ProposalCraft
Server Configuration
Describes the environment variables required to run the server.
| Name | Required | Description | Default |
|---|---|---|---|
| PROPOSALS_DIR | No | Path to a directory containing proposal files (.md/.txt) to use as examples. If not set, uses default directory. |
Capabilities
Features and capabilities supported by this server
| Capability | Details |
|---|---|
| tools | {} |
Tools
Functions exposed to the LLM to take actions
| Name | Description |
|---|---|
| draft_proposalA | Draft a new client proposal based on a brief. Uses your saved winning proposals as style/voice references. Returns a ready-to-send proposal. Free plan: 5 drafts/month. Upgrade for unlimited. |
| analyze_briefA | Analyze a client brief BEFORE drafting. Extracts budget signals, timeline urgency, red flags, scope creep risks, and suggests clarifying questions to ask the client. Use this first when a brief is vague or the budget is unclear. |
| save_proposalA | Save a winning proposal as a reference example. The more examples you save, the more accurately future drafts match your voice and format. |
| list_proposalsB | List all saved proposals available as style references |
| get_proposalA | Read the full content of a saved proposal by filename. Use list_proposals first to see available filenames. |
| delete_proposalA | Remove a saved proposal from your reference library |
| load_examplesA | Load bundled example proposals into your library to use as style references immediately. Run this on first use to get started without needing your own past proposals yet. |
| usage_statusA | Check your free tier usage: how many proposal drafts you've used this month and how many remain before hitting the limit. Run this before draft_proposal if you're unsure of your remaining quota. |
| proposal_to_emailA | Convert a formal proposal document into a concise, scannable pitch email. Distills the key points — problem, solution, price, and next step — into a short email the client can read in 60 seconds and forward to decision-makers. Does not count against your monthly draft limit. |
| scope_of_workA | Generate a formal Scope of Work document from an accepted proposal. Produces a structured SOW with deliverables, timeline, payment schedule, revision policy, and a change-order clause — ready to paste into a contract or send directly to the client. |
| client_followupA | Write a follow-up message for a proposal that hasn't received a response. Generates a short, non-pushy follow-up that reopens the conversation without sounding desperate. Provide the original proposal summary and how long it's been since you sent it. |
| improve_proposalA | Review a proposal draft and get specific, actionable improvements. Surfaces weak sections, unclear pricing, vague scope, and missed persuasion opportunities. Run after draft_proposal or on any proposal you're about to send. Does not count against your monthly draft limit. |
| project_kickoff_emailA | Write a professional project kickoff email to send after winning a project. Confirms deliverables and timeline, introduces your working process, sets clear expectations, and makes the client feel confident they made the right choice. Use this immediately after the client says yes — before the scope of work is signed. Does not count against your monthly draft limit. |
| availability_announcementA | Write a warm, non-desperate email to past clients announcing you have capacity opening up. Past clients are the highest-converting leads — this email re-activates relationships without cold-pitching. Under 120 words, one soft ask. Does not count against your monthly draft limit. |
| project_closure_emailA | Write the final email when a project is fully delivered and complete. Confirms what was delivered, handles any handover items, expresses genuine thanks, and plants seeds for future work. Different from project_kickoff_email (which starts the engagement) — this closes it professionally. Does not count against your monthly draft limit. |
| meeting_recap_emailA | Write a professional post-meeting recap email to send to a client after a discovery call, check-in, kickoff, or project review. Summarises what was discussed, confirms decisions, and lists next steps with owners. Creates a paper trail and keeps the project moving. Does not count against your monthly draft limit. |
| referral_requestA | Write a short, warm email asking a happy client to refer you to others in their network. Different from testimonial_request (which asks for a written review) — this asks for an introduction or recommendation to potential new clients. Under 120 words, one clear ask, no pressure. Does not count against your monthly draft limit. |
| contract_templateA | Generate a plain-English Freelance Services Agreement — the full working contract covering services, payment, IP, revisions, termination, and liability. More comprehensive than an NDA (which covers only confidentiality) and more legally framed than a SOW (which covers deliverables). Suitable for most standard freelance and consulting engagements. Does not count against your monthly draft limit. |
| nda_templateA | Generate a simple, plain-English Non-Disclosure Agreement for freelance client work. Covers what's confidential, duration, exceptions, and a basic remedies clause. One-way (client's info stays confidential) or mutual. Not a substitute for legal advice — suitable for most standard freelance engagements. Does not count against your monthly draft limit. |
| project_status_updateA | Write a professional project status update email to send a client during a longer engagement. Covers what was completed, what's next, any blockers or decisions needed, and the current timeline. Keeps clients informed without requiring a meeting. Does not count against your monthly draft limit. |
| budget_proposalA | When a client says your quote is too high, write a revised proposal offering a reduced scope at a lower price — not a rate cut. Helps freelancers hold their rate while giving the client a path forward. Counts against your monthly draft limit. |
| rejection_responseA | Write a professional response to a client who has chosen another provider. Keeps the door open for future work without being bitter, clingy, or sycophantic. Short, gracious, and memorable. Does not count against your monthly draft limit. |
| cold_pitchA | Write a cold outbound pitch email to a potential client you've identified but who hasn't contacted you. Different from inbound proposal work — this is proactive business development. Short, specific, and ends with a single easy ask. Does not count against your monthly draft limit. |
