The library · Accountancy firms · Planning and positioning
Plan the next 90 days
The quarter is shaped by the filing calendar. In January and around the tax year end nobody qualified has time to write or approve, yet that is when prospects are searching.
The prompt
I work in marketing at an accountancy firm. Help me plan our marketing for the next 90 days. Context: The quarter is shaped by the filing calendar. In January and around the tax year end nobody qualified has time to write or approve, yet that is when prospects are searching. Before you start, ask me for anything missing from this list: - Our goal for the quarter - Budget and people available - What worked and failed before - How long approvals take Then: 1. Pick two or three priorities we can finish. 2. Lay them out by week with an owner. 3. Build approval time into every deadline. 4. Say what to stop doing. Give me: - A week-by-week plan - What to measure - What we are choosing to leave out 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: - Approval time built into each deadline, including peak weeks - Hours the plan assumes from partners and tax staff - Which pieces carry tax figures and need a specialist's check
Paste it into Claude, ChatGPT, Gemini or Copilot. It will ask you for what it needs.
Check before this goes out
- Approval time built into each deadline, including peak weeks
- Hours the plan assumes from partners and tax staff
- Which pieces carry tax figures and need a specialist's check
The prompt gives you a first draft. Someone qualified still approves anything a client will read.
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