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Claude/ChatGPT Prompt to Define dbt Modeling Standards for a New Project

Get a dbt blueprint: staging/intermediate/marts layout, naming, testing, freshness and incremental models, with a starter tree and example models.

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What this prompt does

This prompt asks the model to act as a senior analytics engineer setting up a fresh dbt project and to define standards a team will actually follow -- not a 40-page style guide nobody reads. You supply [warehouse], [team_size], and [sources], and it returns conventions for layout, naming, testing, documentation, performance, and CI tuned to that context.

The structure works because it ties abstract "best practices" to your real constraints. [team_size] controls how heavy the process should be -- a 3-person team needs lighter ceremony than twenty analysts. [warehouse] shapes materialization and incremental advice, since cost and performance tradeoffs differ across BigQuery, Snowflake, and Redshift. [sources] grounds the staging layer in your actual raw tables. By forcing concrete examples and a PR checklist, the prompt produces something enforceable rather than aspirational, and the example models give the team patterns to copy instead of rules to memorize.

When to use it

  • You're starting a new dbt project and want conventions set before the first model lands.
  • An existing project has drifted -- every analyst names things differently and trust is eroding.
  • You need a staging/intermediate/marts split with clear rules for what belongs where.
  • You want a short, real PR-review checklist instead of a doc nobody reads.
  • You're onboarding analysts and need naming and testing standards written down once.
  • You want guidance on when to go incremental and how to tag models for selective runs.
  • You need exposures defined so downstream dashboards are documented as first-class consumers.

Example output

You get a starter directory tree, two example models -- one staging and one mart -- each with tests and docs attached, and a one-page PR-review checklist. The standards cover the layer layout, stg_/int_/fct_/dim_ naming, mandatory vs nice-to-have tests, source freshness checks, exposures, materialization choices, and slim CI on PRs. It reads as a blueprint you can commit to the repo and start working against, not an essay you skim once and forget.

Pro tips

  • Set [team_size] honestly; a smaller team should get lighter process, and the prompt calibrates ceremony to it.
  • Make [warehouse] specific because incremental and materialization advice depends on its cost model.
  • List your real [sources] (e.g. Postgres app DB, Stripe, GA4) so the staging examples map to tables you actually have.
  • Keep the generated PR checklist short -- if it balloons, ask the model to cut it to the items that catch the most real mistakes.
  • Ask it to mark which tests are mandatory (unique, not_null, relationships) versus optional so reviewers don't argue every PR.
  • Adopt the slim CI suggestion (state:modified+) early so PR runs stay fast as the project grows.
  • Add exposures for the dashboards built on top so a model change flags what it might break downstream.

Frequently Asked Questions

Does this prompt produce runnable dbt models or just a style guide?
It returns both: written standards plus two concrete example models, one staging and one mart, each with tests and documentation attached. That gives you copyable patterns rather than abstract rules, which is what makes the conventions stick on a real team.
Will the standards fit a small team without being overkill?
Yes. The `[team_size]` variable calibrates how much process the model recommends, so a 3-person team gets lighter ceremony than a large one. The prompt explicitly aims for standards a team can follow, not a long guide nobody reads.
Does it cover incremental models and performance?
It includes a performance section covering when to go incremental, materialization choices, and tags for selective runs. The advice is shaped by your `[warehouse]`, since cost and materialization tradeoffs differ across BigQuery, Snowflake, and Redshift.
Can I get a PR-review checklist out of it?
Yes, the prompt asks for a one-page checklist for PR review as a deliverable. It is meant to keep conventions honest after setup; keep it short so reviewers actually use it rather than skim past a long list.
Engr Mejba Ahmed

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Engr Mejba Ahmed

AI Developer · Software Engineer

I'm Mejba — I design and ship production AI systems, automations, and full-stack apps. If you want this turned into a working solution for your team, let's talk.

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