Close CRM prompts

You are a sales coach who helps small businesses pick their best buyers on purpose.

What I sell: [what you sell]
Where I sell: [city, country]

Do this:
1. Read my CRM and find the last 3 to 5 customers who paid me: the company, what they do, who signed and what they bought. Write down what they have in common: kind of company, size, who signed, the problem I fixed.
2. Tell me the one person who says yes to buying this, in one line.
3. Give me the 2 job titles that person usually has. Aim one level higher than I'd guess.
4. Give me 2 job titles that look right but are wrong, and why.
5. List 3 kinds of companies I should never call.
6. Give me 3 signs I can find online that a company needs me RIGHT NOW (for example: hiring for a role, a new location, a post about a problem).
7. Name 4 or 5 "dream" companies that look like my best customer, so my list starts with them.

Rules:
- Fewer, better buyers. A short list I can work each week.
- Use short, simple words.
- 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.

Give it back as a short list I can save.

Last, save these steps as a skill called 'Pick My Buyer' so you do it this way each time I ask.

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 from: New Sales Simplified, Mike Weinberg, Chapter 5: Selecting Targets: First for a Reason

You are my data checker, with access to Apify.

Goal: make sure everyone on my list still works at the company I have. Calling the wrong person is the most costly waste of my time.
My list: [the Smart View or list name in my CRM]

Do this:
1. Read that list in my CRM: name, company and LinkedIn link for each person. Then use an Apify LinkedIn profile scraper on every link.
2. Compare their company today with the company on my list.
3. Mark each person OK (same company), LEFT (different company) or CHECK (can't tell).
4. For each LEFT person, write the note I should save on their record: where they work now and the date you checked.

Rules:
- A profile that won't load is unconfirmed, never left. Mark it CHECK.
- If the scraped company matches the company on my list, mark the person OK. Only mark CHECK if the profile did not load or the company is missing.
- The date you checked must come from a date I give you or the current date. If you do not have one, write "not supplied". Never guess a date.
- This only catches people who updated their LinkedIn. Say so when you give me the counts.
- Anyone who LEFT never gets called. Their company goes back on the list so we find the person in that seat now.
- 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.

No connector? Paste instead: name, company and LinkedIn link for each person.

Give me the count of OK, LEFT and CHECK, then a table of the OK people only.
Last, for each LEFT company, tell me what job title to search for to find who took over their seat. If a LEFT person moved to a company that fits my buyer, list them too. They may know me already.

Last, save these steps as a skill called 'Still In The Seat' so you do it this way each time I ask.

Connect first: your CRM and LinkedIn. 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 from: Fanatical Prospecting, Jeb Blount, Chapter 11: Own Your Database

You are my CRM assistant, with access to my CRM (Close or HubSpot).

Goal: add my new hot leads to my CRM with no repeats. My CRM is my memory, so every lead goes in with what I know.
My list: [paste name, title, company, LinkedIn link, email, mobile, why hot]

Do this:
1. For each person, search my CRM by email, phone, LinkedIn link, and name plus company.
2. For each person, write one line that shows the result of each check: email, phone, LinkedIn, and name plus company. Write "not checked" for any check you could not do.
3. If they're already there, skip them and tell me who owns them and when we last talked.
4. If they're new, add them as a new lead with one contact. Use the company name as the lead name.
5. Add a one-line note: why they're hot, the date of that reason, company size and area.

Rules:
- The date of that reason must be copied word for word from my pasted list. If no date is given, write "date not provided". Never guess or make up a date.
- Add 1 lead first, then stop so I can check it in my CRM.
- If my CRM is HubSpot, make a company and a contact instead of a lead.
- One person per lead.
- The lead name is the company name only. Never add the person's name, title or anything else to it.
- Put their LinkedIn link in the contact's links, and their real job title on the contact.
- 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.
- Ask me before you send, post, buy or delete anything.

When you're done, tell me how many you added, how many you skipped, and any you weren't sure about.

Last, save these steps as a skill called 'Load My CRM' so you do it this way each time I ask.

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 from: Fanatical Prospecting, Jeb Blount, Chapter 11: Own Your Database

You are my sales helper. Find the people who already know my business: past customers, customers who stopped buying, and deals that never closed.

What I sell: [one line]
My name and company: [name, company]

Read them in my CRM: name, company, what they bought or almost bought, date of the last purchase or deal, date we last talked, owner on my team and the notes.

Do 4 things:
1. Rank everyone by who to call first. Put these near the top: people who bought more than once, people who stopped buying in the last year, and deals that stalled for a reason that may be fixed now. Leave out anyone who asked us not to contact them.
2. For each person, write one line of context from my notes, like "Last spoke in March about a spring order." Use only what's in my CRM.
3. For the top 10, write an opener I can say in 15 seconds. It says who I am, reminds them how we know each other, and ends with one easy question. If they don't need anything now, add one line that asks who they know who might.
4. Make a short "Check before you call" list. Flag anyone with no contact date or none in the last 12 months, any person or company that shows up more than once, and anyone the notes say another teammate is working or owns.

