01
Set the Deposit Terms
Use the project fee, schedule, costs, and client risk to choose a deposit and write the exact condition for booking and starting work.
Made for Freelancers
Set a Deposit Before Booking the Project
Also useful for: people in Freelancers
8 min
Beginner
Business & Entrepreneurship
Get Organized Financially
Need to Make a Decision
Set practical deposit terms that protect your time without making the client relationship awkward.
We'll use them to write your prompt.
Completed ✓
Make Your Play
Give us the situation. We’ll build the prompt.
Choose a deposit that covers early costs, secures space on your calendar, and makes the payment deadline clear before work begins.
Your answers save as you type.
What you'll do
This is the plan inside your prompt. Add your details first. Then follow these steps with ChatGPT or Claude.
Make Your Play
Set a Deposit Before Booking the Project
Tell us what the prompt needs to know
Start with the questions below. Each answer personalizes the playbook and builds the prompt you’ll use at the end.
Your situation
Enter the full project fee before the deposit is applied.
Enter the currency used for the project fee.
Describe the main deliverables and the work required before the first milestone.
0/10000
State the planned start date, project length, and any important milestone dates.
0/10000
Select the option that best describes your history with this client.
Enter expenses that must be paid before or shortly after work begins.
Describe cancellation, scheduling, revision, or payment risks that could affect the deposit.
0/10000
List any deposit range, client limit, or payment condition you want considered.
0/10000
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What you'll do
Check a step when you finish it.
01
Set the Deposit Terms
Use the project fee, schedule, costs, and client risk to choose a deposit and write the exact condition for booking and starting work.
Fill in the fields above to generate your prompt preview.
Assembled prompt
Beginner instructions
Enter the full project fee, not your hourly rate. Mention any expenses or calendar time you would lose if the client cancels. Paste the resulting clause into your proposal only after checking the amount and dates.
Advanced instructions
Add milestone dates, subcontractor costs, cancellation exposure, or a client procurement schedule to get a more tailored recommendation. Compare the main recommendation with the lower-deposit alternative before choosing.
Use this when
You're preparing a proposal or agreement for a new project and need to decide what the client must pay before work starts.
You'll need
- Project total
- Currency
- Project scope
- Timeline
- Client relationship
- Upfront costs
- Risks
- Deposit preferences
You'll get
- Deposit percentage and amount selected
- Deposit deadline stated
- Start-work condition defined
- Client-facing clause reviewed
By the end of this playbook
You will have:
- Deposit percentage and amount selected
- Deposit deadline stated
- Start-work condition defined
- Client-facing clause reviewed
Examples
Progress 1 of 1