{"title":"Professional Services","description":"\u003cp\u003eFill-in AI prompt kits for Professional Services businesses, $29 each. Every kit covers one job from the first inquiry to the review, with checklists, 3 follow-up emails and a working calculator. One-time price, instant download, 5-day money-back guarantee.\u003c\/p\u003e","products":[{"product_id":"bookkeepers","title":"ServiceStack AI for Bookkeepers: The Discovery-to-Month-End Kit","description":"\u003cp\u003e\u003cstrong\u003eThe Discovery-to-Month-End Kit for Bookkeepers: fill-in AI prompts, checklists and a step-by-step routine for freelance bookkeepers and small bookkeeping firms, from the discovery call and cleanup quote to the monthly close and the annual fee review.\u003c\/strong\u003e\u003c\/p\u003e\n\u003cp\u003eFill in the [BRACKETS] with your details, paste into ChatGPT, Claude or Gemini, and get a draft that fits your engagement. You review it and send it yourself.\u003c\/p\u003e\n\u003ch3\u003eWhat's inside\u003c\/h3\u003e\n\u003cul\u003e\n  \u003cli\u003e\n\u003cstrong\u003e12 fill-in prompts\u003c\/strong\u003e, one per page, each with when to use it, what you get back and a tip:\n    \u003cul\u003e\n      \u003cli\u003eDiscovery Inquiry Reply and Pre-Call Questions\u003c\/li\u003e\n      \u003cli\u003eDiscovery Call Notes to Client Scope Summary\u003c\/li\u003e\n      \u003cli\u003eCleanup Quote Plus Monthly Retainer Proposal\u003c\/li\u003e\n      \u003cli\u003eEngagement Letter Summary and Welcome\u003c\/li\u003e\n      \u003cli\u003eDocument and Access Request List\u003c\/li\u003e\n      \u003cli\u003eCleanup Progress Update\u003c\/li\u003e\n      \u003cli\u003eUncategorized Transaction Question List\u003c\/li\u003e\n      \u003cli\u003eMissing Receipt and Statement Chase\u003c\/li\u003e\n      \u003cli\u003eMonth-End Report Summary in Plain English\u003c\/li\u003e\n      \u003cli\u003eOut-of-Scope Request and Change Order\u003c\/li\u003e\n      \u003cli\u003eAnnual Fee Review and Price Increase Notice\u003c\/li\u003e\n      \u003cli\u003eYear-End and 1099 Season Prep Message\u003c\/li\u003e\n    \u003c\/ul\u003e\n  \u003c\/li\u003e\n  \u003cli\u003e\n\u003cstrong\u003e2 fill-in checklists\u003c\/strong\u003e: New Client Onboarding Checklist and Month-End Close Checklist.\u003c\/li\u003e\n  \u003cli\u003e\n\u003cstrong\u003eA step-by-step routine\u003c\/strong\u003e and a workflow map.\u003c\/li\u003e\n  \u003cli\u003e\n\u003cstrong\u003e3 follow-up emails\u003c\/strong\u003e: welcome, first reports, check-in.\u003c\/li\u003e\n  \u003cli\u003e\n\u003cstrong\u003eMonthly Package Pricing by Transaction Volume Calculator + Price \u0026amp; Profit Calculator\u003c\/strong\u003e (.xlsx with working formulas: prices a monthly bookkeeping package from transaction volume, accounts, payroll and catch-up work, and shows your effective hourly rate, plus the line-item price calculator; blank, EXAMPLE and How It Works tabs).\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003ch3\u003eDetails\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003eDigital download: one zip with the kit PDF (22 pages, US Letter), an editable DOCX and the .xlsx. Nothing is shipped.\u003c\/li\u003e\n\u003cli\u003eWorks with ChatGPT, Claude or Gemini, free or paid.