What it does: Keeps only the rows marked mobile and counts the landline and internet numbers it drops.
Use it when: Your call list is full of landlines and dead numbers.
You get: The mobile share, your dial count, and a clean list with the same columns.
Open in
See the prompt
You are my data checker.
Goal: keep only real mobile numbers on my call list. Dead numbers burn my best calling hours.
My Trestle results: [paste or upload the export]
Do this:
1. Keep only numbers that came back as mobile.
2. Count how many were landline, fixed internet and other internet numbers.
3. Keep the rest of each row the same.
4. Tell me what share of the list was mobile, and how many dials that leaves me.
Rules:
- Keep only line type Mobile. Ignore the activity score. It is not a cut.
- Never move an office number into the mobile column, and never call an office number a mobile.
- Count only what is in the results. Never round or guess a number.
- 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.
Give me the counts first, then the clean list with the same columns.
Last, save these steps as a skill called 'Keep Real Mobiles' so you do it this way each time I ask.
Built from: Fanatical Prospecting, Jeb Blount, Chapter 6: Know Your Numbers
What it does: Sorts your leads into one hour call blocks from 8 to noon their time and skips anyone called today.
Use it when: You call leads at random and miss their good hours.
You get: A schedule of block start times in your time zone with names in each block.
Open in
See the prompt
You are my call planner, with access to Close.
Goal: plan today's calls so I reach people at good times, in blocks I protect like meetings.
Which leads: [name of my Smart View in Close]
My hours: [your hours and time zone]
Do this:
1. Find each person's time zone from their city or area code.
2. Put them in call blocks between 8 AM and noon, their time. Keep each block about an hour.
3. Leave out anyone already called today.
4. List anything I must do before the blocks start, like a missing phone number, so I don't stop to research mid block.
Rules:
- One call a day per person.
- 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.
Give me a schedule: block start time in MY time zone, then the names in that block.
Last, save these steps as a skill called 'Plan My Call Blocks' so you do it this way each time I ask.
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 from: Fanatical Prospecting, Jeb Blount, Chapter 8: Time: The Great Equalizer of Sales
What it does: Reads your call transcript and tells you who talked more, what you missed, and one thing to change.
Use it when: You want to get better at calls but never review them.
You get: A short score of your call, quoted lines, and one fix with the words to say.
Open in
See the prompt
You are my cold call coach.
My call: [who it was with and when]. Find it in my CRM and read its transcript. If it isn't there, ask me to paste it.
What I noticed when I listened: [one line]
Do this:
1. Tell me who talked more, me or them, and about how much. They should talk more than half the time.
2. Find each question I asked. Did I wait for the answer, or talk over it? Did I ask a follow up when the answer was vague?
3. Tell me what I learned about their problem and what it costs them. If I learned nothing, say so.
4. Find the moment the call turned, good or bad. Quote the line.
5. Did I ask for a meeting with real times? Quote it, or say I didn't.
6. Give me ONE thing to change tomorrow, and the words to say instead.
Rules:
- Only use what's in the transcript. Quote it.
- Be direct. Only praise what earned it.
- 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.
Last, save these steps as a skill called 'Listen Back' so you do it this way each time I ask.
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 from: Gap Selling, Keenan, Chapter 8: Discovery: Know Your Clients Better Than They Know Themselves
What it does: Reads today's calls in Trellus, finds your best hour and who to call back, and plans tomorrow's call block.
Use it when: You dial every day but plan the next day by gut.
You get: Today's numbers, the hour with the most pickups, a callback list, and a 2 hour plan for tomorrow.
Open in
See the prompt
You are my call block planner, a sales manager who has run phone teams for years. You are a pro at this.
Goal: today's numbers and tomorrow's 2 hour block, so I can dial at my best hour and miss no callback.
Context: my job is calling. My buyers pick up at some hours more than others, and they want a callback at the time they asked for.
First, check that you can open my Trellus calls from today. Tell me how many calls you found. If you can't open it, stop and tell me to connect it (Claude: Customize, then Connectors. ChatGPT: Settings, then Plugins), or ask me to paste it instead.
Read only.
1. Read my calls from today: time, who, how long, and the outcome I picked.
2. Give me today's numbers: dials, pickups, talks over 60 seconds, meetings booked.
3. Group pickups by hour. Name the best hour and the worst hour.
4. List callbacks: anyone who said call me later, gave a time, or picked up and got cut off. Name, phone, what they said, when.
5. Plan tomorrow: one 2 hour block in my best hour. Callbacks first, then [list or view name. Default: my newest leads] in order.
Give me 3 short tables: today's numbers, pickups by hour, and tomorrow's plan. Keep it under 30 lines.
Rules:
- My time zone: [time zone]. Their time zone matters for callbacks. Never plan a call before 8am or after 6pm their time.
- If a callback's time zone is unknown, do not schedule a callback time. Write [check: time zone missing] and ask me for approval before adding it to the plan.
- If a callback's requested time conflicts with the best-hour block, keep the callback at the requested time. Do not move it to the block edge.
- Only use calls from my account.
- Under 10 calls today? Say the hour pattern is too thin to trust.
- 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, say so, and keep going.
- Drafts only. Ask me before you send, post, save to a tool or change anything.
No connector? Paste instead: today's call log with time, name, phone, length and outcome.
Before you show me, check:
- Check that dials, pickups and talks add up from the call list.
- Make sure every callback in the plan is inside 8am to 6pm their time.
Last, save these steps as a skill called 'Plan My Call Block' so you do it this way each time I plan my next call block.
To run it again, just say: "Run my Plan My Call Block skill."
Built on Fanatical Prospecting's rule to know your numbers.
What it does: Reads your Trestle results and sorts every number into call, check or cut, by line type and activity score.
Use it when: Half your dials ring a dead line or a front desk.
You get: Three lists (call, check, cut) with a count for each and a reason on every cut.
Open in
See the prompt
You are my list cleaner, a data pro who preps call lists for phone teams.
Goal: one list split into CALL, CHECK and CUT, so I can dial only numbers that pick up.
Context: my business dials lists every day. Bad numbers waste hours, and the people on the list want calls only on real lines.
First, check that you can read the Trestle results file I uploaded. Trestle has no connector, so export it as a CSV first. Tell me how many rows you found. If there's no file, stop and ask me to paste the CSV instead.
Sort every row:
- CALL: a mobile with an activity score over 30.
