time needed: [HOURS]
Deadline: [DAY]

AI PROMPT TO RUN:
'I have these three priorities. Build me a Monday to Friday daily schedule that protects focused work time for each one. Assume I have 5 hours of usable work time per day after meetings. Flag any conflicts or risks in the plan.'

Copy this for each day Monday through Friday:

DAY: [MONDAY/TUESDAY/WEDNESDAY/THURSDAY/FRIDAY]
Date: [DATE]

Morning block (9am to 12pm): [PRIORITY TASK]
Afternoon block (1pm to 3pm): [PRIORITY TASK OR MEETINGS]
End of day (3pm to 5pm): [EMAIL/ADMIN/FOLLOW-UPS]

Must-do today (non-negotiable): [ONE THING]
Will-do if time allows: [ONE THING]
Not touching today: [ANYTHING THAT CAN WAIT]

AI PROMPT TO RUN:
'Review this daily plan. Is the must-do task actually the highest revenue activity for today, given my priorities above? If not, tell me what should replace it and why.'

Name/Company: [NAME]
Last contact: [DATE]
What was said: [SUMMARY IN ONE SENTENCE]
Next action needed: [SPECIFIC STEP]
I need to do this by: [DATE]
Likelihood of converting: [HIGH/MEDIUM/LOW]

(Repeat for each active conversation)

AI PROMPT TO RUN:
Fill in the log for all active conversations, then paste it with this instruction: 'For each HIGH and MEDIUM likelihood conversation, write a follow-up message I can send today. Match the tone to what was said last. Keep each message under 100 words. Do not use templates that sound like templates.'

This week I want to be visible on: [PLATFORM/S]
My audience on these platforms is: [WHO THEY ARE]
The problem I help them solve is: [SPECIFIC PROBLEM]
The angle I want to lead with this week is: [TOPIC OR INSIGHT]

Content I need this week:
- [FORMAT, e.g. LinkedIn post]: [TOPIC]
- [FORMAT, e.g. email to list]: [TOPIC]
- [FORMAT, e.g. short video]: [TOPIC]

AI PROMPT TO RUN:
'Using the angle and audience above, write all three pieces of content listed. Each piece should feel like it comes from the same person with the same point of view. Do not repeat the same point across all three. Make each one stand alone.'

Piece of content I already have (paste or summarise it here): [EXISTING CONTENT]
Originally published: [DATE AND PLATFORM]
The core idea in one sentence: [CORE IDEA]

I want to repurpose this into:
- [FORMAT]: for [PLATFORM]
- [FORMAT]: for [PLATFORM]

AI PROMPT TO RUN:
'Take the core idea above and rewrite it in two new formats listed. Do not copy phrases from the original. Each version should feel fresh and native to the platform it is written for.'

This week I completed: [LIST WHAT GOT DONE]
This week I did not complete: [LIST WHAT SLIPPED]
Revenue moved forward by: [DESCRIBE WHAT CHANGED IN PIPELINE]
One thing that slowed me down: [HONEST ANSWER]
One thing that worked better than expected: [HONEST ANSWER]

Next week my focus should shift to: [AREA OR DEAL]

AI PROMPT TO RUN:
Paste the above and add: 'Based on what slipped this week, tell me: was this a planning problem, a time problem, or a priority problem? Give me one specific change to my planning process that would prevent the same slip next week.'