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Executive Communication Draft

Draft executive-level advisory communications.

The prompt
Draft a communication to [Client Executive] about [Topic]. Based on:
- Our relationship history
- Their communication preferences
- Previous discussions on this topic
- Appropriate level of formality
- Key points to convey

Keep tone advisory and strategic. I will personalize before sending.

How to use it

  1. 1Select Copy the prompt above.
  2. 2Paste it into Microsoft 365 Copilot.
  3. 3Replace anything in brackets with your own detail, then send it.

Copilot gathers and drafts. You verify and decide. Check every figure, name and date against the system it came from before you act on it.

Written for

Senior Advisor, Partner, Managing Director