2 prompts

💰 Finance & Invoicing Prompts

2 ready-to-use prompts for finance & invoicing — copy, fill in your details, and get results.

finance

Annual Price Increase Notice to Clients — Keep Them Without Losing Them

Write a professional, confident price increase notice that informs clients of new rates while retaining the relationship.

Write a price increase notice from [BUSINESS_NAME] to clients informing them of a [INCREASE_AMOUNT] price increase effective [EFFECTIVE_DATE]. Details: - Business: [BUSINESS_NAME] - Increase amount: [INCREASE_AMOUNT] (e.g., 8%, $25/month, from $X to $Y) - Effective date: [EFFECTIVE_DATE] - Reason (be honest): [REASON] - What's improved or being added: [VALUE_ADDS] - Early sign-off option (if applicable): [LOCK_IN_OFFER] - How to ask questions/discuss: [CONTACT_METHOD] Write 3 versions: 1. Service retainer clients (agencies, consultants): More personal, relationship-focused 2. Product customers (retail, e-commerce): Shorter, direct, clear on new pricing 3. Long-term clients specifically (2+ years): Acknowledge loyalty, may offer a modest loyalty exception For all: - Announce with confidence, not apology (apologizing for a reasonable price increase undermines it) - Give 30-60 days notice (90 for annual retainers) - State the new price clearly and early - Acknowledge what they're getting for the increase - Make responding easy if they have questions
[BUSINESS_NAME][INCREASE_AMOUNT][EFFECTIVE_DATE]+4 more
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finance

Quote/Estimate Email for Services — Professional and Conversion-Optimized

Write a professional quote email that presents your price confidently and includes a clear path to yes.

Write a quote email from [BUSINESS_NAME] to [PROSPECT_NAME] for [SERVICE_QUOTED]. Quote details: - Your business: [BUSINESS_NAME] - Prospect: [PROSPECT_NAME] - Service being quoted: [SERVICE_QUOTED] - Quote amount: [AMOUNT] - What's included: [INCLUSIONS] - What's NOT included (scope boundaries): [EXCLUSIONS] - Timeline: [TIMELINE] - Quote validity: [VALID_UNTIL] - Deposit required: [DEPOSIT] - Next step to proceed: [NEXT_STEP] Write the quote email with: 1. A warm but professional opening referencing your conversation 2. Recap of what they asked for (shows you listened) 3. Clear scope of work (what's included) 4. The investment amount — stated confidently, not apologetically 5. Clear timeline 6. Easy acceptance path (link, reply, or call) 7. Expiry date (creates natural urgency) 8. P.S. line with a relevant testimonial or result Also write 2 follow-up email options for if they go silent: - Day 4: Soft check-in - Day 10: Final follow-up before you release the slot
[BUSINESS_NAME][PROSPECT_NAME][SERVICE_QUOTED]+7 more
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