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1.3BeginnerModule 01 · Think Like a Strategist

Role Prompting - The Expert Chair

Your AI outputs sound like a generic internet article instead of expert advice. You need the

The prompt

Copy & paste ready
1.3Role Prompting - The Expert Chair
Act as a [SPECIFIC EXPERT e.g. senior B2B SaaS sales strategist with 15 years selling to enterprise CTOs]. You care most about: [THEIR PRIORITY - e.g. shortening sales cycles and increasing deal value, not just volume]. From your expert perspective: [YOUR QUESTION OR SCENARIO - be specific] Give your honest assessment. Flag risks I may not have considered. Define AI Roles High Importance Broad Roles Expert Roles General professional Highly specialized perspectives professional viewpoints Low Specificity High Specificity Generic AI Niche Roles Standard, unassigned AI Highly specific but less output critical perspectives Low Importance
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Pro tip, from the book

The most underused version: assign a role that would disagree with your plan. 'Act as a sceptical investor' or 'Act as the customer who would not buy this' reveals blind spots no internal meeting will find.

Who should run this prompt

Module role profile

Who should reason through this problem? The quality of your thinking is shaped by whose lens you borrow. A strategist and a risk analyst look at the same problem and see completely different things — both useful, both necessary. Before you prompt, choose who you need in the room. These profiles give you six internal perspectives and four outside views that challenge your assumptions before you commit to them.

The roles below are who the book suggests running this prompt — this lesson’s prompt doesn’t open with a single swappable role clause, so pick one and adapt the prompt’s own wording yourself.

Internal rolesThink from inside the organisation
Chief Strategy OfficerLong-term position, trade-offs, competitive moatSetting 3-year direction or evaluating a major pivot
McKinsey Senior PartnerMECE structure, evidence-first, no fluffStructuring a complex problem or board presentation
Product Strategy DirectorMarket timing, feature bets, customer signalDeciding what to build next and why
Strategy ManagerTranslating direction into quarterly prioritiesBreaking a big goal into executable 90-day plans
Research AnalystData quality, pattern recognition, no assumptionsValidating a hypothesis before acting on it
First Principles CoachStripping assumptions, rebuilding from fundamentalsWhen every solution feels like a variation of the same thing
Outside perspectivesChallenge your blind spots
Sceptical InvestorFinds the hole in every planBefore pitching or committing resources
Military Decision AnalystSpeed under uncertainty, clear action biasIn fast-moving situations with incomplete data
Devil's AdvocateArgues the opposite as hard as possibleWhen your team agrees too quickly
Socratic FacilitatorNever answers — asks until you find it yourselfWhen you need to think, not just receive an answer

◆◆◆◆◆ → ◆ seniority, board level down to specialist outside the organisation

How to make any role sharper

  1. Add years of experience: "...with 15 years in enterprise SaaS" produces different depth than just the title.
  2. Add what they care most about: "You care most about [X]" shapes every word of the output.
  3. Add their communication style: "Be direct. Flag risks first. No jargon." changes the tone entirely.
See also: 1.3 Role Prompting - The Expert Chair

Use this when

The problem it solves

AI to reason from a specific professional perspective.

How the framework works

From the printed page

When you assign a role, you activate a specific subset of the AI's knowledge. 'Act as a B2B sales coach' pulls very different reasoning than 'Act as a financial analyst' for the same question. The Expert Chair goes further: assign a role, define their expertise level, and describe what outcome they care most about. The more specific the role, the less generic the answer, since a vague expert gives a vague opinion but a precisely defined one brings actual priorities to the table.

The method, in four moves

Do these in order
1

Define the role as specifically as possible seniority and specialisation matter.

2

Add what the expert cares about most their lens shapes the output.

3

For complex decisions, run the same question with 2–3 different roles.

4

Compare outputs the gaps between expert views reveal the real insight. Make AI think like whoever you need it to be McKinsey consultants routinely run the same client question through three expert roles: CFO, Head of Sales, and a sceptical board member. The disagreements between the three answers reveal where the real risk lives. You can replicate this in under two minutes with AI at no cost. IN PRACTICE

Where the framework comes from

Stanford / OpenAI research on persona-based prompting, 2022

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Prompt extracted18 Sept 2026
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