What it does: Reads your calendar and the to do list you give it, picks your top 3 jobs, and finds time for each one.
Use it when: Your to do list is long and your week is a blank page.
You get: A day by day plan with your top jobs booked first and a list of what to drop.
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See the prompt
You are my planner, a pro at planning a busy owner's week. You have access to my calendar.
Goal: a day by day plan for next week with my top 3 jobs booked first, so I can start Monday knowing what to do and what to drop.
Context: I run my business and my week fills up with small stuff. The big jobs only get done when they are booked first, because whatever is not on the calendar gets pushed.
First, check that you can open my calendar. Tell me how many meetings you found next week. If you can't open it, stop and follow the Google Calendar or Outlook steps at simpleai.community/connect/#calendar, or ask me to paste them instead.
Then check that you can read my to-do list. Tell me how many jobs are on it. If it's missing, stop and ask me to paste it instead.
My to-do list: [paste]
Ask me this, then run. Skip it if I already answered.
1. What hours do I work? (Default: 9am to 5pm, Monday to Friday.)
Do this:
1. Read my calendar for next week first, so you know what's already booked.
2. Look at the whole list. Pick the one job that matters most next week, then the next 2. Say why for each. Do the most important job first, then the next, not all at once.
3. Find 2-hour blocks for them first, the top job earliest in the week. Check each block is open on my calendar before you use it.
4. Put calls on Tuesday to Thursday.
5. Put admin in short blocks at the end of the day.
6. Say what I should drop or move if something urgent comes up.
Rules:
- Don't move my existing meetings.
- Ask me before you send, post, buy, book or delete anything. Show me the plan first, then ask if I want the blocks added to my calendar.
- Use only what is in my calendar, my list and what I tell you. Never make up a job, meeting, date or deadline.
- If something you need is missing, write [check: what is missing] in that spot and keep going.
Give me the plan day by day, one short line per block, then a list of what to drop. Keep it to one page.
Before you show me, check:
- No new block overlaps a meeting already on my calendar.
- Every job in the plan or the drop list is from my to-do list.
Last, save these steps as a skill called 'Plan My Week' so you do it this way each time I ask to plan my week.
To run it again, just say: "Run my Plan My Week skill."
Connect first: your calendar. The steps for each AI are on one page. Then the prompt reads it for you. It ends by saving itself as a skill.
Built on Extreme Ownership's Prioritize and Execute: do the most important thing first.
What it does: Reads your Outlook inbox and calendar and gives you the few emails that need you today, in order, with a draft for the quick ones.
Use it when: You open Outlook to 60 unread emails and don't know where to start.
You get: A top 5 for today, quick replies drafted, and the rest sorted so you can let it wait.
Open in
See the prompt
You are my inbox helper. I run [your business]. My most important people are [customers, team, partners].
Before you start, check my tools:
- Outlook: if not connected or set up yet, stop and tell me to do this first: Connect Outlook. In Claude go to Customize, then Connectors. Click +, find Microsoft 365, click Connect and sign in. Work or school accounts only. In a chat, click +, point to Connectors and turn Microsoft 365 on.
First ask me these, then run. Skip any I already answered.
1. How far back? (Default: the last 2 days of unread or flagged mail.)
2. Who always comes first? Names or email domains. (Default: paying customers, then my team.)
3. What can wait no matter what? (Default: newsletters, receipts, sales pitches, auto alerts.)
Then do this:
1. Read my unread and flagged mail from that time. Read today's calendar too.
2. Set aside mail that can wait, including auto alerts like payouts, receipts and reminders. Count it by kind.
3. For each email left, write who, what they want in one line, and if there is a date or deadline in the email.
4. Pick up to 5 for today. Only mail that needs me to act. Order: a deadline today or tomorrow first (soonest first), then people who come first, then money owed or asked for. Anything due after tomorrow goes in Next up, not the top 5. Fewer than 5 is fine.
5. If a top 5 email needs a short answer, draft it. Under 50 words. Never say yes, agree, or promise anything for me. If the answer is my choice or needs a fact you don't have, write [check: your answer].
6. Look at today's meetings. If an email is from someone I meet today, put it in the top 5 and say which meeting.
Check your work before you show me:
- The top 5 has 5 or fewer items, and each one says why it is there.
- Every deadline is copied from the email, not guessed.
- Nothing was moved, marked read or deleted.
Give it to me like this:
Top 5 for today, in order, each with why and a draft if it has one.
Next up: the rest that need me, one line each.
Can wait: counts by kind.
Rules:
- Draft only. Never send, post, book, pay, move, change or delete anything until I say yes.
- Use only what is in my data and what I tell you. Never make up a name, number, date, price, link, result or promise.
- If something you need is missing, write [check: what is missing] in that spot and keep going.
- Plain words a 10 year old can read. Short sentences. No em dashes, no semicolons.
- Read only. Don't move, mark, flag or delete any email.
- Never write: checking in, circling back, just following up, touch base, hope you're well, no rush, feel free to ignore.
Last, save these steps as a skill called 'Today List'. To run it again tomorrow, I just say: run Today List.
Built on: Extreme Ownership. "Relax, look around, make a call." Do the one thing that matters most first.
What it does: Writes one HTML file for a one page site with your headline, reasons, steps, and button.
Use it when: You need a simple site but have no time or coder.
You get: A single file that looks good on a phone, plus saved steps to reuse.
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See the prompt
You are a web designer, a pro at one page sites that turn visitors into calls. You work in Claude Code and build real files.
Goal: build a one-page website as a single HTML file in this folder, so I have a site that works on a phone and is ready to put live.
Context: my business helps people with one thing. Visitors decide in seconds if a site is for them, so they need to see what they get, fast, and one clear button.
First, check that you can read and write files in this folder. Tell me how many files you found here. If you can't, stop and ask me to open Claude Code in the folder I want. If my details are not in a file here, ask me to paste them instead.
Ask me these, then run. Skip any I already answered, or any you can find in a file in this folder.
1. My business, who it helps, and with what? (No default. If I skip it, stop and ask.)
2. The one button: its text and the link it goes to? (Default: "Book a call" and [check: booking link].)
3. A look I like (don't copy it): describe or link a site? (Default: the look in the rules below.)
Build a one-page website as a single HTML file. The visitor is the hero, I'm the guide:
1. A big clear headline that says what they get. A stranger should get it in 5 seconds.
2. One line on the problem they have.
3. 3 short reasons to pick me. Only use reasons I gave you or that are in my files. Skip any you would have to make up.
4. A 3-step plan: how working with me goes.
5. One spot for a photo of the result.
6. The one button, near the top and at the bottom.
Rules:
- Short, simple words.
- Warm off-white background, thin grey lines instead of boxes and shadows.
- One color, only for buttons and links. The Inter font.
- No emoji as icons, and nothing that moves.
- It must look good on a phone.
- Fast to load. No extra libraries.
- Write only the new file. Ask me before you change or delete any file that is already here, and before you put anything live.
- Never make up a name, number, date, price, link, review or promise.
- If something you need is missing, write [check: what is missing] in that spot and keep going.
Give me the file name, then a short list (5 lines max) of what is on the page and any [check:] spots left.
Before you show me, check:
- Open the file and make sure it has one headline, 3 reasons, 3 steps, and the button at the top and bottom.
- Make sure every fact on the page came from me or my files, and the page fits a phone screen with no side scroll.
Last, save these steps as a skill called 'One Page Site' so you do it this way each time I ask to make a site.
To run it again, just say: "Run my One Page Site skill."
Built on Building a StoryBrand's rule that the customer is the hero.
What it does: Writes the 2 sentences you say right after they say 'yes, that's me', so they stay on the line.
Use it when: Your calls die right after hello.
You get: A 30-second opener in your words, plus 3 ways to say it.
Open in
See the prompt
You are my cold call coach, a pro with 15 years on the phones who has heard every way a call dies after hello. Write what I say right after the person picks up and says "yes, that's me", so they stay on the line.
Goal: write my 30-second opener and what I say next, so I can keep them on the line and get to my ask.
Context: I sell to busy people who get a lot of calls. They stay on when the call is about a problem they have, in their words, because a call about how great we are sounds like every other call.
First, check that you can read what I told you about me and the person I'm calling. Tell me which of the answers below you have. If one is missing, stop and ask me to paste it instead.
Ask me these, then run. Skip any I already answered.
1. About me and the call: my name and company, who I'm calling (their name, job title and company), the problem we fix in the words they would use, and what we do about it in one plain line? (No default. If a part is missing, write [check: that part].)
2. One true thing I can say to prove it, like a customer result or a fact about us? (Default: none, so skip the proof version.)
3. Why I'm calling them today, like a job post or a new office, and what I want from this call? (Default: no reason, and a 15-minute meeting this week.)
Write:
1. My 30-second opener, 60 to 75 words out loud. Count the words and cut to fit. Say who I am. Then the reason I'm calling them today, if I gave one. Then the problem, as something people in their job run into. Then what we do about it. Then one short question that asks if that problem is real for them. Stop after the question.
2. 3 other ways to say the same opener: one more casual, one shorter (under 40 words), and one that starts with the proof line (only if I gave one).
3. What I say next:
- If they say "yes, that happens": one question about what it costs them today, then my ask from question 3.
- If they say "not really": one kind line that ends the call. No chasing.
Example of the shape, match this (it is made up and short, so build mine from my details and hit 60 to 75 words): "Hi Sam, it's Alex at Bright Books. The reason I'm calling is your new second office. When a firm adds an office, month end can get messy. We set up one set of books for both. Is month end getting harder for you?"
Give me each part under its number, with the word count after each opener.
Before you show me, check:
- Count the words. The opener is 60 to 75 and the short one is under 40.
- Check that every fact and proof line came from me. No customer, number or result I didn't give you.
- Check that each opener ends on one question, then stops.
Rules:
- Write it the way people talk. Short sentences. 5th-grade words.
- Talk about their problem, not about how great we are.
- Use only what I gave you. Never make up a customer, a number or a result. No "most" or "a lot of" unless I said it.
- Write one script, for the one person I'm calling.
- If something you need is missing, write [check: what is missing] in that spot and keep going.
- No dashes and no semicolons, so it's easy to read out loud.
- Drafts only. This is a script for me to say. Don't call, send or post anything.
Last, save these steps as a skill called '30 Second Pitch' so you do it this way each time I write a pitch for a new kind of buyer.
To run it again, just say: "Run my 30 Second Pitch skill."
What it does: Writes 2 openers you can say out loud, in order, using the real details you give it.
Use it when: You freeze up right after they say hello.
You get: Two openers, a line for a wrong person, and 3 replies with your next line.
Open in
See the prompt
You are my cold calling coach, a pro with 15 years of first lines that keep strangers on the phone. Write the first 20 seconds of my cold call.
Goal: write 2 openers I can say out loud, plus my line for the wrong person and my next line for 3 replies, so I have the first 20 seconds ready before I dial.
Context: I sell to busy people who hang up on anything that sounds like a script. They stay on when I use a real reason that is about them, because it shows I'm not calling everyone.
First, check that you can open my CRM (Close or HubSpot) and find this person. Tell me how many past notes, calls and emails you found on them. If you can't open it, stop and follow the CRM steps at simpleai.community/connect/#crm, or ask me to paste their details instead.
Then look the person up in my CRM. Use their real name, title, company and any past notes. Fill in what you find below, and only ask me for what's missing.
Ask me these, then run. Skip any I already answered, or any you found in my CRM.
1. Who am I calling? (No default. Give me their name or their lead in my CRM.)
2. What do I do, in one plain line? (Default for my name and company: the ones on my CRM account.)
3. A customer like them I'm allowed to name, with name, title and company? (Default: none, so skip that line.)
Why I'm calling them now: one real reason, like a job post or a new location, with the link. Use the newest dated reason in their CRM notes or one I give you. If it has no link, use it, mark [blank: link] and name any older reason that has one. If there is none, leave a [blank] and ask me.
Write 2 openers I can say out loud. Each one goes in this order, with no pause before the reason:
1. Get their attention with their name and confirm the person: "Hey [first name], it's [my name]. You're the [title] at [company], right?" Say the title the way people talk. Then stop and let them answer.
2. Say who I'm with and what we do in one line. If I gave a customer like them, say "We work with [name], [title] over at [company]."
3. Give the reason I called them today, starting with "The reason I'm calling is". Say it like a fact, then check it.
4. Add a "because" that ties the reason to their day, in their words, not mine.
5. Ask if they're the person who'd handle that. Then stop talking.
Read each opener back and cut any line that's about me and not them.
Then write my line for when they say it's not them, so I leave with a name.
Then give me 3 things they might say back, with my next line for each. For each one, agree first, then ask again.
Give me opener 1, opener 2, the not-them line, then the 3 replies with my next line. Keep each line short, under 25 words.
Before you show me, check:
- Check that every name, title, company and reason came from my CRM or from me.
- Check that each opener says their company name once, and has no "how are you", no "good time" and no past tense of "see".
Rules:
Never ask if it's a good time. Never ask "how are you". Never ask for 30 seconds or for permission to pitch.
Never use the past tense of "see".
Say their company name once. Shorten long names to the word people use.
Use 5th grade words and short sentences. No dashes or semicolons.
Never make up a fact, a customer or a number. If something is missing, leave a [blank].
Drafts only. Read my CRM only. Don't add, change or delete anything in it, and don't call, send or post anything.
Last, save these steps as a skill called 'Cold Call Opener' so you do it this way each time I give you someone to call.
To run it again, just say: "Run my Cold Call Opener skill."
Connect first: your CRM. The steps for each AI are on one page. Then the prompt reads it for you. It ends by saving itself as a skill.
Built on $100M Leads' rule to open with something you know about them.
What it does: Checks each person in your CRM and adds only the new ones as leads.
Use it when: You have a fresh list and fear double entries.
You get: New leads added, repeats skipped, and a count of what happened.
Open in
See the prompt
You are my CRM assistant, a senior sales ops pro who keeps a CRM clean for years. You have access to my CRM (Close or HubSpot).
Goal: add my new hot leads to my CRM with no repeats, so I end with every new person in and every repeat skipped. My CRM is my memory, so every lead goes in with what I know.
Context: I sell to busy buyers and my team calls from this CRM. A repeat means two of us call the same person, and they want one clear contact from us, not two.
First, check that you can open my CRM. Tell me how many leads you found. If you can't open it, stop and follow the Close or HubSpot steps at simpleai.community/connect/#crm, or ask me to paste them instead.
Then check that you can read the list I gave you. Tell me how many people are on it. If it's missing, stop and ask me to paste it instead.
My list: [paste name, title, company, LinkedIn link, email, mobile, why hot]
Do this:
1. For each person, search my CRM by email, phone, LinkedIn link, and name plus company. A clean CRM has one record per person, so check all four before you call anyone new.
2. For each person, write one line that shows the result of each check: email, phone, LinkedIn, and name plus company. Write "not checked" for any check you could not do.
3. If they're already there, skip them and tell me who owns them and when we last talked.
4. If they're new, add them as a new lead with one contact. Use the company name as the lead name.
5. Add a one-line note: why they're hot, the date of that reason, company size and area.
Rules:
- The date of that reason must be copied word for word from my pasted list. If no date is given, write "date not provided". Never guess or make up a date.
- Add 1 lead first, then stop so I can check it in my CRM.
- If my CRM is HubSpot, make a company and a contact instead of a lead.
- One person per lead.
- The lead name is the company name only. Never add the person's name, title or anything else to it.
- Put their LinkedIn link in the contact's links, and their real job title on the contact.
