Beginner

Client deliverable cover note (what changed, how to read, next actions)

Creates a cover note to accompany financial statements or reports, explaining key changes and recommended actions. Useful for advisory-style communication.

Write a cover note to deliver {deliverable_type} to {client_name} for {period}.

Inputs:
- Deliverable summary: {deliverable_summary}
- Key insights (top 5): {key_insights}
- Recommendations/actions: {recommendations}
- Caveats/limitations: {limitations}
- Next meeting date (optional): {next_meeting_date}

Output:
1) Email/message text with a clear structure.
2) Short “how to read this” section.
3) Action items with suggested owners.
4) Offer of follow-up meeting and agenda bullets.

Professional, concise tone.

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Practice Management
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Client Email: Overdue Invoice Follow-Up

Generates a professional follow-up email for overdue client invoices. Adjustable tone.

ChatGPT-4oClaude Sonnet 4.5Gemini 2.5 Pro
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Practice Management
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Client kickoff agenda and meeting notes template (accounting services)

Creates a kickoff agenda and a structured notes template tailored to accounting engagements. Useful for setting expectations, capturing requirements, and reducing follow-up cycles.

GPT-5.2 Thinking; GPT-4.1; o3-mini
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Practice Management
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Difficult client message: scope creep and fee adjustment

Drafts a tactful message addressing scope creep and proposing a fee adjustment or change order. Useful for protecting margins while maintaining relationships.

GPT-5.2 Thinking; GPT-4.1; o3-mini
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0
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