The library · Health clinics · Enquiries and follow-up

Write a proposal cover note

The note sits on top of a treatment plan and estimate, or a proposal to an employer for staff health services. The plan itself carries the detail the patient consents to.

The prompt
I work in marketing at a private health clinic. Help me write the note that goes with a proposal or quote.

Context: The note sits on top of a treatment plan and estimate, or a proposal to an employer for staff health services. The plan itself carries the detail the patient consents to.

Before you start, ask me for anything missing from this list:
- The proposal summary
- What they said mattered most
- The next step and any deadline

Then:
1. Open with what they told us they need.
2. Say what we will do and what it costs in two sentences.
3. State the next step.

Give me:
- A cover note under 150 words

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 the note matches the treatment plan exactly on scope and cost
- Any wording that makes the result sound certain
- Deadlines or discounts for accepting the plan

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

Check before this goes out

  • That the note matches the treatment plan exactly on scope and cost
  • Any wording that makes the result sound certain
  • Deadlines or discounts for accepting the plan

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

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