Your Avatars

Define who you serve, their pain, and the transformation you deliver

Voice recording tip

Start your recording and say: "I'm answering the Section 2 questions." Read each question number and answer it. Don't stop between questions — let it flow like a conversation. Aim for 60–90 seconds per answer.

Q1
Think of the single client you\'ve helped in the last year who | | got the best outcome AND who you most enjoyed working with. Describe | | them --- age, situation, what brought them to you, and what | | happened.
Why we ask: Real client stories surface better avatar details | | than abstract descriptions.
Produces: Primary avatar --- all fields | | |
Your answer
Saved automatically to this device.
Q2
If you could clone that type of client 100 times, what | | specifically makes them easy and rewarding to work with?
Why we ask: Surfaces the positive avatar profile --- who | | energizes the broker.
Produces: Primary avatar --- ideal client profile | | |
Your answer
Saved automatically to this device.
Q3
What is the number one thing that triggers someone like that to | | reach out --- what happened in their life RIGHT BEFORE they called | | you?
Why we ask: The trigger is the most important marketing signal. | | It tells you when to reach them.
Produces: Avatar trigger field | | |
Your answer
Saved automatically to this device.
Q4
When that type of client first contacts you, what problem do | | they describe? Use their exact words if you can.
Why we ask: Client language for the surface problem. More | | credible than broker\'s interpretation.
Produces: Surface pain layer | | |
Your answer
Saved automatically to this device.
Q5
Under that surface problem --- what is the real fear? What keeps | | them up at night about this situation?
Why we ask: Emotional layer. This is what marketing should | | address --- not the product.
Produces: Emotional pain layer | | |
Your answer
Saved automatically to this device.
Q6
What does having the wrong insurance --- or no guidance --- say | | about who they are as a person? What does it threaten?
Why we ask: Identity layer. The deepest and most motivating pain. | | Usually pride, responsibility, or fear of failure.
Produces: Identity pain layer | | |
Your answer
Saved automatically to this device.
Q7
After working with you --- what is their life like? What | | specifically changed? Use a real example if you have one.
Why we ask: The transformation. This is the actual outcome being | | sold --- not the product.
Produces: GTS Part 5 --- Transformation | | |
Your answer
Saved automatically to this device.
Q8
Where do most of these clients come from --- what is the lead | | source, and what did they see or hear that made them reach out?
Why we ask: Lead source clarity for marketing targeting and Deck | | 3 content.
Produces: Avatar lead source field + Deck 3 prompts | | |
Your answer
Saved automatically to this device.
Q9
Who is the second most common type of client you work with --- | | describe their situation specifically.
Why we ask: Most brokers have 2-3 avatar types. Identifying all | | of them shapes the full content library.
Produces: Secondary avatar 1 | | |
Your answer
Saved automatically to this device.
Q10
What trigger brings that type of client to you --- and what | | pain are they describing when they first reach out?
Why we ask: Trigger + surface pain for avatar 2.
Produces: Avatar 2 --- trigger and pain | | |
Your answer
Saved automatically to this device.
Q11
What product do you most commonly place with that type of | | client --- and why is it the right fit for their situation?
Why we ask: Avatar-to-product pairing for Deck 2 prioritization.
Produces: Product-avatar pairing | | |
Your answer
Saved automatically to this device.
Q12
Is there a third type of client you regularly work with --- | | describe them.
Why we ask: Completes the avatar inventory.
Produces: Secondary avatar 2 | | |
Your answer
Saved automatically to this device.
Q13
What specifically brought them to you and what do they need | | most?
Why we ask: Trigger and pain for avatar 3.
Produces: Avatar 3 --- trigger and pain | | |
Your answer
Saved automatically to this device.
Q14
What type of client do you currently serve that you\'d rather | | NOT work with --- and why?
Why we ask: Anti-avatar. Knowing who to exclude is as valuable as | | knowing who to attract.
Produces: Anti-avatar --- content that self-selects out wrong | | clients | | |
Your answer
Saved automatically to this device.
Q15
What type of client do you WANT to attract more of --- and what | | is the gap between who you\'re getting now and who you want?
Why we ask: Growth avatar. Tells us where to point the marketing | | machine.
Produces: Target avatar for future content | | |
Your answer
Saved automatically to this device.
Q16
For your primary avatar --- what objection do you hear most | | often before they commit to working with you?
Why we ask: Most common pre-commitment objection becomes Deck 1 | | CTA content and Eli\'s objection scripts.
Produces: Deck 1 CTA prompts + Eli agent objection handling | | |
Your answer
Saved automatically to this device.
Q17
What does your best avatar tell other people about you when | | they refer you --- what exact words do they use?
Why we ask: Referral language is the most powerful positioning | | because it comes from clients, not the broker.
Produces: GTS Part 4 + marketing language | | |
Your answer
Saved automatically to this device.
Q18
For your primary avatar --- if they do nothing and stay exactly | | where they are for 12 months, what does their situation look like?
Why we ask: Consequence amplification. The cost of inaction is | | more motivating than the benefit of action.
Produces: Deck 1 Problem/Stakes + Eli consequence questions | | |
Your answer
Saved automatically to this device.
Q19
What is the most expensive mistake someone in your primary | | avatar\'s situation can make --- and how often do you see it | | happen?
Why we ask: Stakes content. Real dollar amounts make this | | powerful.
Produces: Deck 1 Prompt 5 + 7 | | |
Your answer
Saved automatically to this device.
Q20
What is the one thing your primary avatar always says they wish | | they had done sooner --- after they\'ve worked with you?
Why we ask: Regret reversal content. Works for urgency-based | | CTAs.
Produces: Deck 1 CTA (Prompt 22) | | |
Your answer
Saved automatically to this device.
Q21
What income range does your primary avatar typically fall in | | --- and how does that affect which products are the right fit?
Why we ask: Income determines the entire product path. Critical | | for routing.
Produces: Avatar income field + product routing | | |
Your answer
Saved automatically to this device.
Q22
How old is your primary avatar typically when they first come | | to you --- and what life stage are they in?
Why we ask: Age and life stage determine which products, | | messaging, and platforms to use.
Produces: Avatar age + life stage fields | | |
Your answer
Saved automatically to this device.