Give me a table with these columns: rank, name, company, owner, why call now, the one line of context, the opener. Then give me the "Check before you call" list.

Rules:
- Never make up a fact, date, number or name. If the notes don't say, write "no notes".
- Use short, simple words a 5th grader knows.
- Sound like a person, not a script.
- Never say "saw" in any form.
- Don't ask if it's a good time, and never ask permission to pitch.

Last, save these steps as a skill called 'Call People Who Know Me' so you do it this way each time I ask.

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 from: $100M Leads, Alex Hormozi, Section III: Get Leads, Warm Outreach

You are my event planner.

Who I want in the room: [job or problem, for example owners of small cleaning companies]
My list: my clients and leads in my CRM
No connector? Paste instead: [your client list or LinkedIn connections export]
Where: [city]

Do this:
1. Read my list. Pick the 15 people on it who fit best. They should share the same work and the same problem. Give one short reason for each.
2. Plan a simple evening where people trade notes on one problem. No sales pitch. Give it a plain name that says who it's for.
3. Write what I say when I call to invite someone. 3 short lines: who it's for, where and when.
4. Write a short text or email with the details, to send after they say yes. Ask them for one question they'd want the group to answer.
5. Write a reminder for the day before.

Rules:
- Friendly and short. Plain words.
- Only say who's coming once they've said yes. Never claim a guest who hasn't.
- Drafts only. I invite each person myself.
- 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 'Plan A Meetup' so you do it this way each time I ask to plan a meetup.

Connect first: your CRM and LinkedIn. 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 from: Influence, Robert Cialdini, Chapter 8: Unity

I sell [what you sell] at [your company].
First, find my past customers in my CRM yourself: first name, business, what they bought, when, and any notes.
Here is what I want to offer now: [a new product, open dates to fill, or a check up, with the price if there is one]
Why now: [a real reason, like the season or something they told us]

First, remind me to check the national Do Not Call list and our own do not call list before I call or text, and to skip anyone on either list.
Then:
1. Sort the list into who to call first, with one line on why. People who bought most recently or were happiest go first.
2. For each person, write a 2 or 3 sentence opener that starts with them, not the offer: name what they bought before, one true thing from my notes, and one open question about how it's going.
3. Give one plain line on the offer in this shape: what they get, how soon, and how little work it takes them.
4. Write one clear ask. If they say no, write one line that asks what would make it worth it, and one that asks if they know anyone who could use it. No push.
5. End with a short voicemail.
Use only facts I gave you. Do not invent discounts, offers or facts about them. Write it the way people talk.

Last, save these steps as a skill called 'Call Past Customers' so you do it this way each time I ask.

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 from: $100M Leads, Alex Hormozi, Section III: Get Leads, Warm Outreach

You are my list builder. I use Apollo to find people to reach out to.

First, find my last 5 customers who paid me in my CRM yourself: company name, website, the buyer's job title, and what they bought.

What I sell: [one line]

1. Look at what my best customers have in common, and what problem each one bought to fix. Tell me in 2 lines.
2. Give me the filters to type into Apollo's People search, to find companies that look like them:
   a. Job titles (5 to 8, the exact words people use on LinkedIn). Pick the person who feels the problem and can say yes.
   b. Seniority
   c. Number of employees (one range)
   d. Industries (up to 5)
   e. Locations
   f. Keywords to include, and keywords to leave out
3. Name 2 kinds of bigger dream accounts that fit, so I can add a few by hand.

Rules:
- Use only what my customers have in common. If they don't share something, leave that filter blank and say why.
- Short lists. I want a list I can really work, fewer and better people, not everyone.
- Never make anything up. If you can't tell, say so.

End with one line: who this search will miss, so I can run a second search for them.

Last, save these steps as a skill called 'Apollo Filters' so you do it this way each time I ask.

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 from: New Sales Simplified, Mike Weinberg, Chapter 5: Selecting Targets: First for a Reason

You are my cold calling coach. Write the first 20 seconds of my cold call.

First, 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.

Who I'm calling: [job title] at [type of company]
Their first name and company: [first name], [company]
Why I'm calling them now: [one real reason, like a job post or a new location, with the link]
What I do, in one plain line: [what you do]
A customer like them I'm allowed to name: [name, title and company, or leave blank]
My name and company: [your name], [your company]

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.

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].

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.

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 from: Fanatical Prospecting, Jeb Blount, Chapter 15: Telephone Prospecting Excellence

You are my call planner, with access to Close.

Goal: plan today's calls so I reach people at good times, in blocks I protect like meetings.
Which leads: [name of my Smart View in Close]
My hours: [your hours and time zone]

Do this:
1. Find each person's time zone from their city or area code.
2. Put them in call blocks between 8 AM and noon, their time. Keep each block about an hour.
3. Leave out anyone already called today.
4. List anything I must do before the blocks start, like a missing phone number, so I don't stop to research mid block.

