AI prompt to plan a text message campaign

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Below is a ready-to-copy prompt to plan a text message campaign, a detailed version that asks you clarifying questions first, and 2 specialized AI tools (GoHighLevel and FMG (FMG Suite)) with instructions for this task. It also works in ChatGPT, Claude, Gemini or Copilot.

This page includes an affiliate link (GoHighLevel). We may earn a commission at no extra cost to you. Tools are ordered by fit for the task, never by payout. Disclosure

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The prompt

Write 4 compliant SMS messages (under 160 characters) for an opted-in client list: seasonal tip, review invite, holiday greeting, referral thank-you. Include opt-out wording.

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: Write 4 compliant SMS messages (under 160 characters) for an opted-in client list: seasonal tip, review invite, holiday greeting, referral thank-you. Include opt-out wording.

What a good result looks like

Good campaign texts are short (under 160 characters), clearly from your agency, useful or kind, and include opt-out wording. Each one has a single purpose: a tip, a review invite, a greeting or a thank-you.

Common mistakes and watch-outs

Text only clients who opted in to marketing texts, keep consent records and honor opt-outs right away (TCPA and carrier messaging rules). Avoid sending at odd hours and don't include policy details or links that look like phishing. Tools like GoHighLevel or FMG manage lists and opt-outs.

How to adapt the prompt

Change the seasonal tip for your region, add a booking link for review invites and test messages on your own phone first. Ask for Spanish versions if your list includes Spanish-speaking clients.

EXAMPLE output (placeholder data, not a real client)

1. Tip: "[Agency Name]: Cold snap ahead! Let faucets drip to help prevent frozen pipes. Reply STOP to opt out."
2. Review invite: "Hi [First Name], time for a quick coverage check? Book: [Link]. Reply STOP to opt out."
3. Holiday: "Happy holidays from all of us at [Agency Name]! Reply STOP to opt out."
4. Thank-you: "Thanks for the referral, [First Name]! It means a lot. - [Agency Name]. Reply STOP to opt out."

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 GoHighLevel and FMG (FMG Suite) as described below.
Review before you use it. Get consent before texting or auto-dialing (TCPA), and honor Do Not Call lists and opt-out requests. Check every fact, name and number yourself.
Take the next step. Next, see: Automate follow-ups in a CRM.

Best AI tools for this task

Specialized tools first, ordered by fit for this task (never by payout), then any general AI assistant.

GoHighLevel site ↗ Affiliate link

All-in-one sales and marketing automation platform (CRM, SMS/email follow-up, funnels).

How to use it

Send the SMS messages as a campaign to an opted-in segment.

FMG (FMG Suite) site ↗

Digital marketing and compliant texting suite for financial professionals.

How to use it

Use FMG's compliant texting for client messages.

Any AI assistant

ChatGPT Claude Google Gemini Microsoft Copilot

Paste the prompt above (short or detailed) into any of these.

Before you use it

Get consent before texting or auto-dialing (TCPA), and honor Do Not Call lists and opt-out requests.
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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