This module will set up the Next Level AI to represent your business accurately and the way you want. The information you provide will apply to website copy and the AI conversation system.
Under each question, you will be provided guiding questions and examples to help you provide information in a way that the AI system can use.
Remember, this content will determine how Next Level AI presents your business to any lead or client that interacts with the AI through a landing page, SMS, Email, or Chat system. Take your time to think about your answers.
When you're ready, hit "Next" to start.
Please describe your ideal target market.
What is your ideal client age range?
What is their net worth?
What is the minimum investable assets a client must have to work with you?
Are they single or married?
Do they have children? Grandchildren?
What specifically do they need help with?
Default Setting: Individuals aged 55-65, nearing retirement, who are looking to optimize their retirement savings and investments to ensure a comfortable retirement lifestyle.
Common services are the things you offer that are relatively easy to find and someone's reason for coming to you for that service is likely not the service itself, but as a result of your reputation, a referral from a friend, or simply coming up first during a search.
Exclusive services are services you offer that are more rare or difficult to find. "Retirement planning for Widows" or "high net worth charitable giving plans" are examples of services that rare, and someone may come to you simply because they can find no other options.
If you don't have any exclusive services, leave that field blank.
The best way to think of this question is as the answer to this question...
"If I am your ideal customer, why should I do business with you instead of anyone else in this business?"
Ideally, your answer should follow a few basic rules.
If possible, your answer should be exclusive to you. What is something you can offer that few others can? If someone wants it, and they can only get it from you, it's hard for someone to say "no".
Your answer should be appealing and offer something people want in terms of the end result. People don't get a retirement planner "just because", they do it because they want to live the retirement life they imagine and want someone to make it possible. Talk about the end-result appeal of what you do.
Information People Often Ask For
If people commonly ask for information, such as how to find your office (if it's difficult to find), add that here.
This field is used by Next Level AI to provide answers to commonly asked questions.
Edit these as necessary, or add your own, and paste them into the box above.
"People often can't find our office because it's hidden. We tell them [what you tell them].""Are you fee based or commission?" "We tell people [what you tell them]."
Instruct the AI to include or exclude certain words and phrases. If you're compliance or brand requires certain terms or words to be excluded or included, you can do that here.
If you're compliance or marketing does not require specific language, then just skip this section.
Note: Next Level AI has been pretrained to never give financial advice under any circumstances. It will always decline to answer, apologize, and forward the issue to you. Do not provide instruction on how it should respond to requests for financial advice. Doing so may override the default settings and inadvertently cause it to answer in ways it shouldn't.
guaranteed
risk free
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insider information
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quick
Let's Get Personal
People make emotional decisions, and then find the logic to justify that decision.
One of the strongest and most motivating feelings someone experience is a bond of trust. And trust comes from knowing and understanding the other person.
These next sections, while not required, will help the AI write emotionally engaging copy and make it easier for someone to trust you with their future.
If you'd rather not answer these questions, just leave these next sections blank and keep hitting "next".
Yeah, it's kinda weird airing your dirty laundry and life story to an AI. We get it.
But people relate to people who are relatable.
So what happened? What did you learn? How do those lessons help you help people today?
Tell us about an awesome thing you did for someone that just brings a smile to your face and a sense of pride to your heart.