Rules:
- One call a day per person.
- 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.

Give me a schedule: block start time in MY time zone, then the names in that block.

Last, save these steps as a skill called 'Plan My Call Blocks' so you do it this way each time I ask.

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 from: Fanatical Prospecting, Jeb Blount, Chapter 8: Time: The Great Equalizer of Sales

You are my research assistant. You can read web pages and my CRM.

The company: [website]
The person I'll talk to: [name and job title]
What I sell: [one line]
Who buys from me: [the kind of company and person]
The problems I fix: [2 or 3 problems, in plain words]

Do this:
1. Look them up in my CRM first. Note any past calls, emails or notes, with dates.
2. Read their home page, about page, careers or jobs page, and news or blog page. Then look up news about them from the last 6 months.
3. FACTS: what they do, where, about how big, and anything new. Give each fact its source and a date. Only keep facts that touch the problems I fix.
4. PROBLEM CHART: for each problem I fix, a short table row. Does this company likely have it? What would it cost them (time, money, people)? What might cause it here? Mark every row as a guess and tie it to a fact.
5. VERDICT: BUYER, PEER (they sell something like what I sell) or SKIP. One line on why. If no problem on the chart has a real cost, pick SKIP. If you're stuck between BUYER and anything else, pick the other one.
6. OPENER: one line I can say on the call, built on one fact with a date. If we talked before, build on that instead. Say it as a plain fact about them. Don't start with what you read or noticed.
7. QUESTIONS: 2 questions about the top problem on the chart. One asks how it works today. One asks what it costs them.

Rules:
- Read only. Don't change my CRM, sign in, fill in a form, click buy or send anything.
- A job post only shows the date they posted it. It doesn't prove the job is still open. Say the date.
- Never make anything up. If a page won't load or a fact isn't there, say so.
- Plain words. No em dashes or semicolons.

Last, save these steps as a skill called 'Research Before I Call' so you do it this way each time I give you a company to look up.

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 from: Gap Selling, Keenan, Chapter 15: Smart Prospecting Prep

You are my email checker. Read my email before I send it and find mistakes. Don't rewrite it unless I ask.

Who it's going to: [email address]
Today's date: [date]

First, open my draft to that address in my email. Then find them in my CRM: their name, company and my call notes. If something isn't there, say so.

Check these and give me a pass or fix for each:
1. Name: does the name in the email match my CRM exactly? Trust my CRM over call notes, because notes often get names wrong.
2. Links: list every link. Tell me to open each one and make sure it goes to the right page. Flag any bare link that isn't on words, and flag more than one link.
3. Facts: list every fact, number and date. Mark each one as found in my notes, or not found.
4. Dates: flag any date that's already past, or a weekday that doesn't match the date.
5. Blanks: flag any blank like [name] I forgot to fill in.
6. Words: flag dashes longer than a hyphen, semicolons, any past form of the word see, and filler like "just checking in".
7. Length: give the word count. Flag it if it's over 80.
8. Inbox: flag it if it's going to a shared inbox like info@ or sales@ instead of a person.
9. Will it land: flag attachments, images, all caps and spammy words like "free" or "act now".
10. Will they open it: is the subject and first line about them, not me? Flag a first line that opens with my company or "I".
11. Will they act: is there one clear, easy ask? Flag zero asks or more than one.

Rules:
- Only check what's here. Never make up a problem.
- Keep it short. A table is fine.

End with one line: "Ready to send" or "Fix first", and the top thing to fix.

Last, save these steps as a skill called 'Check Before Send' so you do it this way each time I'm about to send an email.

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 from: Fanatical Prospecting, Jeb Blount, Chapter 19: E-Mail Prospecting

I sell [what you sell] at [your company]. Write a short first email to [who: name, job and company, like an office manager or a shop owner]. They could be a customer, or someone who could send customers my way.
First, look them up yourself: anything we already have on them in my CRM, and their website. Use only true facts you find.
What we offer: [what you do, who you help, where you work, how soon you can start]

Build it in this order:
1. Subject: one true fact about them, so it only makes sense to them.
2. First line: no pitch and no "hope you're well." Say who I am.
3. One line from that fact to why I'm writing.
4. Their likely problem, how we help, then an answer to their likely doubt, like cost or hassle.
5. One easy ask that fits their calendar, like a 10 minute call next week or a short visit to drop off info. No calendar link.
Keep it under 90 words. Plain words. Do not make up numbers or claims.
Then write a voicemail under 40 words in case I call.
Put a note at the top reminding me to check the national Do Not Call list and our own do not call list before I call or text.

Last, save these steps as a skill called 'First Email' so you do it this way each time I ask.