🤖 AI Prompt

AI Prompt — Section 2 — Your Avatars

Copy this prompt. Paste your transcript (or your typed answers from above) after the--- line. Send to Claude or ChatGPT.

You are building Avatar Profiles for a licensed independent insurance broker.

I am going to paste a transcript below. The broker answered questions about who their best clients are, what problems those clients have, and what changes for them after working with the broker.

Your job:
1. Build a detailed profile for their PRIMARY avatar including: name (make one up that fits), age, location, occupation, income range, insurance status, and 4-layer pain analysis (surface / emotional / identity / trigger).
2. If a secondary avatar is mentioned — build a shorter profile for that one too.
3. For each avatar — identify the primary product(s) they need.
4. Write the transformation for each avatar — what their life looks like AFTER working with this broker. Be specific.
5. Flag any lead sources or triggers mentioned.

Format each avatar as a named profile card. Use the broker's exact language where possible.

TRANSCRIPT:
---

Your Avatars

Think of the single client you\'ve helped in the last year who | | got the best outcome AND who you most enjoyed working with. Describe | | them --- age, situation, what brought them to you, and what | | happened.

If you could clone that type of client 100 times, what | | specifically makes them easy and rewarding to work with?

What is the number one thing that triggers someone like that to | | reach out --- what happened in their life RIGHT BEFORE they called | | you?

When that type of client first contacts you, what problem do | | they describe? Use their exact words if you can.

Under that surface problem --- what is the real fear? What keeps | | them up at night about this situation?

What does having the wrong insurance --- or no guidance --- say | | about who they are as a person? What does it threaten?

After working with you --- what is their life like? What | | specifically changed? Use a real example if you have one.

Where do most of these clients come from --- what is the lead | | source, and what did they see or hear that made them reach out?

Who is the second most common type of client you work with --- | | describe their situation specifically.

What trigger brings that type of client to you --- and what | | pain are they describing when they first reach out?

What product do you most commonly place with that type of | | client --- and why is it the right fit for their situation?

Is there a third type of client you regularly work with --- | | describe them.

What specifically brought them to you and what do they need | | most?

What type of client do you currently serve that you\'d rather | | NOT work with --- and why?

What type of client do you WANT to attract more of --- and what | | is the gap between who you\'re getting now and who you want?

For your primary avatar --- what objection do you hear most | | often before they commit to working with you?

What does your best avatar tell other people about you when | | they refer you --- what exact words do they use?

For your primary avatar --- if they do nothing and stay exactly | | where they are for 12 months, what does their situation look like?

What is the most expensive mistake someone in your primary | | avatar\'s situation can make --- and how often do you see it | | happen?

What is the one thing your primary avatar always says they wish | | they had done sooner --- after they\'ve worked with you?

What income range does your primary avatar typically fall in | | --- and how does that affect which products are the right fit?

How old is your primary avatar typically when they first come | | to you --- and what life stage are they in?