Draft a Professional Annual Client Value Report
Use this prompt after you have a cleaned-up bullet list of accomplishments from the previous step. It drafts the full annual client value report using a before/after/because structure, ready to send to a client ahead of a renewal conversation.
The Prompt
I need you to write a short annual client value report. It should be 1–3 pages maximum — clear, professional, and warm in tone. Not corporate. Not cold. Use this structure: - Opening paragraph: A brief summary of what we set out to accomplish together this year and what the client's situation looked like when we started. - What we accomplished: 4–6 highlights using before/after/because framing. For each one: what the situation was, what changed, and what I specifically did to contribute to that change. - What this means going forward: One short paragraph connecting this year's work to the client's goals for next year. - A note of thanks: Two or three sentences. Genuine. Not performative. Here are the accomplishments to draw from: [PASTE THE BULLET LIST FROM STEP 2] Client context (add any details I should know): [ADD A FEW SENTENCES ABOUT THE CLIENT — their business type, how long you've worked together, what their main goals were]
From the guide
How to use AI to build a simple end-of-year client report that shows the value you delivered so renewals and rate increases are easier to justify →Related Prompts
Add a Vendor or Client Introduction Task to Onboarding
Use this as a follow-up prompt when the AI has omitted the vendor or client introduction step, which is commonly left out of AI-generated onboarding checklists because large-company training data handles it differently.
Rewrite a Corporate Onboarding Checklist for Small Business
Use this as a follow-up prompt if the generated checklist feels too generic or reads like a large-company HR template, to push the AI toward simpler, more actionable language suited to a small business.
Restructure a Flat Onboarding List Into Five Phases
Use this as a correction prompt in the same conversation if the AI returns a flat list instead of the five-phase structure (Before Day 1, Day 1, Days 2–5, End-of-Week-1 Check-in, Days 8–30).
Find Documentation Gaps Before a New Hire Starts
Use this as a follow-up prompt in the same conversation to identify gaps in your existing documentation before the new hire's first day, so you can prepare materials they'll need rather than fielding repeated questions.