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
Read the LinkedIn profile at [LinkedIn URL] and the website at [Company Domain].
Find one real, recent reason to reach out to [First Name]. Look in this order:
1. The person: they started a new job in the last 90 days, or got promoted.
2. The person's own words: they posted about a problem my product solves.
3. The company: it is hiring for a job my product helps with.
4. The company: it launched something new, opened a location or shared news.
What I sell: [one line about what you sell]
Drop any reason that has nothing to do with what I sell, is too personal (family, health, photos) or could be sent to anyone.
Give me 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 the test, give back: none.
Rules:
- Only use what you can find on the page. Never make up a fact, a post or a date.
- No flattery. Never start with "I noticed" or "Congrats".
Built from: SMYKM (Show Me You Know Me) Cheat Sheet, Sam McKenna, Section 1: Start by researching your prospect
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.
Goal: find 25 companies hiring a [job title] right now, so I can call them this week.
Who I sell to: [type of company], [number] staff, in [area].
The problem I fix for them: [one line]
Do this:
1. Use the Apify LinkedIn jobs scraper to pull posts for "[job title]" in [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.
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 or infer any domain.
- If you find fewer than 25, give me fewer and tell me.
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.
Last, save these steps as a skill called 'Who Is Hiring Now' so you do it this way each time I ask.
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 from: Gap Selling, Keenan, Chapter 15: Smart Prospecting Prep
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: Checks each row in your list and flags bad emails, missing mobiles, and wrong titles.
Use it when: Your list is full of junk and wrong people.
You get: A clean table with a problem column that shows what to fix.
Open in
See the prompt
You are my data checker.
Goal: clean up my contact list before I call. Time spent on the wrong contact is time I can't get back.
My list from Prospeo: [paste or upload the export]
Do this:
1. Keep one person per company, the most senior one with the title [title 1] or [title 2].
2. Flag any email that's a general inbox (info@, sales@, hello@). I want people, not inboxes.
3. Flag any row missing a mobile.
4. Flag any row where the title or the company doesn't fit who I sell to.
Rules:
- Never guess an email or a phone 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 a table: name, title, company, LinkedIn link, work email, mobile, and a "problem" column if anything is missing or looks wrong.
Last, save these steps as a skill called 'Clean My Contacts' so you do it this way each time I ask.
Built from: Fanatical Prospecting, Jeb Blount, Chapter 11: Own Your Database
What it does: Reads your last 5 paying customers 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: Job titles, company size, industries, keywords, and a note on who the search will miss.
Open in
See the prompt
You are my list builder. I use Apollo to find people to reach out to.
First, find my last 5 customers who paid me in my CRM yourself: company name, website, the buyer's job title, and what they bought.
What I sell: [one line]
1. Look at what my best customers have in common, and what problem each one bought to fix. Tell me in 2 lines.
2. Give me the filters to type into Apollo's People search, to find companies that look like them:
a. Job titles (5 to 8, the exact words people use on LinkedIn). Pick the person who feels the problem and can say yes.
b. Seniority
c. Number of employees (one range)
d. Industries (up to 5)
e. Locations
f. Keywords to include, and keywords to leave out
3. Name 2 kinds of bigger dream accounts that fit, so I can add a few by hand.
Rules:
- Use only what my customers have in common. If they don't share something, leave that filter blank and say why.
- Short lists. I want a list I can really work, fewer and better people, not everyone.
- Never make anything up. If you can't tell, say so.
End with one line: who this search will miss, so I can run a second search for them.
Last, save these steps as a skill called 'Apollo Filters' 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: New Sales Simplified, Mike Weinberg, Chapter 5: Selecting Targets: First for a Reason
What it does: Sorts your Apollo rows into 4 lists and flags bad emails, repeats, and wrong fit people.
Use it when: You're about to load a messy Apollo list into your CRM.
You get: 4 short lists with row counts, so you fix bad rows first.
Open in
See the prompt
You are my CRM data checker. My CRM is where I'll do all my calling, so bad rows cost me time later.
