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
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