Tenant Provider Onboarding Exercises

Fill in the blanks to test your knowledge.

Sort the work. A change to what customers see on your live site goes through ___; knowledge work that produces a document or message goes through ___.

// Two tools, two jobs

// SYSTEM CHANGE -> new service page, price on the site, form field

// tool: with Claude Code

// safety: a preview link, then you approve

// BUSINESS WORK -> bids, estimates, review replies, follow-ups

// tool:

// safety: NONE automatic — you are the last check

Complete the bid-triage prompt. The instruction that stops the model drafting a proposal you may not be eligible for is "do not write a ___".

// Bid / no-bid screen — the instruction that does the work

// "Here is a solicitation. Do not write a . Answer only these:

// 1. What type is this — Sources Sought, RFQ, or RFP?

// 2. What exactly is the buyer asking to be delivered?

// 3. Hard eligibility requirements?

// 4. Which do we appear to fail?

// 5. , and what must be submitted.

// 6. Bid / no-bid recommendation in one sentence."

Your standing business brief needs a line that prevents stale facts. Add the "Last ___" stamp and the list of things that must never be stated without checking.

// BUSINESS BRIEF — [Company name]

// Last : 2026-08-16

// What we do. Residential + light-commercial exterior cleaning.

// Where. Portland metro, ~40 miles from base.

// What we do NOT do. Roofing repair, painting, landscaping, interior.

// How we talk. Plain, warm, specific. No "premier provider".

// Never stated without checking: prices, warranty length,

// and insurance numbers, turnaround promises.

Complete the two rules that keep a generated estimate honest: use only rates from the sheet, and flag what you could not price as "___ TO CONFIRM".

// Estimate prompt — the two rules that matter

// "Use ONLY rates from the rate sheet. Never a rate.

// Where the sheet gives a range, show the range and say which

// end you would expect, and why.

// List anything you needed and did not have as TO CONFIRM.

// Show the arithmetic so I can check it."

// A quote with NO open items, for a property nobody has visited,

// is the warning sign — not the reassurance.

Match the surface to its reader. The one reaching someone who has already searched for your service is ___; the one where a hard sell backfires is ___.

// One job, four posts — different readers

// reader: searching for this service NOW

// -> service + city + clear next step, <300 chars

// Facebook reader: a neighbour scrolling, not shopping

// Instagram reader: visual first, caption second

// reader: a neighbour who trusts neighbours

// -> plain, helpful, no sales language

Complete the four moves of a reply to a bad review, and name the phrase that must never appear.

// Reply to a 2-star review — for the NEXT forty readers, not the reviewer

// 1. Thank them, ally (not "thank you for your feedback")

// 2. Acknowledge the actual complaint plainly — do not minimise

// 3. State what you did or will do

// 4. Move it — a name and a direct way to reach you

// Never: excuses, blaming weather or the customer,

// and never "we are sorry you feel that way."

Apply the redaction habit. Rewrite the request so it keeps the situation and drops the identifiers.

// BEFORE (do not paste this)

// "Draft a follow-up to Margaret Chen, 1847 SW Hillcrest Terrace,

// 503-555-0147, quoted $890 for a roof soft wash on the 3rd."

// AFTER (safe, and just as useful)

// "Draft a follow-up to a we quoted 12 days ago for a roof

// soft wash. Quote was in the high hundreds. No response yet.

// Warm, not pushy, one clear next step."

// You paste the in yourself when you send it.

Complete the two prompt additions that make claim-checking fast: ask for claims to be listed, and forbid invention with a visible marker.

// Added to any prompt producing customer-facing text

// "After the draft, list every factual it contains that I should

// verify — prices, numbers, dates, credentials, guarantees, and any

// efficacy claim. If it contains none, say so."

// "If you do not have a fact you need, write [: what is needed]

// rather than filling it in. Do not estimate or use a placeholder

// that looks like a real value."

// Why: an invented licence number is formatted exactly like a real one.

Complete the change loop, and the property that makes it safe.

// The change loop

// 1. Describe what you want

// 2. A change is prepared — NOT applied

// 3. You get a : your site WITH the change, at its own link

// 4. You — only then does it go live

// Property that matters: steps 1-3 cannot break your live site.

// So there is no penalty for iterating.

Complete the media prompt discipline: state style as ___, and shoot the after from the same ___ as the before.

// 20-second vertical before/after reel

// 0-3s the "before" — heavy algae, static shot

// 3-5s hard wipe transition

// 5-14s the "after" — SAME angle, SAME framing

// 14-20s end card: "Driveway cleaning — Portland metro. Free quote."

// Style as : no colour grading, no lens flares, no stock look,

// no music with lyrics, no voiceover

// Prohibition: do not add any claim, percentage, or guarantee text

// Shoot the after from exactly the same as the before.

// A mismatched pair looks like two different houses.