- CHECK: a landline or internet phone line with a score over 30. These may be a front desk. Call them last.
- CUT: a score of 30 or less, or a number Trestle says is not valid.
Give me:
1. Counts for each group, and the share of the list each one is.
2. The CALL list, sorted by score, high to low: name, company, phone, line type, score.
3. The CHECK list the same way.
4. The CUT list with the reason for each row.
Give me each list as a table. Keep the reasons under 8 words each.
Rules:
- The score checks the line, not the person. Say this once at the top.
- Line type decides the group first. A mobile over 30 goes in CALL. A landline or internet line over 30 goes in CHECK, even if its score is high. The score only sets the order inside a group.
- If one person has 2 numbers, sort each number by the rules above. Then mark the one in CHECK as "second number". If both are in the same group, mark the lower score.
- If a row has no score, put it in CHECK and say "no score".
- Every row goes in exactly one group. The 3 counts must add up to the rows I pasted. Check that before you answer.
- 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, say so, and keep going.
- Do not send, post, or change anything without my yes.
Before you show me, check:
- Check that CALL plus CHECK plus CUT equals the rows in the file.
- Make sure every landline or internet line is in CHECK or CUT, never in CALL.
Last, save these steps as a skill called 'Clean My Phone List' so you do it this way each time I clean a list before dialing.
To run it again, just say: "Run my Clean My Phone List skill."
Built on Fanatical Prospecting's rule to know your numbers.
What it does: Joins your Trestle scores with your call results, so you learn what score is worth dialing on your own lists.
Use it when: You pay to check numbers but don't know if the score helps you.
You get: A table of pickups by score band, the cut-off that works on your list, and how many dials it would save.
Open in
See the prompt
You are my numbers checker, a dialer analyst who has studied pickup rates for years. You are a pro at this.
Goal: a table of pickup rate by Trestle score band, so I know which numbers are worth my time.
Context: my business pays for phone checks. I want to know if the score is worth it on my own list.
First, check that you can read my Trestle file and open my call log in my CRM or dialer. Tell me how many rows each has. If you can't open the call log, stop and tell me to connect it (Claude: Customize, then Connectors. ChatGPT: Settings, then Plugins), or ask me to paste both files instead.
Trestle has no connector, so export its results as a file and upload it.
File 1, my Trestle results: phone, line type, activity score.
File 2, my call log for the same numbers: phone, number of dials, picked up yes or no, talked over 60 seconds yes or no.
If I don't say, use the last 90 days of calls.
Do this:
1. Match the files by phone number. Say how many matched and how many didn't.
2. Put the matched numbers in score bands: 0 to 30, 31 to 50, 51 to 70, 71 to 90, 91 to 100.
3. For each band: numbers, dials, pickups, pickup rate (pickups divided by dials), talks over 60 seconds.
4. Do the same split for mobile, landline and internet line.
5. Tell me the lowest band still worth dialing on my list, and how many dials I'd have saved by cutting below it. If a band has under 30 numbers, still give the band's numbers, but mark the cut-off as [check: too few numbers in this band to judge] and say what more data would settle it.
Rules:
- Show your math in the table so I can check it.
- This is my list and my time. Don't call it a rule for every list.
- 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, say so, and keep going.
- Don't send, post or change anything without my yes.
Before you show me, check:
- Check that matched plus unmatched equals the numbers in each file.
- Make sure every pickup rate in the table is pickups divided by dials.
Last, save these steps as a skill called 'Check My Pickup Scores' so you do it this way each time I compare phone scores with my calls.
To run it again, just say: "Run my Check My Pickup Scores 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 know your numbers.
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. Write what I say right after the person picks up and says "yes, that's me", so they stay on the line.
About me and what I sell:
- My name and company: [name, company]
- Who I'm calling: [their name, job title and company]
- The problem we fix, in the words they would use: [the problem]
- What we do about it, in one plain line: [what we do]
- One true thing I can say to prove it: [a customer result or a fact about us, or leave blank]
- Why I'm calling them today, if I know: [a reason, like a job post or a new office, or leave blank]
- What I want from this call: [for example, 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 for [what I want from this call].
- If they say "not really": one kind line that ends the call. No chasing.
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.
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.
Built from: The Challenger Sale, Matthew Dixon and Brent Adamson, Chapter 5: Teaching for Differentiation (Part 2): How to Build Insight-Led Conversations
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. Write the first 20 seconds of my cold call.
First, 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.
Who I'm calling: [job title] at [type of company]
Their first name and company: [first name], [company]
Why I'm calling them now: [one real reason, like a job post or a new location, with the link]
What I do, in one plain line: [what you do]
A customer like them I'm allowed to name: [name, title and company, or leave blank]
My name and company: [your name], [your company]
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.
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].
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.
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 from: Fanatical Prospecting, Jeb Blount, Chapter 15: Telephone Prospecting Excellence
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: Five short replies, one for each kind of no, plus a polite goodbye.
Open in
See the prompt
You are my cold calling coach. You care more about being honest than winning the call.
What I sell: [one line]
My name and company: [my name] at [my company]
Who I called: [job title] at a [type of company]
When they said it: [right away, before I explained anything / after I explained what we do]
What they said: [their words]
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.
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".
Give me the 5 parts, numbered.
Last, save these steps as a skill called 'Not Interested' so you do it this way each time someone says they're not interested.
Built from: Never Split the Difference, Chris Voss, Chapter 4: Beware Yes, Master No
What it does: Reads your Apollo export and puts the best people to call at the top, with a short reason for each.
Use it when: Your Apollo list is too long and you don't know who to call first.
You get: A table sorted into tiers, with a short why line for each person.
Open in
See the prompt
You are my call list helper.
Here is a list I exported from Apollo (paste the whole CSV):
[paste the export]
What I sell and who buys it: [one line]
The problems I fix, biggest first: [2 or 3 lines]
Sort it so I call the best people first:
1. Take out anyone with no phone number and no email. List them at the end.
2. Take out anyone whose job title is not someone who feels the problem or buys what I sell. Say why in a few words.
3. Put the rest in tiers, using job title, company size and anything in the list that hints at my problems:
A = many signs of my problems, and they look big for them
B = one or two signs, and they look big
C = signs, but they look small
D = no signs. Leave these for last.
4. Give me a table: tier, name, title, company, phone, why they fit (one short line naming the problem).
Rules:
- Only use what is in the list. Never guess a phone number, an email or a fact.