| invoice_reminderB | Write a polite but firm reminder for an overdue or unpaid invoice. Generates the right tone for the reminder number — first reminder is friendly and assumes an oversight, second is firmer, third adds urgency. Does not count against your monthly draft limit. |
| rate_increase_emailA | Write an email telling an existing client you are raising your rates. One of the most anxiety-inducing tasks for freelancers. Generates a direct, professional email that gives enough notice, explains the new rate without over-explaining, and preserves the relationship. Does not count against your monthly draft limit. |
| retainer_proposalA | Draft a proposal for an ongoing monthly retainer engagement. Retainer proposals are structurally different from project proposals — they define a monthly scope, what is and isn't included, a rollover/unused-hours policy, and a 30-day termination clause. Counts against your monthly draft limit. |
| testimonial_requestA | Write a short, personal email asking a client for a testimonial after successful project delivery. Not a form, not a survey link — a genuine, specific ask that gets responses. Does not count against your monthly draft limit. |
| discovery_call_prepA | Prepare for a discovery call with a potential client. Given a brief, generates sharp questions to ask (budget, timeline, decision-maker, success criteria, pain points), a short call agenda, and the 2-3 things you must confirm before committing to a proposal. Use between analyze_brief and draft_proposal. Does not count against your monthly draft limit. |
| change_orderA | Write a professional change order document when a client requests work outside the original project scope. Clearly defines what was agreed, what is being added, the additional cost and timeline impact, and requires client sign-off before work begins. Protects you from scope creep. Does not count against your monthly draft limit. |
| discount_request_responseA | Write a response when a client asks for a lower price. Caving too easily devalues your work; being defensive loses the deal. This generates a firm, warm reply in one of three modes: hold the rate (with reasoning), offer scope reduction instead, or offer payment terms instead. Protects your rate without burning the relationship. Does not count against your monthly draft limit. |
| scope_clarification_emailA | Write a professional email to a prospective client asking for the information you need before you can quote accurately. Most freelancers either guess (wrong) or send a list of demands (off-putting). This generates a short, confidence-building email with 2–4 targeted questions that signal expertise, not confusion. Does not count against your monthly draft limit. |
| linkedin_postA | Write a concise, authentic LinkedIn post about a project win, lesson learned, or professional insight. LinkedIn is where freelancers get inbound leads — but most avoid posting because writing feels awkward. This generates a post in a natural professional voice (150–250 words): specific hook, the story, the takeaway, a soft CTA. Does not count against your monthly draft limit. |
| case_study_outlineA | Turn a completed project into a structured portfolio case study. Most freelancers know they should document their work but never do — this generates a complete outline (challenge, approach, results, learnings) ready to paste into your website, LinkedIn, or proposal as a credibility sample. Does not count against your monthly draft limit. |
| late_delivery_apologyA | Write a professional email when you are going to miss a deadline or are already late. Takes ownership without over-apologising, gives a clear revised timeline, and keeps the client's trust intact. The tone is direct and accountable — no excuses, no grovelling. Does not count against your monthly draft limit. |
| client_onboarding_checklistA | Generate a tailored list of everything you need from a client before work can start — access, assets, decisions, approvals. Adapt by project type so the client knows exactly what to send and in what order. Send this after the kickoff email, before starting work. Does not count against your monthly draft limit. |
| upsell_emailA | Write a warm, non-pushy email to a happy client suggesting additional services or a retainer after a successful project. Existing clients convert at 3–5x the rate of cold prospects — this is the highest-ROI sales email a freelancer can send. Timing: right after delivering and getting positive feedback. Does not count against your monthly draft limit. |
| project_pause_emailA | Write a professional email when a project needs to pause — whether the client asked to stop, you're waiting on their content or feedback, or something on your end has come up. Documents the current state, what's outstanding, and what restarts the work. Keeps the relationship intact and protects both parties. Does not count against your monthly draft limit. |
| partnership_outreachA | Write a peer-to-peer outreach email to a complementary service provider — a designer reaching out to a copywriter, a developer to a designer, a consultant to an agency. Proposes a referral partnership where you both send clients each other's way. Warm, not transactional, under 150 words. Referral partnerships are one of the highest-ROI growth moves a freelancer can make — one good partner can generate years of warm inbound. Does not count against your monthly draft limit. |
| subcontractor_briefB | Generate a clear project brief for a subcontractor or VA you're bringing in for part of a project. Covers their specific scope, deliverable format and deadline, what NOT to include, payment terms, work-for-hire IP clause, and confidentiality note. Getting this right upfront prevents the most common sub problems: scope bleed, missed handoffs, and ownership disputes. Does not count against your monthly draft limit. |
| reactivation_emailA | Write a short, light-touch email to a prospect who went quiet mid-conversation — a warm lead that stalled before they committed. Not needy, not pushy. Gives them a graceful re-entry point and an easy out. Most freelancers let cold leads die or over-chase awkwardly — this hits the middle: a single, low-pressure nudge that often gets a reply. Under 100 words. Does not count against your monthly draft limit. |
| conference_talk_pitchA | Write a speaker submission for a conference, meetup, or podcast — a talk abstract, key takeaways, and speaker bio formatted for a CFP (Call for Proposals). Public speaking is the highest-authority marketing move a freelancer can make. Most people don't do it because the CFP process feels opaque. This generates a submission-ready pitch. Does not count against your monthly draft limit. |