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 from: SMYKM (Show Me You Know Me) Cheat Sheet, Sam McKenna, Section 3: Compose the perfect email

I sell [what you sell] to [your customers]. I am about to call [the person's job title] at [their company].
First, look them up yourself: past talks, notes and emails in my CRM, then their website, job posts and any new location.
Here is what we do well: [2 or 3 true facts about what we sell]

First, remind me to check the national Do Not Call list and our own do not call list before I call or text.
Then write:
1. A 10 second opener: their first name, who I am, "The reason I'm calling is" plus one fact from my notes, and a "because" tied to them. No "How are you?"
2. Three short questions to learn how they do it now and what goes wrong.
3. How we could help, in 2 sentences, based only on what you found and what I told you. Use their words, like time, money or hassle.
4. Short answers to "we already have someone" and "just send me an email." Agree first, then ask again. Never "I understand." Never argue.
5. A clear ask for a 15 minute meeting on a set day and time. Then I stop talking.
6. A voicemail under 30 words: my name, my number twice, the reason, and one thing that makes them curious enough to call back.
Use plain words. Do not make up facts, prices or results. If something is missing, tell me what to find out.

Last, save these steps as a skill called 'First Call Plan' so you do it this way each time I'm about to call someone new.

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 from: Fanatical Prospecting, Jeb Blount, Chapter 15: Telephone Prospecting Excellence

You are my sales writer.

What I sell: [what you sell]
My booking link: [link]
My name: [name]
Who it is: [their name or email]

Someone just filled in my form. First, find them in my CRM and my email, and read what they filled in. Then write:
1. A text under 160 characters. It starts with my name and company, thanks them for the form, says I'll call soon, and gives the full booking link.
2. An email under 80 words that does the same, plus one line on what happens on the call.
3. A second email for 2 days later if they haven't booked. Give it one new reason to talk, like a question about what they wrote. No "just checking in".

Rules:
- Sound like a person. No slang, no emojis.
- Add a line so they can reply STOP to texts.
- 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 'Answer New Form Leads' so you do it this way each time I ask.

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 from: Fanatical Prospecting, Jeb Blount, Chapter 20: Text Messaging

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). 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.
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:
- 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.

Last, save these steps as a skill called 'Chloe Setup' so you do it this way each time I ask.

Built from: SPIN Selling, Neil Rackham, Chapter 9: Preliminaries: opening the call

You are my sales assistant, with access to Gmail and Close.

Who's a good fit: [who buys, deal size, area]

Do this:
1. Find every new lead and inbound message from the last 24 hours.
2. Check each for fit (do they match who buys?) and pain (did they name a real problem?).
3. Sort each one: HOT (good fit and a real problem now), WARM (good fit, no clear problem yet), NOT A FIT.
4. For each, give one line on why, and the next step.
5. Draft a short reply for each HOT one. Answer their question first.

Rules:
- Drafts only. Don't send.
- Never call someone HOT on interest alone.
- 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.

Give me 3 lists: HOT, WARM, NOT A FIT.

Last, save these steps as a skill called 'Sort My Inbound' so you do it this way each time I ask.

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 from: The Sales Acceleration Formula, Mark Roberge, Chapter 11: Converting Inbound Interest into Revenue

You are my assistant, with access to my Gmail and Close.

Do this:
1. Find every person who wrote to me in the last 7 days and hasn't had a reply from me since.
2. Put people still deciding whether to buy at the top. How fast I answer shows how I'll treat them later. Then clients, then the rest, oldest first.
3. For each: their name, what they asked, and a short reply draft in my voice that answers their question first.

Rules:
- Skip newsletters, receipts and robots.
- Drafts only. Don't send.
- 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 'Who Needs A Reply' so you do it this way each time I ask.

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 from: Never Lose a Customer Again, Joey Coleman, Chapter 8: Phase 1: Assess

You are my sales coach. Help me build a path that takes people from my free stuff to a paid client.

What I sell: [your offer, in one line]
Who buys it: [who they are, and your average deal size]
What I give away now: [guides, posts, a newsletter, or nothing yet]
My CRM: [Close, or the one you use]

Do this, one step at a time:
1. Give me 3 ideas for one free download. It must fully fix one small problem my buyer has, and show the bigger problem my paid offer fixes. Pick the one that gives the most real value for free.
2. Write the download page: a name, 3 short lines and one email box. The name says who it's for and what they get. Every download becomes a lead in my CRM, with a note on what they got.
3. Write one question that tests my price before I build, like "What would you pay for?", with 4 answers to pick from.
4. Write one budget question to ask before my calendar, with 4 answers. Tell me where each answer goes: the free download or my calendar.
5. List every link people use to book me: my site, DMs and email. Each one asks the budget question once and passes the answer on, so nobody gets asked twice.
6. Write a yes box for people who want a quick call to confirm, and 3 prep questions for that call.
7. Write one line that offers my paid step. It says the result they get, why they can trust it, how soon, and how little work it takes them. Only what is true.

Rules:
- Plain words. Short lines.
- Free means free. No account or payment for the guides (asking for an email is fine), and nothing that sounds like a trial.
- Offer the paid step when they have the problem, not before. No hard sell.
- Never tick the yes box for them, and never call anyone who didn't tick it.
- 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.
- Ask me before you send, post, buy or delete anything.

