A practice of one · booking, agreements, invoices, payments
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Words to send

The message, already written.

Saying no to a discount, chasing a deposit, asking for a referral. Each page has the message to copy, a shorter or firmer version, and a few lines on why it works.

Pricing

How to answer “What do you charge?”

Say the price, what it includes and where to book, in three lines. “A session is $180 for 50 minutes by video, and six are $960. Here’s the link.” A price said plainly reads as confidence. A paragraph before the number reads as an apology.

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How to say no to a discount request

Keep the price and offer a smaller piece of work. “I can’t do it for less, but I can do the first part for that” is still a yes, and the price stays true for everybody else. A discount for whoever asks is a higher price for everybody who doesn’t.

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How to quote a project by email

One message with the scope, the price, the deposit and the date, then the link to accept. “The brand identity is $5,000, half up front, delivered by March 24” is a quote. A range and “let me know what you think” is the start of a negotiation.

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Selling more than hours

How to offer a retainer when a package ends

Send it before the last session, not after. Say what you’d work on next, what the month includes and what it costs: “2 sessions + notes, $480 a month.” A client who has a next step doesn’t have to decide whether to stop.

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How to announce a group program or course

Say who it’s for, the dates, how many seats and the price, before anything about why it exists. People decide on a course by its dates. A message that leads with the calendar gets booked; one that leads with your story gets saved for later and forgotten.

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How to announce a workbook or toolkit to your list

One paragraph and one link. Say the problem it solves in the reader’s words, what’s in it and the price. A file is a small decision, and a short message keeps it one. Send it to the people who said yes to hearing from you, once.

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How to invite somebody who bought your workbook to a session

Three weeks after they bought it, ask how it’s going and offer one session to take it further. Somebody who bought your method has already shown they value it. The message is about where they’ve got to, and the session is the next step, not a pitch.

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Agreements and policies

What to say to a client who didn’t show up

Send it the same day: you waited, you hope they’re all right, the session is charged as agreed, and here’s the link for the next one. Kind first, firm second, and short. If they paid at booking, nothing else is needed. The agreement does the arguing for you.

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What to say when a client cancels at the last minute

Say what the agreement says, what you’ve decided, and the next step. “Inside 24 hours the session is charged, so I’m keeping the fee, and here’s the link for another time.” Or, for illness: “I won’t charge for this one.” Decide by your own rule, not by how much you like them.

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How to ask a client to read your agreement

Two lines, before the first session: the one rule that matters most, and where the rest is. “The one thing to know is that sessions moved inside 24 hours are charged. Everything else is in the agreement you accepted, here.” Point at one sentence, and they’ll read it.

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How to tell clients your terms are changing

Say what changes, from when, and where to read it, a month ahead. Bookings already made stay on the old terms. One paragraph, one date, one link. Don’t bury the change in a newsletter, and don’t make it sound smaller than it is.

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Getting paid

What to say when a client’s card is declined

Say what happened, without blame, and send the link to fix it. “This month’s payment didn’t go through, which usually means a card has expired. Here’s the link to update it.” Most declines are an expired card, not a client who can’t pay, so the message treats it that way.

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How to ask a client for a deposit

Say why, how much and by when: the deposit holds the start date, it’s half, and the date is held once it’s paid. “Half, $2,500, holds March 3 for you.” Framed as holding something, a deposit reads as a service, not as distrust.

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How to tell a client you’re pausing work until they pay

Once, plainly, with the date, the amount and what happens next: “I’ll pause the project from Friday until invoice 1042 is paid, and pick it up the day it is.” No anger, no ultimatum beyond the facts. Sent after the reminders, not instead of them.

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Clients

What to send after a discovery call

The same day: what you heard, the one offer you’d recommend, its price and its link. “You want to walk into the review with a plan, so I’d start with three sessions, at the single price. Here’s the link.” One recommendation is easier to say yes to than a menu.

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How to turn down a client politely

Quickly, with one sentence of reason, and with somebody better placed when you know one. “That’s outside what I do, and you’d be better with somebody who does it every day.” A fast no is kinder than a slow maybe, and a good referral is remembered longer than a yes.

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How to end working with a client

In writing, with one sentence of reason, what’s settled both ways, and a door left open. “The work you need next is outside what I do. I’ll refund the two unused sessions, and if things change, you know where I am.” The last message is the one they remember.

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How to respond to a client complaint

Two messages. First, the same day: you’ve read it, you’re taking it seriously, and you’ll answer properly by a date. Then, by that date: what happened as you see it, what you’ll do and by when. Most complaints are about not being heard, and the first message fixes that.

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Being found and remembered

How to ask a client for a referral

At the moment they tell you something went well, in one sentence, with a link. “I’m really glad. If you know anybody else starting a new role, would you send them my page?” Name the kind of person, so they can think of someone, and make passing it on take ten seconds.

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How to thank somebody for a referral

Short, specific and soon: who booked, that you’re grateful, and nothing about money. “Priya booked a session this morning and mentioned you. Thank you, that means a lot.” A thank-you that names the person is the reason they’ll refer again.

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How to tell people you’ve started your own practice

One person at a time, with what you do, who for, and one link. “I’ve started taking clients for career coaching, mostly people moving into their first management role. If you know anybody, here’s my page.” A personal message to thirty people does more than a post to three thousand.

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How to get back in touch with a past client

No pitch, one useful thing. A note that something made you think of them, with an article, an idea or an answer to a question they had. If they want to work together again, they’ll say so. The message’s job is to be worth opening.

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