\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cp\u003e\u003cem\u003eAI drafts can contain mistakes, so check every price, date and term before you send anything. Not legal, tax or professional advice. This kit does not give tax or legal advice; follow your engagement letter's scope, refer tax questions to the client's tax professional, and never paste full account numbers or client SSNs into any chat or online tool.\u003c\/em\u003e\u003c\/p\u003e\n\u003cp\u003eWant help with the rest of your business? The \u003ca href=\"https:\/\/getservicestackai.com\/products\/servicestack-ai-toolkit\"\u003eServiceStack AI Toolkit\u003c\/a\u003e ($67) has 80 fill-in AI prompts in 12 categories, 25 templates, 39 swipe files and 25 SOPs, with a 5-day money-back guarantee.\u003c\/p\u003e\n\u003cp\u003eQuestions before you buy? Email \u003ca href=\"mailto:support@getservicestackai.com\"\u003esupport@getservicestackai.com\u003c\/a\u003e.\u003c\/p\u003e","brand":"ServiceStack AI","offers":[{"title":"Default Title","offer_id":67672299045027,"sku":null,"price":29.0,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0763\/4832\/6051\/files\/Bookkeeper_Discovery-to-Month-End_cover_2000x2000_46a0a69d-fef4-4ddf-b18a-c32dac87acd3.png?v=1791912091"},{"product_id":"tax-preparers","title":"ServiceStack AI for Tax Preparers: The Organizer-to-E-File Kit","description":"\u003cp\u003e\u003cstrong\u003eThe Organizer-to-E-File Kit for Tax Preparers: fill-in AI prompts, checklists and a step-by-step routine for independent tax preparers and small tax offices, from the January organizer to the filed return and beyond.\u003c\/strong\u003e\u003c\/p\u003e\n\u003cp\u003eFill in the [BRACKETS] with your details, paste into ChatGPT, Claude or Gemini, and get a draft that fits your return. You review it and send it yourself.\u003c\/p\u003e\n\u003ch3\u003eWhat's inside\u003c\/h3\u003e\n\u003cul\u003e\n  \u003cli\u003e\n\u003cstrong\u003e12 fill-in prompts\u003c\/strong\u003e, one per page, each with when to use it, what you get back and a tip:\n    \u003cul\u003e\n      \u003cli\u003eOrganizer Packet Cover Email\u003c\/li\u003e\n      \u003cli\u003eFee Quote for a New Client\u003c\/li\u003e\n      \u003cli\u003eEngagement Letter Summary\u003c\/li\u003e\n      \u003cli\u003eDocs-By Date Reminder\u003c\/li\u003e\n      \u003cli\u003eMissing Documents List\u003c\/li\u003e\n      \u003cli\u003eFinal Push Before Extension Deadline\u003c\/li\u003e\n      \u003cli\u003ePreparer Question to Client\u003c\/li\u003e\n      \u003cli\u003eReturn Ready for Review and Signature\u003c\/li\u003e\n      \u003cli\u003eExtension Filed Notice\u003c\/li\u003e\n      \u003cli\u003eE-File Accepted and Next Steps\u003c\/li\u003e\n      \u003cli\u003eIRS or State Letter Intake\u003c\/li\u003e\n      \u003cli\u003eReview Request and Referral Note\u003c\/li\u003e\n    \u003c\/ul\u003e\n  \u003c\/li\u003e\n  \u003cli\u003e\n\u003cstrong\u003e2 fill-in checklists\u003c\/strong\u003e: Client Return Intake Checklist and Season Deadline Checklist.\u003c\/li\u003e\n  \u003cli\u003e\n\u003cstrong\u003eA step-by-step routine\u003c\/strong\u003e and a workflow map.\u003c\/li\u003e\n  \u003cli\u003e\n\u003cstrong\u003e3 follow-up emails\u003c\/strong\u003e: welcome, mid-year, year-end.\u003c\/li\u003e\n  \u003cli\u003e\n\u003cstrong\u003eReturn Fee by Forms \u0026amp; Schedules Calculator + Price \u0026amp; Profit Calculator\u003c\/strong\u003e (.xlsx with working formulas: builds a return preparation fee from the forms and schedules involved, and compares it with the time it takes. Pricing only, not tax advice, plus the line-item price calculator; blank, EXAMPLE and How It Works tabs).