Decide who you should be selling to
When new business is scattered and you want a focus for the next quarter.
target market · segmentation · growth · new business · strategy · local
If a segment does not have a trigger that makes them shop, it is a wish, not a segment.
How to use this prompt
- Pick your AI model. Choose the tab for Claude, ChatGPT, Gemini or Copilot. Each variant is tuned for that model.
- Copy the full prompt. Click Copy Full Prompt to copy the text to your clipboard.
- Paste into your AI tool. Open your chosen model and paste the prompt into a new chat.
- Replace the [placeholders]. Swap any bracketed fields for your company name, audience, product or tone.
- Run and refine. Review the output. If anything is off, ask the AI to tighten tone, length or format.
Prompt Variants by Model
Act as a producer deciding where to spend next quarter. Segment my local market and name the accounts worth chasing.
My agency: [CITY, STATE] · [SIZE] · [LINES WE WRITE]
What we write best: [CLASSES OR INDUSTRIES WE WIN]
Markets I have: [CARRIERS AND MGAs]
What I keep losing on: [PRICE / APPETITE / SERVICE / "UNSURE"]
Time I can spend: [HOURS PER WEEK ON NEW BUSINESS]
Produce, in order:
0. ASSUMPTIONS. Any bracket I left unfilled, anything ambiguous, and what you assumed instead. Write "none" if there were none
1. Three segments in my area worth chasing, each with why it fits what I already write
2. For each segment, the specific trigger that makes them shop
3. For each, roughly how many of them exist near me and how you estimated it
4. One segment I should stop chasing, and the reason
5. What to do first, this week, for the top segment
6. WHAT I GUESSED ABOUT YOUR MARKET. Every inferred or unsourced claim, listed plainly, so it does not end up in what you send
Rules:
- Every factual claim in the numbered sections carries a source link
- A claim you cannot source goes in "WHAT I GUESSED ABOUT YOUR MARKET" instead, never in both places
- Segments must fit the markets I named, not an ideal agency
- Never recommend a segment my carriers will not write
- Estimates of segment size are estimates. Say how you got each one
- Hard limit: 650 words for the whole response. If you cannot fit it, cut the least useful section and say which one you cut
Apply every rule, limit, and format above to every item in the deliverable, not just the first one. Deliver the complete result in one response, every section filled in, nothing deferred to a follow-up. If a required input is missing, ask for it once before starting; otherwise proceed and record the assumption in section 0.Notes: R42 build; insurance set. Tuned to vendor prompting guidance.
Frequently Asked Questions
What does the Decide who you should be selling to prompt do?
When new business is scattered and you want a focus for the next quarter.
Which AI models is this prompt written for?
Claude, ChatGPT, Gemini and Copilot. Each one gets its own version up top, written the way that vendor says to prompt its own model. Pick the tab that matches yours.
Do I need a paid AI account to use this prompt?
No. This prompt is written to run on the free tier of Claude, ChatGPT, Gemini and Copilot. Paid tiers simply give you longer context windows and faster responses.
Can I customize this prompt for my business?
Yes. Any text inside square brackets is a placeholder you replace with your own business details, such as company name, audience, product or tone. You can also ask the AI to adjust format, length or style after the first output.
When was this prompt last checked?
The date is on each version up top. We check every prompt in full every month, and when a major new model lands we rewrite the prompt for it. One glance tells you how current it is before you paste.
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