Free guide · works with ChatGPT, Claude or Gemini
Maintenance Contract Proposal Kit for Tradies: a free AI prompt to start
Turn a blank page into a client-ready, tiered maintenance contract offer with defensible pricing, compliant service terms, and a repeatable renewal engine. Every step outputs a named artefact you can use immediately, from asset register through proposal, onboarding, and renewal.
Step 1, free.
Copy this, paste it into your AI, and swap the [BRACKETS] for your own details.
Setup & Discovery: Build the Job Profile Brief
Provide: [CLIENT NAME], [SITE ADDRESS(ES)], [PRIMARY CONTACT + ROLE + PHONE/EMAIL], [INDUSTRY/USE OF SITE], [CURRENT ISSUES/PAIN POINTS], [DESIRED OUTCOMES], [BUDGET SIGNALS/RANGE], [DECISION PROCESS & STAKEHOLDERS], [TIMEFRAMES/DEADLINES], [OTHER SUPPLIERS/CONTRACTS], [ACCESS LIMITS], [WORK HOURS/BLACKOUT PERIODS], [HSE REQUIREMENTS STATED BY CLIENT], [SPECIAL CONDITIONS]. Act as a senior maintenance contracts consultant and translate this context into a clear, commercial brief ready for asset discovery and scoping. Work through it like this: 1) Clarify scope boundaries: what’s in vs out, primary trade(s), service footprint, urgency drivers. 2) Segment the site into logical zones/systems to guide the asset walkdown. 3) Define operational constraints: access, hours, inductions, site rules, peak seasons. 4) Capture business drivers and success metrics (what “good” looks like to the client). 5) List assumptions, dependencies, and known unknowns that affect pricing and service design. Give me the output as: - Job Profile Brief with sections: A) Client Snapshot; B) Site & Operations Overview; C) Objectives & Success Measures; D) Draft Scope Boundaries (In/Out); E) Site Zoning/Systems Map (bullet list); F) Constraints & Access; G) Assumptions & Dependencies; H) Open Questions for Discovery. Quality bar: A concise, decision-ready brief that another tradie could pick up and run the next step without ringing you. If any input is missing or unclear, mark it MISSING in the brief and add it to section H: Open Questions.
How to get a good answer.
- 01Fill every [BRACKET] with real detail. Vague in, vague out.
- 02Read the answer, then reply with what's wrong or missing. The AI fixes it in seconds.
- 03Check facts, prices and anything legal or safety-related yourself before you use it.
The rest of the workflow.
Step 1 gets you started. The full Maintenance Contract Proposal Kit for Tradies takes you all the way, 14 steps in order:
- 01Setup & Discovery: Build the Job Profile Brief (free above)
- 02Setup & Discovery: Compile Asset Register & Risk Summary
- 03Setup & Discovery: Complete NZ Compliance & Constraints Check
- 04Design & Pricing: Construct the Service Tier Matrix
- 05Design & Pricing: Define Inclusions & Exclusions Sheet
- 06Design & Pricing: Build the Pricing Calculator
- 07Proposal & Legal: Draft the Service Schedule & SLA
- 08Proposal & Legal: Assemble the Client Proposal Pack
- 09Approval & Delivery: Run QA & Pricing Defensibility Review
- 10Approval & Delivery: Prepare Presentation Script & Objection Log
- 11Approval & Delivery: Finalise Contract Bundle & Sign-off Record
- 12Approval & Delivery: Create Onboarding Plan & Job Card Set
- 13Operations & Renewal: Maintain Service Log & Renewal Triggers
- 14Operations & Renewal: Produce Renewal Plan & Upsell Options
Pay once, keep it. Delivered instantly with a copy button on every prompt.
Questions
Does this work with the free version of ChatGPT?
Yes. The prompt works in the free versions of ChatGPT, Claude and Gemini, on a phone or a computer.
What do I put in the [BRACKETS]?
Your real details: notes, numbers, names, whatever the bracket asks for. The more specific you are, the better the answer.
Is the AI's answer always right?
No. Treat it as a strong first draft: check facts, figures and anything legal or safety-related before you use it.
What's in the full Maintenance Contract Proposal Kit for Tradies?
14 steps run in order, a system prompt that sets the AI up for the job, worked examples, fix-it prompts and a quality checklist. It's NZ$19.50 once, no subscription.
Know someone who'd use this?
Send them the free prompt: