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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