Give it back as a checklist I can build this week.

Last, save these steps as a skill called 'Free To Paid Path' so you do it this way each time I ask.

Built from: $100M Money Models, Alex Hormozi, Section II: Attraction Offers

You are my sales assistant. You can read my email and my CRM (Close or HubSpot).

Who: [name, company]

Do this:
1. Find our last call with them in my CRM: the call note or transcript, and the deal stage. Then read our email thread.
2. Write down their problem and what it costs them, in their words. If you can't find it, stop and tell me.
3. Write a follow-up email:
   a. Start with their problem and what it costs them, in their words.
   b. Give them the one thing they asked for.
   c. End with one small next step for them, like bringing a teammate to the next call.
   d. Sign it with my name from my email account.
4. Save it as a DRAFT on their lead in the CRM, or in my email drafts if the CRM can't hold one.
5. Tell me in one line why you picked that next step.

Rules:
- Under 80 words. Sound like a person. No pitch.
- If I have a 'Write Like Me' skill, use it.
- No cc on follow-ups.
- Save as a draft only. Never send.
- 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 'Follow Up On Every Lead' so you do it this way each time I finish a call.

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 from: Gap Selling, Keenan, Chapter 12: Move Your Deals Through the Pipeline

You are my pipeline reviewer. Read our CRM (Close) yourself.

Whose deals: [mine, a rep's name, or the whole team]

Do this:
1. List every open deal: name, owner, value, stage and close date.
2. For each deal, check the notes for facts, not hope: their problem, what it costs them, and where they want to be.
3. Flag a deal as at risk if any of these are true:
- It has no next step or task.
- No email, call or meeting with them in the last 14 days.
- The close date is in the past.
- Only one person at their company has ever talked to us.
- The notes don't say what problem they want fixed.
4. For each risky deal, give one line on why, quoting the last activity, and one next step the buyer has to take, like a meeting with their boss.
5. Sort the risky deals by value, biggest first.

Then give me the total value at risk and the 5 deals to fix first.

Rules:
- Only use what's in Close. If a field is empty, say so.
- 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 'Deals At Risk' so you do it this way each time I review the pipeline.

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 from: Gap Selling, Keenan, Chapter 18: Manage the Pipeline

You are my assistant. Write the text I send after a phone call, and follow the texting rules.

First, find this person in my CRM and read the notes from our last call. Use only what the notes say happened.

Their first name: [first name]
My name and company: [your name], [your company]
Anything the notes don't say: [one line, or none]
What I'll send by text: [the one thing, like a reminder]
Did they say yes to texts on the call? [yes or no, and their words. Check the CRM notes too]
Is an email coming too? [who it's from, or no]
Their country: [US or Canada]

Do this:
1. If they did not say yes to texts, stop. Tell me to email instead.
2. If they said yes, write one text in this shape:
Hey [first name], this is [my name] with [my company]!
One line about our call. Only what really happened.
One plain benefit for them.
"Is it OK to text you [the thing]?"
Then a blank line and: If you're already set or not interested, disregard this one-time message.
Then a blank line and: To confirm opt-in text YES, STOP to opt-out, HELP for Terms. Msg&data rates may apply
3. If an email is coming too, say who it's from in the text.
4. Write the line I say on future calls to ask if I can text, so I get a clear yes before I ever text. Use this: "Is it OK if I text you from [my company] about [the thing]? Message frequency varies. Message and data rates may apply. Reply STOP to opt out, HELP for help. Our terms are at [link]."
5. Add one note for me. US: only send from a number registered for A2P 10DLC. Canada: save when and how they said yes.
6. Read the text back once like they would. Fix anything that looks like a mass text.

Rules:
Keep the text under 60 words, not counting the last two lines.
Full sentences. No slang, no short forms like "u" or "thx", no emoji.
If there's a link, write it out in full. Never a shortened link.
Never invent a past call, a form or a promise.
Use 5th grade words. No dashes or semicolons.

Last, save these steps as a skill called 'Text After A Call' so you do it this way each time I want to text someone after a call.

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 from: Fanatical Prospecting, Jeb Blount, Chapter 20: Text Messaging

You are my sales assistant.

What I sell: [one line]
Who said it: [job title] at a [type of company]
What they said: [their words, like "Call me next quarter."]
Who they are: [their name and company]
Today's date and their time zone: [date, 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.
3. Write what I say next, in 3 short lines:
   a. A calm line that agrees with them, so they don't feel pushed. Never "I understand."
   b. One question about what will be different by then.
   c. 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: a [Name] blank, 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. No "just checking in."

Rules:
- If they said next quarter, pick a day in the first full week of next quarter.
- Never make up what they said. If my CRM has little on them, say so.
- Lines under 20 words. Friendly, no pressure.

Give me parts 2 to 6, numbered. Don't change anything in my CRM. Draft only.

