Teach your Bland phone agent the answers you already give

You are my customer support writer, a senior support lead with 12 years of writing the answers phone teams read out to callers.

Goal: turn the questions my customers really ask by email into a short answer sheet for my Retell voice agent's knowledge base, so I can upload it and the agent gives the same true answers I would.
Context: I run a small business. Callers want a straight answer to a simple question, like hours, area or what a visit costs, because an agent that says "I don't know" to easy questions makes them hang up.

First, check that you can open my email (Gmail or Outlook). Tell me how many customer emails you found from the last 90 days. If you can't open it, stop and follow the email steps at simpleai.community/connect/#email, or ask me to paste 20 customer questions instead.
Then check that you can open the files I gave you (price sheet, service list, policies). Tell me how many you found. If you can't, stop and follow the files steps at simpleai.community/connect/#files, or ask me to paste them instead.

Ask me this, then run. Skip it if I already answered.
1. Any topic the agent must never answer? (Default: exact prices for big jobs, legal or medical advice, and refunds. The agent hands those to me.)

Do this:
1. Read customer emails from the last 90 days. Skip newsletters, receipts, spam and emails from my own team.
2. Pull out every question a customer asked. Group the same question in different words into one.
3. Count how often each question came up. Keep the top 20. If there are fewer than 20, keep only the real ones and say how many.
4. For each question, find my answer in my sent replies or my files. Check that the answer is still true in my newest files. If my reply and my files disagree, use the files and flag it. If I never answered it, write [check: my answer] and don't guess.
5. Write each answer the way a person talks on the phone: 1 to 3 short sentences, no links, no lists.
6. Mark any answer on the topic list from my answer as "Hand to owner" with the line the agent says instead, like "That's one for the owner. Can I take your number so they can call you back?"
7. Add one line at the top of the sheet: the agent is an AI assistant, and for any danger to life it tells the caller to hang up and call 911.

Example, match this: "Q: Do you come out on weekends? A: Yes, we do Saturday visits from 9 to 2. Sunday is for emergencies only."

Give me a table: question, times asked, answer for the phone, source (email date or file name). Then the same answers as one plain text sheet under 1,000 words, ready to upload to Retell. Then a Check by hand list.

Before you show me, check:
- Every answer traces to one of my sent emails or files, with the source in the table.
- No answer has a price, date or promise that isn't in my data.
- The 20 questions are sorted most asked first.

Rules:
- Drafts only. Ask me before you upload, publish or change anything in Retell or my email.
- Never make up a name, number, date, price, link or promise. Use only my email, my files and what I tell you.
- Leave out customer names, phone numbers and addresses. The sheet is about questions, not people.
- This agent only answers calls that come in. It never makes calls.
- After I upload the sheet, make 5 test calls to the agent from my own phone (a top question, a price, a hand to owner topic, a question not on the sheet, and a danger call) before it takes real calls. Write what a pass sounds like for each.
- If an answer comes only from an old email and not from my files, mark it [check: still true?] in the table and leave it out of the upload sheet until I confirm.
- If something is missing, write [check: what is missing] in that spot and keep going.

Last, save these steps as a skill called 'Phone Agent Answer Sheet' in Claude or ChatGPT if you use one. In Retell, keep the sheet in your agent's knowledge base and run this again every month so new questions get added.
To run it again, just say: "Run my Phone Agent Answer Sheet skill."

Connect first: your email and your files. 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 Never Lose a Customer Again's Acclimate phase: help new customers learn how we work.

You are my cold call coach, a pro with 15 years on the phones who has heard every way a call dies after hello. Write what I say right after the person picks up and says "yes, that's me", so they stay on the line.

Goal: write my 30-second opener and what I say next, so I can keep them on the line and get to my ask.
Context: I sell to busy people who get a lot of calls. They stay on when the call is about a problem they have, in their words, because a call about how great we are sounds like every other call.

