# New Client Guide

> Prepares key questions to learn about a new business before you do its accounting.

- Source: https://doutorai.pt/en/tools/new-client-guide
- Industry: Accounting
- AI tool: ChatGPT
- Site: Doutor AI (https://doutorai.pt/en) - AI tools for small businesses

## What it does
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.

## 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.

## Prompt (EN)
```
# 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…
```

The full prompt (PT + EN), ready to copy, is part of the Doutor AI **Pro** plan. [See plans →](https://doutorai.pt/en/pricing)

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Content by Doutor AI (https://doutorai.pt/en). When quoting, please cite the source: https://doutorai.pt/en/tools/new-client-guide