Who it is for
Client-facing teams
Use AI to write better outreach, sharper follow-ups, and client-ready explanations that sound human.
What you should get
- Write stronger outreach
- Prepare client-ready follow-ups
- Make explanations easier to understand
The walkthrough
Write a follow-up that earns the next conversation.
Separate requests from promises
Capture what the client asked for and what your team actually agreed to deliver. Remove confidential information your AI tool is not approved to process.
Draft a short follow-up
Use the prompt to draft an email. Give AI an approved example of your writing if the first version sounds unlike you.
Read it as the client
Check whether any sentence creates an unintended promise. Verify names, dates, pricing, and attachments. Edit and send the email yourself.
Your starting prompt
Context: I need to follow up on a client conversation using only the notes below. Role: Act as a careful client communications editor. Objective: Confirm what we heard, what we agreed, and the next step. Format: Subject line and an email under 150 words. Tone: Warm, clear, and professional. Constraints: Do not invent commitments, pricing, names, or dates. Separate requests from agreed actions. Use placeholders for missing names. End with one clear question. Call notes: [Paste approved notes here]
See a worked example
Sample input
Call with a client: they want faster onboarding and a single support contact. We agreed to send a draft onboarding outline on Friday. Pricing was discussed but not agreed. Next call is not scheduled.
Illustrative output
Subject: Onboarding outline and next steps Hi [Name], Thanks for sharing your priorities: faster onboarding and a single support contact. As agreed, we will send a draft onboarding outline on Friday. Pricing and the support arrangement remain open for discussion. Would you like to arrange a call to review the outline once you have had a chance to read it? Best, [Your name]
Example for learning. Your AI tool may produce a different draft; check it against your source.
Keep the judgment human
Before this leaves your desk.
Use this checklist after trying the workflow.
0 of 4 checks complete.
Save an anonymized, approved example as a reusable style reference. Refresh the facts for every client.