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

PBC follow-up email sequence (polite → firm escalation)

Creates a 3-step follow-up sequence for outstanding client items, escalating tactfully. Useful for audit/accounting teams chasing PBCs without damaging relationships.

GPT-5.2 Thinking; GPT-4.1; o3-mini
0
0
28
Practice Management
Beginner

New staff onboarding plan for accounting/audit (30-60-90)

Creates a 30-60-90 day onboarding plan with learning goals, shadowing, and deliverables. Useful for managers bringing new hires up to speed quickly.

GPT-5.2 Thinking; GPT-4.1; o3-mini
0
0
26
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
15