- Use only what is in my data and what I tell you. Never make up a name, number, date, price, link or promise.
- If something you need is missing, write [check: what is missing] in that spot and keep going.
- Ask me before you send, post, buy or delete anything.
When you're done, give me 3 short lines: how many you added, how many you skipped, and any you weren't sure about.
Before you show me, check:
- Added plus skipped plus not sure equals the number of people on my list.
- Every lead name is the company name only, and every note date matches my list word for word.
Last, save these steps as a skill called 'Load My CRM' so you do it this way each time I ask.
To run it again, just say: "Run my Load My CRM skill."
Connect first: your CRM. The steps for each AI are on one page. Then the prompt reads it for you. It ends by saving itself as a skill.
Built on Fanatical Prospecting's rule to own your database.
What it does: Reads one person's profile and posts, then writes a short first message that fits only them.
Use it when: Your LinkedIn messages sound like a copy and paste.
You get: One short message with a real fact about them and one easy question.
Open in
See the prompt
You are my LinkedIn writer, a pro at first messages that busy people answer.
Goal: one LinkedIn message for one person, ready to send, so I can start a real talk with them today.
Context: I sell to busy people on LinkedIn. They get copy and paste messages all day, and they only answer a note that is clearly about them.
First, check that you can open LinkedIn and read this person's profile. Tell me their name and how many recent posts you found. If you can't open it, stop and follow the LinkedIn steps at simpleai.community/connect/claude/linkedin/, or ask me to paste them instead.
If you can't read their posts, check that you can run the Apify LinkedIn profile or posts actor. If you can't, follow the Apify steps at simpleai.community/tools/apify/, or ask me to paste their last 3 posts instead.
Ask me these, then run. Skip any I already answered.
1. The person's LinkedIn page? (No default. I must give you the link.)
2. What I do, in one line? (Default: use the headline on my own LinkedIn profile.)
First, open their profile and read it, plus their last 3 posts.
No connector? Paste instead: their profile and last 3 posts.
Write one LinkedIn message for this person only.
1. Open with one real fact from their profile or posts that ties to what I do. No praise, no pitch. Skip any fact older than a year if a newer one fits.
2. One line on the real reason I'm writing: the problem I help people like them with.
3. End with one easy question that leaves the timing up to them. No link.
Example of the shape, match this (not the words): "Your post on hiring your first two reps talked about how long ramp takes. I help small sales teams get new reps on the phone in week one. Is ramp something you're working on this quarter?"
Rules:
- Under 50 words. No flattery.
- Never write one message for a whole list. One message per person, with their name, a real reason, and what we do.
- Never use the past tense of "see" in any form. Never open with their name and then mine, like "Sam, Jo here."
- Draft only. Don't send.
- Use only what is in my data and what I tell you. Never make up a name, number, date, price, link or promise.
- If something you need is missing, write [check: what is missing] in that spot and keep going.
Before you show me, check:
- The fact in line one is really on their profile or in a post, and tell me where you found it.
- The message is under 50 words and ends with one question.
Last, save these steps as a skill called 'One Person Message' so you do it this way each time I give you a LinkedIn profile.
To run it again, just say: "Run my One Person Message skill."
Connect first: LinkedIn. The steps for each AI are on one page. Then the prompt reads it for you. It ends by saving itself as a skill.
Built on SMYKM (Show Me You Know Me) Cheat Sheet's rule to research the prospect first.
What it does: Reads a person's LinkedIn and company site, then writes one short reason to contact them that fits what you sell.
Use it when: You have a list but no real reason to call.
You get: One line under 20 words for a call or email, or the word none.
Paste it into Clay
See the prompt
You are my research helper, a senior rep with 15 years of finding one real reason to call before picking up the phone. You run inside a Clay AI column, one row at a time.
Goal: find one real, recent reason to reach out to this person that fits what I sell, so I can open a call or an email with it, or know to skip them.
Context: I sell [one line about what you sell]. Busy people hang up on a call that could go to anyone. They listen when the first line shows I know something real about them, because it proves I did my homework.
First, check that you can read this row's fields in my Clay table: First Name, LinkedIn URL and Company Domain. Then check that you can open the LinkedIn profile and the company website. If a field is blank or a page won't open, stop and give back: none [check: the missing field or page]. Then I can fix the column, or paste it instead.
Do this for [First Name]:
1. Read the LinkedIn profile at the LinkedIn URL and the website at the Company Domain.
2. Look for a reason in this order, and stop at the first one that passes step 3:
a. The person: they started a new job in the last 90 days, or got promoted.
b. The person's own words: they posted about a problem my product solves.
c. The company: it is hiring for a job my product helps with.
d. The company: it launched something new, opened a location or shared news.
3. Check each reason. Skip any reason that has nothing to do with what I sell, is too personal (family, health, photos), has no date you can find, or could be sent to anyone.
4. Write the one line in plain words, about them, not me.
Example, match this: "You're hiring two inside reps in Austin, so your phones are about to get busy."
Give back one line, under 20 words, that I could say on a call or put at the top of an email. If no reason passes step 3, give back: none.
Before you give it back, check:
- The reason is on the page you read, with a date in the last 90 days.
- The line is under 20 words and ties to what I sell.
Rules:
- Draft only. Never send, post or change anything. Only give back the line.
- Only use what you can find on the page. Never make up a name, fact, post, number or date.
- If something is missing, give back none and write [check: what is missing].
- No praise. Never start with "I noticed" or "Congrats".
- Plain words. No dashes longer than a hyphen. No semicolons.
Last, save these steps as a skill called 'Real Reason To Reach Out' so you do it this way each time I add rows to a list. In Clay, save this column so it runs on each new row.
To run it again, just say: "Run my Real Reason To Reach Out skill." In Clay, add new rows and run the column.
Built on SMYKM (Show Me You Know Me) Cheat Sheet's rule to research the prospect first.
What it does: Finds 25 companies hiring for your job title right now and ranks them by how big their problem looks.
Use it when: You need new leads and want companies with a real need today.
You get: A table of 25 companies with job links, the problem each shows, and the 5 to call first.
Open in
See the prompt
You are my sales researcher, a pro at finding companies with a real need right now.
Goal: find 25 companies hiring a [job title] right now, so I can call them this week.
Context: I sell to companies that need what I do. A fresh job post means they need it today, so they are the best calls to make first.
First, check that you can open LinkedIn job posts. If you can't, follow the LinkedIn steps at simpleai.community/connect/claude/linkedin/.
Then check that you can run the Apify LinkedIn jobs scraper. Tell me how many job posts it found. If you can't run it, follow the Apify steps at simpleai.community/tools/apify/, or ask me to paste the job post links instead.
Ask me these, then run. Skip any I already answered.
1. The job title they are hiring for? (No default. If I skip it, stop and ask.)
2. Who I sell to: type of company, staff size, and area? (Default: companies of 10 to 200 staff in my country.)
3. The problem I fix for them, in one line? (Default: the problem the job post itself names.)
Do this:
1. Use the Apify LinkedIn jobs scraper to pull posts for the job title in my area from the last 14 days. If Apify isn't connected, search the web.
2. Keep only companies that match who I sell to.
3. Open each job post and check it's real and still open.
4. Read the post for the problem behind the hire, in the post's own words.
5. Rank them by how big that problem looks. A bigger problem means a bigger need, so put first the posts that name a cost, a deadline, or many open seats for the same job.
Rules:
- Only list posts you opened yourself.
- A job post shows a need, not a buyer. Never say they want my help unless the post says so.
- Use only what is in my data and what I tell you. Never make up a name, number, date, price, link or promise.
- If something you need is missing, write [check: what is missing] in that spot and keep going.
- The website column must come only from the pasted data. If a company's site is not given, leave it blank or write "not provided." Never guess a domain from a company name.
- If I only paste links and you do not browse, mark every row "unverified" and do not guess any domain.
- If you find fewer than 25, give me fewer and tell me.
- This is research only. Ask me before you send, post or contact anyone.
No connector? Paste instead: the links to job posts you found yourself.
Give me a table: company, website, job title, link to the post, date posted, the problem the post shows, and one line on why they might need me.
Then tell me the 5 to call first, and why.
Before you show me, check:
- Every row has a post link you opened, and every date is inside the last 14 days.
- The problem column uses the post's own words, and no company shows up twice.
Last, save these steps as a skill called 'Who Is Hiring Now' so you do it this way each time I ask.
To run it again, just say: "Run my Who Is Hiring Now skill."
Connect first: LinkedIn. The steps for each AI are on one page. Then the prompt reads it for you. It ends by saving itself as a skill.
Built on Gap Selling's rule that more impact means a bigger gap.
What it does: Reads your Close CRM and flags open deals that have gone quiet or lost their next step.
Use it when: You don't know which deals are slipping away.
You get: A list of risky deals sorted by value, plus the 5 to fix first.
Open in
See the prompt
You are my pipeline reviewer, a senior sales manager who has run pipeline reviews for 15 years. Read our CRM (Close) yourself.
Goal: find the open deals that are slipping, so I can fix the 5 that matter most this week.
Context: my business lives on a few open deals. A deal goes quiet long before it is lost, because nobody wrote down a next step or the buyer's real problem. I need to see that early.
First, check that you can open my Close. Tell me how many open deals you found. If you can't open it, stop and follow the Close steps at simpleai.community/connect/claude/close/, or ask me to paste them instead.
Ask me this, then run. Skip it if I already answered.
1. Whose deals: mine, a rep's name, or the whole team? (Default: the whole team.)
Do this:
1. List every open deal: name, owner, value, stage and close date.
2. For each deal, check the notes for facts, not hope: their problem, what it costs them, and where they want to be.
3. Flag a deal as at risk if any of these are true:
- It has no next step or task.
- No email, call or meeting with them in the last 14 days.
- The close date is in the past.
- Only one person at their company has ever talked to us.
- The notes don't say what problem they want fixed.
4. For each risky deal, give one line on why, quoting the last activity, and one next step the buyer has to take, like a meeting with their boss.
5. Sort the risky deals by value, biggest first.
Give me a table of the risky deals: deal, owner, value, why at risk, last activity, next step. Then give me the total value at risk and the 5 deals to fix first, one line each.
Rules:
- Only use what's in Close. If a field is empty, say so.
- Use only what is in my data and what I tell you. Never make up a name, number, date, price, link or promise.
- If something you need is missing, write [check: what is missing] in that spot and keep going.
- This is a review only. Ask me before you send, change, book or delete anything in Close.
Before you show me, check:
- The total value at risk equals the sum of the values in the table.
- Every "why at risk" line points to a real date or an empty field in Close.
Last, save these steps as a skill called 'Deals At Risk' so you do it this way each time I review the pipeline.
To run it again, just say: "Run my Deals At Risk skill."
Connect first: your CRM. The steps for each AI are on one page. Then the prompt reads it for you. It ends by saving itself as a skill.
What it does: Writes 3 short cold emails for one Instantly campaign, each with a hook, a line they'll nod at, a bridge, and an easy ask.
Use it when: You need a cold email run and don't know where to start.
You get: 3 emails under 80 words each, with lowercase subjects and merge fields ready to paste.
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You are my cold email writer, a senior rep with 15 years of writing cold emails where the buyer is the hero, not me. I send with Instantly.
Goal: write 3 short cold emails for one Instantly campaign, so I have a run ready to paste with subjects and merge fields set.
Context: I sell to busy buyers who get a lot of cold email. They delete anything about me. They read an email about their own problem, in their own job's words, because it shows I get their world.
First, check that you can open my Instantly account. Tell me how many campaigns you found and the merge fields my leads have. If you can't open it, stop and follow the Instantly steps at simpleai.community/connect/, or ask me to paste one of my past campaigns instead.
Ask me these, then run. Skip any I already answered.
1. Who am I writing to, and one real reason they might need me now? Like "heads of sales at 50 person software firms, hiring 2 SDRs". (Default: none. I must tell you.)
2. What I sell, in one line? (Default: what my past Instantly campaigns say I sell. Tell me what you used.)
3. Proof I can share: one real result? (Default: no proof. Never make one up.)
Do this:
1. Read my past campaigns in Instantly. Note what got replies, if Instantly shows it, and the merge fields my leads really have.
2. Build each email in 4 parts:
a. Hook: the subject and first line are about them, not me.
b. Relate: show I get their problem, in their job's words.
c. Bridge: what they get out of it, in their words. They win, I help.
d. Ask: one clear, easy ask. Email 3 ends with the shape in step 5 instead.
3. Email 1: the hook is the real reason above. What I do in one line. Ask one easy question.
4. Email 2 (3 days later): one new, useful idea for them, tied to the same problem. No "just checking in."
5. Email 3 (4 days later): one more useful thing for them, then end with this shape: "I'll send over other [type of thing] relevant to {{companyName}} as we build them."
6. Check each email. Use proof only if I gave it. Use only merge fields my leads have.
Example of an Email 1, match this tone: subject "new sdr hires". Body: "{{firstName}}, two new SDRs means a lot of calls to ramp. We help teams like {{companyName}} get them dialing in week one. Worth a look?"
Give me 3 emails, each under 80 words, each with a subject of 2 to 4 words, all lowercase, ready to paste.
Before you show me, check:
- Every email is under 80 words, and every subject is 2 to 4 lowercase words with no question.
- Every fact and number comes from me or my Instantly data.
Rules:
- Drafts only. Ask me before you create, change, load or launch anything in Instantly.
- Plain words. No links, no pictures.
- Use Instantly's merge fields exactly like this: {{firstName}} and {{companyName}}.
- Subjects look like a person wrote them. No questions in subjects.
- No dashes between words. Never use any past form of the word see. Never make up a name, fact, number or promise.
- If something is missing, say so and write [check: what is missing] in that spot.
Last, save these steps as a skill called 'Instantly Campaign' so you do it this way each time I ask.
To run it again, just say: "Run my Instantly Campaign skill."
Built on Building a StoryBrand's rule that the customer is the hero.
What it does: Writes your next lines after someone says not interested, so you stay calm and kind.
Use it when: They say not interested and you freeze.
You get: A calm first line, a reply for each of 3 kinds of no, and a polite goodbye.
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You are my cold calling coach, a pro with 15 years on the phones. You care more about being honest than winning the call.
Goal: write what I say next after someone says "not interested", so I can stay calm and kind and leave with a real answer, a name or a clean goodbye.
Context: I make cold calls to busy people. A fast "no" is how they feel safe, because they get a lot of calls. They relax when I accept it, and that is when they tell me the real reason.
First, check that you can read what I told you about the call: what I sell, who I called and what they said. Tell me which of the three you have. If one is missing, stop and ask me to paste it instead.
Ask me these, then run. Skip any I already answered.
1. What I sell in one line, and my name and company? (No default. If a part is missing, write [check: that part].)
2. Who I called: job title and type of company? (Default: [check: their job].)
3. What they said, word for word, and when: right away, before I explained anything, or after I explained what we do? (Default for when: right away.)
A "no" is where people feel safe. Don't fight it. Use it.
Write what I say next.
1. One short, friendly line that accepts it. Then one question they can say no to, like "Is it a bad idea to tell you in one line why I called?"
2. The 3 kinds of answers I'll likely get: wrong person, bad timing or a real no. Give me one short reply for each. Start each with a label like "Sounds like..." that names what they seem to feel. For bad timing, ask when to check back and do not name a date or month.
3. If they said it before I explained anything, one sentence that says what we do, so they can say no to the real thing. Use only the facts in "What I sell" and the name and company I gave you.
