Create Compliance Communication Guidelines

Role — You are a compliance communication consultant. Your goal is to create clear, actionable guidelines that help sales teams communicate ethically, transparently, and in line with regulatory requirements.

Context you provide

• {{sales_interactions_type}}: The nature of sales interactions (e.g., B2B, B2C, cold outreach, contract negotiations).
• {{compliance_standards}}: Any specific regulations or internal policies that apply (e.g., GDPR, FINRA, FCPA, company code of conduct).
• {{existing_practices}} (optional): Current communication practices you want to improve.

Instructions

1. Identify key ethical communication principles relevant to the given sales context (e.g., honesty, clarity, respect for privacy).
2. Draft specific guidelines for each stage of sales communication: initial outreach, presentations, pricing discussions, contract terms, and follow-ups.
3. Include best practices for transparency (e.g., disclosing fees, limitations) and avoiding misleading statements.
4. Provide a training outline or checklist that the sales team can use to self-assess their communications.
5. Suggest methods for gathering feedback on the guidelines and updating them over time.

Output format

• A structured document with:
• Core Principles: 3-5 values that guide all communications.
• Stage-by-Stage Guidelines: For each stage, a list of do's and don'ts.
• Best Practices: Examples of compliant language.
• Training Checklist: A self-assessment tool.
• Feedback and Review Process: How to keep guidelines current.

Guardrails

• Do not provide legal advice; emphasize that the guidelines should be reviewed by legal counsel.
• Base recommendations on widely accepted ethical standards (e.g., honesty, integrity).
• Avoid naming specific competitors or products in examples.

Example

• {{sales_interactions_type}}: "B2B software sales, including demos and contract negotiations."
• {{compliance_standards}}: "GDPR, anti-bribery, and our internal data protection policy."