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Copyandgo.

9 prompts from real client work, for consultants, coaches & service firms. Every prompt tells you when to use it: fill in the brackets, paste it into ChatGPT or Claude, and send. Free, no account needed.

Prospect

LinkedIn Connection Request: Target Prospect

Use when connecting with a qualified prospect on LinkedIn. You have one sentence to make it personal enough to accept.

Write a LinkedIn connection request message to [Name], [Title] at [Company]. Reference one specific thing about them: [e.g. a post they wrote, a shared connection, a company milestone]. Keep it to 2 sentences. No pitch. The goal is only the connection, not the sale. Under 40 words. Tone: human, curious, not transactional.
Close

Consulting Engagement Proposal

Use after a discovery call when the prospect has shown genuine interest. This document closes deals when it is specific, not templated.

Write a consulting engagement proposal from [Your Name/Firm] to [Client Company]. Project: [project description]. Deliverables: [list]. Timeline: [weeks/phases]. Investment: [fee structure]. Terms: [payment schedule, IP ownership, revisions]. Include a brief "Our Understanding" section that proves you listened during discovery. Reference [specific pain point or goal mentioned]. Tone: confident and clear. Under 600 words. End with a signature line.
Close

Discovery Call Follow-Up: Same Day

Send within 2 hours of ending a discovery call. Strikes while the momentum is high and positions you as exceptionally organised.

Write a same-day follow-up email after a discovery call with [Prospect Name] at [Company]. Summarise the 3 key things we discussed. Reference the specific outcome they said they wanted: [e.g. "you mentioned you needed X by Q3"]. Outline the next step: [proposal / follow-up call / contract]. Attach nothing yet. Tone: warm, sharp, specific. Under 150 words. Subject line: reference what we talked about, not "Following up."
Nurture

Testimonial Into Case Study: Transformation Copy

Use when you have a great client result and want to turn it into marketing content. This format converts on websites and proposals.

Transform this client testimonial into a structured case study for our website: [paste testimonial]. Format: Situation (before working together) -> Approach (how we worked together) -> Outcome (measurable result or transformation). Infer the "Situation" and "Approach" from the testimonial: I will verify accuracy. Add a pull quote from the testimonial in bold. Tone: proof-driven, specific. Under 300 words. Avoid superlatives like "incredible" or "amazing."
Retain

Scope Creep: Boundary Setting Email

Use when a client is requesting work outside the agreed scope. Address it early, directly, and without damaging the relationship.

Write a professional email to client [Name] at [Company] addressing a scope expansion request, [describe the additional request]. Acknowledge the request as reasonable. Explain that it falls outside our current agreement. Present two options: absorb one small element as a goodwill gesture OR quote the additional work as a change order. Keep it firm but warm: the goal is to protect the scope without creating conflict. Under 150 words.
Nurture

30-Day LinkedIn Content Plan

Use when a consultant or coach wants a structured presence on LinkedIn without spending hours thinking about what to post.

Create a 30-day LinkedIn content plan for [Name], a [type of consultant/coach] who helps [target audience] achieve [outcome]. Week 1: Credibility (backstory, belief, result). Week 2: Education (tips, frameworks, how-tos). Week 3: Social proof (client wins, before/after). Week 4: Connection (opinion, observation, question). Give 2 specific post ideas per week with a hook line for each. Tone guide: professional but human, no corporate speak. Format: weekly table.
Retain

Client Offboarding: Graceful Exit Email

Use at the end of an engagement. A strong offboarding generates referrals, testimonials, and future re-engagement.

Write a client offboarding email from [Your Name] to [Client Name] as our engagement wraps up. Cover: a brief recap of what we accomplished together, what they are now set up to do independently, an offer for a future check-in or retainer model, and a request for a testimonial (soft ask). Tone: genuinely proud of the work, warm, forward-looking. Under 200 words. No "it has been a pleasure" opener.
Retain

Price Increase: Existing Client Notification

Use when raising rates for existing clients. Handled poorly this costs clients. Handled well it deepens respect.

Write a price increase notification to existing retainer client [Client Name]. New rate: [amount], effective [date]. Lead with the value delivered over our time together: [specific results or reference points]. Position the increase as a reflection of expanded expertise and capacity, not just cost of living. Offer a grace period at the current rate if they renew before [date]. Tone: confident, respectful, appreciative. Under 150 words. No apologising for the increase.
Prospect

Podcast / Speaking Pitch: Authority Positioning

Use when pitching yourself as a guest on podcasts or as a speaker at industry events. Specificity is everything here.

Write a podcast or speaking pitch email from [Your Name], [title/expertise] to [Host Name] of [Podcast/Event Name]. Reference one specific episode or topic that resonates: [episode name or theme]. Pitch 2-3 specific topic angles you could speak to, each framed as a benefit to their audience. Brief credential mention: results or clients, not job titles. CTA: 15-minute fit call. Under 150 words. Tone: confident peer, not fan.

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