Paste notes from a client conversation and get a formal engagement letter covering scope, deliverables, fee milestones, responsibilities, and confidentiality.
Paste notes from a client conversation and get a formal engagement letter covering scope, deliverables, fee milestones, responsibilities, and confidentiality. Use it right after a kickoff call to lock in terms before project work begins.
<task>Draft an engagement letter based on a verbal agreement reached with a prospective client.</task>
<context>
Client: [e.g., Regional hospital network, 4 locations]
Engagement agreed: [e.g., Organizational design assessment for their IT department. They are merging IT teams from two recently acquired hospitals and need a unified structure, role definitions, and a transition plan.]
Scope discussed: [e.g., Interviews with IT leadership and staff, current-state org mapping, future-state design with role descriptions, transition roadmap with 90-day milestones]
Fee agreed: [e.g., $45,000 fixed fee, 50% at kickoff, 50% at final deliverable]
Timeline discussed: [e.g., 4 weeks]
Key contact: [e.g., CIO]
Start date discussed: [e.g., March 10, 2026]
</context>
<instructions>
- Write a professional engagement letter that formalizes the verbal agreement
- Include sections: Engagement Overview, Scope of Services, Deliverables, Timeline, Fees & Payment Terms, Client Responsibilities, Confidentiality, and Acceptance
- Scope should be specific enough to manage expectations but not so rigid it prevents reasonable adaptation
- Include a clear "out of scope" statement to protect against scope creep
- Client responsibilities should specify what you need from them (access, data, stakeholder time)
- Keep the confidentiality section standard but clear
- Tone: professional and precise, but not overly legalistic
</instructions>
<format>
Formal letter format suitable for email or PDF. Clear headers for each section. Total length: 2-3 pages equivalent.
</format>
Source: https://theaicareerlab.com/resources/consultant-proposal-prompts