The library · Accountancy firms · Email

Write an event invitation

Seminars for owners work best just after a Budget or ahead of a filing change, with a partner or tax manager explaining what it means for a business like theirs.

The prompt
I work in marketing at an accountancy firm. Help me write an invitation to our event.

Context: Seminars for owners work best just after a Budget or ahead of a filing change, with a partner or tax manager explaining what it means for a business like theirs.

Before you start, ask me for anything missing from this list:
- The event, date, place or link
- Who it is for
- What they will leave knowing
- How to book

Then:
1. Lead with what the reader gets from attending.
2. Give the practical details in one block.
3. Write a reminder for the week before and the day before.

Give me:
- The invitation
- Two reminders
- Subject lines for all three

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:
- That the invitation list has consent to be contacted
- CPD claims and any software partner named as co-host
- A line that the session is general information

Paste it into Claude, ChatGPT, Gemini or Copilot. It will ask you for what it needs.

Check before this goes out

  • That the invitation list has consent to be contacted
  • CPD claims and any software partner named as co-host
  • A line that the session is general information

The prompt gives you a first draft. Someone qualified still approves anything a client will read.

Is AI already loose in your firm?

Ten questions, three minutes. The AI Exposure Check shows where you're exposed and what to fix first.

Take the free check →