\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003ch3\u003eDetails\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003eDigital download: one zip with the kit PDF (22 pages, US Letter), an editable DOCX and the .xlsx. Nothing is shipped.\u003c\/li\u003e\n\u003cli\u003eWorks with ChatGPT, Claude or Gemini, free or paid.\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cp\u003e\u003cem\u003eAI drafts can contain mistakes, so check every price, date and term before you send anything. Not legal, tax or professional advice. Follow IRS Circular 230 or your credential's rules, your state's rules and data security requirements (written information security plan). Never put client tax data, SSNs or documents into chat tools or unsecured apps. The kit gives no tax or legal advice.\u003c\/em\u003e\u003c\/p\u003e\n\u003cp\u003eWant help with the rest of your business? The \u003ca href=\"https:\/\/getservicestackai.com\/products\/servicestack-ai-toolkit\"\u003eServiceStack AI Toolkit\u003c\/a\u003e ($67) has 80 fill-in AI prompts in 12 categories, 25 templates, 39 swipe files and 25 SOPs, with a 5-day money-back guarantee.\u003c\/p\u003e\n\u003cp\u003eQuestions before you buy? Email \u003ca href=\"mailto:support@getservicestackai.com\"\u003esupport@getservicestackai.com\u003c\/a\u003e.\u003c\/p\u003e","brand":"ServiceStack AI","offers":[{"title":"Default Title","offer_id":67672302321827,"sku":null,"price":29.0,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0763\/4832\/6051\/files\/Tax_Preparer_Organizer-to-E-File_cover_2000x2000_7c6a8965-2c49-4ee0-8930-8c4fc63c3b39.png?v=1791913039"},{"product_id":"insurance-agents","title":"ServiceStack AI for Insurance Agents: The Quote-to-Renewal Kit","description":"\u003cp\u003e\u003cstrong\u003eThe Quote-to-Renewal Kit for Insurance Agents: fill-in AI prompts, checklists and a step-by-step routine for independent and captive insurance agents and small agencies, from the first quote request to the annual renewal.\u003c\/strong\u003e\u003c\/p\u003e\n\u003cp\u003eFill in the [BRACKETS] with your details, paste into ChatGPT, Claude or Gemini, and get a draft that fits your policy. You review it and send it yourself.\u003c\/p\u003e\n\u003ch3\u003eWhat's inside\u003c\/h3\u003e\n\u003cul\u003e\n  \u003cli\u003e\n\u003cstrong\u003e12 fill-in prompts\u003c\/strong\u003e, one per page, each with when to use it, what you get back and a tip:\n    \u003cul\u003e\n      \u003cli\u003eQuote Request Intake Reply\u003c\/li\u003e\n      \u003cli\u003eQuote Presentation Summary\u003c\/li\u003e\n      \u003cli\u003eQuote Follow-Up Sequence\u003c\/li\u003e\n      \u003cli\u003eNew Client Welcome and Policy Setup\u003c\/li\u003e\n      \u003cli\u003ePolicy Change Request Reply\u003c\/li\u003e\n      \u003cli\u003eCertificate of Insurance Request Reply\u003c\/li\u003e\n      \u003cli\u003eAnnual Policy Review Invite\u003c\/li\u003e\n      \u003cli\u003eRenewal Increase Explanation\u003c\/li\u003e\n      \u003cli\u003eRemarketing Request to Client\u003c\/li\u003e\n      \u003cli\u003eClaims Support Message\u003c\/li\u003e\n      \u003cli\u003eCoverage Gap Conversation Starter\u003c\/li\u003e\n      \u003cli\u003eReview and Referral Ask\u003c\/li\u003e\n    \u003c\/ul\u003e\n  \u003c\/li\u003e\n  \u003cli\u003e\n\u003cstrong\u003e2 fill-in checklists\u003c\/strong\u003e: New Policy Checklist and Renewal Pipeline Checklist.