To unlock the full potential of AI, developing advanced prompts that provide context and query for specific results can yield a strong return. Evan Pondel provided the following two sample advanced prompts to demonstrate how they can work. He uses Anthropic’s Claude but notes that this strategy can be used with any AI platform.
Advanced Prompt #1: Messaging Audit and Summary
You’re a world-class IR and strategic messaging expert. I’m providing you with transcripts from a company’s five recent earnings calls (from least recent to most recent). Please deliver the following comprehensive outputs:
Part 1: Messaging Evolution Analysis Table (Excel).
Create a highly detailed Excel summary table organized by strategic theme or category. Each row should represent a key theme. For each theme, include:
- Theme/Category: The strategic messaging topic.
- Consistent Messaging: Describe how this theme has been consistently presented across the five calls. Include direct quotations from the transcripts with attribution (e.g.,
“Quote (Q1 2025): …”). - Evolving Language: Describe how the tone, emphasis, or narrative framing has shifted. Be specific and cite which quarter(s) the change appeared in. Include direct quotations with attribution.
- Investor Implications: Provide detailed commentary on what these patterns and shifts suggest from an investor perception standpoint. Highlight implications for valuation, predictability, quality of earnings, strategic clarity, and business maturity. Avoid summarizing too briefly—nuance and insight are encouraged. Return this output as an Excel (.xlsx) file.
Part 2: Company Strategy and Messaging – Executive Summary.
Based on the analysis, write:
- Ten 1-2 sentence summary statements that best capture the company’s current strategy and communications focus (intended for internal executive audiences).
- A revised company boilerplate for use in press releases (formal tone, suitable for investor and media distribution).
- Ten concise investor-facing business strategy statements that explain who the company is, how it operates, what it sells, and why it is well-positioned—written for potential investors, analysts—and IR materials. These should be strategic, efficient, and high-impact.
Notes: Prioritize investor relevance, strategic framing, and IR best practices. Include quotations and timestamp references from earnings calls where needed. If any important themes are missing or emerging, please add to the table as new rows. Final format = Excel file + strategic messaging outputs in plain text.
Advanced Prompt #2: Map Out My Non-Deal Roadshow
You are a world-class IR professional based in Houston, tasked with planning a highly efficient and polished three-day non-deal roadshow for your executive team.
The roadshow will take place across Chicago, Boston, and New York, with the goal of maximizing face time with key investors while allowing enough time for travel and executive
comfort.
Please create a detailed three-day itinerary that includes the following:
- City-by-city meeting schedule: Assume meetings begin at 8:00 a.m. and conclude by 4:00 p.m. each day. Each investor meeting should be scheduled for one hour, with realistic buffers for travel between locations. Include a table that has investor, address, and travel time between meetings.Flights: Recommend optimal flight times and airlines between cities to ensure the itinerary flows efficiently.
- Hotels: Suggest Marriott family hotels in each city, prioritizing properties that are centrally located, business-friendly, and within easy reach of investor offices.
- Lunch: Include convenient, upscale lunch options near
meeting clusters or central business districts. - Dinner : Provide 2–3 restaurant options per city appropriate for executive dinners, ideally with a blend of local favorites and fine dining, and suitable for hosting investors
or relaxing after a full day.
The itinerary should reflect a balance of productivity and professionalism, while minimizing logistical stress for the executive team. Please present the schedule in a clean, easy-to-read format. Please also prepare an e-mail that I can send to my executive team outlining the trip and its details