- If two rows are the same person, keep one and tell me.
- Keep each why line under 12 words.
Last, save these steps as a skill called 'Apollo Call List' so you do it this way each time I export a list.
Built from: Gap Selling, Keenan, Chapter 15: Smart Prospecting Prep
What it does: Writes Chloe's call script, her 4 fit questions, her answers, and what she does with each lead.
Use it when: New form leads wait too long for a callback.
You get: A full Chloe setup you can load.
Open in
See the prompt
You are my sales manager. I'm setting up Chloe, Close's AI voice assistant, to call and qualify my inbound leads.
What I sell: [what you sell]
Who's a good fit: [who buys, deal size, area]
Who's not a fit: [who you turn away]
My booking link: [link]
Write Chloe's setup:
1. A 1-line hello that says who she is and why she's calling (they just filled in our form). No small talk. Then ask if she can ask a few questions.
2. 4 short questions to check if they're a fit, in this order: one fact about their business, one about the problem that made them fill in the form, one about what that problem costs them, and one about what fixing it would mean for them. Plain words.
3. What counts as a good fit, and what counts as not a fit.
4. Answers to the 6 questions people ask most about my business.
5. What to do with a good fit: book a meeting on my link. Not a fit: thank them and end the call. Not sure: hand to a person.
Rules:
- At the start of every call, she says she's an AI assistant and that the call is recorded.
- Never promise prices, results or dates I didn't give you.
- 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.
Last, save these steps as a skill called 'Chloe Setup' so you do it this way each time I ask.
Built from: SPIN Selling, Neil Rackham, Chapter 9: Preliminaries: opening the call
What it does: Reads your CRM and ranks past buyers, lost customers, and stalled deals by who to call first.
Use it when: You need calls but your list is cold and messy.
You get: A ranked call table with openers and a check before you call list.
Open in
See the prompt
You are my sales helper. Find the people who already know my business: past customers, customers who stopped buying, and deals that never closed.
What I sell: [one line]
My name and company: [name, company]
Read them in my CRM: name, company, what they bought or almost bought, date of the last purchase or deal, date we last talked, owner on my team and the notes.
Do 4 things:
1. Rank everyone by who to call first. Put these near the top: people who bought more than once, people who stopped buying in the last year, and deals that stalled for a reason that may be fixed now. Leave out anyone who asked us not to contact them.
2. For each person, write one line of context from my notes, like "Last spoke in March about a spring order." Use only what's in my CRM.
3. For the top 10, write an opener I can say in 15 seconds. It says who I am, reminds them how we know each other, and ends with one easy question. If they don't need anything now, add one line that asks who they know who might.
4. Make a short "Check before you call" list. Flag anyone with no contact date or none in the last 12 months, any person or company that shows up more than once, and anyone the notes say another teammate is working or owns.
Give me a table with these columns: rank, name, company, owner, why call now, the one line of context, the opener. Then give me the "Check before you call" list.
Rules:
- Never make up a fact, date, number or name. If the notes don't say, write "no notes".
- Use short, simple words a 5th grader knows.
- Sound like a person, not a script.
- Never say "saw" in any form.
- Don't ask if it's a good time, and never ask permission to pitch.
Last, save these steps as a skill called 'Call People Who Know Me' so you do it this way each time I ask.
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 from: $100M Leads, Alex Hormozi, Section III: Get Leads, Warm Outreach
What it does: Writes 2 short openers that say who you're and why you're calling them today.
Use it when: You freeze up after they say hello.
You get: Two 20 second openers, plus 3 comebacks to what they say back.
Open in
See the prompt
You are a cold calling coach.
Who I'm calling: a [job title] at a [type of company].
Why now: [the sign, for example they're hiring a sales rep]
What I do: [one line]
My name and company: [name, company]
Write 2 versions of a cold call opener I can say in 20 seconds. Each one, in this order:
1. Says their first name to get their attention.
2. Says who I am.
3. Says why I'm calling THEM today, using the sign.
4. Gives a "because": what I do in one plain line, tied to what the sign likely means for them.
5. Ends with one easy question, then stops talking.
Rules:
- Short, simple words. Sound like a person, not a script.
- Get to the reason in under 10 seconds. No "How are you?"
- Don't ask if it's a good time, and never ask permission to pitch.
- Never say "saw" in any form.
- No made-up facts or deadlines.
Then give me 3 things they might say back, and what I say next for each. Each answer agrees with them first, then asks again.
Last, save these steps as a skill called 'Cold Call Opener' so you do it this way each time I ask.
Built from: Fanatical Prospecting, Jeb Blount, Chapter 15: Telephone Prospecting Excellence
What it does: Claude plays a busy buyer who says no, and you practice your replies out loud.
Use it when: You freeze up when someone says not interested.
You get: Three practice rounds, a score on five skills, and one fix with the words to say.
Open in
See the prompt
You are a busy [job title] at a [type of company]. I'm going to cold call you so I can practice.
What I do: [one line]
Why I'm calling you: [the reason, for example you're hiring a sales rep]
How to play:
1. Answer like a real, busy person. Keep your answers short.
2. Each round, give me one real no. Mix the kinds: a quick reflex ("not interested"), a brush-off ("just send me an email") and a real reason ("we already have someone").
3. If I argue or sound like a script, get a little colder. If I stay calm, agree with you, ask a good question and wait, open up a little.
4. Stop after 3 rounds.
Then score me from 1 to 5 on each:
- Did I check I had the right person?
- Did I sound like a person, not a script?
- Did I ask a question and then wait?
- Did I handle the no without arguing, and then ask again?
- Did I ask for a meeting with 2 real times?
Then give me the ONE thing to fix before my first real call, with the words to say instead.
Rules:
- Stay in character until round 3 ends.
- Play a made-up buyer, but never make up facts about me or my company.
Last, save these steps as a skill called 'Practice Call' so you do it this way each time I ask.
Built from: Fanatical Prospecting, Jeb Blount, Chapter 16: Turning Around RBOs
What it does: Reads their site, news, and your CRM, then gives you facts, a problem chart, a verdict, and an opener.
Use it when: You have a call soon and know little about them.
You get: A short brief with dated facts, a guess at their problems, and one opener line.
Open in
See the prompt
You are my research assistant. You can read web pages and my CRM.
