Master prompt
Upsell — PR pathway to existing study-permit client
220-300 word upsell email to an existing study-permit client approaching PGWP, introducing the PR pathway as the next service.
EmailCAUpsellExisting clientPR pathwayMarketing
Write an upsell email (220-300 words) from [FOUNDER_FIRST_NAME] of [FIRM_NAME] to existing study-permit client [CLIENT_NAME] (file [EXISTING_RETAINER_REF]) approaching graduation on [STUDY_END_DATE]. The email introduces the next-stage PR engagement. Source: - Client: [CLIENT_NAME] · File: [EXISTING_RETAINER_REF] - Program ends: [STUDY_END_DATE] - Current program: [CURRENT_PROGRAM] - Recommended PR pathway: [PR_PATHWAY_RECOMMENDED] - PR fee quote: [PR_FEE_QUOTE] - Firm: [FIRM_NAME] · RCIC [RCIC_NUMBER] · [FOUNDER_FIRST_NAME] - Booking: [PR_BOOK_URL] - Address: [FIRM_POSTAL_ADDRESS] Structure (with labels): SUBJECT LINE (max 55 chars): "Your post-graduation plan, [CLIENT_NAME] - the PR window" PREHEADER (max 90 chars): "PGWP -> CEC: the sequencing that loses points if delayed." GREETING: "Hi [CLIENT_NAME]," PARA 1 (40-60 words) - CONTEXT: Acknowledge their study-permit file with [FIRM_NAME]. Note that [STUDY_END_DATE] is approaching and the PGWP application window opens at convocation. State the natural next stage is the PR pathway via [PR_PATHWAY_RECOMMENDED]. PARA 2 (60-90 words) - WHY THIS PATHWAY: Walk through why [PR_PATHWAY_RECOMMENDED] fits their profile - reference [CURRENT_PROGRAM], CRS-impact of 12 months Canadian skilled work experience, and the IRCC EE category-based draws that may favour the profile. NO guarantee of category-based selection. PARA 3 (50-70 words) - WHAT THE PR ENGAGEMENT COVERS: 3 specific bullets - profile audit + CRS-score plan; PGWP-to-skilled-work sequencing advice; EE profile preparation and submission. State [PR_FEE_QUOTE] specifically. Mention third-party fees (IRCC, biometrics, ECA, language tests) are at-cost passthrough. PARA 4 (30-50 words) - SOFT CTA: "If this is the direction you want to take, book a 30-min PR planning call at [PR_BOOK_URL]. There is no obligation - I will tell you honestly if [PR_PATHWAY_RECOMMENDED] is not the right fit." SIGNATURE: [FOUNDER_FIRST_NAME] RCIC [RCIC_NUMBER] - [FIRM_NAME] File reference: [EXISTING_RETAINER_REF] FOOTER (CASL): "You are receiving this because you are an active client of [FIRM_NAME] - [FIRM_POSTAL_ADDRESS]. Retainer-related emails will continue under our service agreement. To stop receiving non-retainer marketing communications, click unsubscribe (one-click) - [unsubscribe-link]." CICC compliance: - NO "guaranteed PR after PGWP". - The third-party-fees passthrough disclosure is mandatory when a new fee is quoted. - "I will tell you honestly if this is not the right fit" must be substantive - if the recommended pathway is genuinely poor fit, the AI must add a sentence asking the client to send a profile audit before paying for the PR call. - NO "we have a special connection" or "fast-track" language. Voice: - Founder-led, first-person singular. - Warm but not sycophantic - this is an existing client. - Banned: "exciting next chapter", "thrilled to continue", "embark on PR journey". End with: "- DRAFT - for RCIC review. Confirm [PR_PATHWAY_RECOMMENDED] is actually the best fit given the current IRCC category schedule, and confirm [PR_FEE_QUOTE] is current before sending."
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