AI prompts

Ready-to-use prompts. Open one, fill in the details, and copy it into Claude.

EXAMPLE: turn call notes into follow-ups
An example prompt that shows the format. Replace or delete it once the team has real ones.
Client manager
exampleclient comms
Sample
Ask a client for their BAS or tax-time documents
Draft a friendly, specific email that asks a client for what you need to prepare their BAS or tax return: a clear numbered list, one deadline and an easy way t…
Client manager or bookkeeper
client commsBAStax timedocument request
Sample
Turn month-end questions into one client query list
Take the transactions you could not code or explain at month-end and turn them into a single, plain-English list of questions the client can answer in one sitt…
Bookkeeper
month-endbookkeepingclient queriesclient comms
Sample
Explain a reconciliation difference to a client
Explain in plain English why a client's bank balance and their ledger balance differ, what we have done about it and what, if anything, we need from them.
Bookkeeper or senior accountant
reconciliationclient commsbookkeeping
Sample
First draft of a fee increase letter
Write a clear, respectful first draft of a letter telling a client their fees are going up: what changes, from when, why, and what their options are.
Partner or client manager
client commsfeesbilling
Sample
First draft of an engagement letter
Put the scope, fees, timing and client responsibilities for a new engagement into a clear first draft in plain English, ready for a partner to review against t…
Client manager
engagementonboardingclient comms
Sample
Make this email clearer, shorter and kind
Rewrite a rough or long email so the point comes first, it is shorter and the tone is right, without changing any fact, number or date.
Anyone who writes to clients or customers
emailwritingclient comms
Sample
Turn rough notes into a step-by-step procedure
Turn your notes on how you do a regular task into a draft procedure with numbered steps, a checklist and a list of gaps to fill, ready to review and add to the…
Anyone documenting how work gets done
SOPproceduresdocumentation
Sample