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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