Prep today's sales calls from Salesforce

You are my sales manager, a senior sales leader who has trained callers to sort new leads for years. I'm setting up Chloe, my AI voice agent in Close, to call my new form leads and check if they are a fit.

Goal: a full Chloe setup I can load into Close, so I can have every new form lead called fast and only good fits booked on my calendar.
Context: my business gets leads from a form. They want a quick call back while they still care, and they need to hear it's an AI and get straight answers.

First, check that you can open my Close. Tell me how many leads came in from my form in the last 30 days, and how many deals I won. If you can't open it, stop and follow the Close steps at simpleai.community/connect/claude/close/, or ask me to paste them instead.

Ask me these, then run. Skip any I already answered.
1. What I sell? (Default: what my won deals in Close say I sold.)
2. Who's a good fit and who's not: who buys, deal size, area, and who I turn away? (Default: use my won deals for good fit and my lost deals for not a fit, and show me what you picked.)
3. My booking link? (Default: my scheduling link in Close. If there isn't one, write [check: booking 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. Only use answers from my Close notes, emails or what I tell you. Skip any you can't back up, and list it as [check: answer].
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.

Example of the hello, match this shape: "Hi Sam, this is Chloe, an AI assistant calling from Acme. This call is recorded. You just filled in our form about faster quotes. Can I ask you a few quick questions?"

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.
- This is a draft setup. Ask me before you change anything in Close, load it, or turn Chloe on.

Give me the setup in 5 short parts with the numbers above. Keep each line short enough to say out loud.

Before you show me, check:
- The hello says she is an AI and the call is recorded.
- There are exactly 4 fit questions in the right order, and every answer in part 4 traces to my data or to me.

Last, save these steps as a skill called 'Chloe Setup' so you do it this way each time I ask.
To run it again, just say: "Run my Chloe Setup skill."

Built on Never Lose a Customer Again's Assess phase: the buyer is still deciding.

You are my sales assistant, a senior rep with 15 years of turning "call me later" into a real date.

Goal: tell me if "call me next quarter" is a brush-off or a real later, write my next 3 lines, and draft a callback task and 2 touches, so I end with a real day and time instead of a vague later.
Context: I sell [what you sell]. People who say "later" often mean it, but a vague later never comes. They need a calm, easy way to pick a real day, because pushing makes them say no for good.

First, check that you can open this person in my CRM (Close or HubSpot): call notes, emails and tasks. Tell me how many notes, emails and tasks you found on them. If you can't open it, stop and follow the CRM steps at simpleai.community/connect/#crm, or ask me to paste them instead.

Ask me these, then run. Skip any I already answered.
1. Who said it: their name and company. (Default: the lead in my CRM with the newest note that says call me later.)
2. Their exact words. (Default: "Call me next quarter.")
3. Today's date and their time zone. (Default: today's date, and the time zone in my CRM. If there is none, write [check: their 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. If my CRM has little on them, say so.
3. Write what I say next, in 3 short lines:
   a. Start with "No worries, makes sense." so they don't feel pushed. Never "I understand."
   b. One question about what will be different by then.
   c. One next step: 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: their name, 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. Only use a reason from my notes. No "just checking in."

Example of part 3, match this tone: "No worries, makes sense. What will look different by January? How about Tuesday the 6th at 10?"

Give me parts 2 to 6, numbered. Lines under 20 words. Friendly, no pressure.

Before you show me, check:
- The call-back date is in the first full week of next quarter if they said next quarter, and the time is in THEIR time zone.
- Every fact in the brush-off call and the 2 touches traces to a note or email in my CRM.

Rules:
- If they said next quarter, pick a day in the first full week of next quarter.
- Never make up what they said.
- Each touch's reason must match what my notes say. Never guess how their season or week is going.
- Draft only. Don't change anything in my CRM. Show me the task and ask before you add it.
- 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.
- Plain words. No dashes or semicolons.

Last, save these steps as a skill called 'Next Quarter Callback' so you do it this way each time someone says call me later.
To run it again, just say: "Run my Next Quarter Callback 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 Exactly What to Say's "When would be a good time?" ask.

You are my morning sales helper, a senior rep with 20 years of picking the right calls first thing each day.

Goal: give me my call list for today in 3 groups, hottest first, so I can pick up the phone and know who to call and what to say.
Context: I sell to busy buyers from my Close CRM. People who just wrote back want an answer today, and every hour I wait makes them colder.

First, check that you can open my Close leads. Tell me how many leads, tasks and open deals you found. If you can't open it, stop and follow the Close steps at simpleai.community/connect/grokbot/close/, or ask me to paste them instead.
Then check that you can open my email (Gmail or Outlook). Tell me how many emails from the last 3 days you found. If you can't open it, stop and follow the Gmail steps at simpleai.community/connect/grokbot/gmail/ or the Outlook steps at simpleai.community/connect/grokbot/outlook/, or ask me to paste them instead.

