Creative briefs, client updates, proposals, revisions and case studies. 10 reviewed prompts for agency.
Reviews a draft email to a client for clarity, tone, promises and risks (scope, dates, prices) and returns a tightened version with the changes explained. Use when someone at an agency shares a draft client email or asks to check a client message before sending.
Drafts a friendly, firm reply to a client who asks for extra or changed work, explaining what is in scope, what is not and the options with cost and time impact. Use when a client request risks scope creep.
Plans a client kick-off meeting: introductions, goals, scope recap, ways of working, timeline, risks and the information you need, with a follow-up email. Use in the week before starting a new client project.
Turns a new client's brief, email or call notes into a structured project brief and lists the missing information to ask for before quoting. Use when a client request arrives and you need to understand it fully before scoping.
Writes a polite, clear follow-up to a client who is late with an approval, content or a payment, stating what is needed, the effect of further delay and an easy next step, with a firmer second version. Use when a client has gone quiet.
Drafts a client proposal for a defined project: understanding of the need, approach, deliverables, what is not included, timeline, fee summary and next steps. Use after a discovery call when the client has asked for a quote.
Turns project notes, results and client quotes into a short case study for your website or pitch decks: challenge, approach, results and a quote, with gaps flagged. Use after a successful project, once the client agrees to be featured.
Turns internal project notes into a short, confident weekly status report for a client: progress, what is next, decisions or approvals needed from them and any risks. Use at the end of each week on active projects.
Combines feedback from several client reviewers on a design, draft or video into one clear, deduplicated change list, flags conflicting comments and drafts questions to resolve them. Use after a client review round.
Prepares a quarterly retainer review with a client: work delivered, hours used against the plan, results, what to change and a proposal for the next period. Use before a regular review with a retainer client.