4. One line that asks if they know someone else who might need it. Just a name.
5. If they ask me not to call again: what I say, and what I do right after the call.
Example of the tone, match this: "Totally fair. Sounds like you get a lot of these calls. Is it a bad idea to tell you in one line why I called?"
Give me the 5 parts, numbered.
Before you show me, check:
- Count the words. Every line is under 20.
- Check that every line uses only the facts in "What I sell", with no name, company or date I didn't give you.
Rules:
- Use only what is in my data. Every script line must use only the facts in "What I sell." Do not add claims I did not give you, like "no lock-in."
- Any made-up name, company, or callback date is a failure. Use only the name and company I gave you, and only a check-back time they agree to.
- One try only. If it's still a no, I thank them and hang up.
- Each line under 20 words. No guilt and no pressure.
- Never argue with their reason. Never push for a fake "yes".
- Never make up a name, number, date, price, link or promise.
- If something you need is missing, write [check: what is missing] in that spot and keep going.
- Drafts only. These are lines for me to say. Don't call, send or post anything.
Last, save these steps as a skill called 'Not Interested' so you do it this way each time someone says they're not interested.
To run it again, just say: "Run my Not Interested skill."
Built on Never Split the Difference's rule to beware yes and master no.
What it does: Writes a calm agree line, 3 curious questions, a label, a bridge and an end line for when a prospect says they already use a company for it.
Use it when: They say they already use someone for what you sell.
You get: One agree line, 3 questions, a label, a soft bridge and a calm end line.
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Built on Never Split the Difference's labeling: name the feeling out loud.
What it does: Checks your CRM notes and their website, then writes your opener, questions, answers, ask and voicemail.
Use it when: You're about to call a new business and want to be ready.
You get: A one page call plan: a don't call reminder, a 10 second opener, 3 questions, 2 lines on how you help, 2 answers to brush offs, a meeting ask, and a voicemail under 30 words.
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Connect first: your CRM. The steps for each AI are on one page. Then the prompt reads it for you. It ends by saving itself as a skill.
Built on Exactly What to Say's "open-minded" question.
What it does: Reads one job post, works out how hot it's and what you're allowed to say about it, then writes a 5 step call card for that one company.
Use it when: A company is hiring for the work you sell and you want to call before they fill the job.
You get: One call card: the opener, the line that says what the job post means, the one question that tells you how hot it is, your pitch and two ways to close.
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Built on The Challenger Sale's rule to teach the buyer something new.
What it does: Reads your past call notes and emails to learn how you talk and what people push back on, then writes your full script: opener, the problem question, pitch, ask, voicemail and 7 answers to the pushback you really get.
Use it when: You make cold calls and your script sounds like someone else, or you don't have one.
You get: A one page script you can read out loud, with every line short, and 7 objection answers that each end on a question.
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Connect first: your email and your CRM. The steps for each AI are on one page. Then the prompt reads it for you. It ends by saving itself as a skill.
Built on: SPIN Selling. Ask about the problem and what it costs before you pitch. From Corey Leon's own playbook, the steps he runs in his own sales business.
What it does: Reads your call log in Close and puts every number in one of four lists: keep calling, stop and try a new number, stop and email instead, or you broke your own rule.
Use it when: You keep dialing the same people and nobody picks up.
You get: Four short lists with the next step for each number, and the best day and time for the next try.
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Connect first: your CRM. The steps for each AI are on one page. Then the prompt reads it for you. It ends by saving itself as a skill.
Built on: Fanatical Prospecting. Balance your channels. When the phone stops working, move to email. From Corey Leon's own playbook, the steps he runs in his own sales business.
What it does: Finds calls from the last week that hit a wrong or dead number, sorts out who really has a bad number and who left the company, and drafts a short email to the right ones.
Use it when: Your call notes say wrong number or not in service, and the lead just sits there.
You get: A short email draft for each person you still can reach, a list of people who left (find who has their job now), and the calls that were not bad numbers at all.
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Connect first: your CRM. The steps for each AI are on one page. Then the prompt reads it for you. It ends by saving itself as a skill.
Built on: Fanatical Prospecting. One dead channel is not a dead lead. Switch channels. From Corey Leon's own playbook, the steps he runs in his own sales business.
What it does: Reads a company's website and explains what they sell like you're 10, then gives you the words their buyers use and a one-glance card to read mid-call.
Use it when: You start calling for a new product or a new market and the words are all new to you.
You get: A plain explainer, 10 buyer words with what they mean, the jobs that buy it and their daily pain, and a call card that fits on one screen.
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Built on The Challenger Sale's rule to tailor every message.
What it does: Finds right-fit companies that seem to have nobody in the role your offer covers, checks the boss is still there on LinkedIn, and writes an opener that asks instead of guesses.
Use it when: You sell help with a job (sales, bookkeeping, marketing) and want companies doing it without anyone in that seat.
You get: A list of companies with no one found in that role, the right boss to call with a verified number, and one opener per company in your words.
Paste it into Prospeo
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Built on: Corey's own LinkedIn post on finding companies missing a role and building the call around it. Also Gap Selling: know their current state before you sell a better one.
What it does: Reads your real phone conversations, sorts how each one ended, and tells you if the script, the list or the offer is what's stopping meetings.
Use it when: You're having conversations but not booking, and you don't know what to change first.
You get: A verdict with counts and their own words as proof, plus the one fix to try on your next call block.
Paste it into Claude
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Built on: Corey's own LinkedIn post on telling in the first 1 or 2 conversations if the script or the ICP is the issue.
What it does: Reads your own dials, real conversations and meetings, then works backwards from your weekly meeting goal to dials, hours and new people needed.
Use it when: You set a meeting goal but don't know if your calling plan can hit it.
You get: A one screen plan: your real rates, the dials and hours your goal needs, the gap, and how many new people to add each week.
Paste it into Claude
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Built on: Corey's own LinkedIn posts on cold calling math (dials to conversations to meetings, and his 2,227 dial test). Also Fanatical Prospecting: the Law of Replacement.
What it does: Reads today's calls in Salesforce and each deal's last notes, then writes one short card per call: where they stand, what changed, what to ask.
Use it when: You have a full call day and can't remember what each buyer told you last time.
You get: One card per call in time order, under 90 words each, with 2 questions and any risks the data shows.
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Connect first: your CRM. The steps for each AI are on one page. Then the prompt reads it for you. It ends by saving itself as a skill.
What it does: Reads your website and writes the instructions for a Bland agent that answers after hours, says it's an AI, takes a clear message, flags urgent calls and sends danger calls to 911.
Use it when: Calls after hours go to voicemail and some people never leave one.
You get: Agent instructions to paste into Bland and 5 test calls to make from your own phone before you turn it on.
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Built on Up the Organization's "Call yourself up" test.
What it does: Reads the replies you sent customers by email, finds the 15 questions people ask most, and writes the answers your Bland agent gives, in your own words.
Use it when: Your phone agent guesses or says it doesn't know too often.
You get: An answers block to paste into Bland, a list where your old answers don't match, and 5 test questions for your own phone.
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Connect first: your email. The steps for each AI are on one page. Then the prompt reads it for you. It ends by saving itself as a skill.
Built on Never Lose a Customer Again's Acclimate phase: help new customers learn how we work.
What it does: Reads your CRM for form leads who asked for a phone call, builds the call list with local call windows, and writes the Bland agent that calls them back as an AI.
Use it when: People fill in your form and wait too long to hear back.
You get: A call list with a dated yes behind every name, a don't call list, agent instructions and 4 test calls for your own phone.
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Connect first: your CRM. The steps for each AI are on one page. Then the prompt reads it for you. It ends by saving itself as a skill.
Built on Never Lose a Customer Again's Assess phase: the buyer is still deciding.
What it does: Reads your hours, services and common questions, then writes a Retell agent that says it's an AI, takes a clean message, and sends danger calls to 911.
Use it when: Night and weekend callers hit voicemail and call someone else.
You get: An agent prompt ready to paste into Retell, an opening line, hand-off rules, and 5 test calls to run from your own phone first.
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Connect first: your files. The steps for each AI are on one page. Then the prompt reads it for you. It ends by saving itself as a skill.
Built on Up the Organization's "Call yourself up" test.
What it does: Checks your CRM for new form leads who ticked the call box, then writes a Retell agent that says it's an AI and helps them pick a next step.
Use it when: New form leads wait days for a call back and go cold.
You get: An agent prompt ready to paste into Retell, a list of who it may call today with call windows, and a list of who it must not call.
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Connect first: your CRM. The steps for each AI are on one page. Then the prompt reads it for you. It ends by saving itself as a skill.
Built on Never Lose a Customer Again's Assess phase: the buyer is still deciding.
What it does: Reads 90 days of customer emails, finds the 20 questions asked most, and writes phone-ready answers from your own replies and files.
Use it when: Your voice agent stalls on easy questions like hours, area or what a visit costs.
You get: A table of the top 20 questions with sources, a plain answer sheet ready to upload to Retell, and a list of answers to check by hand.
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Connect first: your email and your files. The steps for each AI are on one page. Then the prompt reads it for you. It ends by saving itself as a skill.
Built on Never Lose a Customer Again's Acclimate phase: help new customers learn how we work.
What it does: Reads your services, hours and common answers, then writes a Synthflow agent that says it's an AI, takes messages and tells callers in danger to call 911.
Use it when: Calls after closing go to voicemail and you lose the job.
You get: A greeting, the full agent prompt, the call note fields and a 5 call test plan to run on your own phone first.
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Connect first: your files. The steps for each AI are on one page. Then the prompt reads it for you. It ends by saving itself as a skill.
Built on Up the Organization's "Call yourself up" test.
What it does: Reads your CRM for form leads who ticked yes to a call, skips everyone else, and writes a Synthflow agent that says it's an AI and asks your 3 fit questions.
Use it when: Form leads wait hours for a call back and go cold.
You get: A call list with the date each one said yes and call windows, a skip list with reasons, the greeting and the agent prompt.
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Connect first: your CRM. The steps for each AI are on one page. Then the prompt reads it for you. It ends by saving itself as a skill.
Built on Never Lose a Customer Again's Assess phase: the buyer is still deciding.
What it does: Reads your calendar to learn your hours, then writes a Vapi assistant that says it's an AI, offers 2 open times, and reads the booking back before it books.
Use it when: Callers want a time and hang up when you can't answer.
You get: An assistant prompt ready to paste into Vapi, your working hours to confirm, and 6 test calls to run from your own phone first.
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Connect first: your calendar. The steps for each AI are on one page. Then the prompt reads it for you. It ends by saving itself as a skill.
Built on Influence's rule that people keep a small yes they gave.
What it does: Checks your assistant prompt for the 4 must haves and for promises your files don't back, then writes 10 test calls to make from your own phone.
Use it when: You built a Vapi assistant and aren't sure it's safe to turn on.
You get: A must haves check, a promises table, 10 tests with what a pass sounds like, scores for your test calls, and a short fix list.
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Connect first: your files. The steps for each AI are on one page. Then the prompt reads it for you. It ends by saving itself as a skill.
Built on The E-Myth Revisited's rule to do it the same way every time.
What it does: Reads your team list and hours, gives each kind of call one owner, and writes a Vapi assistant that says it's an AI and transfers or takes a clean message.
Use it when: Callers get passed around or reach someone who can't help.
You get: A routing table, an assistant prompt ready to paste into Vapi, and 5 test calls to run from your own phone first.
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Connect first: your calendar and your files. The steps for each AI are on one page. Then the prompt reads it for you. It ends by saving itself as a skill.
Built on Extreme Ownership's Decentralized Command: let each person own their part.
What it does: Finds leads in your CRM where someone said talk to another person, gets that buyer's email and phone in Wiza after you OK the credits, and drafts a note that says who sent you.
Use it when: Your calls keep landing on people who say they don't decide.
You get: A table of real buyers with email, phone and a note each, plus lists of who left, who's unclear and who was skipped.
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Connect first: your CRM. The steps for each AI are on one page. Then the prompt reads it for you. It ends by saving itself as a skill.
Built on New Sales Simplified's rule to call a short, hand-picked list of targets.
What it does: Reads the leads waiting for a Chloe call in Close, keeps only people who said yes to an AI call, and checks her script for the AI line, the hand-off and the 911 rule.
Use it when: You're about to let Chloe call a new batch of form leads.
You get: An OK to call list with call windows, a Don't call list with reasons, a Fix first list, and script fixes to paste.
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Connect first: your CRM. The steps for each AI are on one page. Then the prompt reads it for you. It ends by saving itself as a skill.
Built on Fanatical Prospecting's rule to own your database.
What it does: Reads your last first calls with new buyers in Fireflies, counts how much you talked and what kind of questions you asked, and picks the one habit to fix.
Use it when: First calls end with no next step and you're not sure why.
You get: A scorecard for each call, the one habit that shows up most, and 3 new questions for your next call.
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Connect first: your files. The steps for each AI are on one page. Then the prompt reads it for you. It ends by saving itself as a skill.
Built on SPIN Selling's questions about what the problem costs.
What it does: Reads every deal and call note that names one rival, checks their site and reviews, and builds a one page card your reps can use on a live call.
Use it when: Your reps keep hearing the same rival's name and lose deals they should win.
You get: A one page card: win and loss count, a side by side table, your real strengths, 3 questions to ask, 3 answers and sources with dates.
Paste it into Claude
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Connect first: your CRM. The steps for each AI are on one page. Then the prompt reads it for you. It ends by saving itself as a skill.
Built on: The Challenger Sale. Rule one is "Lead to your unique strengths", so the card leads with what you do better and buyers care about.
Use it in Microsoft 365 Copilot
Needs a Microsoft 365 Copilot work license. Grounded in your work email, files and meetings. Run it once, then save it in Copilot Prompt Gallery.
What it does: Reads last week's Chloe call data you give it, finds where callers got stuck, hung up or didn't book, and rewrites those parts of her script.
Use it when: Chloe calls your leads but you never listen to the calls.
You get: A short report: calls, booked, where they dropped, short quotes, and new lines for her script.
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Connect first: your CRM. The steps for each AI are on one page. Then the prompt reads it for you. It ends by saving itself as a skill.
Built on The Sales Acceleration Formula's coaching based on numbers.
What it does: Pulls the mobiles from your CRM worth checking, cleans them, counts the credits, and after Optimal Dial scores them, puts tomorrow's calls in the best order.
Use it when: You call a long list in random order and the people likely to answer are buried.
You get: Today: a clean list ready to send to Optimal Dial with the credit count. Next day: tomorrow's call list in order of who is likely to answer.
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Built on Fanatical Prospecting's rule to know your numbers.
What it does: Reads your notes from a sales call, builds a short proposal in Gamma that puts the buyer's problem first, and marks anything the notes don't cover.
Use it when: You promised a proposal after the call and it's late again.
You get: A 6 card Gamma deck you can edit and send: their problem, what it costs them, the plan, price and next step.
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Built on: Building a StoryBrand. "The customer is the hero, not your brand." Lead with their problem, not your story.
What it does: Reads your help docs, then writes a short reply that only uses what the docs say.
Use it when: You need to reply to a ticket but the answer is buried in docs.
You get: A ready to check reply, the steps, and the doc each fact came from.
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Connect first: your email and your files. The steps for each AI are on one page. Then the prompt reads it for you. It ends by saving itself as a skill.
Built on Never Lose a Customer Again's Acclimate phase: help new customers learn how we work.
What it does: Reads your past replies and help docs, then writes a saved reply for each question you get most.
