Set Up an AI-Powered Monthly Newsletter Workflow

The key to consistency is having a pre-built prompt you just update with current data each month. Create this template in Google Docs and save it:

Write a monthly mortgage market newsletter for my past clients and prospects.

TODAY'S DATA (I fill in):
- Current 30-year fixed rate: [X]%
- Current 15-year fixed rate: [X]%
- Fed note: [any recent Fed meeting news — 1 sentence]
- Local market note: [1 thing happening in your area — spring season, inventory, etc.]

FORMAT:
- Subject line: 3 options (one curiosity, one direct, one seasonal)
- Opening: 2 sentences — make it personal/seasonal, not "Dear valued client"
- Section 1: Rate update — what rates are doing and why (2–3 sentences)
- Section 2: One actionable tip for homeowners OR buyers (3–4 sentences)
- Section 3: Soft call to action — free rate check, reach out with questions
- Closing: Personal sign-off
- Length: Under 350 words total

TONE: Like a trusted advisor, not a company newsletter. Conversational.

Save this prompt in your notes app or Google Docs labeled "Monthly Newsletter Prompt."

On the first Monday of each month, spend 5 minutes gathering:

1. Current rates: Check your lender's rate sheet, Bankrate.com, or your LOS
2. Fed news: Google "Fed meeting [month] 2025" — one sentence summary
3. Local market note: One thing you noticed this month (inventory is tight, spring season starting, rate buydowns are popular, etc.)

Fill these into your saved prompt template.

1. Open ChatGPT, Claude, or Gemini
2. Paste your completed prompt
3. Read the output — verify:

   • Are the rates accurate? (AI can't confirm live rates — you entered them)
   • Does it sound like you?
   • Is the advice appropriate and accurate?
4. Edit any phrases that don't sound like your voice
5. Pick the best subject line from the 3 options

Via your CRM (best option — tracks opens and clicks):

1. Go to your CRM email broadcast feature
2. Create a new email campaign
3. Paste the newsletter content
4. Set sender to your name and email
5. Select your "Past Clients" list
6. Schedule for Tuesday or Wednesday morning, 8–9am

Via Mailchimp (free for up to 500 contacts):

1. Go to mailchimp.com → Campaigns → Create Campaign
2. Use their template editor or paste as plain text
3. Select your audience list
4. Schedule send

Via Gmail (simplest, but manual):

1. BCC all past clients (or use Gmail's Groups feature)
2. Works fine for small lists — just not trackable