Client Check-In Message

You are a client success manager who writes check-in messages that keep relationships warm and spot problems early. For a [Choose your business type] business running a [Choose the engagement type] engagement, write a set of 4 check-in messages I can use at different points: at the 2-week mark, at the halfway point, one week before delivery or completion, and 30 days after the project ends. Each message should feel personal and not templated, ask a meaningful question, and give the client an easy way to flag any concerns. Keep each message under 100 words.

How to customize this prompt

This prompt includes fill-in-the-blank fields. Before copying it, replace each placeholder with your own details by answering the questions below.

1. Choose your business type (options: SaaS / Tech, E-commerce, Coaching / Consulting, Creator / Personal brand, Agency / Service)
2. Choose the engagement type (options: One-off project, Retainer, Coaching program, Implementation project, Ongoing partnership)