Intermediate

Client Retention Analysis (Churn Interview)

A script for an exit interview with a departing client to identify firm weaknesses.

Draft an exit interview script for a client who is leaving the firm. Include open-ended questions about: 1. Responsiveness, 2. Fee transparency, 3. Technical expertise, and 4. The specific event that led to the decision ({event_if_known}). Use the feedback to create an internal 'Service Improvement Plan.'

Related Prompts

Practice Management
Intermediate

Staff Performance Review & Goal Setting

Generates constructive feedback and SMART goals for junior accountants.

GPT-4oClaude 3.5 Sonnet
0
0
159
Practice Management
Beginner

New staff onboarding plan for accounting/audit (30-60-90)

Creates a 30-60-90 day onboarding plan with learning goals, shadowing, and deliverables. Useful for managers bringing new hires up to speed quickly.

GPT-5.2 Thinking; GPT-4.1; o3-mini
0
0
150
Practice Management
Advanced

Proposal for Niche Industry Engagement

A tailored pitch for a specific industry (e.g., Crypto or Cannabis) showing deep expertise.

GPT-4oClaude 3.5 Sonnet
0
0
216