The library · Financial advice firms · Events and press
Follow up after an event
Attendees often have a live decision and were waiting for a reason to ask. A recording stays online long after the tax figures in it have changed.
The prompt
I work in marketing at a financial advice firm. Help me follow up with people after our event. Context: Attendees often have a live decision and were waiting for a reason to ask. A recording stays online long after the tax figures in it have changed. 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 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 follow-up does not answer individual questions in writing - The recording's date and tax year shown clearly - Any offer of a free review, and 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 questions in writing
- The recording's date and tax year shown clearly
- Any offer of a free review, and its terms
The prompt gives you a first draft. Someone qualified still approves anything a client will read.
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