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Professional services
Plain-language client updates, a scope of work, intake questions, and a recap after a first call.
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7 prompts in Professional services, Professional services.
- Professional services · PromptPlain-English client update
Rewrite a case update in plain English, under 100 words, with the next step and the date.
- Professional services · PromptClient meeting prep sheet
Turn account notes into a one-page prep sheet: goals, changes, and three questions.
- Professional services · PromptCase notes into a timeline
Turn case notes into a timeline, missing records, and three questions, using only the notes.
- Professional services · PromptPlain-English version of a letter you sent
Rewrite a letter you already sent into plain English under 100 words, with the next step and the date.
- Professional services · TemplateRecap after a discovery call
A recap email after a first call: what they need, what you will do next, and what you will not do.
- Professional services · TemplateScope of work
A one-page scope: what is included, what is not, the price, and how you accept a change.
- Professional services · PromptIntake questions for a new client
The questions you ask before you take a new client, written so they can answer them.