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.
6 prompts. 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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