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