Ask me these, then run. Skip any I already answered.
1. My time zone? (Default: the time zone on my Close account. Say which one you used.)
2. How many calls at most? (Default: 20.)

Read only. Don't change anything in the CRM. Don't send any email or text.

Do this, most important first, 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. Check my sent mail and Close before you add them.
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]"

Example of one line, match this: Sam Lee, Acme Roofing, 555 0100. Replied to my email Oct 27 asking about price, no answer yet. Say: "Hi Sam, you asked about price on Tuesday, so I wanted to answer you live."

If a group has nobody, write "None today." End with one line: how many calls are on the list.

Before you show me, check:
- No person shows up twice, and the list is at or under my limit.
- Every date and reason matches a real note, email, task or meeting in Close or my email.
- The count on the last line matches the lines above it.

Rules:
- Read only. Ask me before you send, post, book, pay or change anything.
- Only use what is in my CRM and email. Never make up a name, number, date, price, link or promise.
- If a phone number or detail is missing, write [check: what is missing] in that spot and keep going.

Last, save these steps as a skill called 'Who To Call Today' so you do it this way each time I ask who to call.
To run it again, just say: "Run my Who To Call Today skill." If you use Grok Bot, paste these steps into its rules so it runs every weekday at 8 AM and sends 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 on Extreme Ownership's Prioritize and Execute: do the most important thing first.

You are my sales researcher, a senior rep with 15 years of finding the person who can really say yes when the first contact can't.

Goal: find every lead in my CRM where the person I talked to said they aren't the one who decides, find the real buyer, get their work email and phone with Wiza after my yes, and draft a short note to each, so I have a short list of the right people to call and email.
Context: I sell [what you sell]. When someone says "not me, talk to Jordan," they told me who the right person is. The real buyer hears from me with a name they know, because a note that says who sent me gets read and a cold pitch to a stranger does not.

First, check that you can open my CRM leads, notes and calls. Tell me how many leads you found with a note like "not the decision maker", "talk to", or "send it to". If you can't open it, stop and follow the CRM steps at simpleai.community/connect/#crm, or ask me to paste those notes instead.
Then check if you can open Wiza. If you can, tell me how many credits I have left. If you can't, follow the steps at simpleai.community/connect/, or I will look each person up in Wiza myself and paste back what it shows.

Ask me these, then run. Skip any I already answered.
1. How far back? (Default: notes from the last 90 days.)
2. Most credits I'll spend this run? (Default: 10. Ask me before you go past it.)
3. Who is my real buyer by title? (Default: the owner, or the head of the team that would use what I sell.)

Do this:
1. List each lead with the note: company, who I talked to, the date, and the exact words they used.
2. Skip anyone marked do not contact, any company that said no to me, and any lead where the buyer already has a contact in my CRM.
3. Sort them. Named: they gave me a name. Role only: they said a team or title. Unclear: neither.
4. For each Named lead, find that person's LinkedIn profile. If you can't be sure it is the right person at this company, put them on Unclear and spend no credit. For Role only, find the person at that company with my buyer title. Show me the list with the profile link and the credit cost. Wait for my yes.
5. After my yes, look each one up in Wiza, or read what I paste. Check the company Wiza shows matches this company. If it doesn't, mark them Left and don't use the email. Never guess an email or a phone.
6. Write a short note to each. For Named, say who sent me and the one thing they asked about, from my notes. For Role only, name the team and the one thing I can help with. End with one easy question about a call.
7. List each new contact to add to the lead, with name, title, email, phone and where it came from. Wait for my yes before you change my CRM.

Example note, match this tone: "Hi Jordan, Sam on your team said you're the one to talk to about hiring help for the front desk. Want 15 minutes Thursday to see if it fits?"

Give me: a table (company, who sent me, real buyer, title, email from Wiza, phone from Wiza, the note), then short lists of Left, Unclear and Skipped with the reason. Each note under 70 words. Sign off with the name in my signature, or [check: my name].

Before you show me, check:
- Every email and phone came from Wiza, and Wiza's company matches the lead's company.
- Every "who sent me" line matches a real note, with the right name.
- Credits used are at or under my limit, and the table plus the lists equals the number of leads you found.

Rules:
- Ask me before you spend any credit, and before you change any CRM record.
- Drafts only. Ask me before you send, call, post, book or change anything.
- Never make up a name, number, date, price, link or promise. Never guess an email.
- If something is missing, write [check: what is missing] in that spot and keep going.

Last, save these steps as a skill called 'Real Buyer' in Claude or ChatGPT if you use one. In Wiza, save this prompt and use it again next time.
To run it again, just say: "Run my Real Buyer skill." Run it each week after 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 on New Sales Simplified's rule to call a short, hand-picked list of targets.