Clear Client Follow-up
Turn a vague “just checking in” into one clear request that preserves facts and does not invent deadlines.
You need a next step from a client or colleague, and your draft is soft, unclear, or sounds pushy. Use this before you send a follow-up.
- What you already shared or agreed (facts only — no guesses)
- The one thing you need next (decision, date, document, or reply)
- Any real deadline that was already agreed (or write “none agreed”)
- Audience (who you are writing to) and relationship tone (new / ongoing / formal)
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Steps
- Replace the placeholders with relevant, non-sensitive source material.
- Paste the prompt into your approved chat assistant.
- Compare every fact, owner, number and date against the input. Edit before using.
- Confirm the email has one request and that any deadline was already agreed.
Rewrite the follow-up below into a clear, calm client email with exactly one request. Constraints: - Lead with context in 1 short sentence, then the request - Make one ask only (decision, date, document, or reply) - Keep a professional, non-pressuring tone (no guilt, no apology stacking) - Preserve every factual commitment, date, number, and name from the input - If no deadline was agreed, leave timing open — do not invent a due date - Mark missing information as TBD - Keep the final email under 120 words - End with one clear next step for the recipient Audience: [who this is for] Tone: [new / ongoing / formal] Agreed facts so far: [paste only what was shared or confirmed] One request: [what you need next] Deadline status: [agreed date OR none agreed] DRAFT (optional): [paste your soft or messy follow-up, or leave blank] - Do not add new commitments, meetings, prices, or deadlines. - Keep proposals separate from agreed actions.
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Limits, compatibility & evidence
- The response is a draft; it can omit or misread details.
- Do not add commitments, invent deadlines, or treat proposed next steps as agreed.
- Use an employer-approved tool and remove confidential or personal information.
- Illustrative example only — not a recorded run in an external AI tool.
ChatGPT · Claude · Gemini · Microsoft Copilot (and similar general chat assistants). Paste as one message; no special plugins required.
Evidence
Illustrative example reviewed for fidelity on 20 September 2026. No recorded execution in external AI tools; compatibility is a text-format expectation, not a tested-model claim.
ExampleSee a realistic input → output +
Audience: Maya Chen, client contact at Northline Tone: ongoing Agreed facts so far: - Sent the revised proposal on 8 September - Maya said she would review with her manager - No reply since then - No deadline was agreed One request: Confirm whether they want to proceed with Option B, or share what is blocking a decision Deadline status: none agreed DRAFT: Hi Maya, just checking in when you get a chance!! Wanted to bump the proposal — no rush at all but it would be great to hear back soon if possible? Let me know either way thanks so much!!
Subject: Revised proposal — next step? Hi Maya, I’m following up on the revised proposal I sent on 8 September. Could you confirm whether you’d like to proceed with Option B, or share what’s blocking a decision? Happy to adjust timing once you know what works on your side.
Advanced versionWhen you need a softer or firmer version without inventing pressure dates: +
Using the same facts, produce: 1) Final email (≤120 words, one request, no invented deadline) 2) Three subject-line options 3) A softer version and a firmer version — still polite; do not invent urgency or due dates Audience: [who] Agreed facts: [paste] One request: [paste] Deadline status: [agreed date OR none agreed]
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The client follow-up toolkit
Prepare the request · Follow up · Handle missing information · Review the final message.
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