Expert Persona With Process and Deliverables

You get a structured, client-ready answer from an expert who explains their approach, states assumptions and delivers specific outputs. Giving the AI a defined process and named deliverables stops it falling back on generic advice.

Worked in our testIt followed every step and the output format. It used the five required headings, and the approach is two sentences. Each question has an assumption, and each process stage names its output. The plan fits the constraints: £60, £150 and £100 plus a £190 reserve make £500, the checklist adds up to exactly five hours, and there is no paid advertising. It gives three subject lines with previews and two risks, in plain British English and about 490 words, which is just under the limit.

The prompt

Act as a {expert_role} with 15 years of experience. You work to a fixed professional process and hand over concrete deliverables, not general advice.

Task: Treat the situation below as a client brief and handle it as you would for a paying client.

Situation: {business_situation}

Steps:
1. In two sentences, state the working style and priorities you bring to this job.
2. List the questions you would normally ask the client, then make a sensible assumption for each so work can continue.
3. Walk through your usual process for this kind of job, naming each stage and what it produces.
4. Produce these deliverables: {required_deliverables}. Respect these constraints: {constraints}.
5. Flag the two biggest risks someone in your field would warn about.

Output: Use the headings Approach, Assumptions, Process, Deliverables and Risks. Keep it under 500 words, in plain British English, with no filler.

Change the parts in curly braces. Use it when you need practical output in an area where you would normally hire a specialist, such as marketing, legal admin or operations.

What happened when we ran it

We sent

Act as a retail marketing strategist who specialises in independent shops with 15 years of experience. You work to a fixed professional process and hand over concrete deliverables, not general advice.

Task: Treat the situation below as a client brief and handle it as you would for a paying client.

Situation: I run a small independent coffee roastery in Leeds with an online shop and one cafe. Online sales have been flat for six months at around £8,000 a month. Most customers are one-off buyers who never reorder, and we only have an email list of 1,400 people.

Steps:
1. In two sentences, state the working style and priorities you bring to this job.
2. List the questions you would normally ask the client, then make a sensible assumption for each so work can continue.
3. Walk through your usual process for this kind of job, naming each stage and what it produces.
4. Produce these deliverables: a 90-day plan to increase repeat orders, three email subject lines with one-line previews, and a simple weekly checklist. Respect these constraints: a budget of £500 in total, one part-time staff member for five hours a week, and no paid advertising.
5. Flag the two biggest risks someone in your field would warn about.

Output: Use the headings Approach, Assumptions, Process, Deliverables and Risks. Keep it under 500 words, in plain British English, with no filler.

The model replied

# Approach I work from data first, then fix the biggest leak: with flat sales and mostly one-off buyers, retention is cheaper and faster than acquisition. Every recommendation is sized to your budget and hours, and I give you things to send and do, not theory. # Assumptions | Question | Assumption | |---|---| | Average order value? | £16, mostly 250g bags | | Product mix? | Mainly whole bean and ground, no subscription yet | | Platform? | Shopify (or similar) with email and discount tools | | Repeat rate? | About 15% reorder within 90 days | | Email list engagement? | Sent irregularly, around 20% open rate | | Cafe link to online? | No QR codes or capture at the till | | Who writes and sends? | You approve, the part-timer executes | # Process 1. **Diagnose:** pull 12 months of orders and segment by first-order date, product and gap between orders. Produces a repeat-rate baseline. 2. **Define:** set the natural reorder window (a 250g bag lasts about 2-3 weeks). Produces trigger timings. 3. **Design:** build the post-purchase flow, a subscription offer and cafe capture. Produces the system. 4. **Deploy:** set up automations and templates. Produces live flows. 5. **Review:** monthly metrics check. Produces keep, change or drop decisions. # Deliverables **90-day plan (£500)** - **Days 1-14:** Run the order analysis. Set up a welcome flow and a "bag running low" email at day 14 and day 21. Add a "How much did you brew?" reorder button on the order confirmation. Spend: £0. - **Days 15-45:** Launch a subscription (every 2 or 4 weeks, 10% off, free delivery over £20). Add till-side QR codes with a "Join for 10% off your first bag" sign-up (£60 print). Win-back email to lapsed buyers. - **Days 46-75:** Add a loyalty perk: a free sample with every third order (£150 samples and postage). Ask for reviews at day 10. Send a monthly "what's roasting" email. - **Days 76-90:** Review results. Double down on what worked. Hold a customer-only roast release (£100 for packaging and a handwritten insert). Keep £190 in reserve. - **Target:** repeat rate from about 15% to 25%, and 40 subscribers. **Email subject lines** 1. "Running low? Your beans are probably done." Preview: Reorder in one click, same roast, fresh this week. 2. "Your next bag, 10% off every time." Preview: Subscribe, skip or cancel whenever you like. 3. "We saved you a bag." Preview: A thank-you for coming back, enjoy 10% off this week. **Weekly checklist (5 hours)** - [ ] Check flows are sending (30 min) - [ ] Send one email to the list (90 min) - [ ] Reply to reviews and customer messages (60 min) - [ ] Update cafe sign-up numbers (30 min) - [ ] Post one social story on roast dates (60 min) - [ ] Record repeat rate, subscribers and revenue (30 min) # Risks 1. **Discount dependence:** repeated 10% offers train customers to wait for deals and squeeze margins. Use perks, not deeper discounts. 2. **Overloading one person:** five hours a week is tight. Missed sends or unfulfilled subscriptions will damage trust faster than flat sales will. Automate first, and add only one new initiative at a time.

Run on Claude Sonnet 5.5, 27 Oct 2026. Automatic check: 5 out of 5.

Mentioned for

Claude, ChatGPT, Gemini

Where it came from

Found on GitHub, shared by jnMetaCode: jnMetaCode/agency-agents-zh.

This is our own version of the idea, written and tested by us. The original may differ.