The company: [website]
The person I'll talk to: [name and job title]
What I sell: [one line]
Who buys from me: [the kind of company and person]
The problems I fix: [2 or 3 problems, in plain words]
Do this:
1. Look them up in my CRM first. Note any past calls, emails or notes, with dates.
2. Read their home page, about page, careers or jobs page, and news or blog page. Then look up news about them from the last 6 months.
3. FACTS: what they do, where, about how big, and anything new. Give each fact its source and a date. Only keep facts that touch the problems I fix.
4. PROBLEM CHART: for each problem I fix, a short table row. Does this company likely have it? What would it cost them (time, money, people)? What might cause it here? Mark every row as a guess and tie it to a fact.
5. VERDICT: BUYER, PEER (they sell something like what I sell) or SKIP. One line on why. If no problem on the chart has a real cost, pick SKIP. If you're stuck between BUYER and anything else, pick the other one.
6. OPENER: one line I can say on the call, built on one fact with a date. If we talked before, build on that instead. Say it as a plain fact about them. Don't start with what you read or noticed.
7. QUESTIONS: 2 questions about the top problem on the chart. One asks how it works today. One asks what it costs them.
Rules:
- Read only. Don't change my CRM, sign in, fill in a form, click buy or send anything.
- A job post only shows the date they posted it. It doesn't prove the job is still open. Say the date.
- Never make anything up. If a page won't load or a fact isn't there, say so.
- Plain words. No em dashes or semicolons.
Last, save these steps as a skill called 'Research Before I Call' so you do it this way each time I give you a company to look up.
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 from: Gap Selling, Keenan, Chapter 15: Smart Prospecting Prep
What it does: Writes your first lines for calling a main line, so you reach the right person or get a name.
Use it when: The front desk asks what your call is about.
You get: Ready to say lines for each question, plus 2 backup ways to reach them.
Open in
See the prompt
You are my cold calling coach. I'm calling a company's main line, and someone at the front desk answers first.
Who I want: [first name and title], or the job if I don't have a name, like [whoever does the hiring]
What it's about, in their words: [the topic, like the job they posted]
What I do: [one plain line]
My name and company: [your name], [your company]
The person at the front desk protects their boss's time. My job is to be the caller they like helping. Write what I say, so I reach the right person or leave with a name.
1. My first line: say my first name, then ask for the person by first name and say what it's about in a few words. Don't lead with my company name.
2. If they ask "What's this about?": one honest line, in their words.
3. If they ask "Where are you calling from?": my full name and company, said plainly. No tricks.
4. If the person isn't in: ask for a good time to call back and a direct line or extension.
5. If I have no name, or the person left: ask for their help. "I'm hoping you can help me" and then who handles [the topic]. Just the name.
6. If they say "We're not interested": one calm line, then ask who decides.
7. Their name: ask it early, use it, and thank them by name before I hang up.
8. If I still can't get through: 2 other ways to reach the person, like calling early or late, or a short email or LinkedIn note.
Rules:
Be kind and quick. Say please. The person at the front desk is doing their job.
Never lie. Never say I know the person or that they're expecting my call.
Keep each line under 20 words. Use 5th grade words. No dashes or semicolons.
Never use the past tense of "see".
Give me each line under its number, ready to say.
Last, save these steps as a skill called 'Front Desk Lines' so you do it this way each time I call a main line.
Built from: Fanatical Prospecting, Jeb Blount, Chapter 17: The Secret Lives of Gatekeepers
What it does: Writes a short voicemail and a follow up email that give one clear reason to call you back.
Use it when: They don't pick up the phone.
You get: A voicemail under 50 words and a short email under 60 words.
Open in
See the prompt
You are my cold calling coach. Write a voicemail I can leave in under 20 seconds, and the short email I send right after it.
Their first name: [first name]
My name and company: [your name], [your company]
What we do, in one plain line: [what you do]
The problem we fix, in their words: [the problem]
Why I'm calling them now: [one real reason]
My number: [your number]
A page that shows what we do: [one link, not the home page]
The voicemail, in this order:
1. Their first name, then my name and my company.
2. My number, said slowly.
3. Say honestly that it's a cold call, and the reason I'm calling them now.
4. One line on the problem and what we do, in their words. Make it the reason to call back.
5. My name and my number again, said slowly.
Keep it under 50 words. Don't say "just following up", "checking in" or "at your earliest convenience".
The email, sent right after:
1. Say I just left a voicemail.
2. Why I called, in one line, the same reason as the voicemail.
3. The link.
4. One easy question they can answer in a few words.
Keep it under 60 words. Use this subject line: [their first name] / [my first name].
Rules:
Sound like a person, not an ad. Use 5th grade words. No dashes or semicolons.
Never use the past tense of "see".
Never make up a fact or a number.
Give me the voicemail, then the subject line and the email.
Last, save these steps as a skill called 'Voicemail And Email' so you do it this way each time I need to leave a voicemail.
Built from: Fanatical Prospecting, Jeb Blount, Chapter 15: Telephone Prospecting Excellence
What it does: Writes your ask with two real open times from your calendar, plus replies to common pushbacks.
Use it when: They sound open but you hang up without a time.
You get: A booking script with two times, four pushback replies.
Open in
See the prompt
You are my cold calling coach. They're open to a meeting. Help me book it before we hang up.
Who they'd meet: [name and role, me or someone on my team]
How long: [10 to 15 minutes]
Their time zone: [their time zone]
First, read my calendar for the next 10 work days. Find two real open times that fit how long the meeting is. Pick one soon and one a day or two later.
What the meeting covers: [one line]
My booking link: [link]
Write:
1. The ask. Say it like I expect a yes, not like I'm hoping. Do not use the prospect's name unless they gave it to you. Name who they'd meet, how long, what they get out of it in their words, and the two open times from my calendar. One question. Then I stop talking.
2. If they say yes: get their email, send the invite while they're on the phone, and check it came through.
3. A reply of one or two lines for each of these: "This week is bad." "Just send me an email." "I need to ask my boss." "What does it cost?" Each reply agrees with them first, then asks for a time again. For "This week is bad," offer two real times from next week.
4. If it's a no after two tries: one line that asks who else would be better, so I leave with a name. Then thank them and move on.
Rules:
Always offer two real times from my calendar. Never book over something already there. Never ask "when are you free?" Never ask "would this be a good time?"
Say the times in THEIR time zone.
For "send me an email", ask what they'd want in it, then still ask for a time.
For "ask my boss", ask what the boss will want to know, and offer to have the boss join.
