ChatGPT prompt to offboard a client and ask for a testimonial

This is the prompt we use when a project wraps up: it drafts the closing email, the testimonial request to send a few days later, and the line that proposes what comes next, all at once. Its core rule: the thank-you cites one specific thing from your notes only. The AI never invents a memory of the project.

The prompt to copy

Project with {client} is wrapping up. Delivered: {paste}. Handover items and locations: {paste}. Post-project support terms: {terms, or "none"}.
Draft three pieces:
1. Closing email — what was delivered, where everything lives, support terms, a genuine thank-you naming one specific thing about working with them (from my notes only).
2. A testimonial request to send a few days later — ask 3 specific questions (situation before, what changed, the result) instead of "write us a testimonial."
3. One closing line proposing what's next: {retainer / quarterly check-in / nothing}.

Replace the fields in curly braces: the client name, what you delivered, where the files and documentation live, your support terms after the project, and the next-step option you want to offer.

When to use it

At the end of a project, that moment when you are glad to have shipped and keen to move to the next one. That is exactly when the exit gets rushed: a quick closing email, no testimonial ask, a relationship that fades with no proof harvested. The prompt does the work for you and turns the wrap-up into three ready-to-review pieces, without you having to find the right tone to ask for a review.

What you get back

1. A closing email: deliverables, locations, support terms, and a thank-you grounded in a real detail.
2. A testimonial request built as 3 specific questions, far easier for the client to answer than “tell us what you think”.
3. A next-step line, calibrated to the option you choose: retainer, quarterly check-in, or nothing.
4. A thank-you that stays credible, because it cites your notes and not a hollow phrase.

Real example: project end → closing email

Input: at Brightside Studio, an 8-person brand agency, the redesign project for Fernhill Coffee is wrapping up. Tom prepares the close. His notes hold a single specific detail about the collaboration. The fields filled in:

Delivered: new packaging identity (direction B), 3 variants, brand-guidelines PDF.
Handover: source files on the shared Drive, folder "Fernhill - final"; guidelines in the same folder.
Post-project support: 30 days of minor tweaks included.
Next step: quarterly check-in.

Output, the closing email as generated:

Hi Dana,

The redesign project is officially delivered. You will find the new packaging identity, its 3 variants and the brand guidelines in the shared Drive, folder “Fernhill - final”.

We are on hand for 30 days of minor tweaks, at no charge.

Thank you for these weeks of work: your precise feedback on the brown in direction B made the result far better. This is the kind of collaboration that makes the job a pleasure.

Let’s do a quarterly check-in in a few months to see how the identity holds up in the field. We will suggest a date.

Best, Tom

Notice what the AI did not do: it invented no warm memory to pad the thank-you. It cited the one real detail Tom had noted, the feedback on the brown in direction B, and stopped there. That is the prompt working: a specific thank-you lands, a fabricated one rings false and backfires.

This prompt ships in the kit’s library, with its usage card.