The library · Health clinics · Reporting and sign-off

Review a campaign

The link from campaign to booked treatment sits in the practice management system, alongside patient records. Pulling the numbers out cleanly is the hard part.

The prompt
I work in marketing at a private health clinic. Help me review a campaign that has finished.

Context: The link from campaign to booked treatment sits in the practice management system, alongside patient records. Pulling the numbers out cleanly is the hard part.

Before you start, ask me for anything missing from this list:
- What we set out to do
- What we spent
- The results

Then:
1. Compare the result with the goal.
2. Say what worked, what did not, and what we cannot tell.
3. Recommend keep, change or stop.

Give me:
- A half-page review
- Three lessons for next time

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 health information only. Never write anything that reads as advice on a person's own condition, and never suggest a treatment is certain to work or free of risk.
- 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 clinical lead or the registered manager who approves marketing should see:
- Enquiry and booking counts against the practice management system
- No patient-identifying data in the review or the AI tool
- Costs including clinician time for consultations that did not convert

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

Check before this goes out

  • Enquiry and booking counts against the practice management system
  • No patient-identifying data in the review or the AI tool
  • Costs including clinician time for consultations that did not convert

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

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