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Write a new-client welcome sequence

A new patient has booked and is often nervous. They want to know who they will see, what the first appointment involves, what to bring and what they will pay on the day.

The prompt
I work in marketing at a private health clinic. Help me write a welcome sequence for new clients.

Context: A new patient has booked and is often nervous. They want to know who they will see, what the first appointment involves, what to bring and what they will pay on the day.

Before you start, ask me for anything missing from this list:
- What happens in a client's first month with us
- Who they will deal with
- What we need from them and when

Then:
1. Plan three or four emails across the first month.
2. Give each email one job.
3. Say plainly what happens next and who to contact.
4. Keep each under 150 words.

Give me:
- A one-line plan for the sequence
- Each email with subject line and send day

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 nothing contradicts the consent forms or terms the patient was given
- The clinician's name, title and registration as stated
- What subject lines and preview text reveal on a shared screen

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

Check before this goes out

  • That nothing contradicts the consent forms or terms the patient was given
  • The clinician's name, title and registration as stated
  • What subject lines and preview text reveal on a shared screen

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

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