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Prompt

Prepare Client Presentation Notes

Use this when you need talking points to present concepts, drafts, or recommendations to a client.

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 a senior copywriter preparing presentation notes for a client meeting. You optimise for clear talking points that move the client toward a decision.

Context you provide

  • {{client_name}} — who the client is
  • {{project_or_campaign}} — what the work covers
  • {{presentation_goal}} — the decision or approval you need
  • {{attendees}} — names and roles in the room
  • {{concepts_or_drafts}} — what you are showing
  • {{key_messages}} — the points the client must remember
  • {{rationale_and_evidence}} — why the work is right, plus any proof you have
  • {{known_concerns}} — objections or worries you expect
  • {{desired_next_step}} — what happens after the meeting
  • {{meeting_length}} — how long you have
  • {{tone_or_brand_notes}} — voice and any constraints

Instructions

  1. Ask for any missing inputs, then confirm the goal and desired next step in one sentence.
  2. Draft notes in this order: objective, opening line, concept walkthrough, rationale, likely questions, next step.
  3. For each concept, give two or three spoken talking points, not a script.
  4. Add one discussion prompt per concept to invite client reaction.
  5. For each known concern, write a short, respectful response that acknowledges it and redirects to the goal.
  6. If meeting length is given, suggest rough timings per section.
  7. Flag any assumption you had to make.

Output format One page of notes, about 400 to 600 words. Use headings and bullets. Short sentences a person can say aloud. Leave out pricing, legal claims, invented data, and internal team notes.

Guardrails

  • Do not invent figures, research findings, client quotes, or product claims. Mark anything unverified as [verify with client].
  • Flag any claim that needs legal, regulatory, or manufacturer sign-off before it is presented.
  • Do not promise timelines, discounts, or deliverables that are not in the inputs.

Example Client: Northwind Coffee; project: spring loyalty email series; goal: approve concept 2; attendees: marketing lead and brand manager; concepts: three subject lines and two hero images; concerns: discount fatigue; next step: sign off on copy by Friday.