\u003c\/li\u003e\n  \u003cli\u003e\n\u003cstrong\u003eA step-by-step routine\u003c\/strong\u003e and a workflow map.\u003c\/li\u003e\n  \u003cli\u003e\n\u003cstrong\u003e3 follow-up emails\u003c\/strong\u003e: welcome, check-in, review.\u003c\/li\u003e\n  \u003cli\u003e\n\u003cstrong\u003eBook of Business \u0026amp; Retention Calculator + Price \u0026amp; Profit Calculator\u003c\/strong\u003e (.xlsx with working formulas: shows commission income from your book, the effect of retention on next year, and how many new policies you need to grow, plus the line-item price calculator; blank, EXAMPLE and How It Works tabs).\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003ch3\u003eDetails\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003eDigital download: one zip with the kit PDF (22 pages, US Letter), an editable DOCX and the .xlsx. Nothing is shipped.\u003c\/li\u003e\n\u003cli\u003eWorks with ChatGPT, Claude or Gemini, free or paid.\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cp\u003e\u003cem\u003eAI drafts can contain mistakes, so check every price, date and term before you send anything. Not legal, tax or professional advice. All coverage, price and marketing wording must follow your state insurance department rules, carrier guidelines and your agency's compliance review. Coverage is determined by the policy, not these messages. Never put client personal data into chat tools or unsecured apps. No legal advice.\u003c\/em\u003e\u003c\/p\u003e\n\u003cp\u003eWant help with the rest of your business? The \u003ca href=\"https:\/\/getservicestackai.com\/products\/servicestack-ai-toolkit\"\u003eServiceStack AI Toolkit\u003c\/a\u003e ($67) has 80 fill-in AI prompts in 12 categories, 25 templates, 39 swipe files and 25 SOPs, with a 5-day money-back guarantee.\u003c\/p\u003e\n\u003cp\u003eQuestions before you buy? Email \u003ca href=\"mailto:support@getservicestackai.com\"\u003esupport@getservicestackai.com\u003c\/a\u003e.\u003c\/p\u003e","brand":"ServiceStack AI","offers":[{"title":"Default Title","offer_id":67672302518435,"sku":null,"price":29.0,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0763\/4832\/6051\/files\/Insurance_Agent_Quote-to-Renewal_cover_2000x2000_4c301662-c10a-4792-9bcd-5208c400f2a5.png?v=1791913069"},{"product_id":"mobile-notaries","title":"ServiceStack AI for Mobile Notaries \u0026 Loan Signing Agents: The Booking-to-Signed Kit","description":"\u003cp\u003e\u003cstrong\u003eThe Booking-to-Signed Kit for Mobile Notaries: fill-in AI prompts, checklists and a step-by-step routine for mobile notaries and loan signing agents, from the booking request to the documents dropped and the invoice paid.\u003c\/strong\u003e\u003c\/p\u003e\n\u003cp\u003eFill in the [BRACKETS] with your details, paste into ChatGPT, Claude or Gemini, and get a draft that fits your signing. You review it and send it yourself.\u003c\/p\u003e\n\u003ch3\u003eWhat's inside\u003c\/h3\u003e\n\u003cul\u003e\n  \u003cli\u003e\n\u003cstrong\u003e12 fill-in prompts\u003c\/strong\u003e, one per page, each with when to use it, what you get back and a tip:\n    \u003cul\u003e\n      \u003cli\u003eGeneral Notary Request Quote\u003c\/li\u003e\n      \u003cli\u003eSigning Service Assignment Reply\u003c\/li\u003e\n      \u003cli\u003eID and Hospital or Care Facility Requirements\u003c\/li\u003e\n      \u003cli\u003eSigning Appointment Confirmation\u003c\/li\u003e\n      \u003cli\u003eDocs Late or Not Received Update\u003c\/li\u003e\n      \u003cli\u003eRunning Late or On My Way