This prompt equips you to uncover hidden cross-selling opportunities by analyzing your client’s current situation and future needs. You’ll get conversation starters, non-salesy phrasing, and positioning strategies that help you deliver value while naturally growing revenue.

Google Business Profiles are often the first impression potential customers get of your business. This prompt guides you to generate 750–1,000 character descriptions that highlight your distinct personality, products or services, and local relevance while naturally weaving in keywords for SEO. The result is a professional, approachable profile that makes people want to engage with your business.

Inspired by Meghan’s unforgettable gift for Julie, this practical prompt generates premium, personalized gift ideas for mortgage clients - complete with the meaning behind each gift, smart customization options, and the likely emotional impact. Use it to deepen loyalty, encourage referrals, and stand out after closing without relying on generic gifts.

A practical prompt for mortgage advisors to generate detailed client personas. Includes backgrounds, financial situations, goals, challenges, trust-building strategies, and the qualities clients value most in an advisor.

A practical prompt for business analysts to generate detailed stakeholder personas. Includes roles, goals, challenges, communication preferences, and strategies for effective engagement, alignment, and conflict resolution.

Create a fun, 30-second TikTok script to bust a common myth in your industry. Includes clever hook, quick proof, and memorable closing line - plus alternate hooks, captions, hashtags, and filming tips.

This prompt generates a persuasive email campaign built around the “I have a buyer” angle - perfect for uncovering potential sellers in your farm area. It combines market insight, real-time buyer motivation, and proven sales psychology to create curiosity and encourage response. You’ll get multiple message types, including subject lines, follow-ups, and CTAs, to help you connect with homeowners who weren’t planning to sell but are intrigued by the right opportunity.

Systematically collect meaningful, story-driven testimonials that feel natural to request and effortless for clients to provide. This prompt helps you build a testimonial collection process that generates persuasive, specific social proof - without feeling awkward or salesy. You’ll craft message templates for different formats (written, video, social) and stages of the transaction while tailoring tone, timing, and platform. When used consistently, this becomes a powerful engine for reputation, referrals,...

Use this prompt to create referral request texts that strike the perfect balance of celebration and subtle strategy. Tailored for both buyers and sellers, the messages acknowledge the joy of closing day while planting the seed for referrals and testimonials - without sounding pushy or business-first. Includes follow-up variations and personalization options based on your relationship and communication history with the client.

Craft a respectful, confidence-building outreach sequence for expired listings that positions you as the trusted solution. This prompt helps you connect with disappointed sellers, explain what went wrong, and demonstrate a smarter way forward - without pressure.