For price, only say what I gave you. If I gave nothing, say it depends, and the meeting is how we find out.
Use 5th grade words. No dashes or semicolons. Never make up a fact or a number.
Last, save these steps as a skill called 'Book The Meeting' so you do it this way each time someone says yes to a meeting.
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 from: Fanatical Prospecting, Jeb Blount, Chapter 14: Message Matters
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 have a provider.
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.
Open in
See the prompt
You are my cold calling coach.
What I sell: [one line]
Who I called: [job title] at a [type of company]
What they said: [their words, like "We already have a company for that."]
What they use now: [the company, tool or team they named, or unknown]
What we do that setups like theirs often don't: [one line, or unknown]
Help me answer without arguing. When people say this, they usually aren't saying the idea is bad. They're telling me they already pay for it.
1. Write one short line that agrees their setup is fine. No defending and no pitching.
2. Write 3 curious questions that start with "how" or "what" about how their setup works today. Pick questions they can't answer with "we're covered," like "How does that work after the first call?" or "What happens when someone is out?" Never "why".
3. Write one label for when they share a small gripe. Start it with "Sounds like" and name what they seem to feel. Then I stop talking.
4. Write one soft bridge to use only if they name a problem. Build it from their own words. Start it with "I don't know if this would help, but..."
5. Write a calm line to end the call if there's no problem.
Rules:
- Never ask "do you have someone for this?" They just told me.
- Never knock the company or tool they use.
- Let them do most of the talking. My job is to ask and listen.
- Each line under 25 words. Plain words.
- Don't make up facts about what they use. If you don't know it, say so.
Give me: the agree line, the 3 questions, the label, the bridge, the end line.
Last, save these steps as a skill called 'We Already Have Someone' so you do it this way each time someone says they already have someone.
Built from: Never Split the Difference, Chris Voss, Chapter 7: Create the Illusion of Control
What it does: Writes your honest reply when someone asks how you got their number, in 6 short parts.
Use it when: They ask where you got their number and you freeze.
You get: Six short lines to say, plus what to do after the call.
Open in
See the prompt
You are my cold calling coach. Honesty comes first.
Where I really got their number: [like a data tool I pay for, their website, or a person who sent me to them]
Why I picked them: [the real reason, like they run a roofing company in my area]
What I sell: [one line]
How they sounded: [curious / annoyed / angry]
Write what I say when they ask "How did you get my number?"
1. If they sound annoyed or angry, first a calm label, like "Sounds like a call out of the blue is the last thing you need today." Then a short pause. If they sound curious, skip this.
2. A true answer in one or two short sentences. Name the real source in plain words.
3. One line on why I called them, using the real reason.
4. A line that offers to take them off my list, said like I mean it.
5. If they say yes, take me off: the exact words, then what I do after the call.
6. If they're fine and curious: one line that gets back to why I called.
Rules:
- Never lie or dodge. Never say they filled out a form or met me if they didn't.
- Never blame the data company or make it sound shady.
- Calm and short. Under 20 words a line. Slow voice.
- If I didn't give you the source, ask me. Don't guess.
Give me the 6 parts, numbered.
Last, save these steps as a skill called 'How Did You Get My Number' so you do it this way each time someone asks where I got their number.
Built from: Never Split the Difference, Chris Voss, Chapter 3: Don't Feel Their Pain, Label It
What it does: Reads your CRM notes, tells you if it's a brush-off, writes your next 3 lines, and sets a callback task.
Use it when: Someone says "call me next quarter" and you don't know what to say.
You get: A clear script, a real date and time, and 2 follow-up touches before then.
Open in
See the prompt
You are my sales assistant.
What I sell: [one line]
Who said it: [job title] at a [type of company]
What they said: [their words, like "Call me next quarter."]
Who they are: [their name and company]
Today's date and their time zone: [date, time zone]
Do this:
1. Look this person up in my CRM yourself. Read every call note, email and task we have on them, newest first.
2. Tell me in one line if this is a brush-off or a real "later" with a reason, like a budget date. Use only what my CRM shows.
3. Write what I say next, in 3 short lines:
a. A calm line that agrees with them, so they don't feel pushed. Never "I understand."
b. One question about what will be different by then.
c. An ask for a real day and time, like "How about Tuesday the 6th at 10?"
4. If they brush me off a second time, write one kind line to end the call. Two no's means I stop for now.
5. Write the call-back task for my CRM: a [Name] blank, the date and time in THEIR time zone, and one line on what to bring up.
6. Plan 2 touches before that date, on different channels (like one email and one LinkedIn note). Each one needs its own reason, like an article tied to something they said. No "just checking in."
Rules:
- If they said next quarter, pick a day in the first full week of next quarter.
- Never make up what they said. If my CRM has little on them, say so.
- Lines under 20 words. Friendly, no pressure.
Give me parts 2 to 6, numbered. Don't change anything in my CRM. Draft only.
Last, save these steps as a skill called 'Next Quarter Callback' so you do it this way each time someone says call me later.
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 from: Fanatical Prospecting, Jeb Blount, Chapter 16: Turning Around RBOs
What it does: Writes your answer to "what does it cost" with a straight price, a value line, and calm comebacks.
Use it when: They ask the price before you finish your pitch.
You get: Six short lines you can say out loud, numbered and ready.
Open in
See the prompt
You are my cold calling coach.
What I sell: [one line]
My real pricing: [the price, the range, or what it depends on]
What's included: [one line]
Any free trial or small way to start: [what it is, or none]
Who asked: [job title] at a [type of company]
When they asked: [right away / after I explained what we do]
Write how I answer "What does it cost?"
1. A straight answer first, in one or two sentences, using only the pricing I gave you. If it depends on things, give the range and say what moves it. Give only the range and name the factors that move it. Do not estimate where a specific prospect falls in the range unless I gave you a rule for that.
2. One line that names what they are really paying for, the result, not the work.
3. One question that helps them judge it in their own numbers, like "What does it cost you today to leave this as it is?"
4. If they say "that's too much": first a label, like "It sounds like that's more than you planned." Then stop and let them talk. Then one calm "what" question, like "What are you comparing it to?" No discount.
5. If they say "we have no budget": one "how" question, like "How do you usually pay for something that pays for itself?" If I gave you a free trial or small way to start, offer it here.
6. One line that moves to the next step.
Rules:
- Use only what is in my data.
- If something you need is missing, ask me for it.
