The library · Accountancy firms · LinkedIn and social

Write a LinkedIn post from a client story

The best stories come from client work: a missed deadline rescued, a set of messy books sorted out. Small details such as trade, town and turnover can point to one business.

The prompt
I work in marketing at an accountancy firm. Help me write a LinkedIn post from something that happened at work.

Context: The best stories come from client work: a missed deadline rescued, a set of messy books sorted out. Small details such as trade, town and turnover can point to one business.

Before you start, ask me for anything missing from this list:
- What happened, in rough notes
- The point I want to make
- What I must leave out

Then:
1. Find the one idea.
2. Open with a specific moment or fact.
3. Keep paragraphs to one to three lines.
4. End on the point or one next step.

Give me:
- The post, 80 to 200 words
- An alternative first line

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 no client or their finances can be identified
- Any tax saving or penalty figure in the story
- The agreement of the person whose client it was

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

Check before this goes out

  • That no client or their finances can be identified
  • Any tax saving or penalty figure in the story
  • The agreement of the person whose client it was

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

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