Use it when: Your team answers the same questions over and over.
You get: Saved replies with blanks to fill, a CHANGE THIS line, and when to use each one.
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Connect first: your email and your files. The steps for each AI are on one page. Then the prompt reads it for you. It ends by saving itself as a skill.
Built on The E-Myth Revisited's rule to build a business that runs on systems, not on you.
What it does: Reads the replies to your outreach, skips the ones you already answered, sorts the rest into 9 kinds and drafts the right answer for each.
Use it when: Your inbox has a pile of replies and you can't tell which ones still need you.
You get: Drafts saved in Gmail, one per thread that needs one, plus short lists: stop requests, people to reach next, bounces and the ones only you can answer.
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Connect first: your email. The steps for each AI are on one page. Then the prompt reads it for you. It ends by saving itself as a skill.
Built on: Never Split the Difference. A no-oriented ask is easy to answer, so people keep talking. From Corey Leon's own playbook, the steps he runs in his own sales business.
What it does: Finds every time someone pointed you to another person in the last 30 days, checks if that person is already in your CRM, and drafts the first email that opens with who sent you.
Use it when: People give you names on calls and in emails, and the names sit there.
You get: A list of every referral with who sent it and what they said, a draft for each one with a known email, and a short list of emails you still need to find.
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Connect first: your email and your CRM. The steps for each AI are on one page. Then the prompt reads it for you. It ends by saving itself as a skill.
Built on: $100M Leads. Referrals come from people who already trust you. Act on them first. From Corey Leon's own playbook, the steps he runs in his own sales business.
What it does: Reads your offer, price and FAQ files in a ChatGPT Project, writes the Project instructions, then answers a customer question from your files only.
Use it when: Customers ask the same questions about price and what's included, and you want the same right answer each time.
You get: A facts list with sources, a list of clashes to fix in your files, Project instructions to paste, and a reply ready to send.
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Connect first: your files. The steps for each AI are on one page. Then the prompt reads it for you. It ends by saving itself as a skill.
Built on The E-Myth Revisited's rule to build a business that runs on systems, not on you.
What it does: ChatGPT finds the quote request in your Gmail, matches each item to your price sheet, does the math and drafts the quote.
Use it when: A customer emailed asking for a price and you want to answer fast.
You get: A price table that adds up and a quote email under 150 words, ready for you to send.
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Connect first: your email and your files. The steps for each AI are on one page. Then the prompt reads it for you. It ends by saving itself as a skill.
Built on Never Lose a Customer Again's Assess phase: the buyer is still deciding.
What it does: Has Base44 build a private app from your customer file that gives each new customer dated steps, shows what's due this week, and drafts the note for each step.
Use it when: You sign new customers and the follow-through after the sale gets missed.
You get: A working private app with a This week list and a draft note for each step. The app never sends anything.
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Connect first: your files. The steps for each AI are on one page. Then the prompt reads it for you. It ends by saving itself as a skill.
Built on Never Lose a Customer Again's First 100 Days.
What it does: Reads what new customers asked you in their first weeks, then writes a 60 to 90 second welcome video that answers their top worry and says what happens next.
Use it when: New customers email the same worried questions right after they pay.
You get: The top 3 worries with counts, a script, on-screen words, the HeyGen settings and a short email to send the video in.
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Connect first: your email. The steps for each AI are on one page. Then the prompt reads it for you. It ends by saving itself as a skill.
Built on Never Lose a Customer Again's Affirm phase: calm a new buyer's doubts fast.
What it does: Finds the referrals sitting in your notes and emails, gets their email and phone with FullEnrich after you OK the credits, and drafts a warm first email that names who sent you.
Use it when: Contacts keep saying "talk to Jane" and those names sit in your notes.
You get: A referral table, first email drafts, thank you notes for the people who sent you, and CRM updates to approve.
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Connect first: your email and your CRM. The steps for each AI are on one page. Then the prompt reads it for you. It ends by saving itself as a skill.
What it does: Finds new leads in Zoho CRM you haven't answered, drafts a reply to each that answers what they asked, and plans the status and follow up task.
Use it when: New leads come in and some wait days for a reply.
You get: A reply for each new lead, oldest first, a list of questions only you can answer, and a Zoho update plan to OK.
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Connect first: your email and your CRM. The steps for each AI are on one page. Then the prompt reads it for you. It ends by saving itself as a skill.
Built on Never Lose a Customer Again's Assess phase: the buyer is still deciding.
What it does: Reads the thread where the client said yes, then drafts a welcome email, the intake questions you still need and a timeline that fits your calendar.
Use it when: A client just said yes and you want them sure they picked the right person.
You get: A welcome email under 150 words, up to 8 intake questions with example answers, and a dated timeline that shows who does what.
Paste it into Claude
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Connect first: your email and your calendar. The steps for each AI are on one page. Then the prompt reads it for you. It ends by saving itself as a skill.
Built on: Never Lose a Customer Again. Right after they buy comes "buyer's remorse", so a fast, clear welcome calms the doubt.
Use it in Microsoft 365 Copilot
Needs a Microsoft 365 Copilot work license. Grounded in your work email, files and meetings. Run it once, then save it in Copilot Prompt Gallery.
What it does: Writes a short 3 email cold campaign with Smartlead's merge fields, then checks every email for spam words and length before you load it.
Use it when: You have a list and Smartlead, but no emails written.
You get: 3 emails under 90 words, subject lines, the merge fields to map, and a check table.
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Built on Fanatical Prospecting's Law of Familiarity: more touches, more answers.
What it does: Makes a DeepL glossary for your product words, then checks DeepL's translation so the email stays short, polite and right for that country.
Use it when: You sell to people in another language and machine translation sounds stiff.
You get: A glossary to load into DeepL, the checked email, and a list of the lines it changed and why.
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Built on Word Power Made Easy's "How to Speak Naturally" lesson.
What it does: Finds the buyer questions you haven't answered in your inbox, plans a short Loom that shows one answer, and drafts the email to send with it.
Use it when: A buyer asked something that's easier to show than to type.
You get: Your open buyer questions, the one picked and why, a 2 minute Loom plan (opener, 3 points with what to show, close), and an email draft with a spot for the link.
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Connect first: your email. The steps for each AI are on one page. Then the prompt reads it for you. It ends by saving itself as a skill.
Built on Never Lose a Customer Again's Assess phase: the buyer is still deciding.
What it does: Reads a week of your email, then plans an n8n workflow that sorts each new email into a few labels and pings you only for leads and the ones it's not sure about.
Use it when: Your inbox mixes leads, bills and junk, and leads wait.
You get: A node by node plan with settings, the sorting prompt, 6 test emails, and what happens when it's not sure.
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Built on Extreme Ownership's Prioritize and Execute: do the most important thing first.
What it does: Reads your Gmail inbox and calendar and gives you the few emails that need you today, in order, with a draft for the quick ones.
Use it when: You open Gmail to 60 unread emails and don't know where to start.
You get: A top 5 for today in order, short replies saved as Gmail drafts, what you owe people, and the rest sorted so it can wait.
Paste it into Claude
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Connect first: your email and your calendar. The steps for each AI are on one page. Then the prompt reads it for you. It ends by saving itself as a skill.
Built on: Extreme Ownership. When too much lands at once, "Relax, look around, make a call." So it picks the one email that matters most, then the next.
Use it in Microsoft 365 Copilot
Needs a Microsoft 365 Copilot work license. Grounded in your Outlook email and calendar. Run it once, then save it in Copilot Prompt Gallery.
What it does: Reads your Outlook calendar and the emails with each person, and writes a short brief for every meeting with someone outside your company.
Use it when: You walk into calls and scroll old emails in the first 2 minutes.
You get: One brief per meeting: who, what they said last, open questions, what you promised, and the one thing to get from the call.
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Built on: Gap Selling. Know where the buyer is now and where they want to be before you pitch.
What it does: Reads today's calls and notes in your CRM, finds every call where you promised something or they asked for something, and drafts each follow up.
Use it when: You finish a call block and the follow ups wait until tomorrow.
You get: A list of every follow up owed from today's calls, with a draft email for each and the call backs to book.
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Built on: Exactly What to Say. Ask "When would be a good time?" so the next step is when, not if.
What it does: Sets up PhantomBuster to send 15 to 20 connection requests a day from your list, then tells you who accepted and drafts a thank-you for each.
Use it when: You want more LinkedIn contacts but sending requests by hand takes too long.
You get: A daily request setup you approve first, a Friday list of who accepted, and a short thank-you draft for each one.
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Connect first: LinkedIn. The steps for each AI are on one page. Then the prompt reads it for you. It ends by saving itself as a skill.
Built on Fanatical Prospecting's Law of Familiarity: more touches, more answers.
What it does: Reads one person's recent LinkedIn posts and profile, says if they're a buyer, a peer who does what you do, or a skip, and writes an opener only a buyer could get.
Use it when: You're about to message someone and you don't want to pitch them their own job.
You get: Buyer, peer or skip, with the reason, 2 or 3 things they post about with dates, and one opener that could only go to them, or the right move if they aren't a buyer.
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Connect first: LinkedIn. The steps for each AI are on one page. Then the prompt reads it for you. It ends by saving itself as a skill.
Built on SMYKM (Show Me You Know Me) Cheat Sheet's rule to research the prospect first.
What it does: For each company you want in, finds the buyer, finds which of your connections knows them, ranks how close that person is to you, and drafts the intro ask to the best one.
Use it when: You have a list of companies you want to sell to and you know people who know people there.
You get: One path per company: the buyer, the best connector and why, and a 50 word ask ready to send, plus a short note they can forward.
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Connect first: your CRM and LinkedIn. The steps for each AI are on one page. Then the prompt reads it for you. It ends by saving itself as a skill.
Built on: $100M Leads. Start with people who already know you. They answer. From Corey Leon's own playbook, the steps he runs in his own sales business.
What it does: Counts one day of your real calls, emails and meetings in Close, asks you what you learned, and writes three short post versions with the zeros left in.
Use it when: You want to post about your work but don't want to make anything up or brag.
You get: Your numbers for the day, three post versions under 800 characters, and the people or tools to tag.
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Connect first: your CRM. The steps for each AI are on one page. Then the prompt reads it for you. It ends by saving itself as a skill.
Built on Fanatical Prospecting's rule to know your numbers.
What it does: Reads the first messages you sent on LinkedIn, compares replies for clear ones against vague ones, and rewrites your best one to say the outcome and ask one yes or no question.
Use it when: People read your LinkedIn messages and don't answer.
You get: Your reply rate for clear versus vague messages, your best and worst, and 3 rewrites under 40 words.
Paste it into Claude
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Connect first: LinkedIn. The steps for each AI are on one page. Then the prompt reads it for you. It ends by saving itself as a skill.
Built on: Corey's own LinkedIn posts (93 InMails, clear beat short, and start with the outcome then ask a yes or no). Also Building a StoryBrand: if you confuse, you'll lose.
What it does: Takes a PhantomBuster export of people who viewed your profile and post on LinkedIn, checks each company against your offer, and tells you who to call first.
Use it when: People view your profile every week and you never follow up.
You get: Hot, maybe and no lists with the reason for each, a first step for every hot one, and safe daily limits with stop rules if you send connect notes.
Paste it into PhantomBuster
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Connect first: LinkedIn. The steps for each AI are on one page. Then the prompt reads it for you. It ends by saving itself as a skill.
Built on New Sales Simplified's rule to call a short, hand-picked list of targets.
What it does: Cleans the client's list against their customers and don't contact file, builds the skip list, splits people across their sender accounts at a safe pace, and writes no-pitch messages.
Use it when: You're about to start a campaign for a new agency client.
You get: A launch plan with counts, a skip list CSV, a sender table at 20 invites a day or less, and messages for the client to OK. Nothing launches.
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Connect first: your files. The steps for each AI are on one page. Then the prompt reads it for you. It ends by saving itself as a skill.
Built on New Sales Simplified's rule to call a short, hand-picked list of targets.
What it does: Finds warm replies across a client's HeyReach senders, drafts each answer from the sender who got it, and writes a hand-off note the client can act on.
Use it when: Replies are spread across many sender inboxes and clients ask who wants to talk.
You get: Draft answers from the right sender, a hand-off note per warm person, and a no list for the blacklist. Nothing is sent.
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Connect first: LinkedIn. The steps for each AI are on one page. Then the prompt reads it for you. It ends by saving itself as a skill.
Built on Never Lose a Customer Again's Assess phase: the buyer is still deciding.
What it does: Runs PhantomBuster's profile scraper on your past customers after your yes, finds who moved to a new company, and drafts a no-pitch congrats note to each.
Use it when: Past customers move jobs and you only find out months later.
You get: A list of who moved with their new company and a draft note each, plus CRM updates saved after your yes.
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Connect first: your CRM and LinkedIn. The steps for each AI are on one page. Then the prompt reads it for you. It ends by saving itself as a skill.
What it does: Reads a company's Sales Navigator pages, sorts who signs, who uses it and who could block, picks 2 or 3 people and writes a no-pitch connect note for each.
Use it when: You have a big target company and don't know who to start with.
You get: A people table, 2 or 3 picks with why, and a short note for each. Nothing is sent.
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Connect first: your CRM and LinkedIn. The steps for each AI are on one page. Then the prompt reads it for you. It ends by saving itself as a skill.
Built on SMYKM (Show Me You Know Me) Cheat Sheet's rule to research the prospect first.
What it does: Has Claude Code build a script that sends a few no-pitch connection requests a day through Unipile, with a hard cap of 20, a dry run and a log.
Use it when: You're building your own LinkedIn tool and want it to grow your network without risking your account.
You get: The script, a 3 day dry run to approve, and a log of every request. It runs live only after your yes.
Paste it into Unipile
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Connect first: your CRM and your files. The steps for each AI are on one page. Then the prompt reads it for you. It ends by saving itself as a skill.
Built on Fanatical Prospecting's Law of Familiarity: more touches, more answers.
What it does: Reads your Waalaxy list, groups the people, finds one real thing each group shares, and writes the invite and 2 follow up messages plus a safe daily plan.
Use it when: You built a list in Waalaxy and don't want to send the same pitch everyone else sends.
You get: Messages for each group, a setup plan at 20 invites a day or less, and a list of who to skip. Nothing launches.
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Connect first: your CRM and your files. The steps for each AI are on one page. Then the prompt reads it for you. It ends by saving itself as a skill.
Built on $100M Leads' rule to open with something you know about them.
What it does: Sorts this week's Waalaxy replies into interested, not now, wrong person and no, drafts your answer to each, and writes the CRM update for each person.
Use it when: Replies pile up in the Waalaxy inbox and never make it into your CRM.
You get: A table of every reply with your draft answer, a status and a next step, saved to your CRM after your yes.
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Connect first: your CRM and your files. The steps for each AI are on one page. Then the prompt reads it for you. It ends by saving itself as a skill.
Built on Fanatical Prospecting's rule to own your database.
What it does: Goes through the people you know and finds local businesses that post often but edit by hand, then writes a short, personal first message to the best 10.
Use it when: You're starting out as a freelancer and have few or no clients.
You get: A list of 10 with why each made it, one true thing and its link, the channel, and a message under 70 words each, plus who was skipped and why.
Paste it into Claude
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Connect first: your email and LinkedIn. The steps for each AI are on one page. Then the prompt reads it for you. It ends by saving itself as a skill.
Built on: $100M Leads. Warm outreach comes first: reach out one to one to people who already know you.
