Job 14 of 16 · Outline

Send written terms before the first visit

The problem

Written terms sent before the first visit filter out problem customers and save arguments about payment later.

What AI does

AI turns your existing terms into a short welcome email for new customers that asks them to reply and agree. You check that the terms match how you work before anything is sent.

Time

Time: 15 minutesTools: ChatGPT, Gemini

The steps, in short

  1. Keep your terms short and in plain English.
  2. Have AI draft a welcome email based on them.
  3. Send it with your terms attached and wait for the customer to agree in writing.
  4. Keep the reply with your records.

A short sample prompt

Using my terms below, write a short, warm welcome email for a new gardening customer. Cover what to expect, payment and cancellations, and how to reach me. End by asking them to confirm by reply that they agree. My terms: [paste]

In the full playbook

  • 5 steps in full
  • The exact prompt to copy
  • A check-before-you-send list (3 points)
  • UK notes with official sources
The full playbook

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