My Apollo export (CSV): [paste it]
My CRM: [Close, HubSpot or another one]
Before I load this list, check it and give me 4 short lists:
1. Fix first: rows with no company website, a personal email (like gmail.com), a role email (like info@ or sales@), or a job title that doesn't fit the person's level.
2. Same person twice: rows that look like the same person, or the same company spelled 2 ways.
3. Wrong fit: people whose job or company doesn't match the rest of the list, so I don't spend calls on them.
4. Ready to load: everything else.
Then tell me how many rows are in each list.
Rules:
- Never change or fill in a value. Only flag it and say why in a few words.
- One person per lead. The lead name is the company name only.
- Never make anything up. If you can't tell, say so.
Last, save these steps as a skill called 'Apollo List Check' so you do it this way each time I export a list.
Built from: Fanatical Prospecting, Jeb Blount, Chapter 11: Own Your Database
What it does: Looks at a company's careers page and LinkedIn jobs and tells you if they have open sales roles.
Use it when: You need to know who is hiring before you reach out.
You get: A yes or no, the job titles, and a link to one open job.
Paste it into Clay
See the prompt
Go to the careers page of [Company Domain] and their jobs on LinkedIn.
Answer one question: is this company hiring salespeople right now?
Count only open jobs with these titles: SDR, BDR, Account Executive, Sales Manager, Head of Sales, VP of Sales.
Give me back:
- hiring: yes or no
- roles: the job titles you found, with commas between them
- link: the link to one of the jobs
Rules:
- Only count jobs you can see that are still open. If a job shows a post date older than 60 days, leave it out.
- Check that the job is at this company, not a recruiter or a company with a similar name.
- If you can't find a careers page or any jobs, say no and leave roles and link blank.
- Never guess. Never make up a job or a link.
Built from: Gap Selling, Keenan, Chapter 15: Smart Prospecting Prep
What it does: Reads a company's website and gives it a fit score from 1 to 5 with one short reason.
Use it when: You have a long list and need to sort the good fits first.
You get: A score from 1 to 5 and one line on why, for each company.
Paste it into Clay
See the prompt
Look at the website [Company Domain].
What I sell: [one line]
My best customers look like this: [industry, size, what they do]
I never sell to: [who you turn away]
Score this company from 1 to 5 for how much it looks like my best customers:
5 = looks just like my best customers: same kind of work, same kind of buyer
4 = close, with one thing different
3 = could fit, I'd need to ask
2 = a stretch, only one thing in common
1 = I never sell to them, or the site is down
Give me back:
- score: a number from 1 to 5
- why: one line, under 15 words, from what is on their site
Rules:
- Only use what is on their website. Never guess their size or revenue.
- If you are torn between 2 scores, pick the lower one.
- If the site doesn't load, give back score 1 and why: site did not load.
Built from: New Sales Simplified, Mike Weinberg, Chapter 5: Selecting Targets: First for a Reason
What it does: Uses an Apify Google Maps scraper to pull local businesses in your area, then cleans the list down to the ones worth calling.
Use it when: You sell to local businesses and need a list today.
You get: A clean list with name, phone, website, rating and hours, closed ones removed, sorted by fit.
Open in
See the prompt
You are my list builder, a lead researcher who has built local call lists for years. You are a pro at this.
Goal: a scored, clean table of local businesses, so I can call the best fits first.
Context: my business sells to local businesses. My buyers are busy owners, and they want calls only if I can help.
First, check that you can open my Apify account. Tell me how many results you found. If you can't open it, stop and tell me to connect it (Claude: Customize, then Connectors, then add a custom connector), or ask me to paste it instead.
Kind of business: [for example: plumbers]. If I don't say, use "local service businesses".
Area: [city or region]. If I don't say, use my city from my profile.
How many at most: [for example: 200]. If I don't say, use 100.
Signs of a good fit: [for example: rating under 4.5, closes by 5pm, has a website]. If I don't say, use "rating under 4.5, has a website".
Cost limit: [for example: $5]. If I don't say, use $5.
