Work*Prompt
提案

會計事務所稅務顧問提案(三級定價委任書式)

先點出風險再給三個價位,中間方案做推薦錨點——經典定價心理學,讓客戶從「要不要買」變成「買哪一級」。

適用模型ClaudeGemini
Accounting Tax Advisory Proposal (Three-Tier Engagement Letter)

prompt

Write a professional engagement proposal from {firm_name}, an accounting firm, offering tax advisory services to {prospect_company}, a {company_profile}. Format it as a formal engagement letter: a respectful opening referencing the upcoming {tax_deadline} filing season, a 'Current Risks We Observed' section with three plausible pain points for that business type, then a three-tier fee table — Compliance Only, Compliance + Quarterly Advisory, and Full CFO Support — with monthly fees anchored around {base_fee} and the middle tier marked as recommended. End with engagement terms, a confidentiality assurance, and an acceptance signature line. Tone: precise, conservative, trust-building. Output in Markdown, under 500 words.

變數說明


變數說明範例
{firm_name}事務所名稱Lin & Partners CPA
{prospect_company}潛在客戶公司名稱Nova Textile Trading
{company_profile}客戶公司簡述(產業與規模)45-person import-export company with cross-border revenue
{tax_deadline}報稅季或申報期限May annual corporate income tax filing
{base_fee}中間方案的月費定價錨點NT$25,000/month

使用情境


會計師或記帳士事務所在報稅季前主動開發中小企業客戶、寄送委任提案時使用。

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