The library · Accountancy firms · Reporting and sign-off
Prepare copy for sign-off
The approver is a partner with client deadlines of their own. A pack that shows each figure with its source and tax year gets cleared in ten minutes.
The prompt
I work in marketing at an accountancy firm. Help me prepare this piece of marketing for sign-off. Context: The approver is a partner with client deadlines of their own. A pack that shows each figure with its source and tax year gets cleared in ten minutes. Before you start, ask me for anything missing from this list: - The final copy - Evidence for each claim - Where and when it will run - Who approves Then: 1. Number every claim and attach its evidence. 2. List what changed since the last version. 3. Put questions for the approver at the top. Give me: - A cover summary - The copy with numbered claims - An evidence table - Questions for the approver 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: - The source and tax year for each figure, attached - Client consents and logo permissions, attached - The date approval is needed by and where the piece will run
Paste it into Claude, ChatGPT, Gemini or Copilot. It will ask you for what it needs.
Check before this goes out
- The source and tax year for each figure, attached
- Client consents and logo permissions, attached
- The date approval is needed by and where the piece will run
The prompt gives you a first draft. Someone qualified still approves anything a client will read.
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