The library · Accountancy firms · Events and press

Follow up after an event

Attendees often have a question about their own position that they did not want to ask in front of others. The follow-up is where they raise it.

The prompt
I work in marketing at an accountancy firm. Help me follow up with people after our event.

Context: Attendees often have a question about their own position that they did not want to ask in front of others. The follow-up is where they raise it.

Before you start, ask me for anything missing from this list:
- Who attended and who booked but missed it
- The recording or slides
- The next step we want

Then:
1. Write one email for attendees and one for no-shows.
2. Summarise three points worth keeping.
3. Offer one next step.

Give me:
- Two emails with subject lines

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:
- That the follow-up does not answer individual tax questions in writing
- Slides and recording checked for figures that have since changed
- Any offer or fixed fee mentioned, with its terms

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

Check before this goes out

  • That the follow-up does not answer individual tax questions in writing
  • Slides and recording checked for figures that have since changed
  • Any offer or fixed fee mentioned, with its terms

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

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