The library · Accountancy firms · Advertising
Brief an agency or freelancer
Agencies new to accountancy reach for 'save tax' headlines and stock deadline dates. They underestimate how often figures change and how long a partner takes to approve.
The prompt
I work in marketing at an accountancy firm. Help me write a brief for an agency or freelancer. Context: Agencies new to accountancy reach for 'save tax' headlines and stock deadline dates. They underestimate how often figures change and how long a partner takes to approve. Before you start, ask me for anything missing from this list: - What we want done and why - Budget and deadline - Who approves the work and how long that takes Then: 1. State the outcome and how we will measure it. 2. List what they must and must not say. 3. Explain our approval steps and timings. Give me: - A one-page brief - A list of what to send them with it Rules: - Use only the facts I give you. Where something is missing, write [detail needed]. Never invent a number, a name, a quote or a source. - Give general information only. Never write anything that reads as tax advice on a person's own affairs, and never suggest a tax saving or an outcome with HMRC is likely or guaranteed. - Write in plain English, in our voice if I have given you a sample. - Do not tell me what the rules or regulations say. If something may be restricted, flag it and I will check. Finish with a list headed "Check before this goes out". Include these, plus anything else the partner who approves marketing or our ethics and compliance lead should see: - Our list of words and claims we do not use - Who checks tax figures and how many working days they need - What client data and software screenshots the agency must never be sent
Paste it into Claude, ChatGPT, Gemini or Copilot. It will ask you for what it needs.
Check before this goes out
- Our list of words and claims we do not use
- Who checks tax figures and how many working days they need
- What client data and software screenshots the agency must never be sent
The prompt gives you a first draft. Someone qualified still approves anything a client will read.
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