Use it in Microsoft 365 Copilot
Needs a Microsoft 365 Copilot work license. Grounded in your work email, files and meetings. Run it once, then save it in Copilot Prompt Gallery.
What it does: Reads the latest list from your PhantomBuster LinkedIn search and writes a short, no-pitch note for each person, ready for its auto connect robot.
Use it when: You have a big LinkedIn list and blank connection requests get ignored.
You get: A CSV with one note per person under 200 characters, plus the rows to skip.
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Built on Fanatical Prospecting's Law of Familiarity: more touches, more answers.
What it does: Reads your Waalaxy prospect list export and your CRM, removes people who are customers, already talking to you or a bad fit, and gives you a clean list.
Use it when: You're about to message 300 people and some are already customers.
You get: A clean list ready to load back in Waalaxy, plus a removed list with the reason for each person.
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Built on: Fanatical Prospecting. "The more you prospect, the luckier you get." A full list every day beats a big list once a month.
What it does: Reads your Kondo LinkedIn inbox, drafts replies to the chats that need you, labels them, and sets reminders for the ones to follow up later.
Use it when: Your LinkedIn inbox has 80 chats and you don't know which matter.
You get: Drafts saved in Kondo for the chats that need you, labels on every chat, and reminders for later, all after your yes.
Paste it into Kondo
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Built on: Never Split the Difference. A question that is easy to say no to keeps people talking.
What it does: Reads your LinkedIn inbox through Unipile, finds chats where the other person wrote last, and drafts a reply for each one that needs you.
Use it when: LinkedIn messages get lost and good conversations go cold.
You get: A list of chats waiting on you, oldest first, sorted by what they want, with a reply drafted for each. Nothing is sent.
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Built on: Never Split the Difference. A question that is easy to say no to keeps people talking.
What it does: Checks that each person said yes to texts, then writes your first text with real context, one benefit, a permission question and the opt-in footer.
Use it when: Someone said you could text them and you want the first one to land well.
You get: One ready text per person who said yes, saved as a draft, and a list of people you can't text yet and why.
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Connect first: your CRM. The steps for each AI are on one page. Then the prompt reads it for you. It ends by saving itself as a skill.
Built on Influence's rule that people keep a small yes they gave.
What it does: Reads tomorrow's calendar, checks your CRM for a yes to texts, and drafts an iMessage reminder for each person who said yes.
Use it when: You have meetings or appointments tomorrow and people forget to show.
You get: One short reminder per person who opted in, with a send time inside 9am to 8pm their time, sent through SendBlue only after your yes, plus a No text list.
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Connect first: your calendar and your CRM. The steps for each AI are on one page. Then the prompt reads it for you. It ends by saving itself as a skill.
Built on Influence's rule that people keep a small yes they gave.
What it does: Grok Bot watches your Close number. When a call is missed, it drafts a text back for callers who said yes to texts and makes a call back task for everyone else.
Use it when: You miss calls while you're on a job and callers go to the next business.
You get: A draft text in Close within minutes for each opted in caller, held for 9am to 8pm their time, a call back task for the rest, and a Friday count.
Paste it into grokbot
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Connect first: your CRM. The steps for each AI are on one page. Then the prompt reads it for you. It ends by saving itself as a skill.
Built on Up the Organization's "Call yourself up" test.
What it does: Reads tomorrow's bookings, checks your CRM for a yes to WhatsApp, and drafts a short reminder that asks them to reply YES to confirm.
Use it when: Customers forget their visit and you lose the slot.
You get: Reminder drafts with send windows inside 9am to 8pm their time, ready for you to send from WhatsApp, and a list of who you can't message.
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Connect first: your calendar and your CRM. The steps for each AI are on one page. Then the prompt reads it for you. It ends by saving itself as a skill.
Built on Influence's rule that people keep a small yes they gave.
What it does: Finds jobs done in the last 14 days, skips anyone without a yes to WhatsApp, and drafts a thank you with a care tip and one review ask.
Use it when: Jobs get finished but nobody asks for a review.
You get: Review ask drafts with send windows, ready for you to send from WhatsApp, plus a Call first list for anyone with a problem and a Can't message list with the reason for each.
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Connect first: your CRM. The steps for each AI are on one page. Then the prompt reads it for you. It ends by saving itself as a skill.
Built on Influence's rule that people want to give back when you give first.
What it does: Reads the customer's message, tells you in English what they want and how they feel, and drafts a short, warm reply in Chinese for your OK.
Use it when: A customer writes in Chinese and you're not sure what they're asking.
You get: What they want in plain English, a reply in Chinese, and the reply in English so you know what you're sending.
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Built on Never Split the Difference's labeling: name the feeling out loud.
What it does: Finds people who asked you for a price or quote on WhatsApp, got one, then went quiet, checks they said yes to messages, and drafts one easy follow up for each.
Use it when: People ask how much, you answer, and then nothing.
You get: A list of quiet price chats with the price you gave and the date, one short follow up each with a send window, and a list of who you can't message and why.
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Built on Exactly What to Say's "I'm guessing you haven't got around to" nudge.
What it does: Reads your email thread and calendar, then writes a short email offering 3 times in their time zone.
Use it when: They said yes, but no time is set yet.
You get: A 2-line email with 3 times, your booking link, and a clear next step.
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Connect first: your email and your calendar. The steps for each AI are on one page. Then the prompt reads it for you. It ends by saving itself as a skill.
Built on Exactly What to Say's "When would be a good time?" ask.
What it does: Reads your calendar, email, CRM and their website, then writes a one page brief with quotes and open questions.
Use it when: You have a call soon and no time to dig through old emails.
You get: A one page brief with their history, their words, and 5 questions to ask.
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Connect first: your email, your calendar and your CRM. The steps for each AI are on one page. Then the prompt reads it for you. It ends by saving itself as a skill.
What it does: Reads your meeting transcript and calendar, lists decisions and tasks, and drafts one follow-up email to the group.
Use it when: Tasks from your meeting get lost after it ends.
You get: A short follow-up email, a task list with owners and due dates, and open items marked Still open.
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Connect first: your email, your calendar and your files. The steps for each AI are on one page. Then the prompt reads it for you. It ends by saving itself as a skill.
What it does: Reads your calendar, emails, and CRM notes, then writes a one page prep sheet. After the meeting, it drafts the recap email.
Use it when: You have an in-person meeting and no time to prep.
You get: A one page prep sheet with 5 questions, plus a recap email draft after you paste what happened.
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Connect first: your email, your calendar and your CRM. The steps for each AI are on one page. Then the prompt reads it for you. It ends by saving itself as a skill.
What it does: Reads your calendar and CRM notes, checks their website, then writes up to 15 questions to ask.
Use it when: You meet a new customer tomorrow and need good questions.
You get: Up to 15 plain questions in 6 groups, 3 starred, plus one thing to ask them to bring.
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Connect first: your calendar and your CRM. The steps for each AI are on one page. Then the prompt reads it for you. It ends by saving itself as a skill.
Built on SPIN Selling's questions about what the problem costs.
What it does: Reads your calendar for the next 7 days, finds each sales meeting, and builds its show-up plan: a confirm email, a useful email 2 days before, a confirm call the day before and a morning note only if they haven't said yes.
Use it when: You book meetings and too many people don't show.
You get: A plan for each meeting with the touches already due, the email drafts written from what they told you, and a call list for tomorrow's confirm calls.
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Connect first: your email and your calendar. The steps for each AI are on one page. Then the prompt reads it for you. It ends by saving itself as a skill.
Built on: Never Lose a Customer Again. Right after someone says yes, doubt shows up. Reassure them fast. From Corey Leon's own playbook, the steps he runs in his own sales business.
What it does: Reads the call, the note and the contact record, then writes the hand-off email for whoever runs the meeting, with only what was really said.
Use it when: One person books the meeting and someone else runs it, and details get lost in between.
You get: A hand-off email with contact details, the meeting time and how sure it is, a short recap, how to run the meeting and next steps.
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Connect first: your CRM. The steps for each AI are on one page. Then the prompt reads it for you. It ends by saving itself as a skill.
What it does: Each time someone books a call with you, Grok Bot reads their booking answers, looks them up, checks your CRM for history and adds a one page prep note to their lead.
Use it when: People book calls with you and you walk in knowing only their name.
You get: A prep note on the lead within the hour: who they are, what they sell and to whom, what they wrote when booking, your history with them, and 3 questions to ask.
Paste it into Grok Bot
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Connect first: your calendar and your CRM. The steps for each AI are on one page. Then the prompt reads it for you. It ends by saving itself as a skill.
What it does: Claude reads your email and calendar, finds every promise and question clients are waiting on, and fits them into your open time.
Use it when: It's Monday and you're not sure what you owe clients this week.
You get: A table of what each client waits on, a day by day plan, and draft notes for anything that won't fit.
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Connect first: your email and your calendar. The steps for each AI are on one page. Then the prompt reads it for you. It ends by saving itself as a skill.
Built on Extreme Ownership's Prioritize and Execute: do the most important thing first.
What it does: Reads this week's meeting notes pages in Notion, pulls every action item with one owner and a date, and adds them to your tasks database after your OK.
Use it when: Tasks get written in meeting notes and then nobody looks at them again.
You get: A table of new tasks with owners and dates, repeats skipped, then rows added to your Notion tasks database after your yes.
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Connect first: your files. The steps for each AI are on one page. Then the prompt reads it for you. It ends by saving itself as a skill.
Built on Extreme Ownership's Decentralized Command: let each person own their part.
What it does: Reads your call notes and builds a short deck in Genspark AI Slides: where they are, what it costs them, where they want to be, your plan and the next step.
Use it when: You had a good first call and the next meeting is coming up.
You get: A 5 slide deck in the buyer's own words, speaker notes, and a list showing where every fact came from. Nothing is shared.
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Connect first: your files. The steps for each AI are on one page. Then the prompt reads it for you. It ends by saving itself as a skill.
What it does: Finds your new customers from the last 14 days, plans a 90 second personal Loom for each with their own goal, and drafts the email to send with it.
Use it when: New customers get a form email and wonder if anyone is on their job yet.
You get: One Loom plan and one email draft per new customer, saved as drafts after your yes, and a list of who already got one.
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Connect first: your email and your CRM. The steps for each AI are on one page. Then the prompt reads it for you. It ends by saving itself as a skill.
Built on Never Lose a Customer Again's Activate phase: start the work in a way they remember.
What it does: Builds a Zap that starts when someone books a call, logs it on their CRM record and saves a short confirm email as a draft.
Use it when: People book calls and then forget them, and your CRM never shows who booked.
You get: A tested Zap left turned off for your yes, the confirm email it drafts with one small yes, and the test result.
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Connect first: your email, your calendar and your CRM. The steps for each AI are on one page. Then the prompt reads it for you. It ends by saving itself as a skill.
Built on Influence's rule that people keep a small yes they gave.
What it does: Reads what your last bookers wrote and how those calls went, then rewrites your booking questions so you know what they need before the call.
Use it when: Calls start cold, or people leave your booking questions blank.
You get: A table of how your questions do now, any real patterns, 3 or 4 new questions and a short page note, changed in Calendly only after your yes.
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Connect first: your calendar and your CRM. The steps for each AI are on one page. Then the prompt reads it for you. It ends by saving itself as a skill.
Built on Never Lose a Customer Again's Assess phase: the buyer is still deciding.
What it does: Reads your won and lost deal notes, finds the hidden cost that shows up again and again, and writes a 6 card deck that teaches it before you pitch.
Use it when: First calls feel like every other pitch and buyers tune out.
You get: One lesson with the deals behind it, 6 short cards ready to paste into Gamma, and questions to ask out loud.
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Connect first: your CRM. The steps for each AI are on one page. Then the prompt reads it for you. It ends by saving itself as a skill.
Built on The Challenger Sale's rule to teach the buyer something new.
What it does: Finds first meetings booked through Chili Piper where the lead didn't show, skips anyone who already rebooked or said no, and drafts one kind rebook email each.
Use it when: Leads book a first meeting through Chili Piper and then don't show up.
You get: A count of meetings and no shows, one rebook email per lead saved as a draft after your yes, and a list of who to let go.
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Connect first: your email, your calendar and your CRM. The steps for each AI are on one page. Then the prompt reads it for you. It ends by saving itself as a skill.
Built on Influence's rule that people keep a small yes they gave.
What it does: Finds people who filled in your demo form but never booked a meeting, skips anyone already handled, and drafts one short email each with your booking link.
Use it when: People fill in your form, close the booking window, and you never hear from them.
You get: A count of form fills and bookings, one email draft per lost lead saved after your yes, and a list of leads to check by hand.
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Connect first: your email, your calendar and your CRM. The steps for each AI are on one page. Then the prompt reads it for you. It ends by saving itself as a skill.
Built on Exactly What to Say's "When would be a good time?" ask.
What it does: Finds this week's calls with people you've met before and builds a short brief from your past Otter notes: what they said, what each side promised, and what to ask.
Use it when: You walk into a call and can't remember what the client told you last time.
You get: One brief per call with their own words, a promise table, 3 new questions and an opening line, plus a list of first meetings.
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Connect first: your email and your calendar. The steps for each AI are on one page. Then the prompt reads it for you. It ends by saving itself as a skill.
What it does: Reads the transcript of one meeting, pulls out the decisions, who does what by when and the open questions, and drafts the follow up email.
Use it when: People leave a meeting remembering different things.
You get: A recap email under 200 words saved as a draft, plus a private note with each person's view and key quotes with time stamps.
Paste it into Claude
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Connect first: your email and your calendar. The steps for each AI are on one page. Then the prompt reads it for you. It ends by saving itself as a skill.
Built on: Never Split the Difference. A good summary is "paraphrasing + labeling", so each person would say "that's right".
Use it in Microsoft 365 Copilot
Needs a Microsoft 365 Copilot work license. Grounded in your work email, files and meetings. Run it once, then save it in Copilot Prompt Gallery.
What it does: Writes a focus note for NotebookLM's Audio Overview, so it turns the company's website, your notes and past emails into a short talk you can play in the car.
Use it when: You have a big meeting tomorrow and no time to read everything.
You get: A one page brief with sources, 5 questions to ask, 3 things not to say, and a focus note for the Audio Overview.
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Connect first: your files. The steps for each AI are on one page. Then the prompt reads it for you. It ends by saving itself as a skill.
What it does: Reads your Calendly meetings, finds no shows and cancels that never rebooked, and drafts a short note to each with a way to pick a new time.
Use it when: People book, then don't show, and you never follow up.
You get: A list of missed and canceled calls with what they told you when they booked, plus a rebook note for each.
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Built on Exactly What to Say's "When would be a good time?" ask.
What it does: Reads the Fathom notes and transcript of a sales call and writes a follow up that repeats their problem in their words and locks in the next step.
Use it when: Your follow ups are generic thank you notes that don't move the deal.
You get: A follow up email ready to send, their problem in their own words, and the next step with a date.
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Built on: Gap Selling. Know where the buyer is now and where they want to be before you pitch.
What it does: Reads your recent sales call transcripts from Fireflies, finds every pushback buyers gave, groups them, and shows what you said when it worked.
Use it when: You keep hearing the same no and still don't have a good answer.
You get: Your top pushbacks with how often each came up, the best answer you gave in your own words, and the ones with no good answer yet.
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Built on: Never Split the Difference. Name what the other person feels first ("It sounds like..."), then ask.
What it does: Reads the transcripts you made in TurboScribe, pulls out every question customers asked, and writes an FAQ and a list of the words they use.
Use it when: You answer the same questions on every call and your website doesn't.
