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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