| client_offboarding_emailA | Write a gracious, professional email ending an ongoing client relationship — a retainer, a long-term engagement, or a repeat working arrangement. Distinct from project_closure_email (a project that completed naturally) — this is for when you are choosing to end the relationship. The hardest email a freelancer has to write. Gets the tone right: clear and firm without blame, warm without being dishonest, and structured to preserve the relationship for future referrals. Does not count against your monthly draft limit. |
| annual_review_emailA | Write an end-of-year (or end-of-engagement-period) review email to a long-term client — what was delivered, the standout result, a reflection on the working relationship, and a forward-looking suggestion for the next period. Positions you as a strategic partner rather than a transactional vendor. Naturally opens the conversation for renewal or expansion without hard-selling. Does not count against your monthly draft limit. |
| feedback_request_emailA | Write a short, genuine email asking a client for private feedback after a project — not a public testimonial, just honest input to help you improve. Clients who are asked for feedback feel valued; you get patterns you'd never discover otherwise. Distinct from testimonial_request (which asks for a public review for marketing purposes). Does not count against your monthly draft limit. |
| out_of_office_emailA | Write a professional heads-up email to clients before you go on leave. Confident and matter-of-fact — doesn't apologize for taking time off. Sets clear expectations on dates, response time, and what (if anything) to do for urgent matters. Different from an auto-reply: this is the proactive note you send to active clients a few days before you leave. Does not count against your monthly draft limit. |
| recommendation_request_emailA | Write the email asking a happy client for a LinkedIn recommendation. Different from testimonial_request (which asks for a short quote for your website): a LinkedIn recommendation lives on the client's own profile and carries far more social proof. This email makes the ask easy — keeps it short, gives the client a memory prompt, and optionally suggests a focus so they don't face a blank page. Does not count against your monthly draft limit. |
| project_delay_warningA | Write a proactive email warning a client that a deadline is at risk — BEFORE you've actually missed it. The professional middle path between staying silent (and surprising them) and over-apologising (when you're not late yet). Demonstrates that you're on top of the project and gives the client time to adjust. Different from late_delivery_apology (which is sent after you've already missed the deadline). Does not count against your monthly draft limit. |
| client_check_in_emailA | Write a short proactive check-in email during a long project — the 'just wanted you to know things are on track' message that prevents client anxiety and the 'where are we with this?' interruption. Under 100 words. Different from project_status_update (which is a full structured weekly report): this is a light, warm pulse sent mid-phase to maintain trust during silent execution periods. Does not count against your monthly draft limit. |
| project_restart_emailA | Write a professional email restarting a paused project. Pairs with project_pause_email to complete the pause/resume lifecycle. Acknowledges the gap, confirms readiness, states the first concrete action, and addresses any timeline adjustments. Does not count against your monthly draft limit. |
| working_hours_emailA | Write a brief, professional email setting expectations about your working hours and response times with a client. Confident and matter-of-fact — frames boundaries as something that helps the client get better work, not as a personal restriction. Works for setting hours proactively at project start, responding after a late-night or weekend message, or resetting expectations mid-project. Does not count against your monthly draft limit. |
| scope_warning_emailA | Write a professional email flagging scope creep BEFORE issuing a change order — the early-warning conversation that prevents the surprise-invoice moment. Use this when you notice a client requesting something beyond the original brief; it surfaces the issue collaboratively so the client can confirm they want the extra work (triggering a change order) or clarify it's within scope. Different from change_order (which documents agreed extra work and its cost); this is the conversation that comes first. Does not count against your monthly draft limit. |
| deposit_request_emailA | Write the email requesting a project deposit before work begins. Deposits are standard professional practice — this email is confident and clear, not apologetic. Fills the gap between signing the contract/SOW and starting work. Works for any deposit amount or percentage. Does not count against your monthly draft limit. |
| late_payment_reminderA | Write a professional overdue-payment reminder when a client has not paid an invoice by the due date. States the invoice details clearly, keeps the tone firm but not hostile, and gives a direct path to pay. A second-reminder variant adds a firmer note about next steps (late fee, pausing work). Distinct from invoice_cover_email (accompanying a fresh invoice) and deposit_request_email (requesting upfront payment). Does not count against your monthly draft limit. |
| invoice_dispute_response_emailA | Write the professional reply when a client disputes or questions a charge on an invoice — 'I thought this was included', 'We agreed on a lower price', 'I don't recognise this line item'. Three response modes: 'explain' (default — the charge is valid and correct, explain clearly and calmly why), 'adjust' (you'll credit or reduce the invoice as a goodwill gesture or because of a genuine error), 'clarify' (you need more information from them before you can respond fully). Distinct from late_payment_reminder (client hasn't paid but hasn't disputed), budget_update_email (you're informing of a cost increase before invoicing), and scope_change_email (formal change order for extra work) — this is the specific situation where a client has received your invoice and is pushing back on a line item. Professional, calm, not defensive — resolves the dispute without damaging the relationship. Does not count against your monthly draft limit. |
