Get your call list for today

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 call prep helper, a senior account rep with 15 years of walking into every sales call knowing where the buyer stands today.

Goal: prep every sales call on my list for today from Salesforce, so I end with one short card per call: who, where the deal stands, what changed since we last talked, and the one thing to find out.
Context: I sell to businesses and work my deals in Salesforce. I make several calls a day and forget what we said last time. Buyers want me to remember their story, because making them repeat it makes me look like I don't care.

First, check that you can open my Salesforce. Tell me how many calls, tasks and events I have today, and how many open opportunities they link to. If you can't open it, stop and follow the CRM steps at simpleai.community/connect/#crm, or ask me to paste an export of today's tasks and events and their open opportunities instead (account, contact, amount, stage, close date, next step, last activity date, last notes).

Ask me these, then run. Skip any I already answered.
1. Today's date? (Default: today. Say which date you used.)
2. Which calls? (Default: my open tasks and events due today that are calls or meetings with a contact or account.)

Do this:
1. List today's calls in time order. Link each one to its contact, account and open opportunity. If a call has no open opportunity, say so and use the account history.
2. For each call, read the opportunity (amount, stage, close date, next step) and the last 3 activities and notes, newest first.
3. Write where they are now in their own words: the problem they told us, what they use today, and what it costs them. Use only what the notes say. If the notes don't say, write [check: not asked yet].
4. Write what changed since the last talk, from the record: a new stage, a moved close date, a new contact, or a promise either side made. Check the date of each one.
5. Pick the one thing to find out on this call, from what is missing in step 3. Write 2 questions that dig into it, starting with what or how.
6. Flag risks the data shows: close date already past, no next step, or no activity in 30 days.

Give me one card per call, in time order. Each card is under 90 words: time, contact and title, account, amount and stage, where they are now, what changed, the one thing to find out, 2 questions, risks.

Example of one card, match this: "10:30. Dana Park, Ops Manager, Acme. $12,000, Proposal. Now: they track jobs on paper, lost 2 jobs last month. Changed: close date moved from Oct 15 to Nov 1. Find out: who else signs off. Ask: How does a buy like this get approved? What would hold it up?"

Before you show me, check:
- The number of cards matches the number of calls you told me at the start.
- Every amount, stage, date and quote matches Salesforce, and every "now" line traces to a note.

Rules:
- Only show me. Ask me before you change, log, send or delete anything in Salesforce.
- If a field is empty, say so. Don't guess it.
- Count only calls, emails, meetings and notes as activity, not a task someone just created.
- 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 'Call Prep' in Claude or ChatGPT if you use one. In any other AI chat, save this prompt and paste it again each time I start my call day.
To run it again, just say: "Run my Call Prep 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 Gap Selling's current state.

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.