Rate Increase Email for Newer Clients
Use this prompt when notifying a newer client (under 12 months) of a smaller rate increase of 5–10%. It produces a short, professional email that gets to the point quickly without over-explaining.
The Prompt
Write a concise rate increase email for a [industry] service business. Details: - Service: [describe] - Client relationship: [X months], [brief note on work done together] - Current rate: [amount] - New rate: [amount] - Effective date: [date] - Tone: professional, brief, no apology - Keep it to 2 paragraphs. State the new rate and date in the first paragraph. Use the second paragraph to briefly reference the value delivered and confirm you look forward to continuing the work.
From the guide
Using AI to write a simple price increase letter to existing clients without losing them →Related Prompts
Simulate a Tough Banker Interview With AI Feedback
Use this prompt after reviewing your Q&A prep sheet to simulate a real banker interview. Answer each question as you would in the actual meeting, and the AI will give you specific feedback on what landed well and what sounded weak or vague.
Rewrite a Loan Brief in Plain Business Language
Use this prompt after reviewing the AI-drafted loan brief if the language feels overly formal or generic. It produces a version that sounds more like you, which is important since you'll be handing it to a loan officer with your name on it.
Model Alternative Loan Structures for a Weak DSCR
Use this follow-up prompt if your initial DSCR calculation comes back between 1.0 and 1.25. It helps you model alternative loan structures and prepares you to address a weak coverage ratio before the lender raises it.
Prepare a Full Bank Loan Application Brief
Use this prompt at the start of your bank loan meeting prep session. Paste in your raw financial data — 12 months of revenue, monthly expenses, existing debt payments, loan amount requested, intended use of funds, and business assets — to get a DSCR calculation, a 5 Cs evaluation, a one-page loan brief, and a Q&A prep sheet in one response.