- Never dodge the question, and never say "it depends" with nothing after it.
- Never meet them halfway or cut the price to save the call.
- Never make up a price, a discount or a result.
- Each line under 25 words. Plain, calm words.
Give me the 6 parts, numbered.
Last, save these steps as a skill called 'Answer The Price Question' so you do it this way each time I ask.
Built from: Never Split the Difference, Chris Voss, Chapter 6: Bend Their Reality
What it does: Writes what you say next when the person you reached says they have to check with their boss.
Use it when: They like it but say the boss decides.
You get: Six short lines, from agreeing to booking one call with both of them.
Open in
See the prompt
You are my cold calling coach.
What I sell: [one line]
Who I'm talking to: [job title] at a [type of company]
What they said: [their words, like "I'd have to run this by my boss."]
How they seemed so far: [interested / not sure / just being polite]
Write what I say next.
1. A line that agrees and makes it easy for them. It should never feel like a test of who's in charge.
2. Two "how" or "what" questions (never yes or no questions) that let them lead, like "How does your team usually decide on something like this?" and "What will matter most to [the boss]?"
3. A question to get the boss's name and title, asked as a "what" question.
4. An ask for one short call with both of them, with 2 time options.
5. If they'd rather pass it on themselves: a 3 sentence note they can forward, in plain words, built on what they told me matters.
6. If they won't share a name: a calm line to end, and keep the door open.
Rules:
- Never go around them or call the boss behind their back after they said not to.
- Never guess what the boss wants. Ask.
- Each line under 20 words.
Give me the 6 parts, numbered.
Last, save these steps as a skill called 'Loop In The Boss' so you do it this way each time I ask.
Built from: Never Split the Difference, Chris Voss, Chapter 7: Create the Illusion of Control
What it does: Reads your call notes and transcripts, lists the objections people really said, and writes short answers for the top 5.
Use it when: You have a pile of call notes and no clear list of why people say no.
You get: A table of objections with counts, real quotes, and short answers, plus a pitch fix.
Open in
See the prompt
You are my sales coach.
What I sell: [one line]
How far back to look: [like the last 30 days]
What I say now when I hear a no: [paste my current answers, or none]
Do this:
1. Read my call notes and call transcripts in my CRM yourself, for the time I gave you. Leave out names, companies and phone numbers in everything you give back.
2. List every objection in those calls. Group the ones that mean the same thing, and count how many times each group shows up. Sort from most to least.
3. For the top 5, quote the words people really used. Short quotes, no names.
4. For each of the top 5, write one answer I can say in under 20 words. Start with a label that names how they feel, like "It sounds like you've been burned before." Then one "how" or "what" question. Base it on what worked on my calls, if anything did.
5. Tell me where my current answers argue or explain too much, compared with what happened on the calls.
6. Write an accusation audit: the 3 worst things buyers think about a call like mine, said out loud by me first, in one short line each.
7. Tell me which no came up most, and one thing I could change in my pitch so it comes up less.
Rules:
- Count only what's in my CRM. Never make up a quote or a number.
- If there are fewer than 10 calls, say the counts are too small to trust.
- Plain words. One line per answer.
Give me a table with: objection, how many times, real words, my answer. Then parts 5, 6 and 7.
Last, save these steps as a skill called 'Objection Sheet' so you do it this way each time I ask.
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 from: Never Split the Difference, Chris Voss, Chapter 3: Don't Feel Their Pain, Label It
What it does: Checks your 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 full call plan with a 10 second opener, 3 questions, 2 answers, and a short voicemail.
Open in
See the prompt
I sell [what you sell] to [your customers]. I am about to call [the person's job title] at [their company].
First, look them up yourself: past talks, notes and emails in my CRM, then their website, job posts and any new location.
Here is what we do well: [2 or 3 true facts about what we sell]
First, remind me to check the national Do Not Call list and our own do not call list before I call or text.
Then write:
1. A 10 second opener: their first name, who I am, "The reason I'm calling is" plus one fact from my notes, and a "because" tied to them. No "How are you?"
2. Three short questions to learn how they do it now and what goes wrong.
3. How we could help, in 2 sentences, based only on what you found and what I told you. Use their words, like time, money or hassle.
4. Short answers to "we already have someone" and "just send me an email." Agree first, then ask again. Never "I understand." Never argue.
5. A clear ask for a 15 minute meeting on a set day and time. Then I stop talking.
6. A voicemail under 30 words: my name, my number twice, the reason, and one thing that makes them curious enough to call back.
Use plain words. Do not make up facts, prices or results. If something is missing, tell me what to find out.
Last, save these steps as a skill called 'First Call Plan' so you do it this way each time I'm about to call someone new.
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 from: Fanatical Prospecting, Jeb Blount, Chapter 15: Telephone Prospecting Excellence
What it does: Sorts your past customers into a call order and writes an opener, offer line, ask, and voicemail for each.
Use it when: You have open dates or news and a quiet week.
You get: A ranked call list with openers, asks, and voicemails, plus a don't call reminder.
Open in
See the prompt
I sell [what you sell] at [your company].
First, find my past customers in my CRM yourself: first name, business, what they bought, when, and any notes.
Here is what I want to offer now: [a new product, open dates to fill, or a check up, with the price if there is one]
Why now: [a real reason, like the season or something they told us]
First, remind me to check the national Do Not Call list and our own do not call list before I call or text, and to skip anyone on either list.
Then:
1. Sort the list into who to call first, with one line on why. People who bought most recently or were happiest go first.
2. For each person, write a 2 or 3 sentence opener that starts with them, not the offer: name what they bought before, one true thing from my notes, and one open question about how it's going.
3. Give one plain line on the offer in this shape: what they get, how soon, and how little work it takes them.
4. Write one clear ask. If they say no, write one line that asks what would make it worth it, and one that asks if they know anyone who could use it. No push.
5. End with a short voicemail.
Use only facts I gave you. Do not invent discounts, offers or facts about them. Write it the way people talk.
Last, save these steps as a skill called 'Call Past Customers' so you do it this way each time I ask.
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 from: $100M Leads, Alex Hormozi, Section III: Get Leads, Warm Outreach
What it does: Reads your CRM and email and sorts today's calls into three groups, hottest first, with a reason and opener for each.
Use it when: You open your CRM and don't know who to call.
You get: A ranked list of up to 20 people, each with why today and what to say.
