Prompt Library
Copy-paste AI prompts for UK professional services. Find the right prompt, click to copy.
Showing 50 prompts
Client care letter
ClaudeDraft a professional client care letter for new matters with fee estimates and next steps.
Draft a client care letter for [matter type] for a new client named [client name]. Include our fee estimate of £[amount] plus VAT, the likely timeline...
Case file summary for client
ClaudeSummarise complex case notes in plain English for a client update.
Summarise this case file in plain English for the client: [paste case notes]. Focus on: current status, what we need from them, and expected next step...
Telephone file note
ClaudeCreate a structured file note from a client phone call.
Draft a file note for a telephone call with [client name] on [date] regarding [matter]. Key points discussed: [bullet points]. Actions agreed: [action...
NDA first draft
ClaudeGenerate a first draft NDA for commercial negotiations.
Draft a mutual non-disclosure agreement between [Party A] and [Party B] for the purpose of [purpose]. Governing law: England and Wales. Duration: [X m...
Research memo on legal point
PerplexityResearch a specific legal question and produce a structured memo.
Research the current legal position in England and Wales on [legal question]. Produce a memo covering: relevant legislation, key case law, practical i...
Suitability report summary
ClaudeDraft a suitability report summary for a specific product recommendation.
Draft a suitability report summary for [client name] recommending [product/fund]. Their risk profile is [risk level], investment horizon is [years], a...
Plain English financial explainer
ChatGPTExplain a financial concept in language any client can understand.
Write a plain English explanation of [financial concept] suitable for a client who has no financial background. Use everyday analogies where helpful. ...
Quarterly portfolio update letter
ClaudeDraft a professional quarterly update letter for a client portfolio.
Draft a quarterly portfolio update letter for [client name]. Their portfolio returned [X]% this quarter versus the benchmark of [Y]%. Key holdings to ...
Annual review meeting prep
ClaudePrepare a structured agenda and talking points for an annual client review.
Prepare an annual review meeting agenda for [client name]. Their current portfolio value is £[value], risk profile is [risk level], and key life event...
Pension consolidation explanation
ClaudeWrite a clear explanation of pension consolidation options for a client.
Write a letter to [client name] explaining the recommendation to consolidate their [number] pension pots into a [type of pension]. Current pots: [list...
Project proposal outline
ClaudeGenerate a structured consulting proposal from brief inputs.
You are a strategy consultant. My client is a [type of business] with [X employees] and [turnover]. They want to [objective]. Draft a project proposal...
Meeting transcript to structured notes
ClaudeExtract decisions, actions, and risks from a meeting transcript.
Analyse the following meeting transcript and extract: key decisions made, actions agreed, owners, deadlines, and any risks flagged. Format as a struct...
Workshop agenda builder
ClaudeCreate a structured workshop agenda with timing and facilitation activities.
Create a workshop agenda for a half-day strategy session with a [type of business] leadership team focused on [topic]. Include: objectives, timing for...
Competitor analysis brief
PerplexityResearch and summarise a competitive landscape for a client.
Research the competitive landscape for [client type of business] in [UK region/market]. Identify the top 5-7 competitors. For each, provide: company n...
Interim report for client
ClaudeDraft a professional interim project report with progress and next steps.
Draft an interim project report for [client name] on the [project name] engagement. Project started: [date]. Current phase: [phase]. Key findings so f...
Creative brief
ClaudeWrite a complete creative brief for a client campaign.
Write a creative brief for a [campaign type] campaign for [client name], a [type of business]. Target audience: [audience]. Key message: [message]. Bu...
Monthly performance report
ClaudeDraft a structured monthly report template for a client retainer.
Draft a monthly performance report for [client name] covering [month]. Include sections for: executive summary, key metrics (I will fill in the number...
LinkedIn post ideas
ChatGPTGenerate 10 platform-specific content ideas for a client.
Write 10 LinkedIn post ideas for [client name], a [type of business]. Their audience is [audience]. Their tone of voice is [tone]. Mix of: thought lea...
Email nurture sequence
ClaudeWrite a 5-email welcome sequence for a client lead magnet.
Write a 5-email welcome/nurture sequence for [client name], a [type of business]. The subscriber downloaded [lead magnet topic]. Their audience is [au...
Content calendar from brief
ChatGPTBuild a month of content from a single client brief.
Create a 4-week content calendar for [client name], a [type of business]. Platforms: [platforms]. Posting frequency: [X posts per week per platform]. ...
Mortgage recommendation letter
ClaudeDraft a plain English explanation of a mortgage recommendation.
Write a plain English explanation of the mortgage recommendation for [client name]. They are borrowing £[amount] over [years] years at [rate]%. Monthl...
Remortgage follow-up email
ClaudeDraft a warm follow-up email to a remortgage prospect.
Draft a follow-up email to [client name] who I spoke to on [date] about remortgaging their property. They are currently on a [rate]% deal expiring [da...
Application status update
ClaudeWrite a reassuring status update for a client mid-application.
Draft a status update email for [client name] whose mortgage application is at the [stage] stage with [lender]. Current status: [status]. Expected nex...
First-time buyer explainer
ChatGPTExplain the mortgage process step by step for a first-time buyer.
Write a friendly guide for a first-time buyer explaining the mortgage process from start to finish. Cover: getting a decision in principle, the full a...
Product comparison summary
ClaudeSummarise and compare mortgage products for a client.