Text\u003c\/li\u003e\n      \u003cli\u003eSigning Problem Status Update\u003c\/li\u003e\n      \u003cli\u003eSigning Complete and Tracking Update\u003c\/li\u003e\n      \u003cli\u003eJournal Entry Notes\u003c\/li\u003e\n      \u003cli\u003eInvoice and Payment Follow-Up\u003c\/li\u003e\n      \u003cli\u003eTitle and Escrow Direct Outreach\u003c\/li\u003e\n      \u003cli\u003eReview Request\u003c\/li\u003e\n    \u003c\/ul\u003e\n  \u003c\/li\u003e\n  \u003cli\u003e\n\u003cstrong\u003e2 fill-in checklists\u003c\/strong\u003e: Loan Signing Prep Checklist and At-the-Table Checklist.\u003c\/li\u003e\n  \u003cli\u003e\n\u003cstrong\u003eA step-by-step routine\u003c\/strong\u003e and a workflow map.\u003c\/li\u003e\n  \u003cli\u003e\n\u003cstrong\u003e3 follow-up emails\u003c\/strong\u003e: intro, check-in, availability.\u003c\/li\u003e\n  \u003cli\u003e\n\u003cstrong\u003eSigning Fee, Travel \u0026amp; Print Cost Calculator + Price \u0026amp; Profit Calculator\u003c\/strong\u003e (.xlsx with working formulas: shows what a loan signing or general notary call really pays after travel, printing and time, and the travel fee to quote. Check your state's notary fee limits, plus the line-item price calculator; blank, EXAMPLE and How It Works tabs).\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003ch3\u003eDetails\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003eDigital download: one zip with the kit PDF (22 pages, US Letter), an editable DOCX and the .xlsx. Nothing is shipped.\u003c\/li\u003e\n\u003cli\u003eWorks with ChatGPT, Claude or Gemini, free or paid.\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cp\u003e\u003cem\u003eAI drafts can contain mistakes, so check every price, date and term before you send anything. Not legal, tax or professional advice. Follow your state's notary laws on fees, ID, journals and what you may say; notaries can't give legal advice or explain documents' legal effect. The kit gives no legal advice.\u003c\/em\u003e\u003c\/p\u003e\n\u003cp\u003eWant help with the rest of your business? The \u003ca href=\"https:\/\/getservicestackai.com\/products\/servicestack-ai-toolkit\"\u003eServiceStack AI Toolkit\u003c\/a\u003e ($67) has 80 fill-in AI prompts in 12 categories, 25 templates, 39 swipe files and 25 SOPs, with a 5-day money-back guarantee.\u003c\/p\u003e\n\u003cp\u003eQuestions before you buy? Email \u003ca href=\"mailto:support@getservicestackai.com\"\u003esupport@getservicestackai.com\u003c\/a\u003e.\u003c\/p\u003e","brand":"ServiceStack AI","offers":[{"title":"Default Title","offer_id":67672302715043,"sku":null,"price":29.0,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0763\/4832\/6051\/files\/Mobile_Notary_Booking-to-Signed_cover_2000x2000_343c9881-9aa0-47fe-a3b0-5f2ca33ecbb2.png?v=1791913100"},{"product_id":"virtual-assistants","title":"ServiceStack AI for Virtual Assistants: The Discovery-to-Retainer Kit","description":"\u003cp\u003e\u003cstrong\u003eThe Discovery-to-Retainer Kit for Virtual Assistants: fill-in AI prompts, checklists and a step-by-step routine for freelance virtual assistants and small VA agencies, from the discovery call to the retainer renewal.\u003c\/strong\u003e\u003c\/p\u003e\n\u003cp\u003eFill in the [BRACKETS] with your details, paste into ChatGPT, Claude or Gemini, and get a draft that fits your retainer. You review it and send it yourself.