1. Run an Apify Google Maps scraper for my search in my area. Keep it under the number I gave.
2. Keep: name, address, phone, website, rating, number of reviews, hours, the Maps link.
3. Remove: closed for good, no phone, chains with more than 3 locations in my list, and doubles.
4. Score each one on my fit signs and sort: most signs first.
5. Give me the table, then the counts: pulled, removed (with reasons), kept.
Rules:
- Tell me what the run will cost before you start, if Apify shows it. If it's more than my cost limit, ask me first.
- Hours and ratings change. Put today's date on the list.
- Show me the list first. Don't add it to any tool or send 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 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 pulled minus removed equals kept.
- Make sure every row has a phone and a Maps link.
Last, save these steps as a skill called 'Google Maps List' so you do it this way each time I build a local list.
To run it again, just say: "Run my Google Maps List skill."
Built on New Sales Simplified's rule to call a short, hand-picked list of targets.
What it does: Uses an Apify LinkedIn posts scraper to read what one person posted lately, then writes an opener that shows you know them.
Use it when: You want to message someone but have nothing real to say.
You get: Their 10 latest posts in one line each, the best hook, and a first message under 60 words.
Open in
See the prompt
You are my research helper, a senior prospector who reads before reaching out.
Goal: their last 10 posts in one table and one first message, so I can write a note that shows I did my homework.
Context: my business reaches out on LinkedIn. Buyers want proof I know what they care about.
First, check that you can open my Apify account. Tell me how many posts you found. If you can't open it, stop and tell me to connect it (Claude: Customize, then Connectors, then add a custom connector), or ask me to paste it instead.
Their LinkedIn link: [link]
What I sell: [one line]
1. Run an Apify LinkedIn posts scraper on their profile for their 10 latest posts and reposts.
2. For each post: date, one line on what it says, and whether they wrote it or reposted it.
3. Find one thing they care about that connects to what I sell. Their own posts count more than reposts.
4. Write a first message under 60 words that names that post, says one real thing about it, and asks one easy question. No pitch.
Rules:
- Nothing from the last 90 days? Say so. Don't write an opener from an old post.
- Quote at most 10 words.
- 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.
- Do not send or post anything. Show me the draft first. Wait for my yes.
Before you show me, check:
- Check that the post the message names is from the last 90 days.
- Make sure the message is under 60 words and quotes at most 10 words.
Last, save these steps as a skill called 'Read Their Posts' so you do it this way each time I research someone on LinkedIn.
To run it again, just say: "Run my Read Their Posts 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: Runs your list through Prospeo for work emails and mobiles, then flags each contact that could bounce or ring the wrong person.
Use it when: You have names and companies but no way to reach them.
You get: Your list with email and mobile added, a risk flag on each, and a count of what it found.
Open in
See the prompt
You are my data helper, a list builder who has cleaned contact data for sales teams for years. You are a pro at this.
Goal: my list with emails, mobiles and a GOOD, RISKY or NONE flag, so I can reach out with good data only.
Context: my business reaches out to new people. Bad emails hurt my sender name, and buyers want the right person reached.
First, check that you can open my Prospeo account. Tell me how many people on the list you found. If you can't open it, stop and tell me to connect it (Claude: Customize, then Connectors, then add a custom connector), or ask me to paste it instead.
My list: read it from my Prospeo list. No connector? Paste name, company, company website or LinkedIn link here instead.
1. Read my list and tell me how many people are on it and what the email and mobile lookups will cost in Prospeo credits. Wait for my yes.
2. After my yes, look up each person in Prospeo for a verified work email and a mobile.
3. Add columns: email, email status, mobile, and a flag:
GOOD: a verified email, and the company matches my list.
RISKY: a catch-all or unverified email, or the company doesn't match.
NONE: no email found. If a mobile was found, still show it.
4. Give counts: GOOD, RISKY, NONE, and how many mobiles were found.
5. Tell me how many credits it used, and check it against the plan from step 1.
Give me the list as a table, then the counts in 4 short lines.
Rules:
- Never guess an email from a pattern like first.last@.
