AI prompt to plan a seasonal marketing campaign
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Below is a ready-to-copy prompt to plan a seasonal marketing campaign, a detailed version that asks you clarifying questions first, and 3 specialized AI tools (Canva, Jasper and Copy.ai) with instructions for this task. It also works in ChatGPT, Claude, Gemini or Copilot.
The prompt
Plan a 4-week seasonal campaign (e.g., winter driving safety) with email, social posts and an in-office touchpoint, plus a simple success metric. Educational, no guarantees or price claims; coverage depends on the policy.
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: Plan a 4-week seasonal campaign (e.g., winter driving safety) with email, social posts and an in-office touchpoint, plus a simple success metric. Educational, no guarantees or price claims; coverage depends on the policy.
What a good result looks like
A good four-week campaign has one theme (for example winter driving safety), a weekly plan across email, social and an in-office touchpoint, and a simple success measure, such as reviews booked or newsletter clicks.
Common mistakes and watch-outs
Keep it educational; avoid fear tactics and savings claims. Check that seasonal timing fits your region. Email and texts need consent and opt-outs. Drafts from Jasper or Copy.ai need checking.
How to adapt the prompt
Pick themes such as storm prep, holiday travel or back-to-school, and ask for designs to make in Canva. Add a version for business clients.
Winter driving safety campaign (4 weeks) Week 1: Email - "5 winter driving tips"; social - tire tread check video Week 2: Social - emergency kit checklist; in-office - free ice scrapers at the front desk Week 3: Email - "What roadside assistance is"; social - client question of the week Week 4: Social - "thanks for driving safely"; email - invite to a quick auto review Success measure: auto reviews booked during the campaign.
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 Canva, Jasper and Copy.ai as described below.
- Review before you use it. Marketing emails need a working opt-out and your physical address (CAN-SPAM). 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.
Canva site ↗
Online design tool with AI features for social posts, flyers, presentations and video.
Design the graphic or carousel for this content in Canva.
Jasper site ↗
AI marketing content platform with agents for end-to-end marketing workflows.
Draft this content in your brand voice with Jasper, then fact-check.
Copy.ai site ↗
GTM AI platform for automating copywriting and repetitive sales/marketing tasks.
Use Copy.ai to draft variations of this content.
Any AI assistant
ChatGPT Claude Google Gemini Microsoft Copilot
Paste the prompt above (short or detailed) into any of these.
Before you use it
- Marketing emails need a working opt-out and your physical address (CAN-SPAM).
- No guarantees, price claims or misleading superlatives.
- Run regulated content through your compliance process before publishing.
- 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.
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