The library · Accountancy firms · Reporting and sign-off

Start a marketing risk register

The common failures are last year's rates left on the website, a screenshot showing a client's ledger, a savings testimonial and a logo the firm is no longer entitled to use.

The prompt
I work in marketing at an accountancy firm. Help me start a simple risk register for our marketing.

Context: The common failures are last year's rates left on the website, a screenshot showing a client's ledger, a savings testimonial and a logo the firm is no longer entitled to use.

Before you start, ask me for anything missing from this list:
- The channels we use
- Who approves what today
- Anything that has gone wrong before

Then:
1. List what could go wrong on each channel.
2. Rate each by likelihood and harm.
3. Name an owner and a check for each.

Give me:
- A table of risk, likelihood, harm, owner and check
- The three to deal with first

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:
- Who checks pages with tax figures after each Budget
- Where consents, approvals and logo permissions are recorded
- Staff posting about client work from personal accounts

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

Check before this goes out

  • Who checks pages with tax figures after each Budget
  • Where consents, approvals and logo permissions are recorded
  • Staff posting about client work from personal accounts

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

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