The library · Accountancy firms · Events and press

Plan a webinar

Owners and landlords will give 45 minutes to a Budget change or a new filing requirement, explained by someone who deals with it for clients every week.

The prompt
I work in marketing at an accountancy firm. Help me plan a client webinar.

Context: Owners and landlords will give 45 minutes to a Budget change or a new filing requirement, explained by someone who deals with it for clients every week.

Before you start, ask me for anything missing from this list:
- The topic and the audience
- Who is speaking
- What we want attendees to do after

Then:
1. Write a title that states what people will learn.
2. Outline 30 minutes of content and 15 of questions.
3. Plan the invitation, reminders and follow-up.

Give me:
- Title and description
- A running order
- A promotion timeline

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:
- A slide saying the session is general information
- Rates, thresholds and dates, checked close to the day
- How questions about a person's own affairs will be handled

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

Check before this goes out

  • A slide saying the session is general information
  • Rates, thresholds and dates, checked close to the day
  • How questions about a person's own affairs will be handled

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

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