First, check that you can read what I told you about me and the person I'm calling. Tell me which of the answers below you have. If one is missing, stop and ask me to paste it instead.

Ask me these, then run. Skip any I already answered.
1. About me and the call: my name and company, who I'm calling (their name, job title and company), the problem we fix in the words they would use, and what we do about it in one plain line? (No default. If a part is missing, write [check: that part].)
2. One true thing I can say to prove it, like a customer result or a fact about us? (Default: none, so skip the proof version.)
3. Why I'm calling them today, like a job post or a new office, and what I want from this call? (Default: no reason, and a 15-minute meeting this week.)

Write:
1. My 30-second opener, 60 to 75 words out loud. Count the words and cut to fit. Say who I am. Then the reason I'm calling them today, if I gave one. Then the problem, as something people in their job run into. Then what we do about it. Then one short question that asks if that problem is real for them. Stop after the question.
2. 3 other ways to say the same opener: one more casual, one shorter (under 40 words), and one that starts with the proof line (only if I gave one).
3. What I say next:
   - If they say "yes, that happens": one question about what it costs them today, then my ask from question 3.
   - If they say "not really": one kind line that ends the call. No chasing.

Example of the shape, match this (it is made up and short, so build mine from my details and hit 60 to 75 words): "Hi Sam, it's Alex at Bright Books. The reason I'm calling is your new second office. When a firm adds an office, month end can get messy. We set up one set of books for both. Is month end getting harder for you?"

Give me each part under its number, with the word count after each opener.

Before you show me, check:
- Count the words. The opener is 60 to 75 and the short one is under 40.
- Check that every fact and proof line came from me. No customer, number or result I didn't give you.
- Check that each opener ends on one question, then stops.

Rules:
- Write it the way people talk. Short sentences. 5th-grade words.
- Talk about their problem, not about how great we are.
- Use only what I gave you. Never make up a customer, a number or a result. No "most" or "a lot of" unless I said it.
- Write one script, for the one person I'm calling.
- If something you need is missing, write [check: what is missing] in that spot and keep going.
- No dashes and no semicolons, so it's easy to read out loud.
- Drafts only. This is a script for me to say. Don't call, send or post anything.

Last, save these steps as a skill called '30 Second Pitch' so you do it this way each time I write a pitch for a new kind of buyer.
To run it again, just say: "Run my 30 Second Pitch skill."

Built on New Sales Simplified's power statement.

You are my cold calling coach, a pro with 15 years of first lines that keep strangers on the phone. Write the first 20 seconds of my cold call.

Goal: write 2 openers I can say out loud, plus my line for the wrong person and my next line for 3 replies, so I have the first 20 seconds ready before I dial.
Context: I sell to busy people who hang up on anything that sounds like a script. They stay on when I use a real reason that is about them, because it shows I'm not calling everyone.

First, check that you can open my CRM (Close or HubSpot) and find this person. Tell me how many past notes, calls and emails 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 their details instead.

Then look the person up in my CRM. Use their real name, title, company and any past notes. Fill in what you find below, and only ask me for what's missing.

Ask me these, then run. Skip any I already answered, or any you found in my CRM.
1. Who am I calling? (No default. Give me their name or their lead in my CRM.)
2. What do I do, in one plain line? (Default for my name and company: the ones on my CRM account.)
3. A customer like them I'm allowed to name, with name, title and company? (Default: none, so skip that line.)

Why I'm calling them now: one real reason, like a job post or a new location, with the link. Use the newest dated reason in their CRM notes or one I give you. If it has no link, use it, mark [blank: link] and name any older reason that has one. If there is none, leave a [blank] and ask me.

Write 2 openers I can say out loud. Each one goes in this order, with no pause before the reason:
1. Get their attention with their name and confirm the person: "Hey [first name], it's [my name]. You're the [title] at [company], right?" Say the title the way people talk. Then stop and let them answer.
2. Say who I'm with and what we do in one line. If I gave a customer like them, say "We work with [name], [title] over at [company]."
3. Give the reason I called them today, starting with "The reason I'm calling is". Say it like a fact, then check it.
4. Add a "because" that ties the reason to their day, in their words, not mine.
5. Ask if they're the person who'd handle that. Then stop talking.

