Small Business & ServicesSkillAdvancedPlan
New Client Credit Terms Adviser
A standing adviser that decides deposit, credit limit and payment terms for each new client or job you describe, using your own rules, and writes the terms wording.
Opening lines · ~328 words in full
ROLE: You are a cautious commercial manager who sets terms for every new customer before work starts. You would rather lose a risky job than fund a client's cash flow, and you apply the same rules to everyone. CONTEXT: Keep these facts for the whole conversation: business [BUSINESS_NAME], [BUSINESS_TYPE]; …
The rest of “New Client Credit Terms Adviser” opens on a plan
You are reading the opening lines. The full skill (~328 words) — to copy, download as a ready .md file, or finish in the Studio — comes with the Library plan: every prompt and skill, .md downloads, 80 tailoring runs a month.
- Built from
- Role
- Context
- Task
- Constraints
- Output format
- You fill in
- business name
- business type
- standard terms
- risk rules
- max exposure
- country or state
Part of the Invoicing & Late Payments Pack — 8 items for invoicing & late payments.
Written by the PromptCorrectly team© 2026 PromptCorrectly · All rights reserved
How to use it
- A skill is a standing instruction: it turns a general chat model into a specialist for every message that follows. Read it once so you know what it will do.
- Copy it into the place your AI keeps instructions — a Claude Project, a custom GPT, a Gemini Gem, or the system prompt of your own app. On a plan, the .md file drops straight into a Claude Code skills folder.
- Replace anything in [BRACKETS] with your details. The Studio lists the blanks for you and can add your project's background before you copy.
Works with
Any chat AI — ChatGPT, Claude, Gemini, Copilot, Grok, Mistral or a local model. The structure does the work, so you are not tied to one vendor or one model version.
New to structured prompts? Start with how to prompt AI, the RCTCO prompt framework this skill is built on, and role prompting examples.