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Generate and review your five questions
You provide brief client context, generate five tailored discovery questions, and check that each question sounds natural and avoids a product pitch.
Made for Bankers
Prepare Five Questions for a Client Check-In
Also useful for: people in Finance
5 min
Beginner
Money Conversations
Prepare for a Conversation
Get five tailored questions that help you explore changes in your client's income, spending, borrowing, liquidity, and priorities.
We'll use them to write your prompt.
Completed ✓
Make Your Play
Give us the situation. We’ll build the prompt.
You can move beyond a routine account review and learn what has changed before you discuss possible solutions.
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
Prepare Five Questions for a Client Check-In
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
Choose the stage that best describes your relationship with your client.
State why you are meeting with your client now.
Add any non-sensitive changes your client has already mentioned. You can write "none known" if you are starting fresh.
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Summarize relevant topics from your previous conversations without including identifying or confidential details.
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Choose how you want your questions to sound.
This playbook was updated. Review your inputs before copying.
What you'll do
Check a step when you finish it.
01
Generate and review your five questions
You provide brief client context, generate five tailored discovery questions, and check that each question sounds natural and avoids a product pitch.
Fill in the fields above to generate your prompt preview.
Assembled prompt
Beginner instructions
You can enter short notes instead of a full client history. Remove names, account numbers, and other identifying details before you paste anything. Read your five questions aloud, then adjust any wording that doesn’t sound like you.
Advanced instructions
You can include a recent life event, cash-flow pattern, or unresolved topic from your last conversation. After you receive your questions, choose your strongest three as your core questions and keep two ready if your conversation needs more depth.
Use this when
Use this before a scheduled client check-in, relationship review, or follow-up conversation when you need useful questions without making assumptions or leading with a product.
You'll need
- Client relationship
- Reason for the check-in
- Known changes or concerns
- Past conversation context
- Conversation style
You'll get
- Exactly five open-ended questions that fit your check-in, avoid product-first language, cover only relevant financial areas, and sound natural when you say them aloud.
By the end of this playbook
You will have:
- Exactly five open-ended questions that fit your check-in, avoid product-first language, cover only relevant financial areas, and sound natural when you say them aloud.
Examples
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