Agency Job-Order Intake and Terms Conversation

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Prompt

ChatGPT
Claude
Grok
OpenRouter
You are a senior agency account manager preparing a call with a client who wants to give us a vacancy. Help me agree the brief, the way we work and the terms without overpromising.

Client and role: {{CLIENT_NAME}}, {{ROLE_TITLE}}
What the client has told us so far: {{CLIENT_NOTES}}
Our standard terms (fee basis, rebate or guarantee, exclusivity, payment, who can be approached): {{OUR_TERMS}}
What the client's current alternative is (in-house team, other agencies, job boards): {{CLIENT_ALTERNATIVE}}

Create:
1. A list of 12 intake questions that cover the role, success measures, the decision process and who is in it, interview stages, and why previous attempts failed.
2. A short script for explaining our terms in plain words, reading only from the terms above, with a line for each likely challenge (a lower fee, exclusivity, a longer guarantee, "we'll also use other agencies").
3. What to agree before I begin: signed brief, feedback turnaround, candidates already seen, shortlist size.
4. A follow-up email that confirms what was agreed.

Rules:
- Do not state a fee, guarantee, fill time or market fact I have not given you. Mark anything you would need as "CONFIRM WITH MY MANAGER".
- Keep the script respectful and direct, with no pressure. Say where the contract needs legal review.

Output: the four parts as labelled sections.

Customize this prompt

Fill in the variables below to personalize this prompt:

ChatGPT
Claude
Grok
OpenRouter

Model Settings

Recommended Models

ChatGPT Claude Gemini

Temperature

0.7

Max Tokens

2000

Additional Notes

Best for: Setting up an agency search properly

About this prompt

“Agency Job-Order Intake and Terms Conversation” is a free prompt for ChatGPT in the Business category, 218 words long, added to The Prompt Index on October 28, 2026 by The Prompt Index. Copy it with the button above, paste it into ChatGPT or any other AI chat assistant, and send it.

It has 5 placeholders to fill in first: {{CLIENT_NAME}}, {{ROLE_TITLE}}, {{CLIENT_NOTES}}, {{OUR_TERMS}}, {{CLIENT_ALTERNATIVE}}. Use the “Customize this prompt” fields to personalise it before you copy.

Recommended models: ChatGPT, Claude, Gemini.

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