- A verified email can still bounce. If it bounces, the bounce is the truth. Say this once.
- If Prospeo shows them at a different company, mark them LEFT and don't pay for a mobile.
- 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 full list and counts first. Do not send, post, or change anything until I say yes.
- Do not spend Prospeo credits or pay for mobile lookups until I say yes. Show me the plan and the cost first.
Before you show me, check:
- Check that GOOD plus RISKY plus NONE equals the people on the list.
- Make sure no email was guessed from a pattern.
Last, save these steps as a skill called 'Fill In My List' so you do it this way each time I fill in a list.
To run it again, just say: "Run my Fill In My List skill."
Built on Fanatical Prospecting's rule to own your database.
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, with access to my CRM (Close or HubSpot).
Goal: add my new hot leads to my CRM with no repeats. My CRM is my memory, so every lead goes in with what I know.
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.
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, tell me how many you added, how many you skipped, and any you weren't sure about.
Last, save these steps as a skill called 'Load My CRM' 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 11: Own Your Database
What it does: Reads the people who liked or commented on your LinkedIn posts and builds a warm lead list.
Use it when: You get likes but don't know who to talk to.
You get: A table of warm leads with their comments and a starter line for each.
Open in
See the prompt
You are my sales researcher, with access to Apify.
Goal: turn these LinkedIn posts into a list of warm leads.
Post links: [paste 2 or 3 links]
My job titles: [title 1], [title 2]
Do this:
1. Use an Apify LinkedIn post reactions and comments scraper on each link.
2. Combine the lists and remove repeats. If someone shows up on more than one post, note how many.
3. Keep only people whose job title matches mine, or is close.
4. For anyone who commented, copy what they said.
5. For each commenter, write one line I could use to start a talk, built only on their comment. No pitch.
Rules:
- 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.
No connector? Paste instead: the list of names and comments under each post.
Give me a table: name, title, company, LinkedIn link, liked or commented, how many posts, their comment, and the starter line.
Put people who commented on more than one post at the top, then people who commented, then likes. The more they already know the topic, the warmer they are.
Last, save these steps as a skill called 'Warm Leads From Posts' so you do it this way each time I ask.
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 from: Fanatical Prospecting, Jeb Blount, Chapter 12: The Law of Familiarity
What it does: Reads your past paid customers and writes down who your best buyer is and where to find more like them.
Use it when: You don't know who to call next.
You get: A short saved list of who to call, who to skip, and 5 dream companies.
Open in
See the prompt
You are a sales coach who helps small businesses pick their best buyers on purpose.
What I sell: [what you sell]
Where I sell: [city, country]
Do this:
1. Read my CRM and find the last 3 to 5 customers who paid me: the company, what they do, who signed and what they bought. Write down what they have in common: kind of company, size, who signed, the problem I fixed.
2. Tell me the one person who says yes to buying this, in one line.
3. Give me the 2 job titles that person usually has. Aim one level higher than I'd guess.
4. Give me 2 job titles that look right but are wrong, and why.
5. List 3 kinds of companies I should never call.
6. Give me 3 signs I can find online that a company needs me RIGHT NOW (for example: hiring for a role, a new location, a post about a problem).
7. Name 4 or 5 "dream" companies that look like my best customer, so my list starts with them.
Rules:
- Fewer, better buyers. A short list I can work each week.
- Use short, simple words.
- 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 it back as a short list I can save.
Last, save these steps as a skill called 'Pick My Buyer' 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: New Sales Simplified, Mike Weinberg, Chapter 5: Selecting Targets: First for a Reason
What it does: Checks each person on your list against their LinkedIn profile and marks them OK, LEFT or CHECK.
Use it when: You're about to call a list you have not checked in a while.
You get: Counts for OK, LEFT and CHECK, a table of OK people, and notes for each LEFT record.
Open in
See the prompt
You are my data checker, with access to Apify.
Goal: make sure everyone on my list still works at the company I have. Calling the wrong person is the most costly waste of my time.
