Client emails are where most advisors spend a lot of writing time, and they are also where AI delivers the most immediate return. Be careful though! It is becoming increasingly obvious when an email has been written by AI. You can mitigate that by ensuring that you’ve trained your AI tool using context.
There are five types of client email that could appear in almost every advisor’s week: the enquiry response, the proposal follow-up, the booking confirmation, the pre-departure communication, and the post-trip check-in. Each of them has a different purpose, a different emotional register, and a different set of things the client needs to feel when they read it.
The prompt framework for each of these follows the same structure you built in Module 4: task, format and constraints, with situational context and client detail doing the work of personalisation. The companion PDF for this module contains a ready-to-use framework for each of the five types. I am going to show you one of them in practice now.
You can see what the client detail is doing here. The tool is not inventing warmth or personalisation: it is working with what we have given it. The specific reference to what this couple said when they booked, the destination detail that reflects their particular itinerary, the register that the context document has already established as ours. None of that required us to write the email from scratch. All of it required us to know our client well enough to brief the tool properly.
That is the division of labour that works: you bring the relationship knowledge, AI brings the drafting capacity.
