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Write a service page

People compare a few firms and struggle to tell them apart. They look for who they will deal with, what the service covers, what it costs and whether the firm handles people like them.

The prompt
I work in marketing at a financial advice firm. Help me write a web page for one of our services.

Context: People compare a few firms and struggle to tell them apart. They look for who they will deal with, what the service covers, what it costs and whether the firm handles people like them.

Before you start, ask me for anything missing from this list:
- The service and who it is for
- What happens, step by step
- How we charge
- What we cannot promise

Then:
1. Open with who this is for and the problem it solves.
2. Explain what happens in order, in plain words.
3. Explain cost or how pricing works.
4. Answer the five questions people ask before getting in touch.

Give me:
- A headline and a one-line summary
- The page, 400 to 600 words, with question headings
- One call to action

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:
- How the page describes our advice as independent or restricted
- Charges shown in the form your compliance team expects
- Risk warnings your compliance team requires for the products mentioned

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

Check before this goes out

  • How the page describes our advice as independent or restricted
  • Charges shown in the form your compliance team expects
  • Risk warnings your compliance team requires for the products mentioned

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

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