The library · Accountancy firms · LinkedIn and social

Introduce a team member

Clients stay with an accountant they can ring. They want to know who prepares their accounts, who answers tax questions and what letters that person has after their name.

The prompt
I work in marketing at an accountancy firm. Help me write a post introducing someone on our team.

Context: Clients stay with an accountant they can ring. They want to know who prepares their accounts, who answers tax questions and what letters that person has after their name.

Before you start, ask me for anything missing from this list:
- Their name, role and what they do for clients
- Two or three things about them in their own words
- A photo description if there is one

Then:
1. Open with what they do for clients.
2. Include one human detail they supplied.
3. Say how to reach them.

Give me:
- The post
- A shorter version for the website team page

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:
- Job title and qualification status, including part-qualified staff
- Use of chartered, certified or tax adviser, against their membership
- The person's own approval of the post

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

Check before this goes out

  • Job title and qualification status, including part-qualified staff
  • Use of chartered, certified or tax adviser, against their membership
  • The person's own approval of the post

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

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