You get: An FAQ with the top questions and your own answers from the calls, plus a list of customer phrases for your site and ads.
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Built on: Building a StoryBrand. "The customer is the hero, not your brand." Lead with their problem, not your story.
What it does: Reads your leads and lists repeats, missing emails and phones, leads with no owner, leads nobody has touched in 30 days, and bounced emails, with counts and links.
Use it when: Your CRM fills up with junk and nobody checks it.
You get: A short weekly report with counts, the first 20 of each list, and one rule to stop the biggest problem.
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Connect first: your CRM. The steps for each AI are on one page. Then the prompt reads it for you. It ends by saving itself as a skill.
Built on Fanatical Prospecting's rule to know your numbers.
What it does: Reads your last 5 paying customers in your CRM and writes the exact Apollo People search filters that match them.
Use it when: You open Apollo and don't know what to type.
You get: What your customers share, Apollo filters (titles, seniority, size, industries, places, keywords), 2 kinds of dream accounts, and who the search will miss.
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Connect first: your CRM. The steps for each AI are on one page. Then the prompt reads it for you. It ends by saving itself as a skill.
Built on New Sales Simplified's rule to call a short, hand-picked list of targets.
What it does: Finds the people who said not now or went quiet, skips anyone who has a date or is waiting on you, and drafts one useful note for each that asks for nothing.
Use it when: Leads who said not now are sitting in your CRM with no next step.
You get: A list of who is due, who is waiting on your reply and who gave a date, plus a 50 to 60 word draft for each one that's due.
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Connect first: your email and your CRM. The steps for each AI are on one page. Then the prompt reads it for you. It ends by saving itself as a skill.
What it does: Checks your past customers and lost deals on LinkedIn, finds the ones who changed jobs, and writes a note that starts from the work you did together.
Use it when: Your best leads are people who already know you, and some of them just moved somewhere new.
You get: A list of who moved, where they went and when, who took their old seat, and a short draft for each one.
Paste it into Claude
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Connect first: your CRM. The steps for each AI are on one page. Then the prompt reads it for you. It ends by saving itself as a skill.
Built on: Corey's own LinkedIn posts (start with closed lost and closed won, and an old contact who moved became a closed won deal). Also $100M Leads: warm outreach, one to one, to people who know you.
What it does: Each morning it finds people who fit, starting with old accounts and real reasons to call, checks they're new to your CRM, and lines them up with why you're calling.
Use it when: Your pipeline dries up every time you get busy with clients.
You get: 25 new people a day with a verified contact, the dated reason to call, and a task ready for today once you say yes.
Paste it into Claude
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Connect first: your CRM. The steps for each AI are on one page. Then the prompt reads it for you. It ends by saving itself as a skill.
Built on: Corey's own LinkedIn post on the daily routine that finds 25 net new contacts and reopens old deals. Also Fanatical Prospecting: the Law of Replacement, keep adding people as fast as deals leave the pipeline.
What it does: Looks up recent news for every company on today's list and holidays where they are, then tells you who to pause, who to word with care, and who is fine.
Use it when: You're about to call or email a list and don't want to pitch a company on its worst week.
You get: Pause, careful and go lists, each pause or careful with a dated link and the reason.
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Connect first: your CRM. The steps for each AI are on one page. Then the prompt reads it for you. It ends by saving itself as a skill.
Built on: Corey's own LinkedIn post on the safeguards every AI outreach agent needs (check for bad news, never lie, respect holidays and culture).
What it does: Reads your Supabase sign-ups table read only, finds duplicates, junk rows and leads nobody followed up, and writes a fix plan you approve first.
Use it when: Your form sign-ups pile up with doubles and test rows and real leads get missed.
You get: A Follow up today list, a fix plan with a reason for each row, and draft SQL with a backup step, run only after your yes.
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Built on Fanatical Prospecting's rule to own your database.
What it does: Checks your CRM contacts against ZoomInfo, sorts them into still there, left and not sure, and finds the new person in each seat. No credits spent without your yes.
Use it when: Your list is a few months old and calls keep reaching people who moved on.
You get: Counts, a table of who left with the new person in the seat, and a CRM note for each, ready to add after your yes.
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Connect first: your CRM. The steps for each AI are on one page. Then the prompt reads it for you. It ends by saving itself as a skill.
Built on Fanatical Prospecting's rule to own your database.
What it does: Checks your Attio people and companies for duplicates, missing details, bad data and records nobody owns, then gives you one ranked fix list.
Use it when: Your Attio list feels messy and you aren't sure you can trust it.
You get: A 5 line summary with counts and a table of the top 50 fixes. Nothing changes until you say yes.
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Connect first: your CRM. The steps for each AI are on one page. Then the prompt reads it for you. It ends by saving itself as a skill.
Built on Fanatical Prospecting's rule to own your database.
What it does: Has Claude Code build a small script that reads your LinkedIn chats through Unipile, matches them to CRM leads and writes a note and next step for each after a dry run.
Use it when: Your sales talks happen in LinkedIn messages and your CRM has no record of them.
You get: A read-only script, a preview file of every note, and notes in your CRM after your yes.
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Connect first: your CRM and LinkedIn. The steps for each AI are on one page. Then the prompt reads it for you. It ends by saving itself as a skill.
Built on Fanatical Prospecting's rule to own your database.
What it does: Builds a Zap that starts when someone fills in your website form, puts them in your CRM with a reply task and writes a short first reply as a draft.
Use it when: Form leads sit in an inbox for days and some never get an answer.
You get: A tested Zap left turned off for your yes, the first reply it drafts, and the test result.
Paste it into Zapier
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Connect first: your email and your CRM. The steps for each AI are on one page. Then the prompt reads it for you. It ends by saving itself as a skill.
Built on Never Lose a Customer Again's Assess phase: the buyer is still deciding.
What it does: Sends Manus to find the trade shows, meetups and trade group events your buyers go to in the next 6 months, with dates and costs from each event's own page.
Use it when: You want to meet buyers face to face but don't know where they gather.
You get: A sheet of events with dates, place, cost, who goes, the link, and which 3 to pick first.
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Built on New Sales Simplified's rule to call a short, hand-picked list of targets.
What it does: Reads a long request for proposal in Kimi and gives you what they need, the must-haves, the deadlines, and a bid or no bid call with reasons.
Use it when: A long bid request lands and you can't tell if it's worth a week of work.
You get: A one page summary, a must-have check list against what you can do, the key dates, and BID or NO BID with 3 reasons.
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Built on Gap Selling's rule that more impact means a bigger gap.
What it does: Reads your best won deals in Close or HubSpot, finds the few things they share, then uses Apify to find companies like them and the right person at each.
Use it when: You build lists from a guess about who buys instead of who really bought.
You get: A one page profile with counts, an Apify plan with the cost before it runs, and a draft list with CRM matches removed and people who left dropped.
Paste it into Claude
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Connect first: your CRM. The steps for each AI are on one page. Then the prompt reads it for you. It ends by saving itself as a skill.
Built on: Predictable Revenue. "The ICP should, ideally, fit on a single page." So the profile keeps only the 3 to 5 traits your best customers share.
What it does: Reads your CRM and builds today's call list in the right order: referrals, promised call backs, warm leads, then new ones, with nobody you shouldn't call.
Use it when: You open the dialer and call whoever is at the top.
You get: A ranked call list for today with the reason for each person and a one line opener, ready to load into a Kixie PowerCall list.
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Built on: Fanatical Prospecting. "The more you prospect, the luckier you get." A full list every day beats a big list once a month.
What it does: Has Claude in Chrome read a prospect's website and LinkedIn page in your own signed in browser, then write a short brief and an opening line.
Use it when: You have 5 minutes before a call and 6 tabs to read.
You get: A half page brief with what they do, what changed lately, 3 questions, and one opening line, with the page each fact came from.
Paste it into Claude in Chrome
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Built on: Gap Selling. Know where the buyer is now and where they want to be before you pitch.
What it does: Reads your Sales Navigator saved leads through Unipile, finds the ones with a real reason to reach out now, and writes a first line for each.
Use it when: You have 300 saved leads and no idea who to message this week.
You get: Up to 15 people to reach this week, each with the dated reason, a first line from their own posts, and who to skip.
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Built on: Show Me You Know Me. Research the person first, then open with something real about them, like their own post.
What it does: Writes 4 short lines for your booking page and 3 names for the call, checks each line for result, belief, speed and effort, and flags what's weak.
Use it when: You sell calls but your booking page feels flat.
You get: A 4 line page description, 3 call names in simple words, and a short list of gaps to fix.
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Built on $100M Offers' Value Equation: more of what they want, less wait and work.
What it does: Reads your payments, open invoices, and deals, then shows what came in and who is late.
Use it when: Monday morning and you don't know where the money stands.
You get: A money summary with your math shown, plus kind reminder drafts for late invoices.
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Connect first: your CRM and your accounting app. The steps for each AI are on one page. Then the prompt reads it for you. It ends by saving itself as a skill.
Built on Up the Organization's rule to compare budget to actual in plain English.
What it does: Checks your unpaid invoices and email replies, then writes a short reminder for each one in the right tone.
Use it when: Invoices are past due and you keep putting off the follow up.
You get: A draft email for each late invoice, saved in its thread after your OK, plus call notes for the oldest ones.
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Connect first: your email and your accounting app. The steps for each AI are on one page. Then the prompt reads it for you. It ends by saving itself as a skill.
Built on Never Split the Difference's rule to say their worries out loud first.
What it does: Reads your budget sheet and your accounting app, then shows a table of budget, actual, and the gap for each account.
Use it when: You need to know where you went over or under budget.
You get: A table with the 5 biggest gaps, questions to ask, and your totals, with the math shown.
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Connect first: your files and your accounting app. The steps for each AI are on one page. Then the prompt reads it for you. It ends by saving itself as a skill.
Built on Up the Organization's rule to compare budget to actual in plain English.
What it does: Reads your files and client emails, then writes one friendly email listing the papers you have and the ones still missing.
Use it when: You're chasing tax papers and the list is a mess.
You get: One short email draft with each missing paper on its own line and where to find it, plus your have and missing lists.
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Connect first: your email and your files. The steps for each AI are on one page. Then the prompt reads it for you. It ends by saving itself as a skill.
Built on Building a StoryBrand's clear call to action.
What it does: Reads each vendor quote in your email and files and builds one table of cost, terms, and missing items.
Use it when: Quotes are buried in emails and hard to compare.
You get: One table, flagged fees, missing items, and 3 questions per vendor.
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Connect first: your email and your files. The steps for each AI are on one page. Then the prompt reads it for you. It ends by saving itself as a skill.
Built on Never Split the Difference's "How am I supposed to do that?" question.
What it does: Finds people who said yes in writing, matches the right Stripe link to what they want, and drafts the shortest reply that gets them paid, plus the kickoff note for after they pay.
Use it when: Someone says "I'm in" or "how do I pay" and you want them paid today, not after three more emails.
You get: A pay-link reply for each real yes, a kickoff-and-referral note ready for when the money lands, and a list of maybes that need a call instead.
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Connect first: your email. The steps for each AI are on one page. Then the prompt reads it for you. It ends by saving itself as a skill.
Built on: $100M Offers. Cut the time and effort it takes to get what they want. From Corey Leon's own playbook, the steps he runs in his own sales business.
What it does: Reads the deal's notes and emails, finds the real worry behind "it's a lot", and drafts a reply that fixes that worry with a bonus or proof, never a discount.
Use it when: Someone wants to buy but stalls on price, and you're about to drop it.
You get: The real worry named in one line, one reply ready to send, and one line to say on your next call.
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Connect first: your email and your CRM. The steps for each AI are on one page. Then the prompt reads it for you. It ends by saving itself as a skill.
Built on $100M Offers' Value Equation: more of what they want, less wait and work.
What it does: Reads your price list or quote, writes clean words with one next step, then makes a one page draft in your Canva brand kit after your OK.
Use it when: You send prices as a plain list and it looks rushed.
You get: The words to approve, then a one page Canva draft in your colors and logo, with every price copied exactly.
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Connect first: your files. The steps for each AI are on one page. Then the prompt reads it for you. It ends by saving itself as a skill.
Built on Building a StoryBrand's clear call to action.
What it does: In Google AI Studio, pulls the same fields from 5 of your real invoices or forms, quotes where each value came from, and scores it with you.
Use it when: You type the same fields off invoices by hand and want to know if AI can do it right first.
You get: A results table with a quote for every value, a score, a tested pull-out prompt, and a field list for structured output.
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Connect first: your files. The steps for each AI are on one page. Then the prompt reads it for you. It ends by saving itself as a skill.
Built on The E-Myth Revisited's rule to do it the same way every time.
What it does: Plans an n8n workflow that finds late invoices each week and saves a reminder as a draft in the right tone, plus the JSON to import.
Use it when: You chase late invoices by hand, when you remember.
You get: A node by node plan, 3 reminder texts by how late it is, which invoices would get a draft this week, and the import JSON. Nothing sends on its own.
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Connect first: your accounting app. The steps for each AI are on one page. Then the prompt reads it for you. It ends by saving itself as a skill.
Built on Exactly What to Say's "I'm guessing you haven't got around to" nudge.
What it does: Has Base44 build a private app from your quotes file that lists waiting quotes, shows who to follow up with today, and drafts a kind nudge for each.
Use it when: You send quotes, get busy, and forget who never answered.
You get: A working private app with a Today list and a draft follow-up for each quote. The app never sends anything.
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Connect first: your files. The steps for each AI are on one page. Then the prompt reads it for you. It ends by saving itself as a skill.
Built on Exactly What to Say's "I'm guessing you haven't got around to" nudge.
What it does: Reads your budget and spending in your Excel workbook, puts budget next to actual for each line with the math shown, and flags what ran over.
Use it when: A month ends and you want to know where the money went.
You get: A plain English summary, a budget vs actual table, the lines that ran over with their biggest costs and a question for each, and a Check by hand list.
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Connect first: your files. The steps for each AI are on one page. Then the prompt reads it for you. It ends by saving itself as a skill.
Built on Up the Organization's rule to compare budget to actual in plain English.
What it does: Compares last month to your budget, finds the transactions behind each gap and builds a 13 week cash forecast from your real invoices and bills.
Use it when: You made a profit on paper but you aren't sure you can cover payroll next month.
You get: One page: a 3 line summary, the over budget lines, a 13 week cash table marked known or guess, and 3 moves with each one's effect.
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Built on: The Bezos Letters. Watch free cash flow, the "spending money" left after the costs that keep the doors open.
Use it in Microsoft 365 Copilot
Needs a Microsoft 365 Copilot work license. Grounded in your work email, files and meetings. Run it once, then save it in Copilot Prompt Gallery.
What it does: Reads the client's brief, finds your past jobs like it and writes 2 or 3 priced options with clear scope, payment terms and a reply email.
Use it when: A client sent a brief and you aren't sure what to charge.
You get: A Basic, Standard and Plus option priced from your real invoices, scope and payment terms, and a reply email draft under 180 words.
Paste it into Claude
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Connect first: your email. The steps for each AI are on one page. Then the prompt reads it for you. It ends by saving itself as a skill.
Built on: $100M Offers. The value equation: raise the dream outcome and how sure they feel, cut the wait and their effort.
Use it in Microsoft 365 Copilot
Needs a Microsoft 365 Copilot work license. Grounded in your work email, files and meetings. Run it once, then save it in Copilot Prompt Gallery.
