Calls

Score your own first calls from Fireflies

What it does: Reads your last first calls with new buyers in Fireflies, counts how much you talked and what kind of questions you asked, and picks the one habit to fix.

Use it when: First calls end with no next step and you're not sure why.

You get: A scorecard for each call, the one habit that shows up most, and 3 new questions for your next call.

The prompt
You are my sales coach, a senior rep with 15 years of coaching people on first calls from what the call itself shows, not from how it felt.

Goal: score my last 5 first calls with new buyers from Fireflies and pick the one habit to fix next week, so I have a short scorecard and 3 better questions to use on my next call.
Context: I sell [what you sell]. Buyers on a first call want to talk about their problem, not hear a long pitch. Most of us talk too much and ask about facts we could look up, because questions about what the problem costs them feel harder to ask.

First, check that you can open my Fireflies meetings (through the Fireflies connector, or transcripts I exported from Fireflies into my files). Tell me how many first calls with new buyers you found in the last 30 days. If you can't open them, stop and follow the Fireflies steps at simpleai.community/connect/, or ask me to paste the transcripts instead.

Ask me these, then run. Skip any I already answered.
1. How many calls? (Default: my last 5 first calls. Tell me which ones you picked.)
2. Did everyone on these calls know they were recorded? (Default: yes for calls where the Fireflies notetaker joined. Skip any call I say no to.)

Do this:
1. Pick the calls. Use only first calls with a new buyer. Skip calls with my team, current clients and calls under 10 minutes, and say which you skipped.
2. For each call, count how much I talked: my words as a share of all words, using the speaker names in the transcript. If speakers aren't split, say so and skip that count.
3. Count my questions and sort each one:
   a. Facts: how things are now, like team size or the tools they use.
   b. Problem: what isn't working.
   c. Cost: what the problem costs them in money, time or stress.
   d. Payoff: what it would mean if it got fixed.
4. Check when I first talked about my offer. Note the minute. Was it before or after they named a problem?
5. Score each call 1 to 5 on three things: buyer talked more than me, I asked cost or payoff questions, I asked for a clear next step. Buyer talked: 5 if they had half or more of the words, 3 if 40 to 49 percent, 1 if less. Cost or payoff: 5 for 3 or more, 3 for 1 or 2, 1 for none. Next step: 5 for a dated next step, 3 for a vague one, 1 for none.
6. Find the one habit that shows up in the most calls and hurts the most. Only call it a habit if it shows up in 3 or more calls.
7. Write 3 new questions for my next call that fix that habit, in my own plain words.

Example of a cost question, match this tone: "When the orders back up like that, what does it cost you in a week?"

Give me: a table (call date, buyer company, my talk share, questions by type, offer minute, 3 scores), the one habit to fix with the calls it showed up in, and the 3 new questions. Under 250 words in all, not counting the table.

Before you show me, check:
- Question counts by type add up to the total questions for each call.
- The habit shows up in 3 or more calls, with the call dates named.
- Every question you count as mine was said by me, not the buyer. Show 2 of them with the time in the transcript for the habit you picked.

Rules:
- Read only. This is for me. Don't send, share or post the scorecard, and ask me before you change anything.
- Keep buyer names, phone numbers and money details out of anything you tell me to share. Use the company name only in the table.
- Never make up a name, number, date, price, link or promise. Use only my Fireflies transcripts and what I tell you.
- If something is missing, write [check: what is missing] in that spot and keep going.
- Find me in each transcript by the name on my Fireflies account. If you can't tell which speaker is me, write [check: which speaker is me].

Last, save these steps as a skill called 'First Call Scorecard' in Claude or ChatGPT so you do it this way each time I review my calls. In Fireflies, keep the notetaker on first calls so the next review has more to read.
To run it again, just say: "Run my First Call Scorecard skill." Run it every 2 weeks.

You needFirefliesAny AITested on sample data

Connect first: 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 SPIN Selling's questions about what the problem costs.

Copilot version

There is no separate Copilot version of this one yet. Paste the prompt above into Microsoft 365 Copilot Chat.

See a real example

Tested on sample data Sample data run (simulated tool).

Watch: no video for this one yet.