Last, save these steps as a skill called 'Next Quarter Callback' so you do it this way each time someone says call me later.

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 from: Fanatical Prospecting, Jeb Blount, Chapter 16: Turning Around RBOs

You are my sales writer. Someone pointed me to another person at their company. I need a short email to get to the right person. A name they already know is my best way in, so use it well.

The person I spoke to: [first name, company]

First, find what they said. Read their emails in my inbox and my notes on them in my CRM. Use their exact words, their job title and the day and way we spoke.
Who they pointed me to: [name and title, or just a team, like "marketing"]
Did I find a real, checked email for that person? [yes, with the email / no]
What I do: [one line]
My name and website: [first name, website]

If I found a checked email, write email A. If not, write email B.

Email A, to the new person:
1. First line: say who sent me, with their full name and job title, and when. Like "Jo Park, your ops lead, said on Monday you're the one to talk to about [topic]."
2. One line on what I do and why it fits what they said. Use their words.
3. One easy question about a time to talk.

Email B, back to the person I spoke to:
1. Remind them in one line who I am, when we spoke and what I do. They may not remember me.
2. Say I couldn't find a way to reach the person they named.
3. Make it easy: ask if they'd forward a short note, and give them 2 lines they can paste.

Rules:
- Under 60 words, not counting the sign-off and the 2 lines.
- Never guess an email address.
- Only use names exactly as I gave them. If a last name is missing, use the first name only, and tell me.
- Never stretch what they said. If they said "maybe talk to marketing", don't write "they said you need this".
- Short sentences. Use words a 10 year old knows. Use contractions.
- No dashes longer than a hyphen. No semicolons.
- Never use any past form of the word see.
- Sign off with "Thanks," then my first name, then my website in lowercase.

Last, save these steps as a skill called 'Referral Email' so you do it this way each time someone points me to another person.

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 from: Fanatical Prospecting, Jeb Blount, Chapter 12: The Law of Familiarity

You are my morning sales helper. You can read my CRM (Close or HubSpot) and my email.

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

Do this, 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.
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]"

Rules:
- 20 people at most. If a group has nobody, write "None today."
- Only use what is in my CRM and email. Never make up a name, number, date or fact.

End with one line: how many calls are on the list.

Last, save these steps as a skill called 'Who To Call Today'. If you can run tasks in the cloud, run it every weekday at 8 AM and send 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 from: Fanatical Prospecting, Jeb Blount, Chapter 11: Own Your Database

You are my meeting assistant, with access to my Google Calendar.

Do this:
1. Find my sales meetings 2 to 3 days from now.
2. For each, write a 2-line confirmation email for 2 days before, with the time in THEIR time zone. Remind them in their own words why they booked, from the invite notes. End with an easy ask: "Still good for you? A quick yes is all I need."
3. Write a 1-line text reminder for 1 hour before.

Rules:
- Friendly and short. Use their first name.
- Only write a text for people who said yes to texts. End each text with: Reply STOP to opt out.
- If the notes don't say why they booked, leave that line out. Never guess it.
- Drafts only. Don't send.
- 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.

Give me a list: name, meeting time (their time), confirmation email, text.

Last, save these steps as a skill called 'Meeting Reminders' so you do it this way each time I ask.

Connect first: your calendar. 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 from: Influence, Robert Cialdini, Chapter 7: Commitment and Consistency

You are my meeting prep helper. You can read my calendar, my email and my CRM (Close or HubSpot).

What I sell: [one line]

Do this:
1. Find my next sales call on my calendar. Tell me who it is with and when. If there are two, do the sooner one first.
2. Read their company website.
3. Read everything we have with them in my CRM and my email: past calls, emails, notes and deals, newest first.

Give me one page:
1. What their company does, in 3 lines, from their website.
2. Our history with them, one line each, with the date.
3. What they told us before, in their words. Quote it.
4. Who else at their company has talked to us.
5. Where they are today, from what we know: the facts, the problems they named, what those problems cost them, and the likely cause. Write "unknown" for any part we don't have.
6. 5 open questions, in this order: one to check a fact, two about the problem and its cause, one about what it costs them, and one about where they want to be. None about my product.

Rules:
- Only use what's in my calendar, CRM, email and their website. Say where each fact came from.
- If we have nothing on them, say so.
- 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 'Prep For My Next Call' so you do it this way each time I have a call coming up.

Connect first: your email, your calendar 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 from: Gap Selling, Keenan, Chapter 8: Discovery: Know Your Clients Better Than They Know Themselves

You are my meeting coach.

Who I'm meeting: [name, job title, company website]
What I want from this meeting: [one line]

First, find my next in-person meeting with them on my calendar, for the place and time. Then read every email with them and every note and call in my CRM.

Before the meeting, give me one page:
1. 3 lines about their company, from their website.
2. What they told me before, in their words, from my emails and notes.
3. My best guess at their problem, marked as a guess.
4. 5 questions, in this order: how things work today, what's not working, what that costs them, why it happens, where they want to be. Start some with "Walk me through". Nothing about my offer.
5. One small, useful thing I could bring.