| client_feedback_response_emailA | Write the professional reply to critical or negative mid-project feedback from a client. Three response modes: 'accept' (default — feedback is valid, you acknowledge it and state your action plan), 'clarify' (there's a misunderstanding that needs resolving before you can act — asks one focused clarifying question without being defensive), 'discuss' (feedback is complex or directional enough that a call is needed to align properly). Distinct from revision_response_email (specific change requests like 'change the font' or 'rewrite section 2') — this is for qualitative, directional, or emotional feedback ('this doesn't feel right', 'I'm disappointed with the direction', 'this isn't what I was expecting'). Most freelancers either get defensive, over-apologise, or go silent — this is the professional middle path: acknowledges the concern, shows you heard them, and keeps the project moving forward. Does not count against your monthly draft limit. |
| price_increase_emailA | Write the email notifying a long-term client that your rates are increasing. One of the hardest emails a freelancer writes — most either avoid it entirely (and undercharge for years) or frame it apologetically (which invites pushback). This email is confident, warm, and forward-looking: gives clear notice (typically 30–60 days), states the new rate plainly, optionally anchors it in specific value delivered, and closes with an offer to discuss. Distinct from budget_proposal (negotiating a project price before signing), discount_request_response (responding to a client's pushback on price), and budget_update_email (explaining a cost overrun on a current project) — this is the proactive rate change communication to an ongoing client or retainer. Does not count against your monthly draft limit. |
| discovery_call_follow_up_emailA | Write the short follow-up email sent within 24 hours of a discovery call with a new prospect. Fills the critical workflow gap: meeting_request_email → [call happens] → discovery_call_follow_up_email → draft_proposal. Distinct from project_kickoff_email (sent after signing, not after an intro call) and meeting_request_email (schedules the call — this follows it). Structure: warm one-line open, brief summary of the 2–3 key things discussed (confirms you were listening and reduces 'what did we actually agree?' friction), confirmed next step with a date if available, and a low-pressure 'let me know if I've missed anything' close. Under 150 words. The email most freelancers skip — which is why sending it immediately differentiates you. Does not count against your monthly draft limit. |
| testimonial_follow_up_emailA | Write a gentle follow-up when a testimonial request has gone unanswered — sent one to two weeks after the initial testimonial_request. Distinct from testimonial_request (the first ask): this is the nudge that dramatically increases conversion because most clients meant to respond but let it slip. The key technique: offer to write a short draft for them to edit or approve — this removes the blank-page friction that kills most testimonial requests. Under 80 words, no guilt, no pressure. Optional offer_draft param (default true) adds the draft offer, which is the highest-impact line in the email. Does not count against your monthly draft limit. |
| third_party_delay_emailA | Write the email notifying a client of a delay caused by an external dependency outside your control — a subcontractor running late, a third-party API or platform outage, a supplier delay, or a required approval not arriving. Distinct from project_delay_warning (your own work is at risk), project_extension_email (you need more time), and late_delivery_apology (you missed a deadline): this is the specific communication for when the blocker is external. Structure: states what is delayed and why (naming the external cause clearly), what you're doing to manage or mitigate it, and a revised timeline if known. Tone: transparent and proactive, not defensive — you didn't cause this but you own communicating it. Does not count against your monthly draft limit. |
| project_extension_emailA | Write the email requesting more time on a project when the agreed deadline can no longer be met — the confirmed ask, not a risk warning. Distinct from project_delay_warning (sent when a deadline is at risk but not yet missed) and late_delivery_apology (sent after you've already missed it): this is the professional middle ground — you know you need more time, you're requesting it before the deadline passes, and you're being specific about the new date. Structure: states the current deadline, requests the specific extension needed, gives a brief honest reason (one sentence), and confirms what will be delivered by the new date. Does not grovel or over-explain. Most freelancers either say nothing until they're late, or send a vague 'I might need a bit more time' — this is the direct, professional ask that respects the client's schedule. Does not count against your monthly draft limit. |
| budget_update_emailA | Write the email informing a client that the project will cost more than originally estimated — due to unforeseen technical complexity, third-party cost increases, or scope that proved harder than anticipated. This is distinct from scope_change_email (client requested extra work) and budget_proposal (client said your quote was too high): this is the honest update when your own estimate turns out to be off, and you need to raise the number before proceeding. Structure: clear statement of original vs. updated figure, a brief honest reason (one sentence — not an essay), and a question asking how they'd like to proceed before you go further. Tone: direct and professional, not grovelling or defensive. Most freelancers either absorb the cost silently or surprise clients with a higher invoice — this is the professional middle path that respects the client's budget and your rate. Does not count against your monthly draft limit. |
| client_decline_emailA | Write a professional email declining a client project inquiry — when you can't or shouldn't take the work. Covers four common situations: capacity (you're fully booked), not_fit (the project isn't the right match for your skills or style), timing (wrong timing — project start doesn't align), or budget (their budget doesn't meet your rates). Warm and respectful throughout: preserves the relationship, never burns a bridge. Optionally offers to refer them to someone better suited — turning a decline into goodwill. Most freelancers either ghost prospects or write awkward excuses; this is the professional middle path that keeps the door open for future work. Does not count against your monthly draft limit. |
