A monthly update clients read
From the MSP Daily Prompt, Tuesday 21 Jul. The full workflow. Run the three prompts in sequence in the same conversation. Each one uses the output of the last.
What you end up with: the redesigned update, the email that gets it opened, and a quarterly version for the review.
The scenario:
You send a monthly report. The client files it unread.
Most MSP updates are long, technical, and built to prove you did work, not to show the client value. A short update that leads with outcomes gets read, and a client who reads your update is a client who renews.
The prompts:
Any AI tool.
STEP 1 - Redesign the update
You are redesigning the monthly client update email for a managed service provider so clients read it.
Works in any AI tool.
Context:
- What I send now: [paste or describe it]
- The client: [type, what they care about]
Build:
- A short template that leads with outcomes and risk reduced, not ticket counts
- One headline result from the month
- 3 short value points in plain language
- Anything that needs the client's attention
- One forward-looking line
Keep the whole thing under 200 words.
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Same conversation.
STEP 2 - Make it get opened
Write what carries the update.
- A subject line that signals value, not admin
- A one-line opener that says why it is worth 60 seconds
- A close that invites a reply
Add a headline-only version for the client who wants the short version.
-
Same conversation.
STEP 3 - Roll it up for the review
Give me a quarterly version that combines three monthly updates into one page for a review meeting.
- The headline results
- Risk reduced
- One forward-looking recommendation
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How to use it:
A client who reads your update is a client who renews. Save the template and change only the numbers each month.