AuthorCorey Leon

Related prompts

+3CallsRun the business

Coach your caller from their last 10 calls

What it does: Reads one caller's last 10 real conversations in Trellus and picks the one skill to work on.

Use it when: Your caller books fewer meetings than they should.

You get: Scores for up to 10 calls, quotes, one skill, a 10 minute drill, and a number to check next.

Open in
See the prompt
You are my sales coach, a pro with 20 years of coaching cold callers one skill at a time from their real calls.

Goal: score one caller's last 10 real conversations and pick the one skill to work on, so I have a 10 minute drill for our next 1:1 and a number to check after.
Context: I run a small team of cold callers. Trellus logs their calls into my CRM (Close or HubSpot) with the talk time and the transcript. A caller who gets 5 notes at once fixes none, but one clear skill with practice moves their meetings up.

First, check that you can open my Trellus calls. Tell me how many calls you found for this caller and how many have a transcript. If you can't open them, stop and follow the Trellus steps at simpleai.community/connect/claude/trellus/, or ask me to paste them instead.
Then check that you can open my CRM (Close or HubSpot). Tell me how many of those calls it shows with a company. If you can't open it, stop and follow the CRM steps at simpleai.community/connect/#crm, or ask me to paste their last calls (date, talk time, company, transcript) instead.

Ask me this, then run. Skip it if I already answered.
1. Which caller? (Default: the caller with the most calls in Trellus this week. Say who you picked.)

Read only. Don't change anything in my CRM or in Trellus. Don't send anything.

1. Find their last 10 calls that were real conversations: 60 seconds or more, both people talking. Check the transcript, because talk time alone can count a voicemail greeting. A call under 60 seconds is never a conversation, even if both people spoke. If there are fewer than 10, use what there is and say how many.
2. For each call, write one line: the date, the company, how long it was, and how it ended (meeting, call back, no, hung up).
3. Score each call on 4 things, 1 to 3 each (1 = not done, 2 = partly, 3 = done). For Listening: 3 = they talked as much as the caller or more, 2 = 40 to 49 percent, 1 = less. For Ask: 3 = a day and a time, 2 = asked with no day and time, 1 = no ask.:
   - Opener: did they say who they are and why they called, in under 20 seconds?
   - Questions: did they ask about the person's problem, not just facts?
   - Listening: did the person talk at least as much as the caller?
   - Ask: did they ask for a meeting with a day and time?
4. Add up each skill across all the calls. Pick the ONE skill with the lowest total. Only one. Changing one thing at a time works better than 5 notes. If two are tied, pick the one closer to the ask.
5. Show 2 short quotes from their calls where that skill went wrong, and 1 where it went right, if there is one.
6. Write a 10 minute drill for that skill: what to practice, with me playing the buyer, and the exact words to try.
7. Say how we'll know it worked: a number to check in their next 10 calls, and today's number for it.

Example of step 7, match this: Ask scored 1 in 7 of 10 calls. Goal: a day and time asked for in 6 of the next 10.

Give me a table of the 10 calls with their 4 scores, then the one skill, the quotes, the drill and the number. Keep it to one page.

Before you show me, check:
- Every score is 1, 2 or 3, and the skill totals add up from the table.
- Every quote is copied word for word from that caller's calls.

Rules:
- Read only. Ask me before you send, post, book, pay or change anything.
- If the company isn't in the data, write the lead or "unknown". Never guess it from the greeting.
- Keep it kind and plain. Talk to the caller as "you".
- Never make up a quote, a name, a number, a date, a price, a link or a promise.
- If a transcript is missing, write [check: transcript for that call] and keep going with the rest.

Last, save these steps as a skill called 'Coach My Caller' so you do it this way each time I ask.
To run it again, just say: "Run my Coach My Caller 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 The Sales Acceleration Formula's coaching based on numbers.

You needYour CRMTrellusAny AITested on sample data

AuthorCorey Leon

+1CallsRun the business

Find which numbers to stop calling

What it does: Reads your call log in Close and puts every number in one of four lists: keep calling, stop and try a new number, stop and email instead, or you broke your own rule.

Use it when: You keep dialing the same people and nobody picks up.

You get: Four short lists with the next step for each number, and the best day and time for the next try.

Open in
See the prompt
You are my dialing coach. Read my calls in Close. Change nothing.

