# Explain tricky concepts to clients with a one-page visual

> Advisors say a chart with the client's own numbers takes about 20 seconds instead of 10 minutes.

Describe a concept and the client's numbers, with no names. You get a one-page visual with a simple chart, a what-if comparison and a two-minute talk track.

- Page: https://thesolocreators.com/prompts/one-page-client-visual/
- Category: Look like a pro
- Made for: Consultants, Coaches, Small business owners
- Works in: Claude, ChatGPT
- Time: Under a minute per visual
- Effort: Just copy and paste
- Note: Leave out names and account numbers. Advisors: run client-facing visuals past compliance before you use them.

## The prompt

Fill in the parts in [square brackets], or leave them and the AI will ask you for them.

```text
I need to explain [CONCEPT TO EXPLAIN, e.g. a Roth conversion] to a client who is [CLIENT TYPE, e.g. a busy retiree]. Here are their specifics, with no names or account numbers: [CLIENT SPECIFICS, e.g. ages, amounts, key dates].

Create a one-page visual explainer:
1. A clear headline that says what they get.
2. A simple diagram or chart showing how it works, using their numbers.
3. Three short bullets: what happens, what it means for them, and what they need to decide.
4. A 'what if' box showing a different scenario side by side.
5. Plain language a 12-year-old could follow. If a technical term is unavoidable, define it in parentheses.
Make it a single printable page (or one slide) I can walk through in two minutes, with a blank footer line for my disclosures. Then give me a short script for explaining it out loud.
```

## Step by step

1. Describe the concept and the client's situation, without names or account numbers.
2. Run the prompt and pick the clearest version.
3. Add your compliance footer and walk the client through it.

## What you'll get

A printable one-page visual with the client's own numbers, a what-if comparison and a two-minute talk track.

## Good to know

**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. Leave out names and account numbers. Advisors: run client-facing visuals past compliance before you use them.

**How long does it take?** Under a minute per visual. It's rated "Just copy and paste". There are 3 steps, listed above.

**What do I need before I start?** Just your details for 3 blanks: concept to explain, client type and client specifics. You can skip any, and your AI will ask for them.

**What will I get back?** A printable one-page visual with the client's own numbers, a what-if comparison and a two-minute talk track.

Idea spotted on Reddit, shared by u/Moneymma: https://www.reddit.com/r/CFP/comments/1vkpaby/comment/p2vcxwp/. The prompt is The Solo Creators' own version.

## Go further

Ready-made skills in the Solo Creators AI Studio (https://thesolocreators.com/studio/) that fit this: Slide Deck Designer (A blog post or an idea into a beautiful, on-brand deck. No Canva, no Gamma, no designer); Website Launch Builder (Plan, write, and build a launch-ready site, copy, design, legal pages, SEO and schema, without touching code).

From AI Use Cases and Prompts by The Solo Creators: https://thesolocreators.com/prompts/. Free to use; please link back to the page when you share it.