Create a comparison summary of these mortgage products for [client name]: [Product 1: lender, rate, type, term, fees]. [Product 2: lender, rate, type,...
Design and access statement
ClaudeDraft a design and access statement for a planning application.
Draft a design and access statement for a [type of development] at [location]. The proposal involves [description]. Key planning considerations in thi...
Project update email to client
ClaudeWrite a structured project update for a client at any RIBA stage.
Write a project update email to the client [client name] for [project name]. Current stage: [RIBA stage]. Progress this month: [progress]. Issues to f...
Fee proposal for new project
ClaudeDraft a fee proposal letter for a new architectural commission.
Draft a fee proposal for [client name] for a [project type] at [location]. Scope of work: [RIBA stages to be covered]. Estimated construction cost: £[...
Planning objection response
ClaudeDraft a response to neighbour objections for a planning application.
Draft a professional response to the following planning objections for our application at [address]: [list objections]. For each objection, provide: a...
Site visit notes template
ClaudeCreate structured site visit notes from bullet points.
Convert these site visit notes into a structured site visit report: Project: [project name]. Date: [date]. Attendees: [names]. Weather conditions: [co...
Coaching session framework
ClaudeDesign a structured 90-minute coaching session with powerful questions.
Create a coaching session framework for a 90-minute session focused on [topic] with a [type of professional] client. Include: opening (15 min), main e...
Programme sales page
ClaudeWrite a compelling sales page for a coaching programme.
Write a sales page for my [programme name] coaching programme aimed at [audience]. The transformation I offer is [transformation]. The programme inclu...
Discovery call script
ClaudeCreate a structured discovery call framework for qualifying prospects.
Write a discovery call script for a 30-minute call with a potential coaching client. My niche is [niche]. My ideal client is [ideal client description...
Client progress report
ClaudeWrite a progress summary for a coaching engagement.
Draft a progress report for my coaching client [client name] after [X] sessions. Goals at the start: [original goals]. Key breakthroughs: [breakthroug...
Workshop content outline
ClaudeDesign a group workshop or masterclass outline.
Create a 2-hour group workshop outline on [topic] for [audience]. Maximum participants: [number]. Include: learning objectives, icebreaker activity, 3...
Press release draft
ClaudeWrite a press release for a client announcement.
Write a press release for [client name] announcing [announcement]. Key facts: [facts]. Quote from [spokesperson name, title]: [key message they want t...
Media pitch email
ClaudeCraft a compelling pitch email for a specific journalist or outlet.
Write a media pitch email to [journalist name] at [outlet] about [story angle]. My client is [client name], a [description]. The hook is: [why this is...
Crisis comms holding statement
ClaudeDraft a holding statement for a client crisis situation.
Draft a holding statement for [client name] regarding [situation]. Key facts we can confirm: [facts]. What we cannot confirm yet: [unknowns]. Our posi...
Monthly PR report
ClaudeWrite a monthly media coverage and activity report.
Draft a monthly PR activity report for [client name] covering [month]. Coverage secured: [list of placements with outlet, date, type]. Key metrics: [r...
Thought leadership article
ClaudeGhost-write a byline article for a client leader.
Write a 600-word thought leadership article for [client name, title] at [company] on the topic of [topic]. Target publication: [outlet]. Their key arg...
LinkedIn company page bio
ChatGPTWrite a compelling LinkedIn company page description.
Write a LinkedIn company page description for [company name], a [type of professional services firm] based in [location]. We specialise in [specialism...
Proposal executive summary
ClaudeWrite a compelling executive summary for any proposal.
Write an executive summary for a proposal to [client name]. We are proposing to [what we will do]. The problem they face is [problem]. Our approach: [...
Client testimonial request
ChatGPTWrite a warm email requesting a testimonial from a happy client.
Write an email to [client name] asking for a testimonial about our work together on [project/matter]. We delivered [outcome]. Make it easy for them by...
Scope of work document
ClaudeCreate a clear scope of work from a verbal agreement.
Create a scope of work document based on the following agreement: Client: [client name]. Project: [project name]. What we agreed to deliver: [delivera...
Networking follow-up email
ChatGPTWrite a follow-up email after meeting someone at an event.
Write a follow-up email to [name] who I met at [event] on [date]. We discussed [topic]. I want to [suggest a coffee/share a resource/explore working t...
Blog post from expertise
ClaudeTurn your professional knowledge into a useful blog post.
Write a 500-word blog post titled "[title]" for the website of [company name], a [type of firm]. Target reader: [who]. The key message is: [message]. ...
Meeting agenda from objectives
ChatGPTCreate a focused meeting agenda that actually works.
Create a meeting agenda for a [duration]-minute meeting with [attendees]. Purpose: [purpose]. Decisions needed: [decisions]. Information to share: [in...
Case study write-up
ClaudeTurn a successful project into a structured case study.
Write a case study about our work with [client name/anonymised] in [industry]. The challenge: [challenge]. Our approach: [what we did]. The results: [...
Fee increase letter
ClaudeWrite a professional letter notifying clients of a fee increase.
Write a letter to our clients informing them of a fee increase from [current rate] to [new rate], effective from [date]. Reason: [reason, e.g. rising ...
End of year thank you email
ChatGPTWrite a genuine end-of-year message to clients.
Write an end-of-year email to our clients from [your name] at [company name]. Highlight: [1-2 achievements this year]. Thank them for [specific thing]...