Transforming an Insurance Expert into a Recognizable Digital Brand
Jaqueline Insurance Company
Social Media Strategy & AI Automation
A case study on how structure, storytelling, and automation turned inconsistent posting into a recognizable personal brand.
How can someone as passionate and prepared as Jaqueline still struggle to grow online
— Even when she knows her field inside out?
Jaqueline is a financial and insurance advisor from Monterrey with years of experience helping families plan for their future.
But her social media presence told a different story — scattered posts, random videos, and no real direction.
Imagine this:
Each week, she’d record short videos, post whenever she had time, and hope for the best.
But without structure or messaging, even her best ideas got lost in the algorithm.
It wasn’t lack of effort. It was lack of clarity.
And like many professionals, she’d been told “you need to post content” — but not how to make it work for her.
I didn’t want just to make content
— I wanted to build a system that could think and grow with her.
So I treated Jaqueline’s brand like a living system
Designed to adapt, scale, and sound like her.
Understanding the brand tone
I started by defining what her voice should sound like: warm, confident, and approachable
— the kind of person you’d trust with your financial goals.
Designing the content system
I built a content plan around proven formats and AI-assisted ideas.
We analyzed competitor trends and audience behavior, then created monthly content pillars — each with hooks, story arcs, and CTAs designed for her target audience.
Editing and optimization
I used CapCut and Submagic to give her Reels a consistent look and sound.
Meta Suite automated her posting schedule across Instagram and Facebook.
ChatGPT helped generate scripts and captions that sounded authentic, not robotic.
Testing and iteration
Every week, we adjusted based on engagement data — refining her visuals, captions, and timing until the brand felt cohesive.
THE TOOLS BEHIND THE SYSTEM
|
Tool |
Purpose
|
|---|---|
 |
Custom GPT for scriptwriting and tone alignment
|
 |
Video editing for Reels
|
 |
Auto-subtitles for accessibility and engagement
|
 |
Automated scheduling and performance tracking
|
 |
Visual identity and carousel design
|
 |
AI assistant for lead qualification via WhatsApp
|
It was a transformation in how Jaqueline built her online brand
This project didn’t end with a few viral Reels or a couple of new followers — it ended with something much more meaningful: a system that finally made her expertise visible.
Before, every post felt like starting from zero — no plan, no consistency, just improvisation.
Now, her content has structure, rhythm, and purpose.
The creative process feels lighter, faster, and more strategic.
For me, as the person behind the system, the difference was clear from week one.
What used to take hours of uncertainty turned into organized workflows that saved her time, energy, and mental load.
Jaqueline no longer wondered what to say or post next.
Instead, she could focus on what she does best — helping women and families secure their future — knowing her content was working for her, not against her.
Key outcomes:
This wasn’t about posting more
– it was about posting with purpose
VISUAL SHOWCASE
“The power of this project wasn’t in the videos themselves
— it was in the system that allowed her to grow without losing her voice.”
