AI prompt to plan agency growth / marketing plan
Consistent, helpful content keeps an agency visible in its community and builds trust before anyone needs a quote. AI drafts posts, emails, videos and web copy quickly, so an agent can publish regularly without a marketing team.
Below is a ready-to-copy prompt to plan agency growth / marketing plan, a detailed version that asks you clarifying questions first, and 9 specialized AI tools (Jasper, Copy.ai, Canva, GoHighLevel, HubSpot, AgencyBloc, Salesforce Financial Services Cloud, Wealthbox and Redtail CRM) with instructions for this task. It also works in ChatGPT, Claude, Gemini or Copilot.
The prompt
Create a 90-day marketing plan for a small insurance agency with a limited budget: weekly actions, channels, and simple metrics.
Detailed version (asks clarifying questions first)
Act as an experienced assistant to a licensed insurance agent. Before answering, ask me up to 3 clarifying questions (the audience, the channel and your agency's voice). Then complete this task, and finish with a short checklist of statements I should verify with my compliance team. Task: Create a 90-day marketing plan for a small insurance agency with a limited budget: weekly actions, channels, and simple metrics.
What a good result looks like
A good 90-day plan is realistic for a small team: a few channels done consistently, one action per week, and simple measures (for example quotes started or referrals asked for). It should fit your budget rather than listing every possible marketing idea.
Common mistakes and watch-outs
The AI doesn't know your market, carrier appetite or budget unless you say so. Don't accept made-up benchmarks; set targets from your own numbers. Check any channel it suggests (texting, purchased lists) against consent and marketing rules.
How to adapt the prompt
Give it your lines of business, your town and your monthly budget, plus what has worked before. Ask for a version focused on one goal, such as more referrals or more commercial accounts, and a one-page summary to share with your team.
90-day marketing plan (budget: [Monthly Budget]) Weeks 1-4: Foundations - Update Google Business Profile; ask 5 happy clients for reviews - Measure: reviews requested Weeks 5-8: Referrals - Add a referral ask to every renewal call - Measure: referral asks made Weeks 9-12: Content - Post 2 educational tips per week - Measure: quote requests from social media
How to use it
- Copy the prompt. Copy the short prompt above, or the detailed version if you want the AI to ask clarifying questions first.
- Add your details. Add the details for your situation (line of business, audience, tone). Keep it de-identified; never paste client personal information.
- Run it in the right tool. Paste it into ChatGPT, Claude, Gemini or Copilot, or use Jasper, Copy.ai and Canva as described below.
- Review before you use it. Check every fact, name and number yourself.
- Take the next step. Next, see: Create social media posts for the agency.
Best AI tools for this task
Specialized tools first, ordered by fit for this task (never by payout), then any general AI assistant.
Jasper site ↗
AI marketing content platform with agents for end-to-end marketing workflows.
Suggested from the related task Create social media posts for the agency.
Have Jasper write the post copy in your agency's brand voice (friendly, local, plain-English). No price or guarantee claims.
Copy.ai site ↗
GTM AI platform for automating copywriting and repetitive sales/marketing tasks.
Suggested from the related task Create social media posts for the agency.
Use Copy.ai to draft short, educational captions for the post (no price or guarantee claims).
Canva site ↗
Online design tool with AI features for social posts, flyers, presentations and video.
Suggested from the related task Create social media posts for the agency.
Use a Canva template and Canva's AI features to design the post graphic in your brand colors; keep the text short and educational.
GoHighLevel site ↗ Affiliate link
All-in-one sales and marketing automation platform (CRM, SMS/email follow-up, funnels).
Suggested from the related task Automate follow-ups in a CRM.
Build the follow-up messages from this task as a GoHighLevel workflow with timed email and SMS steps.
HubSpot site ↗
CRM and marketing platform with AI features.
Suggested from the related task Automate follow-ups in a CRM.
Build these follow-ups as a HubSpot sequence (timed emails plus call tasks) and use Breeze Assistant (HubSpot's AI) to draft each message; review before enrolling contacts.
AgencyBloc site ↗
Agency management, commissions processing and quoting platform for life & health agencies.
Suggested from the related task Automate follow-ups in a CRM.
In AgencyBloc AMS+, build this cadence as a lead-nurturing Automated Workflow (timed emails, texts and agent tasks). Where your plan includes AgencyBloc Intelligence, its Voicemail Activity Generator suggests the next follow-up step from a client voicemail for you to review and confirm.
Salesforce Financial Services Cloud site ↗
Salesforce CRM for financial services and insurance with built-in AI.
Suggested from the related task Automate follow-ups in a CRM.
In Salesforce Financial Services Cloud, set up the cadence as an automated workflow and use Agentforce (if your edition includes it) to draft personalized follow-up emails and create follow-up tasks after meetings. Review AI drafts before they go out.
Wealthbox site ↗
CRM hub for financial professionals to collaborate on clients and automate busywork.
Suggested from the related task Automate follow-ups in a CRM.
Ask Wealthbox's AI Assistant to draft each follow-up email and create the follow-up tasks (it shows a plan for your approval before changing anything), and save the request as a Playbook to reuse. Put the touches in a workflow template; Wealthbox workflows are started manually.
Redtail CRM site ↗
CRM for financial advisors and their teams.
Suggested from the related task Automate follow-ups in a CRM.
Describe this cadence to Redtail's AI Workflow Builder (Redtail AI, Growth plan, subject to broker-dealer approval) to get an editable workflow draft with steps, tasks and due-date offsets, then review it and publish it as a firm template.
Any AI assistant
ChatGPT Claude Google Gemini Microsoft Copilot
Paste the prompt above (short or detailed) into any of these.
Before you use it
- Never paste client personal information (names, policy numbers, health or financial details) into AI tools your agency hasn't approved.
- Review every AI output for accuracy and compliance before you use it.
Related tasks
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