The library · Accountancy firms · LinkedIn and social
Plan a month of posts
The year has a fixed rhythm: self assessment in January, the tax year end in spring, payroll year end, then quieter months. Staff have least time to post when clients are most interested.
The prompt
I work in marketing at an accountancy firm. Help me plan a month of LinkedIn posts. Context: The year has a fixed rhythm: self assessment in January, the tax year end in spring, payroll year end, then quieter months. Staff have least time to post when clients are most interested. Before you start, ask me for anything missing from this list: - What we want to be known for - What is happening this month - Who posts and how often Then: 1. Plan a mix: questions clients ask, stories, opinions on news, people. 2. Give each post one idea and one source of material. 3. Keep to a pace we can sustain. Give me: - A dated plan with the idea and the material needed for each post 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: - Posts tied to deadlines, with each date checked for this year - Time for a qualified person to check each tax point - Who approves posts during the January and year-end peaks
Paste it into Claude, ChatGPT, Gemini or Copilot. It will ask you for what it needs.
Check before this goes out
- Posts tied to deadlines, with each date checked for this year
- Time for a qualified person to check each tax point
- Who approves posts during the January and year-end peaks
The prompt gives you a first draft. Someone qualified still approves anything a client will read.
More for linkedin and social
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 →