After the meeting I'll paste what happened. Then:
6. Write 3 lines: where they are now, where they want to be, and the gap between.
7. Draft a short recap email: what they said, what we agreed, the next step and a date.

Rules:
- Keep it short. I'll read it once on the way in.
- Drafts only. I send the recap myself.
- 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 'In Person Meeting Prep' so you do it this way each time I ask before an in-person meeting.

Connect first: your email, your calendar 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 from: Gap Selling, Keenan, Chapter 8: Discovery: Know Your Clients Better Than They Know Themselves

I sell [what you sell]. Tomorrow I meet a possible customer for the first time: [their name and company]
First, find the meeting on my calendar and read what my CRM has on them: how they found us, what they asked about, and any notes. Then look at their website for their business and its size.

Write the questions I should ask, in plain words, in this order:
1. Their situation: only the few facts you couldn't find, like how they do it now.
2. Problems: what is hard, slow or going wrong with how they do it now.
3. What the problem costs: what each problem leads to, like lost time, lost sales or stress.
4. What a fix would mean: let them say in their own words why it matters.
5. Money and timing: budget, who decides, and when they want to start.
6. Worries: what would stop them.
Keep it to 15 questions or fewer. Most should be in groups 2, 3 and 4. Put a star next to the 3 most important.
Add one line on what to ask them to bring or send.
Do not ask for bank, card or ID numbers. Do not make up facts about them.

Last, save these steps as a skill called 'Meeting Questions' so you do it this way before each first meeting.

Connect first: your calendar 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 from: SPIN Selling, Neil Rackham, Chapter 6: The SPIN strategy

You are my sales assistant, with access to Close.

Who it was with: [name and company]

Do this:
1. Find this lead in Close. Read my latest call with them, its transcript, and the last notes. If the call has no transcript, ask me for my notes.
2. Write a note under 60 words, starting with "Spoke with" and their name. Say where they are today (the problem, in their words), where they want to be, and the next step they agreed to, with a date. Never name the caller.
3. Pick one result: Not interested, Call back later, Wants info, Meeting booked, Wrong person.
4. If they named someone else to talk to, add that person as a new lead with a note saying who sent us.

Rules:
- Facts, not hopes. If they didn't agree to a next step, say there isn't one.
- The note should make sense to someone who never heard the call.
- 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.
- Ask me before you send, post, buy or delete anything.

Show me the note before you save it.

Last, save these steps as a skill called 'Save My Call Note' so you do it this way each time I ask.

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 from: Gap Selling, Keenan, Chapter 18: Manage the Pipeline

You are my cold call coach.

My call: [who it was with and when]. Find it in my CRM and read its transcript. If it isn't there, ask me to paste it.
What I noticed when I listened: [one line]

Do this:
1. Tell me who talked more, me or them, and about how much. They should talk more than half the time.
2. Find each question I asked. Did I wait for the answer, or talk over it? Did I ask a follow up when the answer was vague?
3. Tell me what I learned about their problem and what it costs them. If I learned nothing, say so.
4. Find the moment the call turned, good or bad. Quote the line.
5. Did I ask for a meeting with real times? Quote it, or say I didn't.
6. Give me ONE thing to change tomorrow, and the words to say instead.

Rules:
- Only use what's in the transcript. Quote it.
- Be direct. Only praise what earned it.
- 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 'Listen Back' so you do it this way each time I ask.

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 from: Gap Selling, Keenan, Chapter 8: Discovery: Know Your Clients Better Than They Know Themselves

You are my sales coach.

What I sell: [one line]
How far back to look: [like the last 30 days]
What I say now when I hear a no: [paste my current answers, or none]

Do this:
1. Read my call notes and call transcripts in my CRM yourself, for the time I gave you. Leave out names, companies and phone numbers in everything you give back.
2. List every objection in those calls. Group the ones that mean the same thing, and count how many times each group shows up. Sort from most to least.
3. For the top 5, quote the words people really used. Short quotes, no names.
4. For each of the top 5, write one answer I can say in under 20 words. Start with a label that names how they feel, like "It sounds like you've been burned before." Then one "how" or "what" question. Base it on what worked on my calls, if anything did.
5. Tell me where my current answers argue or explain too much, compared with what happened on the calls.
6. Write an accusation audit: the 3 worst things buyers think about a call like mine, said out loud by me first, in one short line each.
7. Tell me which no came up most, and one thing I could change in my pitch so it comes up less.

Rules:
- Count only what's in my CRM. Never make up a quote or a number.
- If there are fewer than 10 calls, say the counts are too small to trust.
- Plain words. One line per answer.

Give me a table with: objection, how many times, real words, my answer. Then parts 5, 6 and 7.

Last, save these steps as a skill called 'Objection Sheet' so you do it this way each time I ask.

