01
Capture What Was Said
Put the conversation, follow-up messages, estimates, and verbal promises into one record.
Made for Independent Contractors
Turn a Verbal Deal Into Clear Terms
Also useful for: people in Entrepreneurship
60 min
Advanced
Business & Entrepreneurship
Grow a Business
Miscommunication
Convert an agreed client conversation into written terms both sides can review and approve before the project starts.
We'll use them to write your prompt.
Completed ✓
Make Your Play
Give us the situation. We’ll build the prompt.
Catch missing details, conflicting expectations, and unpaid extras before they cause delays, disputes, or awkward payment conversations.
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
Separate Facts From Assumptions
Identify which terms were confirmed, loosely discussed, or never decided.
03
Define the Work
Turn broad promises into specific tasks and deliverables that can be checked at completion.
04
Draw the Scope Boundary
State what the fee doesn't cover, especially work mentioned as a possibility.
05
Lock Down Payment Terms
Connect each payment to a clear date, milestone, or action rather than a vague project stage.
06
Build the Working Schedule
Map the contractor's work, client reviews, dependencies, and final approval in order.
07
Assign Client Duties
Record what the client must provide and who can make final decisions.
08
Set Revision and Change Rules
Separate corrections to agreed work from new requests that change scope, price, or timing.
09
Run a Conflict Check
Compare the full draft against the original conversation and any existing project document.
10
Send Terms for Approval
Create one clean draft and ask the client to correct or approve it in writing before work begins.
Make Your Play
Turn a Verbal Deal Into Clear Terms
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
Name the client and briefly identify the project.
Paste or summarize what was discussed, including promises, open questions, and changes made during the conversation.
0/10000
List each item the client expects to receive and any limits discussed.
0/10000
Enter the total fee, deposit, payment stages, due dates, accepted payment method, and any late payment terms already agreed.
0/10000
List the proposed start date, delivery dates, review windows, and any deadline tied to client feedback or materials.
0/10000
List the information, access, materials, decisions, and feedback the client must provide.
0/10000
Enter the number of revision rounds included in the fee.
Describe how extra work should be priced, approved, and added to the schedule.
0/10000
Choose how the client will approve the final written terms.
This playbook was updated. Review your inputs before copying.
What you'll do
Check a step when you finish it.
01
Capture What Was Said
Put the conversation, follow-up messages, estimates, and verbal promises into one record.
02
Separate Facts From Assumptions
Identify which terms were confirmed, loosely discussed, or never decided.
03
Define the Work
Turn broad promises into specific tasks and deliverables that can be checked at completion.
04
Draw the Scope Boundary
State what the fee doesn't cover, especially work mentioned as a possibility.
05
Lock Down Payment Terms
Connect each payment to a clear date, milestone, or action rather than a vague project stage.
06
Build the Working Schedule
Map the contractor's work, client reviews, dependencies, and final approval in order.
07
Assign Client Duties
Record what the client must provide and who can make final decisions.
08
Set Revision and Change Rules
Separate corrections to agreed work from new requests that change scope, price, or timing.
09
Run a Conflict Check
Compare the full draft against the original conversation and any existing project document.
10
Send Terms for Approval
Create one clean draft and ask the client to correct or approve it in writing before work begins.
Fill in the fields above to generate your prompt preview.
Assembled prompt
Beginner instructions
Gather the messages and notes that show what was agreed. If a detail is unknown, write “not decided” instead of guessing. Review every bracketed question with the client before starting.
Advanced instructions
Compare the draft against any proposal, estimate, purchase order, or master agreement already in place. Resolve conflicts, define the order of precedence, and send one clean version for written approval.
Use this when
You agreed on a project by phone, video call, text, or email, but the full deal isn't written in one place.
You'll need
- Client and project
- Conversation notes
- Deliverables
- Payment details
- Schedule details
- Client responsibilities
- Revision limit
- Change request terms
- Approval method
You'll get
- Every promised deliverable written in specific terms
- Every exclusion and client responsibility recorded
- Payment triggers and due dates stated
- Project dates tied to required client actions
- Revision and change request rules separated
- Every unresolved point marked for a client decision
By the end of this playbook
You will have:
- Every promised deliverable written in specific terms
- Every exclusion and client responsibility recorded
- Payment triggers and due dates stated
- Project dates tied to required client actions
- Revision and change request rules separated
- Every unresolved point marked for a client decision
Examples
Progress 1 of 10