\u003c\/p\u003e\n\u003ch3\u003eWhat's inside\u003c\/h3\u003e\n\u003cul\u003e\n  \u003cli\u003e\n\u003cstrong\u003e12 fill-in prompts\u003c\/strong\u003e, one per page, each with when to use it, what you get back and a tip:\n    \u003cul\u003e\n      \u003cli\u003eInquiry Reply and Discovery Call Booking\u003c\/li\u003e\n      \u003cli\u003eDiscovery Call Notes to Scope\u003c\/li\u003e\n      \u003cli\u003eProposal Email\u003c\/li\u003e\n      \u003cli\u003eOnboarding Welcome and Access Checklist\u003c\/li\u003e\n      \u003cli\u003eSOP Writer From a Client Walkthrough\u003c\/li\u003e\n      \u003cli\u003eInbox Triage Rules\u003c\/li\u003e\n      \u003cli\u003eWeekly Report to Client\u003c\/li\u003e\n      \u003cli\u003eScope Creep Reply\u003c\/li\u003e\n      \u003cli\u003eHours Running Low or Overage Notice\u003c\/li\u003e\n      \u003cli\u003eRetainer Renewal and Rate Increase\u003c\/li\u003e\n      \u003cli\u003eTestimonial Request\u003c\/li\u003e\n      \u003cli\u003eOffboarding and Handover\u003c\/li\u003e\n    \u003c\/ul\u003e\n  \u003c\/li\u003e\n  \u003cli\u003e\n\u003cstrong\u003e2 fill-in checklists\u003c\/strong\u003e: New Client Onboarding Checklist and Weekly VA Checklist.\u003c\/li\u003e\n  \u003cli\u003e\n\u003cstrong\u003eA step-by-step routine\u003c\/strong\u003e and a workflow map.\u003c\/li\u003e\n  \u003cli\u003e\n\u003cstrong\u003e3 follow-up emails\u003c\/strong\u003e: welcome, check-in, review.\u003c\/li\u003e\n  \u003cli\u003e\n\u003cstrong\u003eRetainer Hours \u0026amp; Effective Rate Calculator + Price \u0026amp; Profit Calculator\u003c\/strong\u003e (.xlsx with working formulas: compares hourly billing with a monthly retainer, tracks rollover and over-hours, and shows your effective rate across clients, plus the line-item price calculator; blank, EXAMPLE and How It Works tabs).\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003ch3\u003eDetails\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003eDigital download: one zip with the kit PDF (22 pages, US Letter), an editable DOCX and the .xlsx. Nothing is shipped.\u003c\/li\u003e\n\u003cli\u003eWorks with ChatGPT, Claude or Gemini, free or paid.\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cp\u003e\u003cem\u003eAI drafts can contain mistakes, so check every price, date and term before you send anything. Not legal, tax or professional advice. Use a written contract reviewed by a lawyer, a password manager for client logins, and follow privacy rules for client data. Never paste client passwords or private data into chat tools. The kit gives no legal or tax advice.\u003c\/em\u003e\u003c\/p\u003e\n\u003cp\u003eWant help with the rest of your business? The \u003ca href=\"https:\/\/getservicestackai.com\/products\/servicestack-ai-toolkit\"\u003eServiceStack AI Toolkit\u003c\/a\u003e ($67) has 80 fill-in AI prompts in 12 categories, 25 templates, 39 swipe files and 25 SOPs, with a 5-day money-back guarantee.\u003c\/p\u003e\n\u003cp\u003eQuestions before you buy? Email \u003ca href=\"mailto:support@getservicestackai.com\"\u003esupport@getservicestackai.com\u003c\/a\u003e.\u003c\/p\u003e","brand":"ServiceStack AI","offers":[{"title":"Default Title","offer_id":67672302780579,"sku":null,"price":29.0,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0763\/4832\/6051\/files\/Virtual_Assistant_Discovery-to-Retainer_cover_2000x2000_384a880a-b8d6-477a-b6e1-63be06c3a852.png?v=1791913132"}],"url":"https:\/\/getservicestackai.com\/collections\/professional-services.oembed","provider":"ServiceStack AI","version":"1.0","type":"link"}