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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