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project_maintenance_proposal_email

Propose a post-project maintenance retainer or support agreement to clients using three routes: standard, priority_support, or light_touch. Upsell clients who trust you after delivery.

Instructions

Write the email proposing a maintenance retainer or support agreement after delivering a project. One of the easiest upsells freelancers miss — once the work is live, clients are most open to someone they trust keeping it running. Three routes: standard (regular monthly check-in, defined hours for updates and fixes — most common), priority_support (faster response SLA, reserved hours — for clients who can't afford downtime), or light_touch (a small bank of hours, no monthly commitment — for low-maintenance projects or budget-conscious clients who still want access to you). Distinct from retainer_proposal (which opens an ongoing relationship from scratch) and service_package_email (a general menu of services). Does not count against your monthly draft limit. Required: client_name, project_name. Optional: monthly_hours (hours included per month — e.g. '4 hours'), monthly_rate (proposed monthly fee — e.g. '$350/month'), route ('standard' | 'priority_support' | 'light_touch' — default standard), response_time (SLA for priority_support — e.g. '4 business hours', 'same business day'), what_is_covered (brief summary of what's included — e.g. 'plugin updates, performance monitoring, minor copy edits'), go_live_date (when the project goes live — grounds the timing of the ask), your_name.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
client_nameYesFirst name or full name of the client
project_nameYesThe project just delivered — e.g. 'the Westbrook website', 'your new booking system', 'the brand refresh'. Used throughout the email.
monthly_hoursNoOptional: hours included per month — e.g. '4 hours', '2 hours'. Omit to keep the email non-specific on hours.
monthly_rateNoOptional: proposed monthly fee — e.g. '$350/month', '£250/month'. Omit to keep pricing out of the first email (useful if you want to discuss before quoting).
routeNostandard (default): regular monthly check-in, defined hours for updates and fixes, stability monitoring. priority_support: faster response SLA, reserved capacity, named contact — for clients where downtime has real cost. light_touch: a small bank of hours, no monthly commitment — for low-maintenance projects or budget-conscious clients.
response_timeNoOptional (most useful for priority_support): the response SLA you're committing to — e.g. '4 business hours', 'same business day', 'within 2 hours during business hours'.
what_is_coveredNoOptional: brief summary of what maintenance includes — e.g. 'plugin and dependency updates, uptime monitoring, minor copy edits, one design tweak per month'. Makes the offer concrete without needing a full proposal.
go_live_dateNoOptional: when the project is going live or was delivered — e.g. 'next Monday', 'June 30', 'this week'. Grounds the timing of the ask.
your_nameNoOptional: your name for the sign-off
Behavior4/5

Does the description disclose side effects, auth requirements, rate limits, or destructive behavior?

With no annotations, the description must cover behavioral traits. It discloses that the tool 'does not count against your monthly draft limit' and describes the three routes with clear outcomes. However, it does not explicitly state whether calling the tool multiple times overwrites previous emails or creates new ones, which is a minor gap.

Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.

Conciseness4/5

Is the description appropriately sized, front-loaded, and free of redundancy?

The description is well-structured: purpose first, then routes, sibling differentiation, draft limit note, then parameter list. It is somewhat lengthy but every sentence adds necessary context, so no wasted words.

Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.

Completeness4/5

Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?

The description provides sufficient context for an email generation tool: when to use, what it produces (a proposal email), key distinctions, and parameter guidance. Without an output schema, it does not need to describe return values, but the description is complete enough for confident invocation.

Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.

Parameters4/5

Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?

Schema coverage is 100%, so baseline is 3. The description adds value by listing required vs optional params with examples and explaining the route enum in detail, aiding correct parameter selection beyond the schema.

Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.

Purpose5/5

Does the description clearly state what the tool does and how it differs from similar tools?

The description specifies the tool's verb ('Write the email'), resource ('maintenance retainer or support agreement'), and context ('after delivering a project'), making its purpose very clear. It also explicitly distinguishes itself from sibling tools retainer_proposal and service_package_email.

Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.

Usage Guidelines5/5

Does the description explain when to use this tool, when not to, or what alternatives exist?

The description clearly states when to use this tool ('after delivering a project') and provides direct alternatives (retainer_proposal, service_package_email), along with a brief explanation of when each sibling is appropriate. This gives the agent a clear decision rule.

Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.

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