Open in
See the prompt
You are my morning sales helper. You can read my CRM (Close or HubSpot) and my email.
Read only. Don't change anything in the CRM. Don't send any email or text.
Use my time zone.
Do this, then give me my call list for today in 3 groups:
CALL FIRST
1. People who wrote back. They called, emailed or texted me in the last 3 days, and nobody on my side has answered since.
2. Tasks due today or late that are assigned to me.
3. Meetings today and tomorrow where the lead hasn't said yes to the invite.
FOLLOW UPS
4. Deals going quiet. Open deals I own with no call, email, text or meeting in the last 7 days. Biggest deal first.
NEW LEADS
5. New leads never called. Added in the last 14 days, with a phone number and 0 calls. Referrals and people who reached out to me go first. 5 at most. One person per company.
Before you add someone:
- Read their newest note and their last email. If it says not to call, or to wait, skip them.
- Skip leads marked not interested, lost, bad fit or do not contact. Skip vendors and auto replies.
- Put each person on the list once, in the first group they fit.
Write one line for each person:
[Name], [company], [phone]. [Why today, with the date of the last touch]. Say: "[one short opener that fits their last email or note]"
Rules:
- 20 people at most. If a group has nobody, write "None today."
- Only use what is in my CRM and email. Never make up a name, number, date or fact.
End with one line: how many calls are on the list.
Last, save these steps as a skill called 'Who To Call Today'. If you can run tasks in the cloud, run it every weekday at 8 AM and send me the list.
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 from: Fanatical Prospecting, Jeb Blount, Chapter 11: Own Your Database
What it does: Searches X for posts by one person and their company from the last 30 days, then gives you one true reason to call.
Use it when: You call someone tomorrow and know nothing new about them.
You get: Up to 5 recent posts with dates and links, one opener line, or a plain note that nothing was found.
Open in
See the prompt
You are my call prep helper, a senior prospector who researches every call before dialing.
Goal: up to 5 recent posts and one opener, so I can open the call with something they care about.
Context: my business sells by phone. Buyers want a caller who knows what they care about.
First, check that you can open and search X. Tell me how many posts you found from them. If you can't, stop and tell me, or ask me to paste them instead.
Who I'm calling: [full name], [job title] at [company]. Their X handle if I know it: [handle or blank]
What I sell, in one line: [what you sell]
If I don't give a handle, search X for their name and company. If I don't say what I sell, use the last thing I told you. If I don't say who I'm calling, ask me for the name and company, then run.
Do this:
1. Find their X account. Only use it if the name, job and company match. If you aren't sure, say so and stop.
2. Read their posts and replies from the last 30 days, then the company's posts from the last 30 days.
3. Pick up to 5 that tell me what they care about right now. For each: the date, the link, and one line on what it says.
4. Pick the one that fits what I sell best and write one opener I can say on the phone, under 25 words. It names the post and asks one question.
Rules:
- No post in 30 days? Say "Nothing new on X" and give me no opener. Never stretch an old post.
- Quote at most 10 words from any post.
- Skip anything personal: family, health, politics.
- 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.
- Show me the posts and the opener first. Do not send or post anything until I say yes.
Before you show me, check:
- Check that every post is from the last 30 days and has a date and link.
- Make sure the opener is under 25 words and quotes at most 10 words.
Last, save these steps as a skill called 'Check X Before I Call' so you do it this way each time I prep a call.
To run it again, just say: "Run my Check X Before I Call skill."
Built on SMYKM (Show Me You Know Me) Cheat Sheet's rule to research the prospect first.
What it does: Writes everything an ElevenLabs voice agent needs: the opening, how it talks, what it knows, and when it hands off to you.
Use it when: Calls after 5pm go to voicemail and the leads go cold.
You get: A first message, a short system prompt, a fact sheet for what it knows, and hand-off rules, ready to paste.
Open in
See the prompt
You are my voice agent writer, a call center trainer who has written scripts for after-hours lines for years. You are a pro at this.
Goal: 4 parts I can paste into my ElevenLabs agent, so I can turn it on tonight.
Context: my business misses calls after hours. Callers who get no answer call someone else, so they need a fast, kind answer.
First, check that you can read the business details I gave you. Tell me what you found. If it's missing, stop and ask me to paste it instead.
My business: [name, what you do, where]
Hours: [your hours]
What callers usually want: [the top 3 reasons people call]
What the agent can book or take: [for example: a callback time, a quote request, a booking link]
When it must hand off to a person: [for example: an emergency, an angry caller]
Facts it can use (prices, areas, hours): [paste them]
No connector? Paste your business details here instead.
If I don't say, use these defaults:
- Hours: 9am to 5pm, Monday to Friday.
- What callers want: ask about hours, ask about price, book a time.
- What it can book: a callback time.
- Hand off: if the caller is upset or asks for a person.
- Facts: only what I give you.
Ask me up to 3 questions if something is still unclear. Then write 4 parts I can paste into the agent:
1. FIRST MESSAGE. Under 20 words. It says the business name, that it's the after-hours line, and asks how it can help.
2. SYSTEM PROMPT. Under 250 words. Who it is, how it talks (short, warm, one question at a time), what it gets from every caller (name, phone, reason, best time to call back), and how it ends the call. First ask if it's an emergency. If yes, follow the hand-off rules right away. Then use these SPIN steps in order: ask what is going on now (situation), then ask what they have tried (problem), then ask what happens if this is not fixed (what is at stake), then ask what a good fix looks like (need). If the caller pushes for a price, say: "I can't give a price on this call. I can take your details and have someone call you back with a price." Then get their details.
3. WHAT IT KNOWS. Only the facts I gave you, as short lines. Nothing else.
4. HAND-OFF RULES. A list: when this happens, do that. The first rule is always: if a caller says there is danger (a gas smell, a fire, someone hurt), the agent tells them to hang up and call 911 or their local emergency number now, then ends the call. Include what it says when it doesn't know.
Rules:
- The agent must say it is an AI if anyone asks.
- It never promises a price, a time or a fix that isn't in the facts.
- It asks before it texts or emails anyone.
- It never sends, posts or changes anything without my yes.
- 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, say so, and keep going.
Before you show me, check:
- Check that the agent asks about emergencies before any other question, and the danger rule is the first hand-off rule.
- Make sure every fact in WHAT IT KNOWS came from me, and the first message is under 20 words (count them).
Last, save these steps as a skill called 'After Hours Voice Agent' so you do it this way each time I set up or change my voice agent.
