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Write an event invitation
Seminars on retirement, inheritance tax or business exit draw people who are close to a decision. Some attend hoping for a personal answer on the day.
The prompt
I work in marketing at a financial advice firm. Help me write an invitation to our event. Context: Seminars on retirement, inheritance tax or business exit draw people who are close to a decision. Some attend hoping for a personal answer on the day. Before you start, ask me for anything missing from this list: - The event, date, place or link - Who it is for - What they will leave knowing - How to book Then: 1. Lead with what the reader gets from attending. 2. Give the practical details in one block. 3. Write a reminder for the week before and the day before. Give me: - The invitation - Two reminders - Subject lines for all three 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 financial information only. Never write anything that reads as a personal recommendation, and never suggest that a return, a saving or an outcome 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 our compliance officer or whoever approves our financial promotions should see: - That the invitation list has consent to be contacted - A line that the session is general information only - Whether the invitation itself needs approval as a promotion
Paste it into Claude, ChatGPT, Gemini or Copilot. It will ask you for what it needs.
Check before this goes out
- That the invitation list has consent to be contacted
- A line that the session is general information only
- Whether the invitation itself needs approval as a promotion
The prompt gives you a first draft. Someone qualified still approves anything a client will read.
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