The library · Accountancy firms
60 AI marketing prompts for accountancy firms.
Sixty prompts for the marketing jobs an accountancy firm does every month. Each one keeps client affairs confidential, treats tax figures and savings claims carefully and ends with a list for whoever signs your marketing off.
60 of 60 prompts
Articles and pages
Things people read when they are deciding whether to call.
- Write a blog articleHelp me write a blog article that answers one question a client would ask.
- Write a service pageHelp me write a web page for one of our services.
- Build an FAQ pageHelp me build an FAQ page from the questions we get asked.
- Explain a rule change to clientsHelp me explain a rule or industry change to our clients in plain English.
- Write a case studyHelp me turn my notes into a client case study.
- Turn one article into a week of contentHelp me turn one article into a week of posts and emails.
Newsletters, updates and the emails that bring people back.
- Draft a client newsletterHelp me draft this month's client newsletter.
- Write a new-client welcome sequenceHelp me write a welcome sequence for new clients.
- Write a re-engagement emailHelp me write an email to past clients we have not heard from.
- Write an event invitationHelp me write an invitation to our event.
- Ask a client for a referralHelp me ask a happy client for a referral.
- Tell clients about a price or terms changeHelp me tell clients about a change to our prices or terms.
LinkedIn and social
Posts that sound like the people in the firm.
- Write a LinkedIn post from a client storyHelp me write a LinkedIn post from something that happened at work.
- Outline a LinkedIn carouselHelp me outline a LinkedIn carousel that explains one thing.
- Introduce a team memberHelp me write a post introducing someone on our team.
- Reply to comments and messagesHelp me reply to comments on our posts.
- Plan a month of postsHelp me plan a month of LinkedIn posts.
- Announce an award or milestoneHelp me announce an award, hire or milestone without sounding smug.
Website and search
Being found in Google and in AI answers.
- Rewrite the homepageHelp me rewrite our homepage so a stranger understands us in ten seconds.
- Write page titles and descriptionsHelp me write page titles and meta descriptions for our site.
- Build a content briefHelp me build a brief for a page that should be found in Google and AI answers.
- Check what AI says about the firmHelp me check what ChatGPT and other AI tools say about our firm.
- Write a local landing pageHelp me write a page for a town or area we serve.
- Write a team bioHelp me write a bio for someone on our team.
Advertising
Paid campaigns that say only what you can stand behind.
- Write Google search adsHelp me write Google search ads for one service.
- Write a LinkedIn adHelp me write a LinkedIn ad for a guide, event or service.
- Write a landing page for an adHelp me write the landing page an ad sends people to.
- Check ad copy before it runsHelp me check this ad copy before it goes live.
- Write retargeting adsHelp me write ads for people who visited our site and left.
- Brief an agency or freelancerHelp me write a brief for an agency or freelancer.
Reviews and reputation
Asking for praise and answering criticism in public.
- Ask for a reviewHelp me ask a client for an online review.
- Reply to a good reviewHelp me reply to a positive review.
- Reply to a bad reviewHelp me reply to a negative review calmly.
- Ask for a testimonialHelp me ask a client for a testimonial we can publish.
- Draft a holding statementHelp me draft a short public statement about a problem.
- Write an award or directory entryHelp me write an award or directory submission.
Enquiries and follow-up
Turning a first message into a first meeting.
- Reply to a new enquiryHelp me reply to a new enquiry quickly.
- Follow up after silenceHelp me follow up with someone who went quiet.
- Prepare for a first meetingHelp me prepare me for a first meeting with a prospect.
- Write a proposal cover noteHelp me write the note that goes with a proposal or quote.
- Find out why people did not go aheadHelp me ask people who did not go ahead why.
- Approach a referral partnerHelp me approach a business that could refer clients to us.
Events and press
Webinars, seminars and getting quoted.
- Plan a webinarHelp me plan a client webinar.
- Follow up after an eventHelp me follow up with people after our event.
- Write a press releaseHelp me write a press release from the facts I give you.
- Pitch a journalistHelp me pitch a story or comment to a journalist.
- Write a speaker bio and talk summaryHelp me write a speaker bio and a talk description.
- Write an event recapHelp me write up an event for people who missed it.
Planning and positioning
Working out who you are for and what to say.
- Describe our ideal clientHelp me describe our ideal client from what we know about real ones.
- Review competitors' marketingHelp me review how our competitors present themselves.
- Build a messaging frameworkHelp me build a simple messaging framework for the firm.
- Plan the next 90 daysHelp me plan our marketing for the next 90 days.
- Write a value propositionHelp me write a value proposition for one service.
- Explain our pricingHelp me explain how our pricing works on the website.
Reporting and sign-off
Showing what worked and getting copy approved.
- Write the monthly marketing reportHelp me write this month's marketing report for the partners or board.
- Review a campaignHelp me review a campaign that has finished.
- Check copy for risky claimsHelp me check this copy for claims that need evidence or sign-off.
- Prepare copy for sign-offHelp me prepare this piece of marketing for sign-off.
- Write an AI-use statementHelp me write a short statement about how we use AI in our marketing.
- Start a marketing risk registerHelp me start a simple risk register for our marketing.
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