BLUECHIPPRACTICE
BLUECHIPPRACTICE MANAGEMENT | TechnologyThree AI tricks to make yourclients love you moreBusinesses that continue educating clients through blogs, newsletters or guides see conversion rates four tosix times higher than those that don’t. *But in your busy schedule, finding time for this feelsimpossible. Sound familiar? Here’s a practical solution: usingAI cleverly can drastically reduce your workload and extendyour reach.Drawing on storytelling principles, I’ll share simple promptsto get AI working for you. These will help your clients grasp keyfinancial concepts, tailored to South Africa, without overwhelmingthem – or you.You don’t need to be a tech expert. Tools like Grok developed byxAI or ChatGPT can transform complex financial ideas into plainEnglish. The key is to give AI precise instructions – specifically,specify the audience, context and desired simplicity level.I’ll demonstrate with three common client concerns: identifyingpyramid schemes, calculating pension income and addressingretirement savings shortfalls. Each prompt ensures answers reflectthe South African context, use UK spelling and feature rands. Youwill also see that you need to tell AI at what level to pitch content.For the average person, we recommend staying at a grade 10comprehension level; however, for more complex concepts, wehave successfully employed younger age comprehension levels.Prompt one: Detecting pyramid schemes. Clients often hear“investment opportunity” and miss the warning signs. Equip themwith this prompt:Please write a short article – half an A4 page – explaining howto spot a pyramid scheme in South Africa. This should be writtenat a Grade 10 level but still sound professional and clear. Use asimple, conversational writing style to make the concepts easyto understand. Use South African examples with rand values.The tone should be straightforward, practical and educational.Include a simple checklist at the end to help readers quicklyevaluate whether an investment opportunity might be a pyramidscheme. Use UK spelling and do not include grammarcorrections or quote marks in your response.Prompt two: Understanding pension income.Explaining a life annuity can be tricky, but AI cansimplify it with this prompt:Please write a short article – half an A4 page –explaining how much income a person can expectto receive on average from a standard life annuityfor every R1-million invested in South Africa. Theexplanation should be clear, professional andwritten at a Grade 10 reading level. Use a simple,conversational tone to make the concept easy to understand.Include realistic South African examples using rand values. Thetone should be practical, straightforward and educational. Add asimple checklist of the key factors that can increase or reduce theincome amount from a life annuity. At the end, clearly explain howchoosing not to include a spouse’s pension can leave their partnerfinancially vulnerable if they pass away. Also, in very simple terms,show how R1-million today would be worth less after 10 years ifinflation is 5% per year. Use UK spelling throughout and do notinclude grammar corrections or quotation marks in your response.Prompt three: Tackling retirement shortfalls. When clientsworry their savings won’t suffice, AI can offer calm, actionable advicewith this prompt:Please write a short article – half an A4 page – explaining what aperson in South Africa can do if they reach age 65 without sufficientretirement savings. The explanation should be clear, practicaland written at a Grade 10 reading level. Use a simple, conversationaltone to make the content easy to understand and relatable.Include realistic examples using rand values to help illustratepossible scenarios. The tone should remain professional,straightforward and educational throughout. At the end of thearticle, include a simple checklist of actionable steps a personcan take to improve their financial situation in retirement. Use UKspelling consistently and do not include grammar corrections orquotation marks in your response.Why this approach succeedsNext time you’re pressed, try these prompts with your AI tool. Adjustthem as needed, and you’ll deliver value that keeps clients informedand loyal. It’s a straightforward way to elevate your service – proofthat educating clients needn’t be a chore. BONUS PROMPTING TIP – TRY THIS!Instead of asking AI to write an article, swapit with the words “write a story” and see howit can create a relatable example that you canuse for your clients.* According to HubspotZeldeen Müller, CEO of inSite Connectand Creator, AgendaWorx50 www.bluechipdigital.co.za
Are you still paying p.m.for ChatGPT or Grok? STOP!Let AI do the work for you onYOUR company infoAI, please write aseries of emails andposts on spottingpyramid schemes. Usestorytelling.Only R139p.m*AgendaWorx AI: Power meets Security (Use ChatGPT or Grok - YOU choose)Boost your workflow with AgendaWorx AI, that worksdirectly on YOUR documents and marketing materials—securely behind our firewall. Open, no, just CLICK onyour documents and our AI can write, calculate, explain,and much more in seconds. On YOUR info in YOUR docs.Say goodbye to privacy concerns; your data stays safeon our servers, ensuring full control and compliance.Join thousands of board membersin South Africa that use our AI safelyto work smarter and faster.You choose the AI model that fitsyour needs—select from ChatGPTversions or Grok (built by xAI).Different models, one LOW price.Transform your client education and marketing today—on your terms.info@agendaworx.comBook a 15 mindemo today!*Plus tokens (SUPER CHEAP). Write 10 x business cases = 4cOur AI can also do board packs and minutes :)
