The library · Accountancy firms · Events and press

Write a speaker bio and talk summary

Organisers want to know which clients the speaker works with and why a room of business owners should listen to them on tax or finance.

The prompt
I work in marketing at an accountancy firm. Help me write a speaker bio and a talk description.

Context: Organisers want to know which clients the speaker works with and why a room of business owners should listen to them on tax or finance.

Before you start, ask me for anything missing from this list:
- The speaker's background
- The talk topic
- The audience

Then:
1. Write a bio that shows why they are worth hearing.
2. Describe the talk by what the audience will leave with.

Give me:
- A 70-word bio
- A 100-word talk description
- Three takeaways

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:
- Qualifications, membership body and designatory letters
- Named clients or deals mentioned, with consent
- Talk takeaways that promise a tax saving

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

Check before this goes out

  • Qualifications, membership body and designatory letters
  • Named clients or deals mentioned, with consent
  • Talk takeaways that promise a tax saving

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

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