The library · Accountancy firms · Email

Tell clients about a price or terms change

Fees are usually fixed in an engagement letter and paid monthly, so a change touches direct debits, scope and the terms the client already signed.

The prompt
I work in marketing at an accountancy firm. Help me tell clients about a change to our prices or terms.

Context: Fees are usually fixed in an engagement letter and paid monthly, so a change touches direct debits, scope and the terms the client already signed.

Before you start, ask me for anything missing from this list:
- What is changing, from when
- Who it applies to
- The reason
- Any notice period we must give

Then:
1. Say what is changing in the first two sentences.
2. Give the reason without apology or spin.
3. Say what stays the same and what the client can do.

Give me:
- The notice
- A short version for the website
- Likely questions with answers

Rules:
- Use only the facts I give you. Where something is missing, write [detail needed]. Never invent a number, a name, a quote or a source.
- Give general information only. Never write anything that reads as tax advice on a person's own affairs, and never suggest a tax saving or an outcome with HMRC is likely or guaranteed.
- Write in plain English, in our voice if I have given you a sample.
- Do not tell me what the rules or regulations say. If something may be restricted, flag it and I will check.

Finish with a list headed "Check before this goes out". Include these, plus anything else the partner who approves marketing or our ethics and compliance lead should see:
- The notice period and wording in the engagement letter
- Which clients and which services the change applies to
- Published fees and proposal templates updated to match

Paste it into Claude, ChatGPT, Gemini or Copilot. It will ask you for what it needs.

Check before this goes out

  • The notice period and wording in the engagement letter
  • Which clients and which services the change applies to
  • Published fees and proposal templates updated to match

The prompt gives you a first draft. Someone qualified still approves anything a client will read.

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