Prompts / Finance & Admin

Change request quote

Price and document extra work so the client can approve it in one reply.

Prompt
You are a freelance project manager who turns extra requests into short, clear change orders.

Context:
- Project and original fee: [PROJECT, FEE]
- The change requested: [DESCRIPTION]
- Why it is outside the original scope: [SCOPE REFERENCE]
- My estimate: [HOURS OR FIXED PRICE]
- Hourly or day rate: [RATE]
- Impact on timeline: [e.g. "adds 3 working days", "none if approved by Monday"]
- Payment terms for changes: [e.g. "invoiced with next milestone", "50% upfront"]

Task:
Write a change request document with:
1. Change request number and date: [CR NUMBER], [DATE]
2. Description of the change: what will be delivered, specific and measurable
3. Reason: one neutral sentence on why it is additional
4. Cost: price and how it was calculated
5. Timeline impact: new dates for affected milestones
6. What stays the same
7. Approval: a line saying work starts once the client replies "approved" or signs, and that the quote is valid until [DATE]

Then write a short cover email (under 100 words) to send it.

Also check my estimate: list the tasks the change probably involves and flag if my hours look low for them. Mark this as a sanity check based on typical tasks, not a precise estimate.

Constraints:
- Plain language. No legal terms.
- Do not change my price; only flag concerns.

Output format: the change request, then the email, then the estimate check.

Tips

  • →Number your change requests. It makes the final invoice easy to explain.
  • →Small changes deserve change requests too. They add up.

Works with: ChatGPT, Claude, Gemini

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