Intermediate

Client Retention Analysis (Churn Interview)

A script for an exit interview with a departing client to identify firm weaknesses.

Draft an exit interview script for a client who is leaving the firm. Include open-ended questions about: 1. Responsiveness, 2. Fee transparency, 3. Technical expertise, and 4. The specific event that led to the decision ({event_if_known}). Use the feedback to create an internal 'Service Improvement Plan.'

Related Prompts

Practice Management
Beginner

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
0
0
6
Practice Management
Beginner

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
0
0
2
Practice Management
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.

GPT-5.2 Thinking; GPT-4.1; o3-mini
0
0
2