| unclear_brief_emailA | Write the email sent when a client's brief is too vague to start work safely — asks targeted clarifying questions before time is spent. Lists the specific unclear points concisely, explains why each matters (to avoid rework or surprises), and offers a quick call if it's easier than written answers. Professional and collaborative in tone — not a complaint, not a lecture. Prevents scope creep and misaligned deliverables from the start. Distinct from scope_change_email (used mid-project when scope expands) and revision_response_email (used after client feedback). Does not count against your monthly draft limit. |
| onboarding_questionnaireA | Write the onboarding questionnaire email sent to a new client right after they sign the contract. Gathers everything you need to start work: goals, target audience, brand assets, access credentials, tone/style preferences, examples they like or dislike, key contacts, and approval workflow. Includes optional custom questions for project-specific needs. Avoids the back-and-forth that slows down project starts and sets a professional tone from day one. Does not count against your monthly draft limit. |
| portfolio_request_emailA | Write the email asking a past client for permission to feature their project in your portfolio, website, or case studies. Specifies exactly what you want to show, where it will appear, and offers them a preview before it goes live. Gives an easy out if they'd rather not — or offers to anonymise the work instead. Distinct from testimonial_request (asking for a quote) and case_study_outline (writing the case study itself) — this is the consent ask that must happen first. Does not count against your monthly draft limit. |
| contract_sent_emailA | Write the short covering email sent when sharing a contract or agreement for a client to sign. Tells the client what they're signing, where to find it, when you need it back, and what happens next. Distinct from contract_template (the contract document itself) — this is the email that wraps around it. Does not count against your monthly draft limit. |
| milestone_delivered_emailA | Write the email sent when delivering a project milestone or phase — not the final delivery, but a defined stage with its own deliverables and sign-off. Tells the client exactly what's included, asks for their review and sign-off by a specific date, and states what's next. Distinct from project_completion_email (final handover) and project_status_update (progress report during execution). Does not count against your monthly draft limit. |
| win_back_emailA | Write a short, warm re-engagement email to a past client you haven't worked with in a while (6+ months). Distinct from availability_announcement (broadcast to all past clients) and reactivation_email (cold prospect from a mid-pitch conversation) — this is a targeted, personal one-to-one note to someone you've already delivered results for. The gap is acknowledged briefly and lightly, not apologised for. Closes with a soft open-ended ask ('are you working on anything at the moment?'), not a pitch. Does not count against your monthly draft limit. |
| project_handover_emailA | Write the email that delivers final project files to a client. Distinct from project_closure_email (which handles the relationship close and testimonial ask) — this is the practical handover: here are your files, here's what's included, here's what you need to do next. Sends with the final deliverables attached or linked. Does not count against your monthly draft limit. |
| invoice_cover_emailA | Write the short professional email that accompanies a sent invoice. Most freelancers attach invoices to a blank or one-line email — this tool generates the cover email that frames the invoice, states the amount and due date, and gives the client a clear next step. Under 80 words. Does not count against your monthly draft limit. |
| revision_response_emailA | Write the email responding to a client's revision request. Three modes: 'in_scope' (happy to revise — confirms what you'll change and when), 'exceeds_rounds' (they've used their included revision rounds — explains what's included and what additional rounds cost), 'out_of_scope' (the request is a direction change that requires a change order, not a revision). Distinct from scope_change_email (formal change order) and scope_warning_email (early creep flag) — this is the specific, policy-in-action response to a concrete revision ask. Does not count against your monthly draft limit. |
| payment_received_emailA | Write a short, professional email acknowledging receipt of a client payment. Most freelancers say nothing when they get paid — this brief confirmation closes the loop, gives the client a paper trail, and signals what happens next. Under 80 words. Does not count against your monthly draft limit. |
| introduction_emailA | Write the reply-all when a mutual contact introduces you to a potential client over email. A specific, high-stakes email: the introducer is on CC, so you need to acknowledge them briefly while making a strong direct impression on the prospect — all in under 120 words. Fills the workflow gap between a referral and the discovery call. Does not count against your monthly draft limit. |
| referral_thank_youA | Write a warm, specific thank-you to someone who sent you a referral. Three modes based on where things stand: 'intro' (you've just been introduced, haven't connected yet), 'had_call' (you've spoken with the referral), or 'won_project' (you landed the work — the warmest thank-you). Most freelancers skip this entirely and miss a key moment to strengthen the referral relationship. Does not count against your monthly draft limit. |
| no_response_closure_emailA | Write the 'just closing the loop' email to a prospect who has gone dark after one or more follow-ups. Counter-intuitively, this email often gets a reply when earlier follow-ups didn't — it removes pressure, gives a clear out, and makes it easy for the prospect to re-engage if timing changes later. Calm, friendly, no guilt-tripping, under 80 words. Does not count against your monthly draft limit. |
| price_quote_emailA | Write a short, confident email sending a price quote or estimate to a prospective client. For situations where a full formal proposal isn't needed — quick projects, hourly work, or a client who just asked 'how much?' Covers: the work, the price, what's included, and a clear next step. Does not count against your monthly draft limit. |
| meeting_request_emailA | Write a short, focused email requesting a meeting — a discovery call with a new prospect, a check-in with an existing client, or a catch-up with a collaborator. Fills the workflow gap between sending a cold pitch or initial enquiry and running the actual discovery_call_prep. Offers specific time slots if provided, otherwise makes a flexible open ask. Does not count against your monthly draft limit. |
