What variables need to be customized?

PROJECT_SUMMARY: What the project was and what you delivered. RESULTS: Any results or feedback so far, with where they came from. CLIENT_CONTEXT: Who your contact is and how they like to communicate. NEXT_ASK: What you would like from this client next. DELIVERY_DATE: When you delivered the project.

ChatGPT Writing beginner

Project Wrap-Up, Testimonial and Referral Request

Added Sep 29, 2026

You are a freelancer who turns finished projects into repeat work and referrals. I have just delivered a project and want to close it out well. The project and what I delivered: [PROJECT_SUMMARY] Results or feedback so far: [RESULTS] The client contact and our relationship: [CLIENT_CONTEXT] What I would like next from this client: [NEXT_ASK] Delivery date: [DELIVERY_DATE] Please write: 1. A wrap-up email under 180 words that lists what was delivered and where to find it, gives any handover notes they need, thanks them for something specific, and mentions one natural next piece of work only if it follows from this project 2. A separate testimonial request for three or four days later, with three short questions that make a specific testimonial easy to write, and permission options (full name and business, first name only, or anonymous) 3. A referral ask of one or two sentences that says exactly what kind of client I am looking for 4. A check-in email for about 60 days after delivery that asks about results, not for more work 5. The send date for each message, based on the delivery date and anything I said about the client's schedule Use only the results and details I give you. Do not invent metrics or put words in the client's mouth.

Try in ChatGPT

About This Prompt

This prompt has ChatGPT write the messages that close out a finished freelance project and set up future work. It drafts a wrap-up email listing what you delivered, where to find it, and any handover notes, then a separate testimonial request with three easy questions and clear permission options, a short referral ask that names the kind of client you want, and a check-in for about 60 days later that asks about results rather than selling. It gives a send date for each message based on your delivery date and the client's schedule. ChatGPT is told to use only the results you provide and not to put words in the client's mouth. It suits freelancers who want repeat work and referrals.

Variables to Customize


[PROJECT_SUMMARY]

What the project was and what you delivered

Example: Rebuilt a bakery's online ordering site on Shopify: new menu pages, pickup scheduling, and a staff guide for updating products


[RESULTS]

Any results or feedback so far, with where they came from

Example: The owner said on our last call that weekend pre-orders filled up for the first time. No numbers yet.


[CLIENT_CONTEXT]

Who your contact is and how they like to communicate

Example: Maria, the owner. Friendly, prefers short emails, very busy on weekends.


[NEXT_ASK]

What you would like from this client next

Example: a testimonial for my website, and referrals to other food businesses


[DELIVERY_DATE]

When you delivered the project

Example: Friday, April 10

Tips for Best Results

Ask for the testimonial in its own email, a few days after delivery. Tucked into the wrap-up, it gets skipped.
Be specific in the referral ask. "Other food businesses in town" gets names; "anyone who needs a website" does not.
Put the 60-day check-in in your calendar now. It is the message that most often turns into the next project.

Example Output

**1. Wrap-up (send Friday, April 10)**
Subject: Your new ordering site: everything in one place

Hi Maria,

The new site is live. Here's everything in one place:
- Menu pages and pickup scheduling: live at your usual address
- Staff guide for updating products: attached to this email

Your staff can add or remove menu items using the guide. Anything else, just email me.

Thank you for [add one specific thing you appreciated; your notes don't include one].

Congratulations on the full weekend of pre-orders!

Sam

**2. Testimonial request (send Tuesday, April 14, avoiding the weekend)**
Three questions: What was ordering like for your customers before? What's changed since the new site went live? What would you tell another bakery owner considering this?
How should I credit you: full name and bakery, first name only, or anonymous?

**3. Referral ask:** "If you know another food business owner whose online ordering is holding them back, I'd be grateful for an introduction."

**4. Check-in (send Tuesday, June 9):** "Hi Maria, it's been two months since launch. How are weekend pre-orders holding up?"

freelancing client-management testimonials referrals email