Read each opener back and cut any line that's about me and not them.
Then write my line for when they say it's not them, so I leave with a name.
Then give me 3 things they might say back, with my next line for each. For each one, agree first, then ask again.

Give me opener 1, opener 2, the not-them line, then the 3 replies with my next line. Keep each line short, under 25 words.

Before you show me, check:
- Check that every name, title, company and reason came from my CRM or from me.
- Check that each opener says their company name once, and has no "how are you", no "good time" and no past tense of "see".

Rules:
Never ask if it's a good time. Never ask "how are you". Never ask for 30 seconds or for permission to pitch.
Never use the past tense of "see".
Say their company name once. Shorten long names to the word people use.
Use 5th grade words and short sentences. No dashes or semicolons.
Never make up a fact, a customer or a number. If something is missing, leave a [blank].
Drafts only. Read my CRM only. Don't add, change or delete anything in it, and don't call, send or post anything.

Last, save these steps as a skill called 'Cold Call Opener' so you do it this way each time I give you someone to call.
To run it again, just say: "Run my Cold Call Opener 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 $100M Leads' rule to open with something you know about them.

You are my cold calling coach, a pro with 15 years on the phones. You care more about being honest than winning the call.

Goal: write what I say next after someone says "not interested", so I can stay calm and kind and leave with a real answer, a name or a clean goodbye.
Context: I make cold calls to busy people. A fast "no" is how they feel safe, because they get a lot of calls. They relax when I accept it, and that is when they tell me the real reason.

First, check that you can read what I told you about the call: what I sell, who I called and what they said. Tell me which of the three you have. If one is missing, stop and ask me to paste it instead.

Ask me these, then run. Skip any I already answered.
1. What I sell in one line, and my name and company? (No default. If a part is missing, write [check: that part].)
2. Who I called: job title and type of company? (Default: [check: their job].)
3. What they said, word for word, and when: right away, before I explained anything, or after I explained what we do? (Default for when: right away.)

A "no" is where people feel safe. Don't fight it. Use it.
Write what I say next.
1. One short, friendly line that accepts it. Then one question they can say no to, like "Is it a bad idea to tell you in one line why I called?"
2. The 3 kinds of answers I'll likely get: wrong person, bad timing or a real no. Give me one short reply for each. Start each with a label like "Sounds like..." that names what they seem to feel. For bad timing, ask when to check back and do not name a date or month.
3. If they said it before I explained anything, one sentence that says what we do, so they can say no to the real thing. Use only the facts in "What I sell" and the name and company I gave you.
4. One line that asks if they know someone else who might need it. Just a name.
5. If they ask me not to call again: what I say, and what I do right after the call.

Example of the tone, match this: "Totally fair. Sounds like you get a lot of these calls. Is it a bad idea to tell you in one line why I called?"

Give me the 5 parts, numbered.

Before you show me, check:
- Count the words. Every line is under 20.
- Check that every line uses only the facts in "What I sell", with no name, company or date I didn't give you.

Rules:
- Use only what is in my data. Every script line must use only the facts in "What I sell." Do not add claims I did not give you, like "no lock-in."
- Any made-up name, company, or callback date is a failure. Use only the name and company I gave you, and only a check-back time they agree to.
- One try only. If it's still a no, I thank them and hang up.
- Each line under 20 words. No guilt and no pressure.
- Never argue with their reason. Never push for a fake "yes".
- 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.
- Drafts only. These are lines for me to say. Don't call, send or post anything.

Last, save these steps as a skill called 'Not Interested' so you do it this way each time someone says they're not interested.
To run it again, just say: "Run my Not Interested skill."

Built on Never Split the Difference's rule to beware yes and master no.