My list: [the Smart View or list name in my CRM]
Do this:
1. Read that list in my CRM: name, company and LinkedIn link for each person. Then use an Apify LinkedIn profile scraper on every link.
2. Compare their company today with the company on my list.
3. Mark each person OK (same company), LEFT (different company) or CHECK (can't tell).
4. For each LEFT person, write the note I should save on their record: where they work now and the date you checked.
Rules:
- A profile that won't load is unconfirmed, never left. Mark it CHECK.
- If the scraped company matches the company on my list, mark the person OK. Only mark CHECK if the profile did not load or the company is missing.
- The date you checked must come from a date I give you or the current date. If you do not have one, write "not supplied". Never guess a date.
- This only catches people who updated their LinkedIn. Say so when you give me the counts.
- Anyone who LEFT never gets called. Their company goes back on the list so we find the person in that seat now.
- 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.
No connector? Paste instead: name, company and LinkedIn link for each person.
Give me the count of OK, LEFT and CHECK, then a table of the OK people only.
Last, for each LEFT company, tell me what job title to search for to find who took over their seat. If a LEFT person moved to a company that fits my buyer, list them too. They may know me already.
Last, save these steps as a skill called 'Still In The Seat' so you do it this way each time I ask.
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 from: Fanatical Prospecting, Jeb Blount, Chapter 11: Own Your Database
What it does: Gives Manus one clear job: visit public websites and build a sheet of companies that fit your buyer, with the reason each one fits.
Use it when: You know who you sell to but have no list.
You get: A sheet of up to 50 companies with website, city, size hint, why they fit, and the page that proves it.
Open in
See the prompt
You are my research agent, a senior prospect researcher who builds call lists for sales teams.
Goal: a sheet of up to 50 real companies that fit, with proof links, so I can start calling today.
Context: my business needs new companies to call. My buyers want calls only when I can help them.
First, check that you can open web pages in your browser. Tell me how many companies you found. If you can't browse, stop and tell me, or ask me to paste a list instead.
Ask me these, then run. Skip any I already answered.
1. Who do you sell to (industry, city or region, size)?
2. What do you sell, in one line? (Default: help with front desk and booking.)
3. How many? (Default: 50.)
Do this:
1. Find companies that match, from public pages only (search results, maps, directories, their own websites).
2. Open each company's own website. Check for signs that a company needs what I sell. Default signs: hiring front desk or admin staff, no online booking, a website with no updates in 2 years, under 10 reviews, no contact form. Mark each sign found or not found.
3. Put each one in a sheet: company, website, city, size hint, which signs you found, the page where you found each sign, date checked.
4. Sort: most signs first.
5. Make a second tab for companies you skipped and why, so I can check your rules.
Rules:
- No logins, no forms, no buying, no emails.
- A sign counts only if it's on a page you can link to.
- Stop at the number I asked for.
- 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.
Before you show me, check:
- Check that every sign marked found has a link to the page.
- Make sure no company is on both tabs, and the main tab stops at the number I asked for.
Last, save these steps as a skill called 'Build My Target List' so you do it this way each time I need a new target list.
To run it again, just say: "Run my Build My Target List skill."
Built on New Sales Simplified's rule to call a short, hand-picked list of targets.
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: Searches the web for what businesses like yours in your area charge and lists each price with its source.
Use it when: You're setting or raising prices and you don't know the going rate.
You get: A price table with links and dates, the low and high, and where your price sits.
Open in
See the prompt
You are my price researcher. Search the web.
What I sell: [the service or product, and the size or unit, for example: a 2 hour deep clean]
Where: [city or area]
My price now: [amount]
Do this:
1. Find up to 10 businesses near me that sell the same thing. Use their own websites first, then listings.
2. For each: business name, price, what's included, the link, and the date the page shows (or "no date").
3. Only count a price that is written on the page. Skip "call for a quote".
4. Only prices for the same size and the same time go in the main table and the math. A price for a different time (like 90 minutes), or a page that doesn't say the time, goes in the separate list. Check your math. Give what's included for every business, in both lists. Give me the low, the high and the median (the middle one when sorted).
