The library · Health clinics · Enquiries and follow-up
Prepare for a first meeting
A first consultation has to establish what the person hopes for, whether treatment is suitable and what it will cost. Some patients should be told to wait or go elsewhere.
The prompt
I work in marketing at a private health clinic. Help me prepare me for a first meeting with a prospect. Context: A first consultation has to establish what the person hopes for, whether treatment is suitable and what it will cost. Some patients should be told to wait or go elsewhere. Before you start, ask me for anything missing from this list: - What we know about them - What they asked for - What we usually need to find out Then: 1. Summarise who they are and what they want. 2. List the questions that decide whether we can help. 3. Suggest how to explain cost and next steps. Give me: - A one-page brief - Ten questions in order 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: - That patient details go only into AI tools approved for health information - How risks, alternatives and realistic results will be explained - Time to think before booking, where the clinic offers a cooling-off period
Paste it into Claude, ChatGPT, Gemini or Copilot. It will ask you for what it needs.
Check before this goes out
- That patient details go only into AI tools approved for health information
- How risks, alternatives and realistic results will be explained
- Time to think before booking, where the clinic offers a cooling-off period
The prompt gives you a first draft. Someone qualified still approves anything a client will read.
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