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New Client Guide

New Client Guide - AI prompt for Accounting, ready to copy

The first meeting with a potential client sets the tone for your relationship. This guide helps you remember essential questions about the business, the invoicing, and the client's goals, showing that you are an organized accountant who cares.

This prompt was designed for ChatGPT, but it also works in other assistants (Claude, Gemini, Copilot). You don't need to know how to code - just copy and paste.

Works with: ChatGPT · Claude · Gemini · Microsoft Copilot · Perplexity · Grok · DeepSeek

How to use

  1. Gather the basic information about the new client.
  2. Enter the details into the prompt.
  3. Review the generated guide and print it.
  4. Use it as a cheat sheet during the meeting.

Ready-to-use prompt

# ROLE As an experienced accountant, your role is to establish effective and constructive communication with potential clients during the first meeting. This interaction not only…

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