
There is no doubt that AI can be a game-changer for business, but it all comes down to if you know how to use it. When used intentionally, AI can help you reclaim hours in your week, streamline your processes, spark creativity, and keep your business moving forward. AI works best when you ask the right questions. So, let’s break down some practical and creative prompt ideas you can start using today to get more out of AI.
Content Creation Prompts
Whether you’re running out of steam on content ideas or just want help with the heavy lifting, AI can be your brainstorming partner and writing assistant.
Blog Post Ideas & Drafts
- “Give me 10 blog post ideas for a financial firm targeting female entrepreneurs.”
- “Write a 700-word blog post on how to build your personal wealth from scratch. Use a friendly but expert tone.”
- “Summarize this blog post into a LinkedIn caption and three Instagram story slides.”
- “Give me 10 blog post ideas for a financial firm targeting female entrepreneurs.”
Social Media Content
- “Create a month of Instagram post ideas for a financial advisor. Include hooks and short captions.”
- “Write 5 engaging TikTok video scripts to promote investing in the stock market.”
- “What are some trending Reels concepts for a female-led wealth advisory business?”
- “Create a month of Instagram post ideas for a financial advisor. Include hooks and short captions.”
Email Marketing
- “Draft a welcome sequence of 3 emails for new subscribers who downloaded my retirement checklist.”
- “Write a launch email for a new service offering helping growing families contribute to their children’s college fund while still living a fun life.”
- “How can I segment my email list to improve open rates for monthly newsletters?”
- “Draft a welcome sequence of 3 emails for new subscribers who downloaded my retirement checklist.”
Client Experience & Communication Prompts
Want to uplevel how you engage with clients? AI can help you craft thoughtful, clear communication and professional resources in less time.
Client Emails & Check-Ins
- “Write a friendly email to check in with a client who I haven’t heard back from in a few weeks.”
- “Draft an onboarding email for a new client with next steps and a link to the intake form.”
- “Write a friendly email to check in with a client who I haven’t heard back from in a few weeks.”
Process Templates
- “Help me write a welcome guide PDF for clients who just signed a full financial management package.”
- “Create a follow-up message to send one week after a quarterly meeting, requesting a testimonial.”
- “Help me write a welcome guide PDF for clients who just signed a full financial management package.”
Scripts & Pitches
- “Write a short elevator pitch for a financial advisor who works with women in tech.”
- “Give me a script to explain my process on a discovery call without sounding too salesy.”
- “Write a short elevator pitch for a financial advisor who works with women in tech.”
Business Strategy & Growth Prompts
AI can also support the big-picture stuff, like refining your offerings, optimizing operations, and making better decisions faster.
Service Offer Refinement
- “Help me reposition my service packages to appeal to higher-budget clients.”
- “How can I describe the difference between my basic and premium branding packages on my website?”
- “Help me reposition my service packages to appeal to higher-budget clients.”
Operations & Workflow
- “Create a simple SOP for how to upload and schedule a blog post in WordPress.”
- “Help me create a weekly business checklist to review finances, content, and client portfolios.”
- “Create a simple SOP for how to upload and schedule a blog post in WordPress.”
Pricing Strategy
- “Give me three pricing structures, one budget-friendly, one standard, and one premium.”
- “How can I explain the value of a financial advisor professional versus DIY technique to a client?”
- “Give me three pricing structures, one budget-friendly, one standard, and one premium.”
Mindset & Motivation Prompts
Sometimes the hardest part of running a business isn’t the work, it’s managing your mindset. AI can help give you the pep talk (or clarity) you need.
Reflection & Reframing
- “I’m feeling overwhelmed by all my business ideas. Can you help me prioritize based on revenue potential and alignment?”
- “Give me journaling prompts to get clear on what’s next for my business.”
- “How can I shift my mindset around imposter syndrome when raising my prices?”
- “I’m feeling overwhelmed by all my business ideas. Can you help me prioritize based on revenue potential and alignment?”
Goal Setting
- “Help me set Q3 goals for a financial advisory business focused on sustainable growth.”
- “What are some lead indicators (not just lagging ones) I can track to measure success?”
- “Help me set Q3 goals for a financial advisory business focused on sustainable growth.”
AI isn’t magic, but it is an incredibly smart assistant that never sleeps and doesn’t get tired of brainstorming. Not to mention it only costs $20 a month! Whether you use it to refine your message, streamline your workflows, or come up with creative ideas when you’re feeling stuck, it can be a great tool to keep your business moving forward.
The key is knowing what to ask and now you’ve got a list of prompts to get started. Try a few today and watch how much more fun business gets.





