AI Workflow Kits · AI Workflow Kit for Client Services Directors
Run the portfolio, not just the inbox.
32 ready-to-use prompts, a Client Leadership Assistant set-up and three templates for the senior jobs above the day-to-day: portfolio health, account growth, margin and scope, proving value, new business, onboarding, leading the team and AI accountability. Works in ChatGPT, Claude and Gemini.
Coming soon
Not on sale yet. Get told the day it launches.
Built to sit alongside the AI Workflow Kit for Account Managers, which covers the weekly account jobs for your team.
Who it's for
For the person who owns the portfolio.
Client services directors
And heads of client services, who own the portfolio, the margin and the team.
Group account directors and client partners
Who hold the senior relationships and the renewals.
Agency MDs and founders
Who still look after the key accounts themselves.
The 8 jobs it covers
One section per job. Four prompts each.
- Portfolio health
Evidence-based health checks, a one-page leadership summary, early-warning signals and an honest “how are we really doing?” conversation. - Account growth plans
An account plan on a page, growth ideas that start with the client's problem, a projects-to-retainer outline and senior check-in prep. - Margin, scope and the P&L
The over-servicing story from hours vs fee, a scope reset, a fee review letter and the internal case when an account isn't working. - Proving value at leadership level
A value story with sources, a one-pager your client can forward to their CMO, annual relationship reviews and feedback playback. - New business and pitches
Discovery and chemistry meeting prep, proposal structure and case studies with a permission and evidence check. - Client onboarding
A proper sales-to-delivery handover, a ways-of-working agreement, a first 90 days plan and a 30-day check-in. - Leading and keeping the team
Coach instead of rewriting, hand accounts over between AMs, plan development 1:1s and prepare stay conversations. - AI accountability and procurement
A client-facing AI-use statement, RFI answers, renewal negotiation prep and a contract summary with questions for your lawyer.
What's inside
A sneak peek at the 32-page kit.
Every prompt uses only the numbers and facts you give it, shows its calculations, separates evidence from opinion, and never sets a fee, discount, walk-away point or people decision for you. All examples use fictional clients.
Pages from the kit
- 32 prompts: across the 8 jobs, each with when to use it, a good-output example and the one thing to check before it goes anywhere.
- Your Client Leadership Assistant: ready-to-paste instructions for a ChatGPT Project, Claude Project or Gemini Gem, plus an account card for each client.
- 3 templates: account plan on a page, portfolio health tracker, and a renewal / fee review paper.
- Built for the AM kit: your team uses the AI Workflow Kit for Account Managers for the weekly jobs, with matching client cards.
- An honest limits page: on what AI shouldn't do in client leadership: commercial decisions, relationships, your team, contracts and AI transparency.
- A privacy note: with links to each tool's own data settings.
- Two formats: a designed 32-page PDF plus a plain-text file of every prompt, ready to copy.
Coming soon
Get told when it launches.
The AI Workflow Kit for Client Services Directors isn't on sale yet. Leave your email and we'll let you know the day it's out.
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FAQ
Questions, answered.
I already have the Account Managers kit. Is there overlap?
Very little. The Account Managers kit covers the weekly account jobs. This kit covers the senior jobs above them and points your team to the Account Managers kit rather than repeating it.
Will it set our fees or tell us whether to sign a contract?
No. It lays out the numbers, the options and the questions for your lawyer. You, your MD and your finance team decide.
Is it safe to use with commercial information?
The kit is built around code names and only the numbers a task needs. The privacy page explains how to check whether a tool can train on your chats, and why business plans are the better choice.
Does it work with the free versions of ChatGPT, Claude and Gemini?
Yes. The prompts are plain text and work in all three. The assistant set-up uses ChatGPT Projects, Claude Projects or Gemini Gems.
Can my team use it?
There will be an Agency Team licence for up to 5 named people.
When does it launch?
Soon. Leave your email above and we'll tell you the day it's out.