| contract_renewal_emailA | Write a professional email proposing to renew a contract, retainer, or ongoing engagement with a client. Warm but businesslike — references the work done together, proposes renewal terms, and invites a conversation. Does not count against your monthly draft limit. |
| scope_change_emailA | Write a professional email to a client when work has grown beyond the original scope — new requests, added features, extra rounds of revisions. Raises the issue without accusation, outlines the impact, and presents options (change order, revised quote, or narrowing scope). Does not count against your monthly draft limit. |
| client_waiting_emailA | Write a professional email to a client who hasn't delivered what they promised — assets, feedback, sign-off, content — and the project is blocked waiting on them. Keeps the tone factual and non-accusatory: the goal is to get what you need, not to assign blame. Does not count against your monthly draft limit. |
| project_completion_emailA | Write a professional email to a client when you deliver the final output and close out a project. Confirms what's been delivered, thanks the client, and optionally asks for a testimonial and points toward future work. Does not count against your monthly draft limit. |
| payment_plan_proposalA | Write the professional email proposing an installment payment plan when a client cannot pay an invoice in full immediately — either proactively offered when you sense payment difficulty, or as a structured reply when a client has asked for more time. States the plan clearly (number of payments, amounts, schedule), confirms the arrangement in writing, and keeps the tone solution-focused rather than punitive. Distinct from late_payment_reminder (chasing an already-overdue invoice), invoice_dispute_response_email (client is disputing a charge), and deposit_request_email (requesting upfront payment before work begins). Does not count against your monthly draft limit. |
| rush_fee_emailA | Write the professional email notifying a client that their request for expedited delivery comes with a rush fee — and asking for approval before you start. States the accelerated deadline you can hit, the additional charge, and what it covers (weekend hours, rescheduled commitments, etc.), then makes a clear yes/no ask so the timeline doesn't slip further while waiting for a response. Keeps tone matter-of-fact and collaborative, not apologetic. Distinct from budget_update_email (cost overrun from project complexity), scope_change_email (client requests additional work), and project_extension_email (you requesting more time). Does not count against your monthly draft limit. |
| expense_reimbursement_emailA | Write the professional email requesting reimbursement from a client for project expenses you have incurred on their behalf — stock images, fonts, software licences, hosting, printing, materials, travel. Required: client_name, expense_description (what you bought and why it was needed), amount. Optional: project_name, receipt_note (e.g. 'I have attached the receipt'), add_to_next_invoice (default false — if true, frames this as a heads-up addition to the next invoice rather than a standalone request), payment_instructions (e.g. 'via your usual payment portal', 'by bank transfer to the details on my invoice'), your_name. Distinct from budget_update_email (cost overrun from increased project scope or time) and invoice_cover_email (billing for your own labour). Does not count against your monthly draft limit. |
| pre_meeting_emailA | Write a short email sent 24 hours before a scheduled meeting to share the agenda and confirm the format. Required: client_name, meeting_description (e.g. 'our discovery call tomorrow at 10am'). Optional: agenda_items (comma-separated list of topics — auto-formatted as a numbered list), meeting_format ('video call', 'phone call', 'in person', etc.), meeting_link (Zoom/Meet/Teams URL), prep_request (one thing you need the client to have ready, e.g. 'your current pricing structure', 'the brief you mentioned'), your_name. Completes the meeting lifecycle: meeting_request_email (scheduling) → pre_meeting_email (day before) → [meeting] → meeting_recap_email (after). Does not count against your monthly draft limit. |
| meeting_cancellation_emailA | Write a professional email to cancel or reschedule a meeting. Required: client_name, meeting_description (e.g. 'our Thursday check-in call', 'the kick-off meeting on Friday'). Optional: reason (brief, honest one-line — omit if no clean reason), action (default 'cancel' — use 'reschedule' to propose a new time), new_time (proposed replacement slot if rescheduling, e.g. 'next Tuesday at 2pm'), your_name. Pairs with meeting_request_email (scheduling) and meeting_recap_email (after a meeting that did take place). Does not count against your monthly draft limit. |
| brief_confirmation_emailA | Write a short email confirming your written understanding of a project brief before work begins. Sends a concise scope summary — what you'll deliver, what's excluded, timeline, price, and what you need from the client to start — and asks them to confirm or correct before you begin. Prevents scope disputes by creating written alignment upfront. Required: client_name, deliverables (comma-separated list of what you're delivering), total (your price or rate, e.g. '$2,400 fixed' or '$120/hr, ~20hrs'). Optional: project_name, out_of_scope (up to 3 items explicitly excluded — omit if nothing needs spelling out), timeline (overall project duration or deadline, e.g. '3 weeks' or 'delivered by July 15'), start_date, what_you_need (assets, access, or information you need from the client to start — e.g. 'brand guidelines and CMS login'), your_name. Workflow: receive brief → discovery_call_follow_up_email (recap) → brief_confirmation_email (written scope sign-off) → project_kickoff_email (start). Does not count against your monthly draft limit. |
| capacity_waitlist_emailA | Write a professional email to a prospect when you're fully booked but don't want to lose them. Parks them warmly — acknowledges their enquiry, explains you're at capacity, gives an availability window (if known), and offers first priority when your schedule opens. Most freelancers either decline (and lose the prospect for good) or go silent (worse). This is the professional middle path that creates a warm pipeline for your next available slot. Required: client_name. Optional: project_description (what they came to you about — makes the email feel specific rather than templated), available_from (when you'll next have capacity, e.g. 'mid-July', 'early Q4', 'end of August' — omit if uncertain), offer_priority_slot (default true — offers to confirm intent now so you can hold the slot when it opens), your_name. Distinct from client_decline_email (permanent no for fit/budget reasons) and reactivation_email (following up on a cold prospect). Does not count against your monthly draft limit. |