5. Tell me where my price sits, and what the higher priced ones include that the cheaper ones don't.
Rules:
- Every price needs a link.
- Prices that aren't for the same size or unit go in a separate 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 and keep going.
Last, save these steps as a skill called 'Check Local Prices' so you do it this way each time I set or check my prices.
Built from: $100M Offers, Alex Hormozi, Value Offer: The Value Equation
What it does: Sends Manus to find the trade shows, meetups and association events your buyers go to in the next 6 months, with dates and costs.
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.
Open in
See the prompt
You are my research agent. Use your browser.
Who my buyers are: [job titles and industry]
Where: [cities or region, or online]
When: [the next 6 months from today's date: date]
My budget per event: [amount]
1. Find events my buyers go to: trade shows, association meetings, local business groups, conferences.
2. For each, from the event's own page: name, dates, city, cost to attend, cost to exhibit if listed, who it's for (only as the page says it, else [check]), the link, and the date you checked.
3. Skip events that already passed, have no date posted, or are outside my area.
4. Sort by date. Mark the 3 that fit best and say why in one line each.
5. Put it in a sheet I can download. If you can't make a file, give me CSV text.
Rules:
- No sign ups, no buying tickets, no forms.
- A cost or date counts only if it's on the event's page.
- 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 Buyer Events' so you do it this way each time I look for events to meet buyers.
Built from: Fanatical Prospecting, Jeb Blount, Chapter 12: The Law of Familiarity
What it does: Reads a long request for proposal in Kimi and gives you the must-haves, the deadlines, and a bid or no bid call with reasons.
Use it when: A 60 page 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.
Open in
See the prompt
You are my bid reader. I uploaded a request for proposal.
What my business can do: [your services, size, area, licenses or insurance you have]
Jobs we won before that are like this: [list or none]
1. Summarize it on one page: who, what they want, where, how big, when.
2. List every must-have (licenses, insurance amounts, experience, forms). For each: do we meet it, YES, NO or CHECK, and the page number.
3. List all dates: questions due, site visit, bid due, start date.
4. List how they'll score bids, with weights if given.
5. Say BID or NO BID, with 3 reasons. Any NO on a must-have means NO BID unless I can fix it before the due date.
6. If BID: the 5 questions to send them before the questions deadline.
Rules:
- Every must-have and date needs a page number. Write dates exactly as the document does.
- If it lists no rule for a kind of must-have (like licenses), write [check: not listed].
- Don't guess if we meet a must-have. Use CHECK.
- 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 'Bid Or No Bid' so you do it this way each time a bid request comes in.
Built from: New Sales Simplified, Mike Weinberg, Chapter 5: Selecting Targets: First for a Reason
What it does: Writes the prompt for an AI field in Airtable that reads each lead's details and gives a fit score with a one line reason.
Use it when: You have a long lead list in Airtable and no time to read every row.
You get: The AI field prompt, the fields it reads, a 1 to 5 score scale, and 5 test rows to check it.
Open in
See the prompt
You are my lead scoring planner. I'll add an AI field in Airtable.
My best customers look like: [industry, size, area, signs]
Bad fits look like: [what to skip]
The fields in my table: [list the column names]
1. Pick which fields the AI field should read. Only ones that help decide fit.
2. Write a 1 to 5 scale in plain words, each level different, no overlap.
3. Write the AI field prompt, under 120 words. It reads the fields by name, gives a score and one line reason, and says "not enough info" when the fields are empty.
4. Write 5 test rows with fake names and full values (label them TEST, made-up test data is fine here, every field filled) and the score each should get, so I can check the field works.
Rules:
- Score only on what's in the fields. No guessing about the company.
- 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 'Lead Score Field' so you do it this way each time I score leads in Airtable.
Built from: New Sales Simplified, Mike Weinberg, Chapter 5: Selecting Targets: First for a Reason
Simple AI
Apify
Prospeo
FullEnrich
Apollo
Wiza
Landbase
Lusha
ZoomInfo
Get Leads
Lists and CRMFirst message
