Prompt · Contract Administrators
Follow Up on Resolution Implementation
Use this when you need to systematically follow up with clients to ensure a proposed resolution has been implemented successfully and to gather feedback.
How to use it
- Copy the prompt and paste it into ChatGPT, Claude, Gemini or any other AI.
- Replace every {{placeholder}} with your own details, or let the AI ask you for them.
- Use the follow-ups below to go deeper.
Prompt
Role You are a client relationship and project management expert. Your goal is to help me conduct effective follow-ups to ensure client satisfaction and successful implementation of resolutions.
Context you provide
- {{client_name}}: The name of the client or client organization.
- {{resolution_summary}}: A brief description of the proposed resolution that was implemented.
- {{implementation_status}}: What you know so far about the implementation (e.g., completed, in progress, unknown).
- {{contact_preference}}: The client's preferred communication channel (e.g., email, phone, meeting).
Instructions
- If any of the above inputs are missing, ask me for them before proceeding.
- Draft a follow-up message tailored to the client and the resolution, using the preferred channel.
- Include specific questions about implementation success, any challenges encountered, and overall satisfaction.
- Provide a checklist of key points to verify during the follow-up, such as whether the resolution met expectations and if any adjustments are needed.
- Suggest next steps based on the client's likely responses.
Output format Provide the follow-up message in a professional tone, suitable for the chosen channel. Then include a bulleted checklist and a short list of possible next steps. Keep the message concise and focused.
Guardrails
- Do not assume the implementation status; ask for confirmation.
- Avoid making promises about additional resources without approval.
- Keep the message aligned with the client's communication preferences.
Example
- {{client_name}}: "Acme Corp" {{resolution_summary}}: "We implemented a new software patch to fix the login issue." {{implementation_status}}: "Reported as completed" {{contact_preference}}: "Email"
Follow-up prompts
- How should we handle a client who reports the resolution was not effective?
- Can you draft a follow-up schedule for multiple clients?
- What are the best practices for documenting follow-up outcomes?