Useful AI Prompts for Agency & Consultants

Win more clients. Scope projects accurately. Communicate like a pro. These 10 AI prompts will transform how you run your agency or consulting business.

Every prompt below is battle-tested and works with any AI assistant—ChatGPT, Claude, Gemini, or whatever you prefer. Just copy, paste, replace the {{placeholders}} with your details, and go.

1. Discovery Call Prep

Close more deals with better preparation

I have a discovery call with a potential client in the {{industry}} industry.
Their website is {{website_url}} and they mentioned concerns about {{pain_point}}.

First, retrieve and analyze the contents of {{website_url}} and other high level domain pages to understand their business.

Prepare:
1. 5 insightful questions to understand their business goals
2. 3 potential pain points common in their industry
3. How to position my {{service_type}} services as the solution
4. Red flags to watch for
5. A closing strategy to move them to proposal stage

Why it works: You’ll walk into every call with research done, smart questions ready, and a clear path to the next step.

2. Project Scope Document

Prevent scope creep before it starts

Create a detailed project scope document for a {{project_type}} project.

Client: {{client_name}}
Objectives: {{objectives}}
Key features/deliverables: {{deliverables}}

Include:
- Project overview
- In-scope items (detailed)
- Out-of-scope items (explicit)
- Assumptions
- Dependencies
- Success criteria
- Change request process

Why it works: Clear documentation upfront saves hours of “I thought that was included” conversations later.

3. Scope Creep Response

Say no without damaging the relationship

Write a professional email addressing scope creep.

Client: {{client_name}}
Original scope: {{original_scope}}
New request: {{new_request}}
Impact: {{impact_on_timeline_budget}}

Options to present:
1. Add to current project (additional cost/time)
2. Phase 2 addition
3. Trade-off with existing scope item

Be firm but maintain relationship.

Why it works: Clients respect professionals who protect the project timeline. This gives you language to say “yes, and” instead of just “no.”

4. Statement of Work (SOW) Generator

Professional contracts in minutes

Create a Statement of Work for {{project_type}}.

Client: {{client_name}}
Project objectives: {{objectives}}
Deliverables: {{deliverables}}
Timeline: {{timeline}}
Investment: {{investment}}
Payment terms: {{payment_terms}}

Include:
- Scope of work (detailed)
- Deliverables with acceptance criteria
- Timeline with milestones
- Pricing and payment schedule
- Change order process
- Assumptions and dependencies
- Client responsibilities

Why it works: A solid SOW protects both parties and sets clear expectations from day one.

5. Proposal Executive Summary

Win the decision-maker in 60 seconds

Write an executive summary for a proposal to {{company_name}}.

Their challenges: {{challenges}}
Our proposed solution: {{solution}}
Investment range: {{price_range}}
Timeline: {{timeline}}
Key differentiator: {{why_us}}

Keep it to one page, focused on outcomes not features.

Why it works: Executives rarely read full proposals. A compelling one-pager gets you to the shortlist.

6. Weekly Status Update

Keep clients informed (and reduce check-in calls)

Write a weekly status update email for {{client_name}}.

Completed this week:
{{completed_items}}

In progress:
{{in_progress_items}}

Blockers/needs from client:
{{blockers}}

Next week's priorities:
{{next_week}}

Keep it scannable with bullet points. Professional but personable.

Why it works: Proactive updates build trust and reduce those “just checking in” interruptions.

7. Difficult Feedback Response

Turn complaints into opportunities

Help me respond to this difficult client feedback:

"{{client_feedback}}"

Context: {{context}}

Craft a response that:
- Acknowledges their frustration
- Doesn't get defensive
- Clarifies any misunderstandings
- Proposes a path forward
- Maintains professionalism

Why it works: How you handle problems matters more than avoiding them. This prompt helps you respond thoughtfully, not reactively.

8. Competitive Analysis Framework

Know your client’s market better than they do

Help me structure a competitive analysis for {{client_name}} in the {{industry}} industry.

Main competitors: {{competitors}}
Client's current positioning: {{positioning}}

Analyze:
- Website and UX comparison
- Service/product offerings
- Pricing positioning
- Content and SEO strategy
- Social media presence
- Unique value propositions
- Gaps and opportunities for my client

Why it works: Clients pay premium prices for consultants who bring strategic insight, not just execution.

9. Referral Request Email

Get more leads from happy clients

Write an email asking a satisfied client for referrals.

Client name: {{client_name}}
Project we completed: {{project}}
Results we achieved: {{results}}
Ideal referral: {{ideal_client_type}}

Make it warm, not transactional. Include an easy way for them to respond.

Why it works: Referrals close faster and pay more. But most consultants never ask. This makes it easy.

10. Objection Response Scripts

Never get caught off-guard again

Create response scripts for these common sales objections:

1. "It's too expensive"
2. "We need to think about it"
3. "We're talking to other agencies"
4. "Can you do it faster?"
5. "We'll do it in-house"
6. "We need to get approval from {{stakeholder}}"

For each:
- Acknowledge the concern
- Ask a clarifying question
- Provide value-based response
- Redirect toward next step

Why it works: Objections aren’t rejection—they’re requests for more information. Be prepared.

Want All 35 Agency Prompts?

These 10 prompts are just the beginning. ChatProjects Pro includes the complete Agency & Consultant Pack with 35 professional prompts covering:

• Client Acquisition – Discovery calls, cold outreach, case studies, referrals
• Project Scoping – Scope documents, timelines, risk assessments, estimations
• Client Communication – Kickoffs, updates, delays, handoffs
• Contracts & Legal – SOWs, change orders, maintenance agreements
• Strategy & Consulting – Audits, competitive analysis, recommendations
• Pricing & Sales – Proposals, value justification, objection handling

Plus two more complete prompt packs: Content Creator Pack (38 prompts) and Entrepreneur Pack (40 prompts). 113 prompts total, all included with ChatProjects Pro at $140/year.