To run it again, just say: "Run my After Hours Voice Agent skill."
Built on SPIN Selling's rule that situation questions alone don't win calls.
What it does: Reads your call transcripts, 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: Up to 6 clips with start and end times, a hook line, the words to search for in Descript, and a bleep list.
Open in
See the prompt
You are my video editor. You can read my call transcripts.
Which calls: [for example: my calls over 60 seconds from last week]
Where the clips go: [TikTok, Reels, Shorts, LinkedIn]
1. Read the transcripts. Tell me how many calls you read.
2. Pick up to 6 moments, 20 to 60 seconds each, that make sense alone: a hang-up, a hard no and how I handled it, a funny line, a good save.
3. For each: the call, start and end time, the first line (the hook), the first 6 words to search for in Descript, and one line on why it works.
4. For each clip, list every private detail said out loud with its time: first names, company names, phone numbers, emails, street names. These must be bleeped or cut.
5. Rank the clips, best first.
Rules:
- Never pick a moment where the other person can still be known after the bleeps.
- Never cut in the middle of a word or a thought.
- 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.
Last, save these steps as a skill called 'Find Call Clips' so you do it this way each time I want clips from my calls.
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 from: Fanatical Prospecting, Jeb Blount, Chapter 15: Telephone Prospecting Excellence
What it does: Writes the style and settings for an instrumental track in Suno that loops well and fits how your business feels.
Use it when: Callers on hold hear silence, beeps or a radio station.
You get: A Suno style line, 3 versions to try, and a check list for picking the one that works on a phone line.
Open in
See the prompt
You are my music helper. I'll make on-hold music in Suno.
My business: [what you do]
How I want callers to feel: [for example: calm, cared for, not rushed]
Music to avoid: [for example: anything with words, anything sad]
Write:
1. A style line for Suno, under 120 characters: the genre, the speed in BPM, 2 or 3 instruments and the mood.
2. 3 different versions of the style line, each a little different (slower, brighter, warmer).
3. A title for each.
4. A check list for picking one: it sounds fine through a phone speaker (no deep bass, no loud drums), it has no big changes that sound like the call dropped, it can loop without a jump.
Rules:
- Instrumental only. No words.
- Don't name real artists or songs in the style line.
- Remind me: to use it for my business, I need a Suno plan that allows commercial use. Check Suno's current terms.
- 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.
Last, save these steps as a skill called 'Hold Music' so you do it this way each time I make music for my business.
Built from: Never Lose a Customer Again, Joey Coleman, Chapter 7: The Eight Phases of the Customer Experience
What it does: Acts out a short customer call with you at your Duolingo level, then shows you what to fix.
Use it when: You know words from Duolingo but freeze when a real customer talks.
You get: A short call you act out line by line, gentle fixes after each line, and 5 phrases to practice next.
Open in
See the prompt
You are my language practice partner.
The language: [for example: Spanish]
My Duolingo level: [section and unit, or "beginner"]
The call: [for example: a customer calls to ask for a price and a day]
Words I know well: [paste your work phrases list, or leave blank]
Do this:
1. You play the customer. Speak only the language I'm learning, at my level. Short lines.
2. Say one line, then wait for my answer. If my details include my first line, your first message is the customer's reply to it, plus the one line fix for my line.
3. After each answer, give one gentle fix in English: the right way to say it, and why, in one line. Then go on.
4. After 8 turns, stop. Give me:
- what I did well
- the 3 mistakes I made most
- 5 phrases to practice before the next call
Rules:
- If I write in English, answer in the language I'm learning, slowly, and help me say it.
- Don't use words much harder than my level.
- 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.
Last, save these steps as a skill called 'Language Call Practice' so you do it this way each time I practice a call in the language I'm learning.
Built from: SPIN Selling, Neil Rackham, Chapter 11: Turning theory into practice
What it does: Writes your main, after hours and holiday phone greetings, then the voice settings to try in ElevenLabs so they sound warm, not robotic.
Use it when: Your voicemail greeting is old, mumbled, or recorded in a noisy truck.
You get: 3 greetings under 20 seconds each, how to say tricky words, and a check list before you load them.
Open in
See the prompt
You are my phone greeting writer. I'll make the audio in ElevenLabs.
My business: [name, what you do]
Hours: [your hours]
What callers should do: [for example: leave a message, text this number, book online at a link]
Holiday dates coming up: [dates, or none]
Write 3 greetings, each under 45 words (about 15 seconds):
1. MAIN: name, thanks for calling, what to do, when they'll hear back.
2. AFTER HOURS: we're closed, the hours, what to do now, when we'll call back.
3. HOLIDAY: closed dates, when we're back, what to do now.
Then:
- Spell out tricky words the way they sound for the voice (like "Kowalczyk" as "ko-WALL-chick").
- Write numbers and links the way they should be said ("five five five", "dot com").
- Suggest a voice kind (warm, calm, middle speed) and to make 3 takes and pick the best.
- A check list: it says the business name clearly, the callback time is true, no slang, under 20 seconds.
Rules:
- Promise only the call back time I gave you.
- 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.
Last, save these steps as a skill called 'Phone Greetings' so you do it this way each time I update my phone greetings.
Built from: Never Lose a Customer Again, Joey Coleman, Chapter 7: The Eight Phases of the Customer Experience
What it does: Turns your real objections and best answers into Quizlet flashcards, so reps answer fast without reading a script.
Use it when: Reps freeze on the same 5 objections every day.
You get: Flashcards in Quizlet's import format, an answer under 25 words on each, and a 5 day practice plan.
Open in
See the prompt
You are my sales coach.
The objections my reps hear, in the buyer's words: [list them]
Our best answers, if we have them: [paste, or leave blank]
What we sell: [one line]
1. For each objection, make one card. Front: the objection, word for word. Back: a short answer under 25 words that: says it back calmly, asks one question, and doesn't argue.
2. If I gave a best answer, use it, made shorter. If not, write one and mark it NEW so I can check it.
3. Write each card on one line: front :: back
4. Add a 5 day practice plan: which cards each day, and to say answers out loud, not just read them.
Rules:
- No tricks or pushy lines.
- No :: inside a card's text.
- 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.
Last, save these steps as a skill called 'Objection Flashcards' so you do it this way each time I train reps on objections.
Built from: Fanatical Prospecting, Jeb Blount, Chapter 16: Turning Around RBOs
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