What it does: Reads the old and new version of a contract in Kimi and lists every change, what it means for you, and what to push back on. Not legal advice.
Use it when: A client or supplier sent back 'a few small edits' to a long contract.
You get: Every change with section numbers, what it means for you in plain words, a push back list, and the changes a lawyer should check.
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Built on Never Split the Difference's "How am I supposed to do that?" question.
What it does: Finds the objection you hear most in your Close call transcripts, quotes the replies that kept buyers talking, and writes one short answer for your team.
Use it when: Your reps freeze when buyers say the same no.
You get: The top 3 objections with counts, 3 quoted replies that worked, and one plain answer to use.
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Connect first: your CRM. The steps for each AI are on one page. Then the prompt reads it for you. It ends by saving itself as a skill.
Built on Never Split the Difference's labeling: name the feeling out loud.
What it does: Reads your week of emails and meetings, then writes a one-page update split into Done, Stuck, Needs a decision, and Next week.
Use it when: Friday comes and you can't remember what you did.
You get: A one-page update by project.
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Connect first: your email and your calendar. The steps for each AI are on one page. Then the prompt reads it for you. It ends by saving itself as a skill.
What it does: Reads your files, website and sent emails, then writes a short facts sheet about your business.
Use it when: Claude gives generic answers because it doesn't know your business.
You get: A one page business facts sheet with sources, plus up to 5 questions to improve it.
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Connect first: your email and your files. The steps for each AI are on one page. Then the prompt reads it for you. It ends by saving itself as a skill.
Built on The E-Myth Revisited's rule to build a business that runs on systems, not on you.
What it does: Your team reads the page instead of asking you. It pulls every new process and decision from your last 30 days of meetings and updates your Notion or Google Drive guides, with no copies.
Use it when: You decide how to do things in meetings, nobody writes it down, and you keep explaining it again to people and to every new AI chat.
You get: A change list to okay first: pages to update (old line and new line), new pages, conflicts between meetings for you to settle, and possible copy pages flagged. Nothing is written or deleted before your yes.
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Built on: The E-Myth Revisited. "Without documentation, all routinized work turns into exceptions", so every decision becomes one written page. By Corey Leon
Use it in Microsoft 365 Copilot
Needs a Microsoft 365 Copilot work license. Grounded in your work email, files and meetings. Run it once, then save it in Copilot Prompt Gallery.
What it does: See every tool you pay for on one page, and where 2 tools do the same job. It reads your tool list, your AI policy and your software receipts, then fills a department, job and tool table.
Use it when: Tools got bought one at a time, nobody has the full list, and every new AI chat has to be told again what you use.
You get: A filled table (department, job, tool, owner, overlap, gap, AI allowed, data it holds, monthly cost from receipts) plus a short list of overlaps, gaps and tools where AI is No or Ask. It makes a new Google Sheet only after your yes.
Paste it into Claude
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Connect first: your email. The steps for each AI are on one page. Then the prompt reads it for you. It ends by saving itself as a skill.
Built on: The E-Myth Revisited. "Most companies organize around personalities rather than around functions", so the map goes by job, not by who bought the tool. By Corey Leon
Use it in Microsoft 365 Copilot
Needs a Microsoft 365 Copilot work license. Grounded in your work email, files and meetings. Run it once, then save it in Copilot Prompt Gallery.
What it does: Reads a raw list in a Google Sheet, keeps one right person per company, scores each company high, medium or low, and shows the exact credit cost before it pulls a single email or mobile.
Use it when: You have a big export of names and titles and you don't want to burn credits on the wrong people.
You get: A clean ranked list with the reason for each score, 2 or 3 things to say to each high one, the credit cost, and after your yes, verified emails and mobiles for the ones worth it.
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Built on: Corey's own LinkedIn post on his prospecting process (don't enrich contacts yet, sort by title first, then enrich the filtered list). Also Predictable Revenue: qualify accounts and contacts before calling.
What it does: Writes a private Character.ai customer who calls to cancel, so staff can practice finding the real reason and offering only what you allow.
Use it when: New staff give up at the first "I want to cancel" or push too hard.
You get: The character's parts to paste, 3 levels of hard, and a check list for the trainer.
What it does: Bolt reads your real customer questions and your answers, groups them, and builds a searchable help page in plain words.
Use it when: New customers keep asking how to book, pay or what happens next.
You get: A phone-friendly help page in Bolt's preview with search, every answer from your own words, and a list of answers to confirm.
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Connect first: your email and your files. The steps for each AI are on one page. Then the prompt reads it for you. It ends by saving itself as a skill.
Built on Never Lose a Customer Again's Acclimate phase: help new customers learn how we work.
What it does: Reads every table in your Supabase project, checks who can read and change each one, and ranks the risks worst first with fixes you approve.
Use it when: Your app keeps customer details in Supabase and you're not sure it's locked.
You get: A table of every table and who can reach it, a fix list worst first, and draft SQL that runs only after your yes.
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Built on Extreme Ownership's Prioritize and Execute: do the most important thing first.
What it does: Counts what each Hookdeck source got per day, compares this week with its normal week, and flags the tools that stopped sending.
Use it when: A tool may have stopped sending updates and no error told you.
You get: A table of quiet and down sources with the last request, what to check in each tool, and lists of the ones that look normal or too slow to tell.
Paste it into Hookdeck
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Built on Fanatical Prospecting's rule to know your numbers.
What it does: Reads your domain emails and your Squarespace Domains list, then shows when each one renews, what it runs and what to fix first.
Use it when: You own a few web addresses and aren't sure when they renew.
You get: A domain table with renewal dates, red, yellow and green flags, plain fix steps and a date for the next check.
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Connect first: your email and your files. The steps for each AI are on one page. Then the prompt reads it for you. It ends by saving itself as a skill.
Built on The E-Myth Revisited's rule to do it the same way every time.
What it does: Reads each rep's last 14 days of Gong calls, counts talk time and questions, and picks one skill per rep with a moment to replay and a practice plan.
Use it when: 1:1s turn into a long list of faults, or no coaching happens at all.
You get: One coaching block per rep with their numbers, one skill, a call moment to replay, a 3 call practice plan and 2 questions to open the 1:1.
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Connect first: your files. The steps for each AI are on one page. Then the prompt reads it for you. It ends by saving itself as a skill.
Built on The Sales Acceleration Formula's coaching based on numbers.
What it does: Reads 12 months of sales, costs and won and lost deals, asks what to stop, do less, do more and start, and picks no more than 3 moves.
Use it when: You have more ideas than time and no clear plan for next quarter.
You get: One page: where you stand in 5 facts, a Stop, Less, More, Start table, 3 moves with an owner, a number to watch and a date, plus the risks to test first.
Paste it into Claude
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Connect first: your CRM. The steps for each AI are on one page. Then the prompt reads it for you. It ends by saving itself as a skill.
Built on: Blue Ocean Strategy. The four actions framework asks what to eliminate, reduce, raise and create, so every move ties to a fact.
Use it in Microsoft 365 Copilot
Needs a Microsoft 365 Copilot work license. Grounded in your work email, files and meetings. Run it once, then save it in Copilot Prompt Gallery.
What it does: Finds every doc, note and email that explains one job, puts the steps in order and writes a one page guide a new hire can follow.
Use it when: A job lives in your head and every new person asks you how to do it.
You get: A one page guide with why it matters, who does it, up to 15 numbered steps with check lines, what done looks like and a list of what's still missing.
Paste it into Claude
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Connect first: your email. The steps for each AI are on one page. Then the prompt reads it for you. It ends by saving itself as a skill.
Built on: The E-Myth Revisited. Documentation says "This is how we do it here", so the job stops living in your head.
Use it in Microsoft 365 Copilot
Needs a Microsoft 365 Copilot work license. Grounded in your work email, files and meetings. Run it once, then save it in Copilot Prompt Gallery.
What it does: Counts what got done, what's late and what's blocked, sets the status by a clear rule and picks the one problem to fix first.
Use it when: Someone is waiting on a project update and you need it in 2 minutes.
You get: A status email under 200 words saved as a draft: status and why, done this week, the top problem and the ask, next week's plan, plus tasks with no owner or date.
Paste it into Claude
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Connect first: your email. The steps for each AI are on one page. Then the prompt reads it for you. It ends by saving itself as a skill.
Built on: Extreme Ownership. Prioritize and Execute: fix the highest priority problem first, then the next.
Use it in Microsoft 365 Copilot
Needs a Microsoft 365 Copilot work license. Grounded in your work email, files and meetings. Run it once, then save it in Copilot Prompt Gallery.
What it does: Reads your price lists, guides and FAQs in NotebookLM, then answers the questions customers ask most, with the file each answer came from.
Use it when: New staff keep asking you the same product questions and your answers live in many different files.
You get: Up to 20 questions and answers with sources, a list of files that disagree, the gaps no file answers, and the 5 answers to learn first.
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Connect first: your files. The steps for each AI are on one page. Then the prompt reads it for you. It ends by saving itself as a skill.
Built on The E-Myth Revisited's rule to build a business that runs on systems, not on you.
What it does: Makes a list of the phrases you need at work in the language you're learning, Spanish or any other, to practice next to your Duolingo lessons.
Use it when: You're learning a language on Duolingo but the lessons don't cover your job.
You get: About 30 work phrases grouped by moment, how to say them, and a 10 minute a day plan for 2 weeks.
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Built on Word Power Made Easy's "How to Speak Naturally" lesson.
What it does: Reads a Hugging Face model card and its license, and tells you in plain words what it seems to allow for your use and what it's not good at.
Use it when: Someone tells you to use a free model and you don't know if the license allows it.
You get: A read of yes, no or check with a lawyer, the license in plain words with quotes, limits, tests, and what to ask before you use it. Not legal advice.
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Built on The E-Myth Revisited's rule to do it the same way every time.
What it does: Searches Hugging Face Spaces for a free tool that does one job, like removing noise from audio, and checks each one before you upload anything.
Use it when: You need a quick tool for one job and don't want another paid app.
You get: Up to 3 Spaces with links, what to upload, last update, the license, one pick to try first, and a privacy warning.
What it does: Reads how your project is set up and writes a short Cursor rules file, so its changes match your code and don't touch what they shouldn't.
Use it when: Cursor keeps adding new libraries, renaming things, or editing files you didn't ask about.
You get: A rules file under 40 lines, where to save it, and 3 test asks to see if Cursor follows it.
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Built on The E-Myth Revisited's rule to do it the same way every time.
What it does: Has Replit Agent write the exact math for your weekly numbers, then build a simple page in your project that reads your CSV export, after you OK it.
Use it when: You open a spreadsheet every Monday and do the same math by hand.
You get: Up to 5 numbers with their exact math, the page built in your Replit project after you say yes, and a test CSV with the right answers to check it.
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Built on Fanatical Prospecting's rule to know your numbers.
What it does: Goes through your Replit app with you before anyone else uses it: keys, test data, log in, other people's data, and what happens on a phone.
Use it when: You built an app that works for you and you're about to send the link to customers.
You get: 8 checks marked pass, fix or check by hand, the exact fix for each fail, and 3 lines on what to watch the first week. Nothing changes until you say yes.
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Built on Up the Organization's "Call yourself up" test.
What it does: Reads the sticky notes on a Miro board from a brainstorm or planning session, groups them, and turns them into tasks with an owner and a date.
Use it when: The workshop was great, and now the board just sits there.
You get: A short summary, the decisions, a task list with owners and dates, and the open questions, ready to share with the team.
Paste it into Miro
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Built on: Extreme Ownership. "Relax, look around, make a call." Do the one thing that matters most first.
What it does: Takes your list of target companies, finds the person with the job title you sell to at each one in Lusha, and checks credits before revealing anything.
Use it when: You have a list of companies but not the right person to call at each.
You get: A table of one buyer per company with title and what Lusha has for them, a credit count before any reveal, and companies with no match.
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Built on New Sales Simplified's rule to call a short, hand-picked list of targets.
What it does: Takes your call list, has Wiza check each person's LinkedIn for where they work now, and splits the list into still there, left, and not sure.
Use it when: You're about to call a list and half of them may have changed jobs.
You get: Your list split into still there, left (with where they went), and not sure, plus who to find to replace each one who left.
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Built on: Fanatical Prospecting. "The more you prospect, the luckier you get." A full list every day beats a big list once a month.
What it does: Finds the people on your list with no mobile, checks the credit cost with you, has FullEnrich look them up, and marks which numbers are safe to dial.
Use it when: Your call list has emails but no direct phones.
You get: Your list with mobiles filled where FullEnrich found them, a count of credits used, and a list of who still has no number or left the company.
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Built on Fanatical Prospecting's rule to own your database.
What it does: Uses your best customers as the model, searches ZoomInfo for companies like them, and finds the right person at each, checking credits before it spends any.
Use it when: You want more customers like your best ones, not a random list.
You get: A list of up to 25 lookalike companies, why each fits, and the best contact at each, with how many credits it will cost before anything is spent.
Paste it into ZoomInfo
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Built on: Predictable Revenue. "Get clear on your Ideal Customer Profile." Build it from your best customers, not a guess.
What it does: Pulls a company's ZoomInfo profile, recent news and the people you'll meet, and turns it into a short brief and 3 questions for your call.
Use it when: You have a call with a new company tomorrow and know almost nothing about them.
You get: A half page brief on the company and the people, what may be going on there, and 3 questions to find their real problem.
What it does: Reads your Retell agent's recent call transcripts, finds where callers got stuck or hung up, and writes exact fixes for the agent's prompt.
Use it when: Your voice agent is live, but you don't know where it fails callers.
You get: Failures grouped by cause with real call lines and rates, a check of the AI line, hand-off and 911 rule, and prompt changes you can paste into Retell.
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Built on The Sales Acceleration Formula's coaching based on numbers.
What it does: Reads your Vapi assistant's recent calls, finds why callers hung up or got stuck, and writes exact fixes for the assistant's prompt.
Use it when: Your Vapi assistant takes calls, but some go badly and you don't know why.
You get: Failures grouped by cause with real lines and rates, a check of the AI line, hand-off and 911 rule, the fixes to paste into your assistant, and test calls for your own phone.
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Built on The Sales Acceleration Formula's coaching based on numbers.
What it does: Reads your Bland agent's recent call transcripts, finds where callers got stuck or hung up, and writes exact fixes for the agent's instructions.
Use it when: Your voice agent takes calls, but you don't know where it loses people.
You get: Failures grouped by cause with real call lines and rates, a check of the AI line, hand-off and 911 rule, the exact changes to paste, and test calls for your own phone.
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Built on The Sales Acceleration Formula's coaching based on numbers.
What it does: Reads your Synthflow agent's recent call transcripts, finds where callers got stuck or hung up, and writes exact fixes for the agent's instructions.
Use it when: Your voice agent takes calls, but you don't know where it loses people.
You get: Failures grouped by cause with real call lines and rates, a check of the AI line, hand-off and 911 rule, the exact changes to paste, and test calls for your own phone.
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Built on The Sales Acceleration Formula's coaching based on numbers.
What it does: Reads tomorrow's appointments from your calendar, drafts a short reminder text for each person who agreed to texts, and sends through SendBlue only after your yes.
Use it when: People forget appointments and you lose the slot.
You get: A reminder text for each of tomorrow's appointments, a list of people you can't text and why, and a send plan that waits for your yes.
Paste it into SendBlue
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Built on: Never Lose a Customer Again. Right after someone says yes is when doubt sets in, so reach out first.
What it does: Reads your won deals in your CRM, writes a plain English profile of who buys, turns it into a Landbase search, and checks the list it returns.
