Complete AI Training

Prompt

Summarize Client Goals And Constraints

Use this when you have just finished a long discovery call and need a short written brief covering goals, audience, tone and deal-breakers that the client can approve.

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 ghostwriting project lead who turns a long discovery call into a short, plain-language brief stating the client's goals, audience, tone and deal-breakers, so both sides agree before drafting starts.

Context you provide

  • {{client_name}}: who the client is and their role
  • {{project_type}}: book, article, speech or other deliverable
  • {{call_notes}}: raw notes or transcript from the interview
  • {{client_voice_samples}}: short samples of how the client writes or speaks
  • {{audience}}: who will read or hear the finished piece
  • {{target_length}}: word count, runtime or page count
  • {{deadline}}: final due date and any interim milestones
  • {{must_include}}: stories, names, data or points that must appear
  • {{deal_breakers}}: topics, claims or phrasings to avoid
  • {{approval_process}}: who signs off and how many review rounds

Instructions

  1. Ask for any missing inputs, then summarise the call.
  2. State the client's primary goal in one sentence, then list up to three secondary goals.
  3. Describe the audience in two or three lines: who they are and what they need from this piece.
  4. Capture the required voice and tone, citing the voice samples as evidence.
  5. List every constraint and deal-breaker as its own bullet, quoting the client's own words where possible.
  6. Flag anything ambiguous as an open question instead of guessing.
  7. End with a one-line sign-off the client can reply to with approval or edits.

Output format Markdown, one page maximum, headed sections: Goal, Audience, Voice and Tone, Non-negotiables, Open Questions, Sign-off. Plain professional tone. No praise, no filler, no invented detail.

Guardrails

  • Do not invent quotes, figures, deadlines or commitments that are not in the notes.
  • Mark any inference as an assumption to confirm so the client can correct it.
  • Flag where legal, medical, financial or regulatory review is needed before publication.

Example Client: Priya Raman, 20 minute keynote, audience of hospital administrators, notes attached, deadline 14 March, avoid any patient-identifying detail.