01
Capture the Request and Known Facts
You record your client's exact words and add only the facts you already know. You leave missing details visible instead of filling gaps with assumptions.
Made for Bankers
Clarify What a Client Means by Better Returns
Also useful for: people in Finance
15 min
Intermediate
Money Conversations
Communicate Better
You clarify what your client means by "better returns" before discussing products. Gather the missing facts, ask focused questions, and write a usable need statement.
We'll use them to write your prompt.
Completed ✓
Make Your Play
Give us the situation. We’ll build the prompt.
Avoid guessing that higher returns are your client's only priority.
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.
02
Answer the Highest-Value Questions
You answer focused questions about access, timing, risk, expenses, balances, and earlier concerns. You can use "not known" when your client still needs to answer.
03
Produce Your Discovery Script
You turn the gathered details into ordered questions, a needs statement, and a confirmation script without moving into product selection.
04
Confirm the Meaning With Your Client
You reflect the need back in plain language and give your client a chance to correct your understanding before options enter the conversation.
Make Your Play
Clarify What a Client Means by Better Returns
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 exact request or the closest wording you captured from your client.
0/10000
Include what you know about access needs, timing, risk comfort, upcoming expenses, balances, and earlier concerns. You can mark missing details as unknown.
0/10000
Choose where this discovery conversation is happening so the questions fit your available time.
List any limits, required disclosures, approved wording, or topics you must refer elsewhere.
0/10000
This playbook was updated. Review your inputs before copying.
What you'll do
Check a step when you finish it.
01
Capture the Request and Known Facts
You record your client's exact words and add only the facts you already know. You leave missing details visible instead of filling gaps with assumptions.
02
Answer the Highest-Value Questions
You answer focused questions about access, timing, risk, expenses, balances, and earlier concerns. You can use "not known" when your client still needs to answer.
03
Produce Your Discovery Script
You turn the gathered details into ordered questions, a needs statement, and a confirmation script without moving into product selection.
04
Confirm the Meaning With Your Client
You reflect the need back in plain language and give your client a chance to correct your understanding before options enter the conversation.
Fill in the fields above to generate your prompt preview.
Assembled prompt
Beginner instructions
You can paste brief notes instead of polished details. Answer the guided questions with what you know, and use “not known” when you still need to ask your client.
Advanced instructions
You can include exact client language, balance ranges, timing conflicts, prior complaints, and your institution’s discovery requirements. Review the final need statement for assumptions before you use it.
Use this when
Use this when your client asks for better returns, higher interest, stronger growth, or somewhere better to put money, but hasn't explained the full need.
You'll need
- Client's Exact Words
- Known Context
- Conversation Setting
- Conversation Boundaries
You'll get
- A clear definition of what "better returns" means in this situation, five ordered discovery questions, a client confirmation script, and a visible list of unresolved facts
- You can separate confirmed details from assumptions without naming or recommending a product.
By the end of this playbook
You will have:
- A clear definition of what "better returns" means in this situation, five ordered discovery questions, a client confirmation script, and a visible list of unresolved facts
- You can separate confirmed details from assumptions without naming or recommending a product.
Examples
Progress 1 of 4