of 5— Define your 3 most common prospect scenarios

What you'll accomplish

By the end of this guide, you'll have complete email follow-up sequences for your 3–4 most common prospect types — ready to copy into your email system or CRM. Most agents follow up 2–3 times and give up. Studies consistently show most life insurance sales happen at touch 5–12. This guide closes that gap.

What you'll need

A free ChatGPT account at chatgpt.com
Your main prospect types defined (e.g., "term life inquiries," "final expense seniors," "business owner referrals")
An email system to save the sequences (Gmail drafts, CRM templates, Google Docs)
Cost: Free

How-To Guide: Build AI-Powered Follow-Up Sequences

Step 1: Define your 3 most common prospect scenarios

Before generating sequences, identify your main prospect types:

Type A: Cold lead who filled out a form/requested a quote online — no relationship yet
Type B: Warm referral from an existing client — some trust, doesn't know you personally
Type C: Post-appointment prospect who said "I'll think about it"

Pick whichever 3 scenarios describe your leads most. You'll build one sequence for each.

Tools:ChatGPT