The Agency & Consultant System
142 copy-paste AI prompts for client services — discovery calls, proposals and SOWs, onboarding, status reports, scope creep, deliverables, retainers and thought leadership.
Key Capabilities & Features:
- •The Practice Primer: paste your service, ideal client, rates and current pipeline once — every prompt after it writes for your practice
- •Scope creep prompts that give you the actual sentence to say — naming a request as out of scope is a wording problem, not a policy problem
- •Discovery prompts that qualify out, including the call that should end in a polite no rather than a proposal you regret
- •Rate increase and unpaid invoice scripts, which are the conversations most independents avoid until the relationship is already damaged
- •142 prompts across 9 sections — discovery calls, proposals & sows, service pages & offers, client onboarding and more
- •Works with ChatGPT (GPT-5), Claude Opus 5 and Gemini 3.7 Flash — fill the bracket, paste, done
One-time payment • Lifetime access & future updates
What's Inside
9 modules142 promptsEvery module below is included in the single purchase.
- 1
Discovery Calls
18 promptsQuestion sequences that surface budget, authority and real constraints without an interrogation, qualifying out early, and the call that should end in a polite no.
Replaces a system previously sold separately
- 2
Proposals & SOWs
20 promptsProposals structured around the client's problem, scope written so it can be enforced, exclusions stated plainly, pricing options, and assumptions that protect both sides.
Replaces a system previously sold separately
- 3
Service Pages & Offers
14 promptsPositioning a service so it does not read as generic, productised offer construction, pricing display decisions, and the case for a niche over a menu.
Replaces a system previously sold separately
- 4
Client Onboarding
14 promptsKickoff questionnaires that get real answers, access and asset checklists, expectation setting on responsiveness, and the first-week plan that sets the tone.
Replaces a system previously sold separately
- 5
Status Reports & Updates
14 promptsWeekly updates that stop clients chasing you, progress framing when a week was slow, and escalating a blocker caused by the client without blame.
Replaces a system previously sold separately
- 6
Scope Creep
16 promptsNaming a request as out of scope without damaging the relationship, change orders, the it-should-only-take-a-minute reply, and repricing a project that has drifted.
Replaces a system previously sold separately
- 7
Deliverable Structure
16 promptsOutlines for audits, strategies and reports, executive summaries that stand alone, recommendation framing, and presenting findings a client will not like.
Replaces a system previously sold separately
- 8
Client Communication
14 promptsUpdate cadence, delivering bad news early, the missed-deadline message, chasing an unresponsive client, and the difficult conversation about unpaid invoices.
Replaces a system previously sold separately
- 9
Retainers & Upsells
16 promptsConverting a project into a retainer, structuring recurring scope, renewal conversations, rate increases with existing clients, and knowing when to end an engagement.
Replaces a system previously sold separately
Test Workflow Execution in Your Browser
Verify actual prompt structure, token speed, and reasoning depth before downloading.
Frequently Bought Together
Technical Specifications
Architecture & System Overview
Client work rarely fails on the work. It fails on a scope nobody wrote down properly, a client who went quiet, and a request that should have been a change order and instead became four unpaid days.
The Agency & Consultant System is a 142-prompt playbook covering discovery calls, proposals and SOWs, service pages and offers, client onboarding, status reports, scope creep, deliverable structure, client communication, and retainers and upsells.
Start with the Practice Primer — paste in what you sell, your ideal client, your rates and your current pipeline — and every prompt after it writes for your practice rather than in generic agency language.
The scope creep section gives you the actual sentence, because naming a request as out of scope is a wording problem and not a policy problem — most people know they should push back and do not know how to say it. The discovery prompts are written to qualify out as readily as in, including the calls that should end in a polite no rather than a proposal you will regret winning.
Compare with Similar AI Templates
| Specification | ||||
|---|---|---|---|---|
| Customer Rating | 4.92(45) | 4.9(40) | 4.92(31) | 4.94(38) |
| AI Models | GPT-5, Claude Opus 5, Gemini 3.7 Flash | GPT-5, Claude Opus 5, Gemini 3.7 Flash | GPT-5, Claude Opus 5, Gemini 3.7 Flash | GPT-5, Claude Opus 5, Gemini 3.7 Flash |
| Formats Included | PDF Prompt Playbook | PDF Prompt Playbook | PDF Swipe File | 64-Page PDF Playbook + 22 Worksheets |
| Lifetime Updates | Yes | Yes | Yes | Yes |
| Creator Rating | Marcus Sterling (99.3%) | Dr. Lucas Vance (99.2%) | Dr. Lucas Vance (99.2%) | Dr. Lucas Vance (99.2%) |
Community Reviews & Ratings
Verified buyer ratings & prompt benchmarks
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Verified User Feedback
The out-of-scope reply is worth the whole thing
I have known for years that I should push back on creep and never had the words. Having a sendable sentence that is not passive-aggressive has already recovered about two days of unpaid work this month.
Talked me out of a proposal
Ran a discovery call through it and it said the prospect had no budget authority and I should qualify out. I would have written the proposal and lost a week. It was right.
Rate increase script actually worked
Two long-term clients, both accepted a 20% increase without friction. The framing around what changed and what stays the same did the work.
Wanted more on pipeline
Everything from discovery onward is excellent. Getting the discovery call in the first place is barely covered — that is a different toolkit, but worth saying.
Frequently Asked Questions
How is this different from the separate systems you used to sell?
It is all of them, in one purchase. Agency Service Page & Offer Builder, Agency Client Onboarding Questionnaire, Agency Weekly Status Report Template, Agency Scope Creep Prevention System, Agency Retainer & Upsell Proposal, Consultant Discovery Call Script, Consultant Proposal & SOW Builder, Consultant Deliverable Outline System, Consultant Client Update Email System, Consultant Thought-Leadership Plan are now sections inside this toolkit. Bought individually they came to $332.
Is this for a solo consultant or an agency with a team?
Both, and the Practice Primer asks which. Solo consultants will lean on discovery, proposals, deliverables and communication. Agencies get more from onboarding, status reporting and retainer structure. The scope creep and pricing sections apply equally.
Are the SOW prompts legally reliable?
No, and they say so. They produce scope, exclusions, assumptions and change-order language that is clear and enforceable in plain terms, but a contract should be reviewed by someone qualified in your jurisdiction. The prompts flag where that matters.
How is it delivered?
You receive a PDF with all 142 prompts organized into 9 sections, delivered within 24 hours of purchase. No app or account required — copy a prompt, fill in the bracketed variables, and paste it into ChatGPT, Claude, or Gemini.
Can I use this for client work?
Yes. Your purchase includes a single-user commercial and personal license, so you can use every prompt in your own business or for client deliverables without restriction.