Beginner

Discovery call script for accounting advisory (questions + flow)

Creates a structured discovery call script with questions, follow-ups, and note-taking prompts. Useful for consistent sales conversations and qualification.

Create a discovery call script for {service_offering}.

Inputs:
- Target client profile: {target_profile}
- Typical pain points: {pain_points}
- Deal size range: {deal_size_range}
- Your differentiators: {differentiators}

Output:
1) Call flow (opening, context, deep-dive, fit, next steps).
2) Question bank with follow-ups (data, systems, team, urgency).
3) Qualification rubric (fit score) and red flags.
4) Closing script with next-step options.

Keep tone consultative, not pushy.

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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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6
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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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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