Client Communication Prompts

Write a professional follow-up email after a client meeting.

Meeting details:
- Date: [DATE]
- Attendees: [YOUR NAME, CLIENT NAMES]
- Main topics discussed: [TOPICS]

Key decisions made:
[LIST KEY DECISIONS]

Action items:
[LIST ACTION ITEMS WITH OWNERS AND DUE DATES]

Next steps:
[DESCRIBE NEXT MILESTONE OR MEETING]

Tone: Professional but warm. Keep it scannable with clear sections. Thank them for their time.

Write a project proposal for a potential client.

Client: [COMPANY NAME]
Project type: [TYPE OF PROJECT]
Client's problem/need: [DESCRIBE THE PROBLEM THEY WANT SOLVED]
Proposed solution: [YOUR APPROACH]

Include these sections:
1. Executive Summary (2-3 sentences)
2. Understanding of the Problem
3. Proposed Solution
4. Deliverables
5. Timeline
6. Investment (leave pricing as [TO BE DISCUSSED])
7. Next Steps

Tone: Confident and professional. Focus on outcomes and value, not features. Keep it concise—aim for 1-2 pages when formatted.

Write a brief check-in email to a client.

Context:
- Project: [PROJECT NAME]
- Current phase: [WHERE WE ARE IN THE PROJECT]
- Last major milestone: [WHAT WE RECENTLY COMPLETED]
- Next milestone: [WHAT'S COMING UP]

Purpose of check-in: [e.g., making sure they're happy with progress / seeing if they have questions / confirming we're on track]

Keep it brief (3-4 short paragraphs max). Friendly and professional. End with an easy question or offer to chat.

Write an email addressing a scope change request from a client.

Original scope: [WHAT WAS ORIGINALLY AGREED]
Requested change: [WHAT THE CLIENT IS ASKING FOR]
Impact of change: [TIMELINE / BUDGET / RESOURCE IMPLICATIONS]

My recommendation: [ACCEPT / MODIFY / DISCUSS OPTIONS]

Tone: Collaborative, not defensive. Acknowledge their needs while being clear about impacts. Offer solutions, not just problems.

Keep it professional but direct. The goal is to protect the project while maintaining a good relationship.

Write a polite payment reminder email.

Invoice details:
- Invoice number: [NUMBER]
- Amount: [AMOUNT]
- Original due date: [DATE]
- Days overdue: [NUMBER]

This is reminder number: [1st / 2nd / 3rd]

For 1st reminder: Very gentle, assume it slipped through the cracks
For 2nd reminder: Slightly more direct, offer to help if there's an issue
For 3rd reminder: Firm but professional, mention next steps if needed

Keep it short and friendly. The goal is to get paid while preserving the relationship.

Write a project completion email to wrap up an engagement.

Project: [PROJECT NAME]
Client: [CLIENT NAME]
Duration: [START DATE] to [END DATE]

What was delivered:
[LIST MAIN DELIVERABLES]

Key outcomes/results:
[LIST MEASURABLE OUTCOMES IF AVAILABLE]

Any follow-up items or recommendations:
[ONGOING MAINTENANCE, FUTURE IMPROVEMENTS, ETC.]

Include:
- Thank you for the collaboration
- Offer to answer questions about handoff
- Mention availability for future work (subtle, not salesy)
- Request for testimonial or referral (optional—mark if I should include this)

Tone: Warm, professional, and forward-looking.