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Wow your clients

Find every client who qualifies for a new benefit in minutes

Claude checked 71 kids across a client base against census income data for 35 zip codes in about 17 minutes.

About 17 minutes, plus your review A few steps

A sketch of what you'll get back.

Your prompt

Fill in your details. Skip any you like.

Claude and ChatGPT open with your prompt already typed in. It's copied too, just in case.

The prompt that gets copied

A new benefit just came out: [BENEFIT OR RULE, e.g. a $250 children's account gift]. Here are the eligibility rules from the official source: [ELIGIBILITY RULES AND LINK].

I'm attaching a client list with only these columns: client ID and [FIELDS THE RULE NEEDS, e.g. child's birth year, zip code]. There are no names or account numbers.

Please:
1. Restate the eligibility rules as a simple checklist so I can confirm you understood them.
2. If a rule needs outside data (for example median income by zip code), find it from an official source, name the source, and show the numbers you used.
3. Check every row and build a table: client ID, eligible (yes, no, or unsure), and the reason.
4. List the rows you couldn't decide and what information would settle them.
5. Draft a short, friendly client email explaining the benefit, why they may qualify, and exactly how to claim it, with a placeholder for the client's name.
Flag anything I should run past compliance before sending.

Paste a new program's eligibility rules and a client list with IDs only. The AI checks every row, finds any outside data it needs and drafts the client email for you to review.

Step by step

  1. Export only the fields the rule needs, with client IDs instead of names.
  2. Paste the eligibility rules from the official source.
  3. Review the spreadsheet yourself before anyone gets an email.
  4. Match IDs back to names in your own CRM, not in the chat.

What you'll get

An eligibility table for your whole client list, the data sources behind it and a ready-to-personalize client email.

Use client IDs, never names or account numbers. Check your firm's rules on AI and client data first.

Made for
Consultants, Small business owners
Works in
Claude, ChatGPT

Frequently Asked Questions.

Which AI tools does this work in?

It works in Claude and ChatGPT. On this page, Claude and ChatGPT open with your prompt already typed in. Use client IDs, never names or account numbers. Check your firm's rules on AI and client data first.

How long does it take?

About 17 minutes, plus your review. It's rated "A few steps". There are 4 steps, listed above.

What do I need before I start?

Just your details for 3 blanks: benefit or rule, eligibility rules and link and fields the rule needs. You can skip any, and your AI will ask for them.

What will I get back?

An eligibility table for your whole client list, the data sources behind it and a ready-to-personalize client email.

Find more like this in For client work, For small business, For consultants and Claude prompts.

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