◆ Excel · formulas

Client Prioritization

Rank clients by placement readiness: add a composite Readiness score using weighted criteria, then rank clients with R…

2heights
2tasks
1roles do it

The same job, four heights

do it · improve it · decide · become
AExecute — “help me do it”Rank clients by placement readiness: add a composite Readiness score using weighted criteria,…+
Rank clients by placement readiness: add a composite Readiness score using weighted criteria, then rank clients with RANK or SORT so the job developer can see the top candidates first.
when the reply comes backPush once: ask it to sharpen the weakest part, and to say what it assumed.
BImprove — “do it better”Give the job developer an actionable priority list: build a transparent readiness score with…+
Give the job developer an actionable priority list: build a transparent readiness score with weights for assessment, availability, and transportation, show the rank and top five reasons a client scored high or low, and include filters so the developer can focus by region or program.
when the reply comes backPush once: ask it to sharpen the weakest part, and to say what it assumed.

The real tasks

1 of them
Rank clients by readiness for placement so the job developer knows who to contact first.

Who does this

1 roles
Rehabilitation Counselor

Questions people ask

honest answers

Because you rarely think 'I want the redaction tool'. You think 'I have to share this without leaking the client's details'. Start from the need, and the feature finds you.

Real. Every job here was drawn from what people in real roles were actually seen doing in Excel — not a feature checklist.

No. Each page gives you a ready prompt you can paste into an AI assistant, plus the plain steps to do it yourself. Start with either — the goal is the finished job, not the tool.