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8 prompts·Search: "accounts"

Claude

#business

Draft an engagement letter (consulting / legal / accounting)

A clean engagement-letter outline with scope, fees, timeline, IP, confidentiality, and termination clauses — flags anything that needs your standard-template review.

Workflow: ABM-style outbound to a single account

Multi-channel outbound coordinated for one strategic account over 90 days.

Workflow: outbound sequence builder for ABM tier-1 accounts

Builds a multi-touch ABM sequence for a single high-value account across roles.

Design a chart of accounts for a service business

Builds a clean, ATO-aligned chart of accounts for an Australian service business — collapsed enough to actually use, structured enough to scale.

Categorise a messy bank statement into GL accounts

Paste a CSV bank export, get every line categorised to your chart of accounts with GST treatment and a confidence flag for the dodgy ones.

Build a multi-thread account strategy

Plans a multi-threaded outreach into a strategic account to reduce single-champion risk.

Build an ABM target account list

Builds an account-based marketing target list with tiering and outreach plan.

Build an account expansion plan

Builds an account expansion plan for a key customer with named opportunities and timing.

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