An AI assistant that qualifies every inbound lead 24/7

PromptPaste into ClaudeCopy

I want to: An AI assistant that qualifies every inbound lead 24/7.
When someone fills in your form, Chloe (Close's AI assistant) calls them within minutes. She asks your questions, answers theirs, then books a meeting or hands them to you. Every call is recorded and saved in Close.

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. Ask Claude to write Chloe's questions and answers with the prompt.
2. In Close, make a workflow that starts when a new form lead comes in. Add a Call step and give it to Chloe.
3. Read Chloe's first 10 call notes and tune her questions.

YOUR JOB
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).
2. 4 short questions to check if they're a fit. 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:
- Be honest that she's an AI assistant if asked.
- Never promise prices, results or dates I didn't give you.
- Never make anything up. If you can't find it, say so.

WHEN WE'RE DONE
- Check with me that this is true: Every inbound lead gets a call in minutes, and good fits land on your calendar.
- 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
- Meet Chloe, the AI sales assistant inside Close: https://close.com/chloe
- Qualify and call every inbound lead with AI, 24/7: https://close.com/blog/ai-inbound-lead-funnel
- See how Chloe books meetings for you: https://close.com/blog/introducing-chloe
- 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