The library · Accountancy firms · Website and search
Write a team bio
A good bio says which kinds of client the person looks after, what they are qualified in and what clients say about dealing with them.
The prompt
I work in marketing at an accountancy firm. Help me write a bio for someone on our team. Context: A good bio says which kinds of client the person looks after, what they are qualified in and what clients say about dealing with them. Before you start, ask me for anything missing from this list: - Their role, experience and qualifications - The kind of work they do most - Something a client said about them Then: 1. Open with who they help and how. 2. Give qualifications plainly. 3. Add one human line. Give me: - A 120-word bio - A 40-word version - A one-line version 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: - Qualification, membership body and designatory letters, checked as current - Named clients or sectors mentioned, with consent - Words like specialist or expert, and the basis for them
Paste it into Claude, ChatGPT, Gemini or Copilot. It will ask you for what it needs.
Check before this goes out
- Qualification, membership body and designatory letters, checked as current
- Named clients or sectors mentioned, with consent
- Words like specialist or expert, and the basis for them
The prompt gives you a first draft. Someone qualified still approves anything a client will read.
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