The library · Health clinics · Reporting and sign-off
Write the monthly marketing report
Owners and clinical leads want to know which treatments brought enquiries, what each enquiry cost and how many became booked appointments.
The prompt
I work in marketing at a private health clinic. Help me write this month's marketing report for the partners or board. Context: Owners and clinical leads want to know which treatments brought enquiries, what each enquiry cost and how many became booked appointments. Before you start, ask me for anything missing from this list: - This month's numbers and last month's - What we did - What we plan next Then: 1. Lead with the three things that matter. 2. Explain each change with the evidence, and say when the cause is unknown. 3. End with decisions needed. Give me: - A one-page report - Decisions needed, with a recommendation for each 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 no patient names or health details appear in the report or the AI tool - Where the figures came from - Numbers too small to draw a conclusion from
Paste it into Claude, ChatGPT, Gemini or Copilot. It will ask you for what it needs.
Check before this goes out
- That no patient names or health details appear in the report or the AI tool
- Where the figures came from
- Numbers too small to draw a conclusion from
The prompt gives you a first draft. Someone qualified still approves anything a client will read.
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