Master prompt
Warm follow-up — consultation-to-engagement quote
220-300 word follow-up email sent 48-72 hours after a free intro consult, presenting a written engagement scope + fee.
EmailCAFollow-upEngagementQuoteMarketing
Write a warm post-consult follow-up (220-300 words) to [RECIPIENT_NAME] after a [CONSULT_DATE] intro call. The email presents a written engagement scope and fee for [PATHWAY]. Source: - Client: [RECIPIENT_NAME] - Pathway: [PATHWAY] - Scope INCLUDED: [SCOPE_INCLUDED] - Scope EXCLUDED: [SCOPE_EXCLUDED] - Fee: [FEE_QUOTED] · Payment terms: [PAYMENT_TERMS] - Retainer doc: [RETAINER_URL] - Firm: [FIRM_NAME] · RCIC [RCIC_NUMBER] · [FOUNDER_FIRST_NAME] - Address: [FIRM_POSTAL_ADDRESS] Structure (with labels): SUBJECT LINE (max 55 chars): "Your [PATHWAY] scope + fee - [FIRM_NAME]" PREHEADER (max 90 chars): "Everything in writing. No surprises later." GREETING: "Hi [RECIPIENT_NAME]," PARA 1 (35-50 words) - OPEN: Reference the [CONSULT_DATE] call by topic. State clearly that this email is the WRITTEN scope and fee, and that the retainer at [RETAINER_URL] is the binding document. PARA 2 (50-80 words) - WHAT IS INCLUDED: Header "Included in [FEE_QUOTED]:" then bullet [SCOPE_INCLUDED]. Each bullet starts with a verb (Prepare, Review, Submit, Represent). No vague language like "general advice". PARA 3 (40-60 words) - WHAT IS NOT INCLUDED: Header "Not included (separate fee if needed):" then bullet [SCOPE_EXCLUDED]. This protects both parties under CICC retainer-clarity rules. PARA 4 (30-50 words) - FEE + PAYMENT: Restate [FEE_QUOTED] and [PAYMENT_TERMS] in one line each. Specify currency, taxes, and that any third-party fees (IRCC, biometrics, ECA) are at-cost passthrough. PARA 5 (20-30 words) - NEXT STEP: One sentence. "Reply to this email with a confirmation and I will send the retainer for e-signature." No pressure, no deadline-based urgency. SIGNATURE: [FOUNDER_FIRST_NAME] RCIC [RCIC_NUMBER] - [FIRM_NAME] FOOTER (CASL): "You are receiving this because you had a paid / no-cost consult with [FIRM_NAME] on [CONSULT_DATE]. [FIRM_NAME] - [FIRM_POSTAL_ADDRESS]. If you would prefer no further follow-up, click unsubscribe (one-click) - [unsubscribe-link]." CICC compliance: - The fee must be a single number or a defined range with conditions, NOT "starting at". - "Third-party fees at-cost passthrough" must appear if the firm passes IRCC / biometric / ECA fees through. - No "guaranteed PR within X months". No "we have an inside contact at IRCC". - The retainer URL is the binding document - this email is a non-binding summary. Voice: - Calm, precise, lawyerly. Indian-English fine. - No exclamation marks. No "thrilled to share". End with: "- DRAFT - for RCIC review. Confirm [FEE_QUOTED], [PAYMENT_TERMS], and the retainer text at [RETAINER_URL] are all aligned before sending."
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