Client Information Setup
Enter your financial advisor client's basic information to begin the intelligence analysis.
What you'll get:
Complete market analysis, competitor intelligence, and content strategy ready for implementation.
Comprehensive Market Analysis
Generate the complete intelligence analysis prompt for your client.
This prompt will analyze:
Local market intelligence, service differentiation, positioning opportunities, SEO strategy, content strategy, competitive analysis, psychological differentiation, and implementation roadmap.
Next Action:
Copy this prompt and paste it into Claude or ChatGPT to get your comprehensive analysis. Then return here for the next step.
Psychology Forensic Analyzer
Create deep psychological profiles that reveal what actually makes prospects buy.
This analyzes:
Deep fears, emotional triggers, buying psychology, objection patterns, trust builders, and conversion psychology.
Organize Into Google Sheets
Convert your analysis into actionable spreadsheet format for easy reference and implementation.
Creates 8 organized sheets:
Client Overview, Market Intelligence, Competitor Analysis, Keyword Research, Content Strategy, Psychology Analysis, Implementation Roadmap, and Tracking Metrics.
Content Brief Generator
Create detailed content strategy briefs that ensure every piece of content is strategically positioned.
Content Creation Prompt
Generate ready-to-use prompts for OpenAI that create high-quality, strategically positioned content.
Includes all strategic elements:
SEO optimization, psychological targeting, local relevance, competitive differentiation, and conversion psychology.
Create Reusable Templates
Generate blank template versions for scaling to unlimited clients.
Template Benefits:
Reusable for any financial advisor, automation-ready, consistent quality, scalable across clients.
- Analysis template created
- Psychology template created
- Content brief template created
- Google Sheets template saved
- Content prompts documented