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Build an FAQ page
Most questions begin with 'how much', 'should I' or 'is it safe'. Honest answers often depend on the person's age, tax position and what they already hold.
The prompt
I work in marketing at a financial advice firm. Help me build an FAQ page from the questions we get asked. Context: Most questions begin with 'how much', 'should I' or 'is it safe'. Honest answers often depend on the person's age, tax position and what they already hold. Before you start, ask me for anything missing from this list: - Questions clients ask, in their words - Our answers, even as rough notes - The service the page supports Then: 1. Group the questions by what the person is trying to decide. 2. Rewrite each question the way a client would type it. 3. Answer each in 40 to 80 words with the answer in the first sentence. 4. Mark any answer that depends on the person's circumstances. Give me: - Grouped questions and answers - A list of answers that need a specialist to confirm 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: - Answers that could be read as a personal recommendation - Charges, tax figures and allowances quoted in answers - Questions on pension transfers or other high-risk topics
Paste it into Claude, ChatGPT, Gemini or Copilot. It will ask you for what it needs.
Check before this goes out
- Answers that could be read as a personal recommendation
- Charges, tax figures and allowances quoted in answers
- Questions on pension transfers or other high-risk topics
The prompt gives you a first draft. Someone qualified still approves anything a client will read.
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