ChatGPT prompts for year-end and new-year outreach
The year-end touch works when it asks for nothing. These prompts keep the holiday note short and unsold, then give the annual-review invitation its own message in January where it belongs.
6prompts. Square brackets are blanks you fill in. “Fix this for my situation” opens the free grader with the prompt loaded so you can add your specifics and see the score.
- 246
Write a warm year-end thank-you to my whole book that reflects on the year and looks ahead, no selling. Under 120 words.
- 247
Draft a 'new year, quick coverage check-in' email inviting clients to review anything that changed in their lives this year. Under 110 words.
- 248
Write a year-end reminder about life changes worth telling their agent about (move, marriage, new driver, new business), as a friendly checklist. Under 120 words.
- 249
Draft a New Year message positioning an annual coverage review as a smart fresh-start habit. Under 100 words.
- 250
Write a short year-in-review post for social media highlighting how the agency served the community, modest and warm.
- 251
Draft an end-of-year outreach to clients who haven't used their coverage review, gently offering it before the calendar turns. Under 100 words.
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