Beginner

Proposal follow-up email after a call (recap, value, CTA)

Drafts a follow-up email after a sales/proposal call, summarizing needs, value, and next steps. Useful for improving conversion and reducing ghosting.

Draft a follow-up email after a proposal call with {prospect_name}.

Inputs:
- Prospect goals and pain points: {prospect_goals}
- Proposed services and outcomes: {proposed_services}
- Timeline and decision process: {timeline_decision_process}
- Next step desired (send proposal, schedule next call): {next_step}
- Relevant proof points (case study, credentials): {proof_points}

Output:
- Email with subject line + concise structure (Recap → Proposed approach → Next step).
- Include 1–2 value bullets and a clear call-to-action.

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Client Email: Overdue Invoice Follow-Up

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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.

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

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