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
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