| retainer_check_in_emailA | Write a monthly check-in email to a retainer client. Summarises what was covered during the period, previews upcoming work, and opens the door to new needs — the natural upsell moment in an ongoing relationship. Keeps retainer relationships active without feeling like a report. Required: client_name, period (e.g. 'May', 'last month', 'Q2'). Optional: work_summary (1-2 lines of what you covered this period — omit to keep it brief and open), upcoming_work (what's planned next period — omit if not yet set), new_needs_question (a specific question to surface unmet needs, e.g. 'Are there any new campaigns or projects on your radar for next quarter?' — defaults to a general open-ended check), your_name. Workflow: retainer_proposal (close the deal) → project_kickoff_email (start) → retainer_check_in_email (monthly) → contract_renewal_email (renew). Does not count against your monthly draft limit. |
| new_service_announcement_emailA | Write a personal announcement email to an existing client introducing a new service you're now offering. Warmer than cold outreach because you already have a relationship — the goal is to let trusted clients hear first, plant the seed for future work, and feel like insiders. Reads as personal and considered, not a mass newsletter blast. Workflow: draft here → send individually with personalised why_relevant per client. Does not count against your monthly draft limit. |
| post_launch_check_in_emailA | Write a short check-in email sent 30–60 days after a project went live — the follow-up that most freelancers never send, and that creates the highest-conversion upsell moment in the client lifecycle. Different from project_go_live_email (sent on launch day), project_completion_email (the handover), and upsell_email (which can be sent anytime). This is the specific 4–8 week post-launch window when you have real data to reference, the client is seeing real results (or real problems), and your work is still top of mind. Three goals: check on how the project is performing, offer to help with anything that's surfaced, and naturally open the door to next work without pitching. Under 120 words. Required: client_name, what_launched. Optional: time_since_launch (e.g. '5 weeks', '2 months' — makes timing concrete), result_to_reference (any result or signal you know about — traffic, sign-ups, revenue, feedback �� shows you've been paying attention), next_offer (a specific follow-on that fits logically — keep it observation-based, not pitch-based), your_name. Does not count against your monthly draft limit. |
| project_go_live_emailA | Write a short celebratory email to a client when their project goes live — website launch, app release, campaign drop, product ship. Different from project_completion_email (the handover) and project_closure_email (the relationship wrap-up) — this is the real-world moment when the thing you built together is in front of real users and getting real results. Under 100 words. Warm, genuine, forward-looking. Positions you as invested in their success, not just the delivery. Natural moment to plant a seed for next work without pitching. Required: client_name, what_went_live. Optional: live_url (shareable link), early_result (any early metric or signal — e.g. '47 sign-ups in the first hour', '200 views in 3 hours'), next_hook (a natural follow-on if something obvious presents itself — e.g. 'once you have a few weeks of traffic data, it would be worth running an A/B test on the hero'), your_name. Does not count against your monthly draft limit. |
| client_anniversary_emailA | Write a short, warm email marking the anniversary of working with a long-term client — 1 year, 2 years, or any meaningful milestone. Different from annual_review_email (which summarises deliverables and results in a structured retrospective) — this is the relationship-first touchpoint that makes a client feel like a long-term partner, not a transaction. No deliverables list, no pitch, no ask. Just a genuine acknowledgment of the working relationship and a light forward-looking line. Under 100 words. The goal is to be memorable and human, not to upsell — though it naturally positions you top-of-mind when their next need arises. Required: client_name, milestone (e.g. '1 year', '2 years', '18 months'). Optional: project_or_relationship (what you've worked on together — a named project or 'our work together' — makes the milestone feel specific), standout_moment (one specific thing from the relationship worth acknowledging — a result, a challenge you solved, a moment that stood out), forward_line (a single sentence looking ahead — what you're looking forward to, or an open door for what comes next), your_name. Does not count against your monthly draft limit. |
| competitor_response_emailA | Write a professional reply when a client tells you another provider quoted lower — or asks you to match a competitor's price. Three response modes: hold_rate (default — acknowledge the comparison, clarify what differentiates your work, hold your price without apologising or justifying at length; best when your rate reflects genuine experience and scope), adjust_scope (offer a reduced scope or phased approach that delivers real value at a lower price — not a discount, a trade; best when there's genuine flexibility in what's needed), or match_with_context (match or approach the price but anchor it clearly to a specific reason — limited capacity window, long-term relationship, or strategic fit; do not use just to close a deal). None of these modes cave, get defensive, or lecture the client about what they're 'really getting'. All three respect that the client is comparing options. Required: client_name. Optional: competitor_name (who they're comparing to — omit to keep vague), competitor_price (the competing quote), your_price (your quoted price), project_name, response_mode ('hold_rate', 'adjust_scope', 'match_with_context' — default hold_rate), differentiator (the one concrete thing that separates your work — e.g. 'previous work on similar-scale projects', 'full ownership of the project without handoffs', 'I already know your brand well'; omit for a clean close without specifics), your_name. Does not count against your monthly draft limit. |