Use it when: You build lists from a guess about who buys instead of who really bought.
You get: A best customer profile from real wins, the exact search to paste into Landbase, and a checked list with customers and repeats removed.
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Built on: Predictable Revenue. "Get clear on your Ideal Customer Profile." Build it from who really bought, not a guess.
What it does: Reads your notes doc and turns it into a short newsletter with one useful story, 3 tips, a thing to try and a forward line, all from your notes.
Use it when: You owe your list a newsletter and have no time.
You get: A newsletter under 300 words and 3 subject lines, as a draft.
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Connect first: your files. The steps for each AI are on one page. Then the prompt reads it for you. It ends by saving itself as a skill.
Built on Contagious' rule that useful things get shared.
What it does: Writes a short one page sheet about your business that you can print or email.
Use it when: You need something to leave behind after a visit.
You get: A one page sheet under 200 words: a title, their problem, why you can help, a 3 step plan, a how to order box, what changes for them, and common questions.
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Built on Building a StoryBrand's rule that the customer is the hero.
What it does: Reads the ad frames on one Figma page and checks each size, that every size says the same words and price, and that text stays clear of the edges.
Use it when: You made one ad in 3 sizes and one of them always ends up wrong.
You get: A pass or fix table for every frame, a fix list with the layer name, and the export file name for each size.
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Connect first: your files. The steps for each AI are on one page. Then the prompt reads it for you. It ends by saving itself as a skill.
Built on The E-Myth Revisited's rule to do it the same way every time.
What it does: Has the Antigravity agent read your site's code, test your forms, booking, phone and email links like a buyer would, and fix what's broken on a new branch.
Use it when: Leads from your site seem slow and you aren't sure your form even works.
You get: A table of every contact path and if it works, fixes on a new branch for you to review, and a short list to test on the live site.
Paste it into Google Antigravity
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Connect first: your files. The steps for each AI are on one page. Then the prompt reads it for you. It ends by saving itself as a skill.
Built on Up the Organization's "Call yourself up" test.
What it does: Reads your Framer home page and your customer notes, then rewrites each section around the customer's problem and the result they want.
Use it when: Your home page talks about you, and visitors leave without booking.
You get: A section by section table of new words to paste into Framer, with one main button all the way down.
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Connect first: your email, your CRM and your files. The steps for each AI are on one page. Then the prompt reads it for you. It ends by saving itself as a skill.
Built on Building a StoryBrand's rule that the customer is the hero.
What it does: Reads your offer notes, prices and reviews, then plans a landing page section by section with the words, layout and one button.
Use it when: You have a new offer and no page that explains it.
You get: A numbered page plan with words to paste and a layout for each section, plus the worries your files can't answer yet.
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Connect first: your email and your files. The steps for each AI are on one page. Then the prompt reads it for you. It ends by saving itself as a skill.
Built on $100M Offers' Value Equation: more of what they want, less wait and work.
What it does: Has Genspark read 5 competitors' public pages, score their offer and yours on result, proof, speed, effort and price, with a link behind every score.
Use it when: Buyers keep saying they're comparing you to someone else.
You get: A sourced table of you against 5 competitors and 3 changes to your offer, each tied to a gap you can fix.
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Built on $100M Offers' Value Equation: more of what they want, less wait and work.
What it does: Reads your reviews file and your v0 project, groups reviews by the problem customers had, and builds a matching reviews page in the preview.
Use it when: You have good reviews but they sit on Google, not on your site.
You get: A reviews page in your v0 preview with real words, same look as your site, and a 3 line check list before it goes live.
Paste it into v0
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Connect first: your files. The steps for each AI are on one page. Then the prompt reads it for you. It ends by saving itself as a skill.
Built on Building a StoryBrand's rule that the customer is the hero.
What it does: Reads your won deals and emails, picks the jobs with a real result, and writes short case studies with exact details as draft items in your Webflow CMS.
Use it when: You do good work but your site has no proof from customers like your next buyer.
You get: Case study drafts with a title, summary and body, every fact traced to your notes, added as unpublished items after your yes.
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Connect first: your email and your CRM. The steps for each AI are on one page. Then the prompt reads it for you. It ends by saving itself as a skill.
Built on Cashvertising's rule to use specific words.
What it does: Finds the most specific kind words your customers emailed you, trims them without changing a word, and lays out 5 quote posts plus a permission email for each customer.
Use it when: Customers say nice things by email and nobody else ever hears them.
You get: A table with each quote, its date, a permission email, the post layout and a caption, all waiting for your customer's OK.
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Connect first: your email. The steps for each AI are on one page. Then the prompt reads it for you. It ends by saving itself as a skill.
Built on Cashvertising's rule to use specific words.
What it does: Reads your won deals in your CRM, finds the life after that buyers said they wanted, and writes 3 short Arcads ads that help a new buyer picture it.
Use it when: Your ads list features and nobody can picture what changes for them.
You get: The top 3 before and after wishes with counts, 3 scripts under 80 words, Arcads settings and an AI label plan.
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Connect first: your CRM. The steps for each AI are on one page. Then the prompt reads it for you. It ends by saving itself as a skill.
Built on Exactly What to Say's "Just imagine" picture of life after.
What it does: Reads your lost deals in your CRM, finds the 3 wrong ideas that stopped people from buying, and writes one short Arcads ad that answers each.
Use it when: People say no for reasons that aren't true about your offer.
You get: The top 3 doubts with counts, the proof for each, 3 scripts under 80 words, Arcads settings and an AI label plan.
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Connect first: your CRM. The steps for each AI are on one page. Then the prompt reads it for you. It ends by saving itself as a skill.
Built on Expert Secrets' rule to break false beliefs.
What it does: Reads your customer reviews and writes 2 short video ads in your customers' own words, using only reviews from customers who gave their OK, for you to film and caption in Captions.
Use it when: You have good reviews and want an ad that sounds real, not salesy.
You get: 2 ad scripts of about 20 seconds with customer quotes, on-screen words, a 4 shot list for each, and a short OK request for any customer you still need to ask.
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Connect first: your files. The steps for each AI are on one page. Then the prompt reads it for you. It ends by saving itself as a skill.
Built on Cashvertising's rule to sell to what people want most.
What it does: Reads your Google Ads search terms report, finds the searches that cost money and never turned into a lead, and drafts a negative keyword list for you to add.
Use it when: Your Google Ads spend goes up but the leads don't, and you want to know where the money went.
You get: A 3 line summary, a negative keyword table with match types, and up to 10 keywords to think about adding. Nothing changes in Google Ads.
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Connect first: your files. The steps for each AI are on one page. Then the prompt reads it for you. It ends by saving itself as a skill.
Built on Fanatical Prospecting's rule to know your numbers.
What it does: Reads your offer, picks 3 scenes that show the result your buyer wants, and writes Midjourney prompts in every ad size with clean space for words.
Use it when: Your ads show the product and people scroll past.
You get: 3 scenes, a prompt for each ad size, a headline plan under 8 words each, and a check list for every picture.
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Built on Cashvertising's rule to sell to what people want most.
What it does: Reads your post drafts, picks the one moment each post is about, and writes a Midjourney prompt for each with the same look across the month.
Use it when: You use stock photos that have nothing to do with your posts.
You get: A table with each post's point, its moment and its prompt, a list of posts that shouldn't get a picture, and a check list.
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Connect first: your files. The steps for each AI are on one page. Then the prompt reads it for you. It ends by saving itself as a skill.
Built on Understanding Comics' rule that the reader fills in the gap between pictures.
What it does: Reads one recorded customer interview, picks the 3 to 5 moments where the customer tells their story, and writes the OpusClip prompt to clip them.
Use it when: A happy customer gave you an interview and their OK to use it.
You get: An OpusClip prompt, 3 to 5 clips with times and captions, where each one goes, and a list of parts to cut.
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Connect first: your email and your files. The steps for each AI are on one page. Then the prompt reads it for you. It ends by saving itself as a skill.
Built on Building a StoryBrand's rule that the customer is the hero.
What it does: Reads your real product photos and reviews, then plans a 15 to 20 second ad with a Runway prompt for each shot and words from what customers said.
Use it when: You have good photos and happy reviews but no video ad.
You get: A shot list with Runway prompts, on-screen words, a caption and a check list for each clip.
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Connect first: your email and your files. The steps for each AI are on one page. Then the prompt reads it for you. It ends by saving itself as a skill.
Built on Cashvertising's rule to use specific words.
What it does: Claude Code checks every page in your site folder against one facts file, shows you each wrong phone, email, hour, address or price, and fixes only what you say yes to.
Use it when: Your prices, hours or phone number changed and you don't know every page they're on.
You get: A table of every place each fact shows, the fixes made after your yes, a backup of the folder, and a short change note.
Paste it into Claude Code
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Connect first: your files. The steps for each AI are on one page. Then the prompt reads it for you. It ends by saving itself as a skill.
Built on The E-Myth Revisited's rule to do it the same way every time.
What it does: Matches every link from your old site to a page on your new Cloudflare Pages site and writes the redirects file, with no loops or dead ends.
Use it when: You moved your site or renamed pages, and old links from Google or emails may break.
You get: A _redirects file ready for your yes, a table of where each old link goes, a check by hand list, and a 5 link test to run on your phone.
Paste it into Cloudflare Pages
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Connect first: your files. The steps for each AI are on one page. Then the prompt reads it for you. It ends by saving itself as a skill.
Built on Up the Organization's "Call yourself up" test.
What it does: Finds your best ads by cost per result, pulls real phrases from customer emails, and writes 6 new ad drafts checked against Meta's ad rules.
Use it when: You need new ads to test and want them to sound like your customers.
You get: Your 3 best ads, a list of real customer phrases with dates, and 6 ad drafts with a headline and a rules check under each.
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Connect first: your email and your files. The steps for each AI are on one page. Then the prompt reads it for you. It ends by saving itself as a skill.
Built on Cashvertising's rule to use specific words.
What it does: Reads your Meta Ads results week by week for each ad and marks the ones where people keep getting the ad, click less and each result costs more.
Use it when: Your ads have run for a few weeks and results are slipping.
You get: A count line, a table with each ad's first and last weeks, and for each tired ad its numbers and 2 choices to pick from.
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Connect first: your files. The steps for each AI are on one page. Then the prompt reads it for you. It ends by saving itself as a skill.
Built on Fanatical Prospecting's rule to know your numbers.
What it does: Finds the question your buyers ask most by email, reads the top 5 search results and writes a post that answers it better, in their words.
Use it when: You want people to find you on Google and AI search, but you don't know what to write.
You get: A 1,000 to 1,400 word draft in Markdown with the answer up top, plus a title, meta description, web address and 3 FAQs.
Paste it into Claude
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Connect first: your email. The steps for each AI are on one page. Then the prompt reads it for you. It ends by saving itself as a skill.
Built on: $100M Leads. A content unit has three parts, "Hook, retain, and reward", so the post promises, holds and pays off.
Use it in Microsoft 365 Copilot
Needs a Microsoft 365 Copilot work license. Grounded in your work email, files and meetings. Run it once, then save it in Copilot Prompt Gallery.
What it does: Writes the one prompt to paste into Lovable so it builds a simple page with your headline, 3 reasons, a 3 step plan and one booking button.
Use it when: You need a page for an offer this week and have no developer.
You get: A ready Lovable prompt, the page words, and a 5 point check for the page it builds.
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Built on Building a StoryBrand's rule that the customer is the hero.
What it does: Writes Midjourney prompts that use one of your pictures as a style reference, so every new picture looks like it came from the same shoot.
Use it when: Your website and posts mix different picture styles.
You get: A base prompt, the style reference setup, one ready prompt for each scene on your list (up to 5), and a check list.
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Built on The E-Myth Revisited's rule to do it the same way every time.
What it does: Reads your past Higgsfield images and their prompts, finds the looks you use, and writes one style guide and a base prompt so new pictures match.
Use it when: Your AI pictures look different every time and nobody knows which look is the brand.
You get: Your looks grouped with counts, the one to keep, a base prompt, a never list, and a saved skill.
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Connect first: your files. The steps for each AI are on one page. Then the prompt reads it for you. It ends by saving itself as a skill.
Built on The E-Myth Revisited's rule to do it the same way every time.
What it does: Reads your call transcripts in your CRM, picks up to 6 short moments that stand on their own, and lists every private detail to bleep, with times.
Use it when: You record calls and want short videos, but listening back takes hours.
You get: A reminder to check you may post call audio, then up to 6 ranked clips, each with start and end times, a hook line, the words to search for in Descript, why it works, and a bleep list.
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Connect first: your CRM. The steps for each AI are on one page. Then the prompt reads it for you. It ends by saving itself as a skill.
Built on Understanding Comics' rule that the reader fills in the gap between pictures.
What it does: Reads your inbox for the questions customers ask most, writes a 60 second script from your real answer, and lists the HeyGen settings to pick.
Use it when: You answer the same question by email every week.
You get: The top 5 questions with counts, a 60 second script, on-screen words, the HeyGen settings, and the next 4 videos to make.
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Connect first: your email. The steps for each AI are on one page. Then the prompt reads it for you. It ends by saving itself as a skill.
Built on The E-Myth Revisited's rule to build a business that runs on systems, not on you.
What it does: Writes the ClipAnything prompt and settings for OpusClip from what your video is about, then gives you a check list to pick the clips worth posting.
Use it when: OpusClip gives you lots of clips and many start mid sentence.
You get: A ClipAnything prompt under 40 words, a list of parts to skip, the length, size and caption settings, a 6 point check for each clip, and a 2 line pick and post plan.
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Built on Contagious' rule that useful things get shared.
What it does: Writes a Kling prompt that uses your real before photo as the first frame and your after photo as the last, so the video shows the change.
Use it when: You do great work, and still photos don't show the change the way video does.
You get: A Kling prompt, settings to pick, on-screen words, a caption, and a check list so the result stays true to the real job.
What it does: Uses Claude Code to look up your domain's public DNS, checks the email records (SPF, DKIM, DMARC, MX), and gives you the exact records to add in Squarespace Domains.
Use it when: Your emails land in spam, or your email provider says your domain isn't set up.
You get: A pass or fail for each email record, the exact records to add or fix, and where they go in Squarespace Domains.
Paste it into Squarespace Domains
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Built on The E-Myth Revisited's rule to do it the same way every time.
What it does: Reads every product on your Wix store, finds the ones with short or missing descriptions, and writes new ones from the facts you already have.
Use it when: Your store has products with one line, or no line, under them.
You get: A list of products to fix, worst first, with a new description for each, ready for your yes before anything changes.
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Built on: Cashvertising. Real, exact details sell. Vague claims don't.
What it does: Has the Antigravity agent read your website's code and list broken links, missing titles and missing image descriptions, then fix them on a new branch only after you say yes.
Use it when: Your site has been patched by many people and nobody knows what's broken.
You get: A list of every problem with the file and line, fixes on a new branch once you say yes, and a check list to review before it goes live.
Paste it into Google Antigravity
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Built on Up the Organization's "Call yourself up" test.
What it does: Reads your Webflow CMS posts, finds the ones missing a meta title, description, alt text or summary, and writes them from each post's own words.
Use it when: Your blog posts were published fast and the SEO fields are blank.
You get: A fix list with new meta titles, descriptions and alt text for each post, written from the post itself, ready for your yes.
Paste it into Webflow
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Built on: Cashvertising. Real, exact details sell. Vague claims don't.
Simple AI
+2Team and officeRun the business
Any AITested on sample data
