Mock Assets for AI Training Session

Overview

These files are realistic mock data for Walker Logistics to use in tomorrow's hands-on AI training session. All company names, contacts, and data are fictional.

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File List

File	Type	Purpose
01-sample-rfp.md	Markdown	Full RFP to practice extraction prompts
02-walker-rate-sheet.tsv	TSV/Excel	Rate lookup reference data
03-quote-template.md	Markdown	Quote document structure
04-sample-rate-requests.md	Markdown	7 email scenarios for rate quotes
05-new-customer-info-sheet.md	Markdown	Customer onboarding data
06-building-file-checklist.md	Markdown	Full onboarding process checklist
07-scenario-cards.md	Markdown	8 email writing scenarios
08-messy-process-description.md	Markdown	Raw process description for mapping
09-ar-aging-report.tsv	TSV/Excel	Accounts receivable data
10-monthly-revenue-summary.tsv	TSV/Excel	Financial summary data

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How to Use Each File

For RFP/Quote Workflow (Hour 1)

Primary files:

• 01-sample-rfp.md - Paste this into ChatGPT/Claude to practice RFP extraction
• 02-walker-rate-sheet.tsv - Reference for building quotes
• 03-quote-template.md - Show what the final output should look like

Exercise flow:

1. Show the RFP
2. Build a prompt to extract key requirements
3. Test across models
4. Show how extracted info maps to quote template

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For Rate Lookup Workflow

Primary files:

• 04-sample-rate-requests.md - 7 realistic rate request emails
• 02-walker-rate-sheet.tsv - Internal rate reference

Exercise flow:

1. Pick a rate request email
2. Build a prompt to parse the request and recommend rates
3. Test with internal rates vs. web search for market rates
4. Compare ChatGPT vs. Perplexity for current rate data

Note: Request #6 is intentionally vague/incomplete - good for showing how AI can identify missing information.

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For Customer Onboarding / Building File

Primary files:

• 05-new-customer-info-sheet.md - Sample customer data
• 06-building-file-checklist.md - Full process checklist

Exercise flow:

1. Show the customer info sheet
2. Build a prompt to generate onboarding tasks
3. Use the checklist to show how AI can track status
4. Practice generating customer communications

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For Process Mapping / Mermaid Demo

Primary file:

• 08-messy-process-description.md - Raw, unstructured process description

Exercise flow:

1. Show the messy description (read a section aloud)
2. Paste into Claude/ChatGPT with prompt: "Create a Mermaid flowchart for this process"
3. Show the instant visualization
4. Discuss how to identify AI integration points on the map

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For Customer Communications

Primary file:

• 07-scenario-cards.md - 8 different email scenarios

Scenarios included:

• A: Shipment delay notification
• B: Quote follow-up
• C: Damage claim response
• D: Service issue apology (our fault)
• E: Contract renewal outreach
• F: Price increase notification
• G: Win-back attempt (lost customer)
• H: Thank you / relationship building

Exercise flow:

1. Pick a scenario
2. Build prompt with role, context, task, format
3. Generate email draft
4. Discuss what to verify/personalize before sending

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For Financial / Cash Flow

Primary files:

• 09-ar-aging-report.tsv - Detailed AR data
• 10-monthly-revenue-summary.tsv - Revenue and cash flow data

Exercise flow:

1. Show the data
2. Practice prompts for:
   • Summarizing AR status
   • Identifying collection priorities
   • Drafting collection emails
   • Analyzing revenue trends
   • Generating executive summaries

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TSV Files - How to Use

The .tsv files can be:

1. Opened directly in Excel - File > Open > Select the .tsv file
2. Copy/pasted into Excel - Open in text editor, select all, paste into Excel
3. Pasted into AI tools - Works directly in ChatGPT, Claude, etc.

TSV (Tab-Separated Values) maintains column structure when pasted.

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Tips for the Session

1. Start simple - Use the RFP extraction first, it's the clearest demo
2. Let them pick - Ask which scenario interests them most
3. Show iteration - Run a prompt, show the output, ask "what would we change?", run again
4. Compare models - Same prompt in ChatGPT vs Claude shows different strengths
5. Connect to their work - "Where do you see this in your daily job?"

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Customization

Feel free to modify these files to better match Walker's actual:

• Service offerings
• Locations
• Customer types
• Rate structures
• Internal processes

The more realistic, the more valuable the training.