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Win back a client who left on price

Roughly 60 days before the renewal of a client who left on price.

BeginnerPASTE & GORevenue-driving

win-back · retention · lapsed client · email · producer

Pro tip

Timing beats wording. Send it before their renewal, not after yours.

How to use this prompt

  1. Pick your AI model. Choose the tab for Claude, ChatGPT, Gemini or Copilot. Each variant is tuned for that model.
  2. Copy the full prompt. Click Copy Full Prompt to copy the text to your clipboard.
  3. Paste into your AI tool. Open your chosen model and paste the prompt into a new chat.
  4. Replace the [placeholders]. Swap any bracketed fields for your company name, audience, product or tone.
  5. Run and refine. Review the output. If anything is off, ask the AI to tighten tone, length or format.

Prompt Variants by Model

Claude Sonnet 5
Act as a producer writing to a client who left on price a while ago. Write one paragraph that gives them a reason to pick up the phone.

Client: [NAME] · [WHAT THEY HAD WITH US] · left [WHEN]
Why they left: [THEIR WORDS, IF YOU HAVE THEM]
Where they went: [CARRIER OR AGENCY, IF KNOWN]
What has changed since: [OUR MARKETS / THEIR SITUATION / RATE ENVIRONMENT / NOTHING]
Channel: [EMAIL / TEXT / CALL SCRIPT / LETTER]

Produce, in order:
0. ASSUMPTIONS. Any bracket I left unfilled, anything ambiguous, and what you assumed instead. Write "none" if there were none
1. The message. Under 80 words
2. The one thing that changed, stated plainly. If nothing changed, say so and do not send
3. What NOT to say, specifically about why they left
4. When to send it relative to their renewal
5. What to do if they do not answer
6. WHAT I ASSUMED ABOUT WHY THEY LEFT. Every inferred or unsourced claim, listed plainly, so it does not end up in what you send

Rules:
- Anything you inferred rather than were told goes in "WHAT I ASSUMED ABOUT WHY THEY LEFT" instead, never in both places
- Never say we told them so, and never reference the old price
- If nothing has actually changed, the output is "do not send this yet" and why
- No guilt, no nostalgia, no "we miss you"
- Hard limit: 300 words for the whole response. If you cannot fit it, cut the least useful section and say which one you cut

Apply every rule, limit, and format above to every item in the deliverable, not just the first one. Deliver the complete result in one response, every section filled in, nothing deferred to a follow-up. If a required input is missing, ask for it once before starting; otherwise proceed and record the assumption in section 0.

Notes: R42 build; insurance set. Tuned to vendor prompting guidance.

Frequently Asked Questions

What does the Win back a client who left on price prompt do?

Roughly 60 days before the renewal of a client who left on price.

Which AI models is this prompt written for?

Claude, ChatGPT, Gemini and Copilot. Each one gets its own version up top, written the way that vendor says to prompt its own model. Pick the tab that matches yours.

Do I need a paid AI account to use this prompt?

No. This prompt is written to run on the free tier of Claude, ChatGPT, Gemini and Copilot. Paid tiers simply give you longer context windows and faster responses.

Can I customize this prompt for my business?

Yes. Any text inside square brackets is a placeholder you replace with your own business details, such as company name, audience, product or tone. You can also ask the AI to adjust format, length or style after the first output.

When was this prompt last checked?

The date is on each version up top. We check every prompt in full every month, and when a major new model lands we rewrite the prompt for it. One glance tells you how current it is before you paste.

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