01
Draft and Check the Response
Use the client question, confirmed facts, open checks, and firm rules to produce a clear response that is safe to review.
Made for Financial Advisors
Answer a Client Account Question Clearly
Also useful for: people in Finance
10 min
Beginner
Communication
Communicate Better
Turn account details into a plain-language client response with clear verification checks and a practical next step.
We'll use them to write your prompt.
Completed ✓
Make Your Play
Give us the situation. We’ll build the prompt.
Answer account questions without burying the client in jargon or presenting unverified details as fact.
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
Answer a Client Account Question Clearly
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 client's question as closely as possible to the original wording.
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Select the category that best matches the question.
List only facts confirmed in account records or approved internal sources.
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List any dates, values, calculations, causes, or policy details that still need confirmation.
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Describe the action, owner, and timing that should follow the response.
Select how the response will be delivered.
Choose the tone that best fits the client and situation.
Enter any approved language, disclosures, review steps, or communication limits that apply.
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This playbook was updated. Review your inputs before copying.
What you'll do
Check a step when you finish it.
01
Draft and Check the Response
Use the client question, confirmed facts, open checks, and firm rules to produce a clear response that is safe to review.
Fill in the fields above to generate your prompt preview.
Assembled prompt
Beginner instructions
Paste in the client’s exact question and only facts confirmed in reliable account records. Replace any timing placeholders before sending. Review the result under your firm’s communication and approval rules.
Advanced instructions
Add the source and as-of date for performance figures, fee calculations, or transaction details. Compare the draft with approved disclosures and revise any wording that could imply a guarantee or unsupported cause.
Use this when
You need to respond to a question about performance, fees, transactions, or other account activity.
You'll need
- Client question
- Question type
- Confirmed facts
- Open checks
- Next step
- Response format
- Response tone
- Firm requirements
You'll get
- A direct answer in the selected client format
- Confirmed and unconfirmed details clearly separated
- Every material open check listed
- A specific next step with owner and timing
- Final wording reviewed under firm requirements
By the end of this playbook
You will have:
- A direct answer in the selected client format
- Confirmed and unconfirmed details clearly separated
- Every material open check listed
- A specific next step with owner and timing
- Final wording reviewed under firm requirements
Examples
Progress 1 of 1