First ask me these, then run. Skip any I already answered.
1. How far back should I look? (Default: 60 days.)
2. Only one list or Smart View, or all my leads? (Default: all leads I own.)

The rule:
- A real talk is 60 seconds or more with the person. A voicemail or a call marked answered under 60 seconds is a no answer.
- Stop a number after 3 no answers, each on a different day and a different time.
- Stop a number right away if the first call shows it is dead, the wrong person, another company or a phone tree. Read the call note and the voicemail greeting to tell.
- Call each person once a day at most.
- Use 2 numbers per person at most: the first one, plus one new number from a different place. Never buy again from the place that gave the bad one.
- If the note says the person left the company, they are not a wrong number. They left.

Then do this:
1. Group my outbound calls by phone number. For each one count: calls, no answers, days called, hours called, and any real talk.
2. Put each number in one list:
- Keep calling: under 3 no answers. Give the next try on a new day and a new time of day than before.
- Try a new number: 3 no answers on 3 days, or dead or wrong, and only one number tried so far.
- Stop, email instead: 2 numbers already tried, or the new number also failed. Then LinkedIn, then the main office line.
- Left the company: find who has their job now.
3. Make a fifth list, Rule breaks: anyone called twice on the same day.

Check your work before you show me:
- No number is in two lists.
- Voicemails are never counted as a real talk.
- Your counts add up to the total numbers you read.

Give it to me like this: the totals first, then each list with lead name, number (last 4 digits only), and the next step. Keep it under 30 lines. If a list is long, show the top 10 and the count.

Rules:
- Draft only. Never send, post, book, pay, move, change or delete anything until I say yes.
- Use only what is in my data and what I tell you. Never make up a name, number, date, price, link, result or promise.
- If something you need is missing, write [check: what is missing] in that spot and keep going.
- Plain words a 10 year old can read. Short sentences. No em dashes, no semicolons.
- Never write: checking in, circling back, just following up, touch base, quick, hope you're well, no rush, feel free to ignore, close the loop, not heard back.

Last, save these steps as a skill called 'Stop Or Keep Dialing'. To run it again tomorrow, I just say: run Stop Or Keep Dialing.

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: Fanatical Prospecting. Balance your channels. When the phone stops working, move to email. From Corey Leon's own playbook, the steps he runs in his own sales business.

You needCloseAny AITested Oct 29

AuthorCorey Leon

+2CallsRun the business

Find companies with no one doing the job you sell

What it does: Finds right-fit companies that seem to have nobody in the role your offer covers, checks the boss is still there on LinkedIn, and writes an opener that asks instead of guesses.

Use it when: You sell help with a job (sales, bookkeeping, marketing) and want companies doing it without anyone in that seat.

You get: A list of companies with no one found in that role, the right boss to call with a verified number, and one opener per company in your words.

Paste it into Prospeo
See the prompt
You are my prospect finder. I sell [what you sell, one line]. It does the work of, or helps, this role: [role, for example an SDR].

First ask me these, then run. Skip any I already answered.
1. Which role is missing at the companies I want? (Default: SDR or BDR.)
2. What kind of company and where? (Default: B2B, USA, 10 to 200 staff.)
3. How many companies? (Default: 25. Each Prospeo search page costs 1 credit, so tell me the cost first.)

Before you start, check every tool works:
- If you can't reach Prospeo, stop and tell me: open https://www.simpleai.community/connect/, pick your AI, then Prospeo, and follow the steps. Then run this again.
- If you can't reach Apify, stop and tell me: open https://www.simpleai.community/connect/, pick your AI, then Apify, and follow the steps. Then run this again.

Then do this:
1. In Prospeo, search for companies that match. Tell me the credit cost and wait for my yes.
2. For each company, search Prospeo for people in the role I named. If you find one or more, take the company out and say who you found.
3. For each company left, find the boss of that work (founder, owner or head of sales). Pull a verified mobile or email only.
4. Check each boss with an Apify LinkedIn profile scraper. Pick the cheapest one with good ratings and tell me the cost first. If their LinkedIn shows a different company now, mark them Left and find who has the seat now. If you can't open the profile, mark them Unconfirmed, never Left.
5. Write one opener per company in this shape, my words:
"I did a bit of googling and I didn't find a [role] on your team. Are you relying on referrals, or are you calling your ideal customers?"
It is a question, never a claim. We only know we found no one. They may have someone.

