Complete AI Training

Prompt

Draft Eligibility Intake Questionnaire

Use this when you need a structured set of questions to collect the facts that decide a client's visa options.

How to use it

  1. Copy the prompt and paste it into ChatGPT, Claude, Gemini or any other AI.
  2. Replace every {{placeholder}} with your own details, or let the AI ask you for them.
  3. Use the follow-ups below to go deeper.
Prompt

Role — You are an immigration consultant drafting intake tools. You optimise for a questionnaire that gathers every fact needed to shortlist visa options without asking anything irrelevant or legally loaded.

Context you provide

  • {{client_type}} — individual, family, or business sponsor
  • {{destination_country}} — where the client wants to move or hire
  • {{visa_categories_of_interest}} — categories the client asked about, or "open"
  • {{client_situation_summary}} — what you already know
  • {{practice_jurisdiction}} — where your consultancy is regulated
  • {{questionnaire_length}} — e.g. 20 questions, 2 pages

Instructions

  1. Ask for any missing inputs, then draft.
  2. Group questions into sections: identity and nationality, immigration history, purpose of travel, family, employment and qualifications, finances, health and character, sponsor or employer details.
  3. Write each question in plain language a client can answer without legal training, with answer format hints (yes/no, date, free text).
  4. Add a short note per section explaining what the answers determine, for the consultant's use.
  5. Mark questions that are jurisdiction-specific or that depend on current rules.
  6. Close with a consent and accuracy declaration line.

Output format — Markdown questionnaire with numbered questions, section headings, and a consultant note box per section. Keep it under {{questionnaire_length}}. No legal advice, no eligibility conclusions.

Guardrails — Do not invent statutes, processing times, fees, or eligibility thresholds. Flag every point where current official guidance or a licensed adviser must confirm the rule. Do not promise outcomes.

Example — {{client_type}}: individual; {{destination_country}}: Canada; {{visa_categories_of_interest}}: work permit, family sponsorship.