accounts prompts
11 prompts tagged accounts, drawn from 2 categories. All free to copy, and all editable once they are in your own library.
- Write the handover note for this accountPassing a customer to someone else without them having to read two years of activity history.Longđ¤ CRM & sales ops
- Prep me for this call in one pageTen minutes before a call with an account you have not touched in months.Longđ¤ CRM & sales ops
- List every service I have an account withYou have signed up for hundreds of things over a decade and have no idea what they are.LongđĨ Inbox & accounts
- Work out which address I used whereSeveral addresses forwarding into one mailbox, and no memory of which one a given service knows you by.LongđĨ Inbox & accounts
- Find which accounts use a social loginBefore changing or losing a Google, Apple or Facebook account that other services depend on.LongđĨ Inbox & accounts
- Spot where I have signed up twiceTwo accounts at the same shop, one with your order history and one with the discount.LongđĨ Inbox & accounts
- Find the breach notices I ignoredWorking out which accounts genuinely need a new password rather than changing all of them.LongđĨ Inbox & accounts
- Find the accounts someone else is onFamily plans, shared subscriptions and old team seats you are still paying for or still have access to.LongđĨ Inbox & accounts
- Decide which old accounts to closeReducing how many companies hold your data, starting with the ones you no longer use.LongđĨ Inbox & accounts
- Work out what to save before closing an accountThe step people skip, and regret a week later.LongđĨ Inbox & accounts
- Plan retiring an old email addressAn address you have outgrown but cannot simply abandon.LongđĨ Inbox & accounts
Keep the ones you use
Phrasery saves a prompt with a right-click and puts it back the same way, in any text box. Everything here can be added to your own library in one click, then edited to suit how you actually work.
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