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Write a new-client welcome sequence
A new client has just signed a client care letter they may not have read. They want to know who has their file, what happens next and when they will hear.
The prompt
I work in marketing at a law firm. Help me write a welcome sequence for new clients. Context: A new client has just signed a client care letter they may not have read. They want to know who has their file, what happens next and when they will hear. 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 legal information only. Never write anything that reads as advice on a person's own situation, and never suggest an outcome is likely or guaranteed. - 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 compliance officer or the partner who approves marketing should see: - That nothing contradicts the client care letter or terms of business - Named contacts and supervision details - How to raise a concern, as your complaints procedure states it
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 client care letter or terms of business
- Named contacts and supervision details
- How to raise a concern, as your complaints procedure states it
The prompt gives you a first draft. Someone qualified still approves anything a client will read.
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