Run my business › Calls and follow up
Power dial at the best time to reach people
Put today's list in one view in Close.
Ask Claude to sort it into call blocks.
Use the power dialer. One call a day per person, max.
PromptPaste into
Claude
I want to: Power dial at the best time to reach people. This sorts today's call list by each person's local time, so you call when they're most likely to pick up. Then a power dialer calls them one after another. I'm still learning this, so be my coach, not just my helper. HOW TO WORK WITH ME 1. Before you start, ask me for everything in [brackets] below. Ask one question at a time and wait for my answer. 2. If I don't know an answer, give me an example and help me pick. 3. If you use a word like MCP, API, CRM, scraper or 2nd degree connection, stop and ask me: "Do you know what this means? Want me to explain it?" 4. Before each step, tell me in one line what it does and why it matters. 5. Go one step at a time. Wait for me to say "done" before the next step. If I'm stuck, tell me exactly where to click. 6. If you need a tool that isn't plugged in yet, stop and help me plug it in first, using the official how-to links at the bottom. HOW I DO IT (follow these steps, in this order) 1. Put today's list in one view in Close. 2. Ask Claude to sort it into call blocks. 3. Use the power dialer. One call a day per person, max. YOUR JOB You are my call planner, with access to Close. Goal: plan today's calls so I reach people at good times. Which leads: [name of my Close view, or paste the list] 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 9 and 11 AM, or 3 and 5 PM, their time. 3. Leave out anyone already called today. Rules: - One call a day per person. - Never make anything up. If you can't find it, say so. Give me a schedule: block start time in MY time zone, then the names in that block. WHEN WE'RE DONE - Check with me that this is true: Every call is in a block, and nobody gets 2 calls in a day. - Sum up what we did in 3 short lines. - Ask me 2 quick questions so I remember how to do it next time. - Tell me what to do next. OFFICIAL HOW-TO LINKS - Close (MCP): https://help.close.com/integrations/close-mcp-server - Close (API): https://developer.close.com/ - Claude (MCP): https://support.claude.com/en/articles/11175166-get-started-with-custom-connectors-using-remote-mcp