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Prompt PackFree8 min read
Prompt Pack for Agency Owners
Practical prompts for proposal drafts, status updates, retainer check-ins, client reports, and scope-of-work summaries. Tuned for AI agency and automation consultant contexts.
Proposal & Scoping
- Draft a project proposal for [client name] based on the following discovery notes: [paste notes]. Structure it with an executive summary, scope of work, deliverables, timeline, investment, and next steps.
- I need to turn this rough scope into a statement of work. Keep it specific enough to defend but not so rigid that every clarification becomes a change order. Here's the scope: [paste scope].
- Write a scope clarification email. The client asked for [request]. This falls outside our original SOW because [reason]. Offer to include it as a change order at [rate].
Status Updates & Communication
- Summarize this week's progress for [project name] in 3 bullet points suitable for a client email. Completed work: [list]. Blockers: [list]. Next steps: [list].
- Write a concise Slack update for [client] covering what shipped this week, what's in progress, and what I need from them. Tone: direct, professional, no corporate filler.
- The client hasn't responded to my last two messages about [topic]. Write a short follow-up that is friendly but makes clear I need a response by [date] to stay on schedule.
Monthly Reports & Reviews
- Create a monthly client report for [client]. Data points: [paste metrics]. Focus on outcomes over outputs — what moved the needle, what didn't, what we're adjusting. Keep it under one page.
- Write the agenda for our monthly retainer review with [client]. We need to cover: deliverables this month, retainer utilization, upcoming priorities, and renewal discussion.
- Turn these raw analytics into a client-ready insight: [paste data]. Avoid jargon. Focus on what it means for their business, not what the numbers are.
AI Agent Context & Operations
- I'm configuring an AI agent for [task]. Write a system prompt that is specific about role, context, constraints, and output format. Agency context: [paste context].
- Review this AI agent output and identify: (1) what it got right, (2) what it got wrong or hallucinated, (3) what prompt change would fix the issue. Output: [paste output].
- Write a one-paragraph agent handoff note that explains what this agent does, what inputs it needs, what it produces, and any known failure modes. Agent purpose: [describe].
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