Check your work before you show me:
- No company in the list has a person in that role in the data you pulled.
- Every phone and email is marked verified by Prospeo.
- Left and Unconfirmed are never mixed up.

Give it to me like this:
Counts: companies found, taken out (someone in the role), left, bosses checked, Left, Unconfirmed, credits used.
Table: company, city, staff count, boss, title, verified mobile or email, LinkedIn status, opener.

Rules:
- Draft only. Never send, post, book, pay, move, change or delete anything until I say yes.
- Use only what is in my data and what I tell you. Never make up a name, number, date, price, link, result or promise.
- If something you need is missing, write [check: what is missing] in that spot and keep going.
- Plain words a 10 year old can read. Short sentences. No em dashes, no semicolons.
- Never write: checking in, circling back, just following up, touch base, quick, hope you're well, no rush, feel free to ignore, close the loop, not heard back.

Last, save these steps as a skill called 'Missing Role Finder'. To run it again, I just say: run Missing Role Finder.

Built on: Corey's own LinkedIn post on finding companies missing a role and building the call around it. Also Gap Selling: know their current state before you sell a better one.

By Corey Leon, from his LinkedIn post

You needProspeoApifyAny AITested on sample data

AuthorCorey Leon

+1CallsRun the business

Find out if your script or your list is the problem

What it does: Reads your real phone conversations, sorts how each one ended, and tells you if the script, the list or the offer is what's stopping meetings.

Use it when: You're having conversations but not booking, and you don't know what to change first.

You get: A verdict with counts and their own words as proof, plus the one fix to try on your next call block.

Paste it into Claude
See the prompt
You are my call coach. I sell [what you sell, one line]. Read my calls in Close. Change nothing.

First ask me these, then run. Skip any I already answered.
1. Which days? (Default: my last 5 days with calls.)
2. All leads or one Smart View? (Default: all leads I own.)

Before you start, check every tool works:
- If you can't read my Close leads, stop and tell me: open https://www.simpleai.community/connect/, pick your AI, then Close, and follow the steps. Then run this again.

A real conversation is a call of 60 seconds or more with the person. Voicemails and gatekeepers don't count.

Then do this:
1. Find my real conversations in those days. Read the call notes and any transcript or summary.
2. Sort how each one ended:
- Script problem: no interest right after my pitch, "I don't understand what you do", or they hung up while I pitched.
- List problem: "I'm not your guy", "that's handled by another team", "we don't do that here", or the wrong kind of company.
- Good sign: after the pitch they pushed back with a real reason or asked a question. Or a meeting.
- Bad data: wrong number, or they left the company.
3. Count each kind. Pull one short quote for each, word for word from the note or transcript.
4. Give the verdict:
- Most are Script problem: the script is the issue. Rewrite my first 2 pitch lines using words buyers used on these calls.
- Most are List problem: the list is the issue. Name the title or team they pointed me to, so I call them instead.
- Mostly good signs but still no meetings: the offer may be the issue. List the reasons they gave.
- Fewer than 5 real conversations: say it's too early and how many more calls I need.

Check your work before you show me:
- Every conversation is in one kind only. Counts add up.
- Every quote is word for word from my data.
- No call under 60 seconds is counted.

Give it to me like this:
Verdict in one line. Then counts. Then one quote per kind. Then the one fix to try next block.

Rules:
- Draft only. Never send, post, book, pay, move, change or delete anything until I say yes.
- Use only what is in my data and what I tell you. Never make up a name, number, date, price, link, result or promise.
- If something you need is missing, write [check: what is missing] in that spot and keep going.
- Plain words a 10 year old can read. Short sentences. No em dashes, no semicolons.
- Never write: checking in, circling back, just following up, touch base, quick, hope you're well, no rush, feel free to ignore, close the loop, not heard back.

Last, save these steps as a skill called 'Script Or List'. To run it again, I just say: run Script Or List.

Built on: Corey's own LinkedIn post on telling in the first 1 or 2 conversations if the script or the ICP is the issue.

By Corey Leon, from his LinkedIn post

You needCloseAny AITested on sample data

AuthorCorey Leon

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