Directory / Prompts
Prompts and templates
Copy a prompt, fill in the [brackets], and edit the draft before you send it. The directory examples are Charleston businesses. These prompts work wherever you are. Time saved on each one is an estimate.
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9 prompts for Professional services. Templates can be copied or downloaded on their own page.
- Professional services · PromptPlain-English client update
Rewrite a case update in plain English, under 100 words, with the next step and the date.
- Sales & email · PromptFirst-gift thank-you note
Draft a thank-you to a first-time donor that says what the gift pays for.
- 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.
- Sales & email · PromptCover note for a proposal
A short cover note that says what the proposal is, what it costs, and what happens next.
- 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.