The library · Accountancy firms · Reporting and sign-off
Review a campaign
Most campaigns are timed to a deadline, so results arrive in a rush and new clients are recorded in the practice management system weeks later, once onboarding checks are done.
The prompt
I work in marketing at an accountancy firm. Help me review a campaign that has finished. Context: Most campaigns are timed to a deadline, so results arrive in a rush and new clients are recorded in the practice management system weeks later, once onboarding checks are done. Before you start, ask me for anything missing from this list: - What we set out to do - What we spent - The results Then: 1. Compare the result with the goal. 2. Say what worked, what did not, and what we cannot tell. 3. Recommend keep, change or stop. Give me: - A half-page review - Three lessons for next time 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: - Enquiry and new client counts against the practice management system - No client-identifying data in the review - Costs including partner and staff time
Paste it into Claude, ChatGPT, Gemini or Copilot. It will ask you for what it needs.
Check before this goes out
- Enquiry and new client counts against the practice management system
- No client-identifying data in the review
- Costs including partner and staff time
The prompt gives you a first draft. Someone qualified still approves anything a client will read.
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