Design a membership or maintenance plan offer
Never paste: Employee pay rates or personal info, customer names with addresses or phone numbers, bank or card numbers, financing applications, or anything from a pending legal dispute.
When to use it
When launching or refreshing your maintenance agreement/club membership.
The prompt
Copy this, then replace everything in [brackets].
Help me write a membership plan offer.
Trade(s): [HVAC / plumbing / electrical]
What's included: [tune-ups per year, priority service, discount %, no overtime fees, safety inspection]
Price: [$/month or $/year]
Who it's for: [homeowners with systems older than X, etc.]
Write: a one-paragraph plain-English description, 5 bullet benefits, a short FAQ (cancel, transfer if they sell, what's not covered), and a one-line version for techs to say at the door.Before / after
Before: A plan nobody can explain the same way twice.
After (example output):
Comfort Club, $16.95/month. Two tune-ups a year (spring and fall), priority scheduling when it’s 98° out, 15% off repairs, and no after-hours fees. Cancel anytime. One-liner for techs: ‘For about fifty cents a day, you get both tune-ups, you go to the front of the line, and you save 15% on any repair.’
Tips
- Make sure everyone, from CSR to tech, uses the same one-liner.
- Use real numbers from your own reports. Never let the AI invent them.
- Keep it in your voice. Edit the draft until it sounds like you talking to your crew.
- Review every draft before you send it. You’re accountable for what goes out.