Draft Client Document Request List
Are kicking off IT audit fieldwork and need a specific, well-organized list of evidence to request from the client.
Prompts for your job
Are kicking off IT audit fieldwork and need a specific, well-organized list of evidence to request from the client.
Have raw client notes or a discovery call summary and need a one-page brief covering goals, guests, mood, and must-haves.
Need to reply to revision requests or explain your copy choices professionally.
Have just finished a client call and need quick, consistent file notes and a CRM entry.
Need a simple, plain-language guide that helps clients understand nutrition facts panels and compare products at the shelf.
Need to translate structural assessment findings into a plain-language summary for a non-technical client.
Need to turn agreed recommendations into a phased roadmap with owners, dependencies, and milestones.
Need a structured draft of a client assessment based on your notes.
Need to gather lifestyle, style, budget, and must-have details before a first consultation.
Need a ready-to-send questionnaire to collect health history, goals, and preferences before the first session.
Need clear, professional descriptions for time entries on a client invoice.
Are starting a web design project and need sharp discovery questions covering brand, competitors, content and success measures.
Are preparing for a first meeting with a new individual or business client and need a structured set of discovery questions.
Need a clear, calm update on performance and positioning for a client.
Need to share sensitive feedback or a progress update with a coaching client in a clear, professional email.
Need to send a progress update to a client or manager.
Need a clear status email for a client.
Want to send a motivating and informative update to a client between sessions.
Use this when a new client project starts and you need to align internal teams on scope, goals, and roles.
Need a structured proposal covering scope, deliverables, timeline, and assumptions.
Have repair quotes from several trades and need to compile them into one client-facing cost summary.
Have a client brief with gaps and need a focused set of questions before you start designing.
Use this when a client requests changes and you need to respond professionally, clarifying what you will revise.
Need to recap takes, deliverable status, next steps, and file links after a session.