| work_sample_response_emailA | Write a professional email responding to a prospect who has asked to see work samples or portfolio pieces before deciding whether to hire you. Two modes: have_samples (default — you have directly relevant work to share; links or describes the samples with brief context on why they're relevant to this client's situation), no_exact_match (you don't have a perfect example in this specific niche or format, but you have closely adjacent work that demonstrates the same underlying skill; acknowledges the gap honestly without being apologetic, explains what the adjacent work shows, and offers a next step — call, test piece, or scoped pilot). The no_exact_match mode is often more persuasive than it sounds: handled well, it signals integrity and directness. Required: client_name. Optional: project_context (what the prospect is evaluating you for — makes the email specific rather than generic), sample_description (one-line description of what you're sharing or linking — e.g. 'three brand strategy decks for similar-scale clients', 'a website redesign for a professional services firm'), sample_link (direct URL or 'attached' — if omitted, email offers to send on request), adjacent_work (for no_exact_match mode: what you have that's adjacent — e.g. 'I haven't done X specifically, but here are two projects where I did Y under the same constraints'), next_step (what you're proposing after the sample review — e.g. 'happy to jump on a 20-minute call', 'I can put together a short test piece'), your_name. Does not count against your monthly draft limit. |
| project_feedback_request_emailA | Write a professional email asking a client for feedback after completing a project. Two modes: feedback_only (default — a genuine, non-pressuring request for their thoughts; asks 1-2 specific questions to make responding easy), feedback_and_testimonial (combines the feedback ask with a soft request for a testimonial or review, framed as 'if you're happy to' — never demanding). Feedback requests sent within a week of delivery get 3x the response rate of requests sent later. The email is short, specific, and makes the client feel like their opinion matters rather than like they're being harvested for marketing content. Required: client_name, project_name. Optional: specific_question (one focused question about the project — e.g. 'Was the turnaround time what you needed?', 'Did the final copy feel like your voice?'), testimonial_platform (where you'd like a testimonial if they're happy to leave one — e.g. 'LinkedIn', 'Google', 'your website'; used only in feedback_and_testimonial mode), request_mode (feedback_only or feedback_and_testimonial), your_name. Does not count against your monthly draft limit. |
| end_client_relationship_emailA | Write a professional email to end an existing client relationship or retainer. Three modes: natural_end (the engagement has run its course — use when the project is done and you're not renewing; warm, leave the door open for future work), capacity (you genuinely don't have room to continue — honest, no blame, brief), fit_mismatch (the working relationship isn't working — handled carefully; professional and final without being cold or over-explaining). Most freelancers write these too apologetically (which reads as uncertain) or too abruptly (which burns the bridge). This tool finds the professional middle: clear, direct, warm where appropriate. Required: client_name. Optional: engagement_description (what you've been doing together — e.g. 'the monthly retainer', 'the content work', 'the design contract'), end_date (when the engagement ends — e.g. 'end of this month', 'June 30', 'after the current milestone'), reason (natural_end | capacity | fit_mismatch — defaults to natural_end), handover_note (optional: what you're doing to wrap up or help them transition — e.g. 'I'll deliver the final files by Friday', 'happy to brief a replacement'), your_name. Does not count against your monthly draft limit. |
| cold_pitch_follow_upA | Write a short, professional follow-up when a cold pitch has gone unanswered. Shorter than the original pitch — brevity signals confidence. Doesn't repeat everything; just resurfaces the key hook, gives an easy out, and asks for one yes/no. Distinct from client_followup (which is for post-proposal follow-up after a prospect showed interest) and win_back_email (re-engaging a lapsed client). This is for genuine cold silence — they never replied at all. Does not count against your monthly draft limit. |
| contract_unsigned_follow_upA | Write a short, professional follow-up when a client has agreed to move forward but hasn't returned the signed contract yet. The hardest follow-up to write because it feels pushy — but staying silent stalls the project, leaves income at risk, and signals that unsigned contracts are fine. Distinct from cold_pitch_follow_up (they never replied at all), client_followup (following up on a proposal they haven't approved yet), and no_response_closure_email (closing out a ghost). This is after the handshake: they said yes, you sent the contract, now it's sitting unsigned. Under 100 words. Matter-of-fact, no guilt, gives them an easy out if something has changed. Does not count against your monthly draft limit. |
| equity_or_deferred_payment_responseA | Write a professional, considered response when a client proposes paying you in equity, exposure, revenue share, or deferred payment instead of (or alongside) a cash fee. The hardest part of this email is saying no without burning the relationship — or saying yes with the right conditions. Three modes: decline (default — polite, firm, no-door-slamming; explains your policy without moralising), counter (you're open to it under specific conditions — e.g. partial cash + equity, milestone-based deferred, or a minimum cash floor), and open_to_discuss (you'd like to hear more before committing either way — useful when the offer might be genuinely interesting but you need more information). Distinct from discount_request_response (which handles cash price negotiation). Does not count against your monthly draft limit. Required: client_name, proposal_type (e.g. 'equity stake', 'revenue share', 'deferred payment after launch', 'exposure and portfolio work'). Optional: response_mode (decline | counter | open_to_discuss), project_description, your_conditions (only used in counter mode — what would make you say yes, e.g. '50% cash upfront and 5% equity'), your_name. |
Prompts
Interactive templates invoked by user choice
| Name | Description |
|---|---|
No prompts | |
Resources
Contextual data attached and managed by the client
| Name | Description |
|---|---|
No resources | |
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