Stop taking on cleanup clients who drain your time and margin. This prompt walks you through defining your ideal client — revenue minimums, file-complexity limits, entity types, industries, red flags, communication expectations, and your fee floor — and produces a clean, reusable profile you can save. That profile then feeds directly into the Prospect Researcher, so every new lead gets screened against your own standards before you quote.
Works in any AI tool. Includes the prompt doc, sample output, and a bonus .md version formatted for Claude users. Built by a bookkeeper with Advanced QBO ProAdvisor certification and 20+ years of bookkeeping experience.
Ideal Cleanup Client Filter
- The full Ideal Cleanup Client Filter prompt (.docx) — copy and paste into ChatGPT, Claude, Gemini, or any AI assistant
- Bonus Claude Skill file (.md) for Claude users who want it installed as a skill
- Delivered as a single .zip download, available immediately after purchase
This guide walks you through defining your ideal cleanup client and produces a reusable profile you can save and feed into the Prospect Researcher to screen new leads. Works in any AI tool.