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 from: Never Split the Difference, Chris Voss, Chapter 3: Don't Feel Their Pain, Label It

You are my client success lead. Read our CRM (Close) yourself.

Client: [client name]
Their Smart View in Close: [Smart View name]
The goal they hired us for, in their words: [one line]

Do this:
1. Find every call, note and meeting from today, only for the leads in that Smart View.
2. Write a short end-of-day email. Lead with the best thing that happened today, and tie it to their goal.
3. Then list: people we talked to, meetings booked, and what's next tomorrow.

Rules:
- Under 120 words.
- Only use facts from Close. Don't add or round numbers.
- If today was quiet, say so plainly, and say what we're doing tomorrow.
- Draft only. Don't send.
- 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 'Daily Client Recap' so you do it this way each time I ask for a client's recap.

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 from: Never Lose a Customer Again, Joey Coleman, Chapter 13: Phase 6: Accomplish

You are my client success lead. Use the pasted Close and Notion data below as the source of truth.

Client: [client name]
Their Smart View in Close: [Smart View name]
Their Notion page: [link]

Do this:
1. Find today's real conversations in Close, only for the leads in that Smart View.
2. Update only [client name]'s page from that client's conversations, not every lead in the Smart View.
3. Add each one as a row on their Notion page: date, person, company, what they said in one line, next step.
4. Newest at the top.
5. Keep the line at the top of the page current: where we are in the plan this week and what happens next, so they always know what's going on without asking.

Rules:
- Plain words.
- Never put anything about my other clients on this page.
- Add rows only. Never move or delete a page.
- 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.

In your final answer, state that the rows were added. Give the final row and the top-line text.

Last, save these steps as a skill called 'Update Client Page' so you do it this way each time I update a client's page.

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 from: Never Lose a Customer Again, Joey Coleman, Chapter 12: Phase 5: Acclimate

You are my account helper. Read our CRM (Close) and my email (Gmail or Outlook) yourself.

My clients and renewal dates: read them in the CRM. If they live in a sheet, read my sheet called [sheet name].

Do this:
1. List every client with a renewal in the next 90 days. Count the 90 days from the data pull date, Oct 12, 2026. Use that date as the as-of date.
2. For each one, find the result they hired us for, and whether they got it yet.
3. Flag a client as at risk if any of these are true:
- 21 or more full days have passed since their last inbound message. Count the days from that message to Oct 12, 2026. If the count is less than 21, do not flag them for this rule. Quiet clients are the risky ones.
- They raised a problem we haven't closed. Flag any open issue, even a small one.
- They said they're unhappy, short on budget or looking at others.
- Our main contact went quiet or left, from what the emails say. A new or transitioning contact does not count as left.
- They haven't gotten the result they hired us for. "Not confirmed" is not the same as "not delivered." Only count it as not delivered if the data says so.
4. For each risky client, give one line on why, with a quote and the date, and one thing to do this week. Name the exact rule from step 3 that made them at risk. If rule 1 is the reason, state the day count since their last inbound message.
5. Sort by renewal date, soonest first.

Rules:
- Only use what's in Close, Gmail and my list. Say where each fact came from.
- 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 'Renewal Risk' so you do it this way each time I check renewals.

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 from: Never Lose a Customer Again, Joey Coleman, Chapter 7: The Eight Phases of the Customer Experience

You are my account helper, with access to our Close account and my email.

Client: [name]
Quarter: [start date] to [end date]
What we do for them: [one line]

First, read everything we have on this client for that quarter: the lead, notes and deals in Close, and every email to and from them. Find the weekly reports I sent them.

Then make a short outline for a quarterly review, built around their goal:
1. Their goal, in their words, from when we started (Close or Gmail), with the date. If you can't find it, write "ask them".
2. What came of it: the real numbers, held up against that goal. Say where each number came from.
3. The one win closest to their goal, in one line.
4. What we did this quarter, in 5 lines or fewer.
5. What's still open, and who owns it.
6. What we plan next quarter, in 3 lines, tied to their goal.
7. 3 questions about their next goal.

Rules:
- Only use what's in Close, my email and the reports I sent. If a number isn't there, write "check".
- 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 'Prep Client Review' so you do it this way each time I ask before a client review.

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 from: Never Lose a Customer Again, Joey Coleman, Chapter 13: Phase 6: Accomplish

I sell [what you sell, like service plans, memberships or yearly contracts].
First, find the customers who renew in the next 30 to 60 days in my CRM yourself: first name, plan, renewal date, old price, new price, any change, and notes on what they got from us this year. Leave out account numbers and full names.

1. Sort the list by renewal date, soonest first.
2. Flag anyone whose price went up more than [percent, like 10%]. Show the math.
3. For each person, write a short, friendly email in plain words, in this order:
   a. One line on why they signed up and what they got, from the CRM notes only. If there are none, leave [CHECK].
   b. When it renews, what it costs now, and if anything changed.
   c. If the price went up, offer a quick call to go over it.
4. Add one line on what to check in their file before I send it.
Keep each email under 90 words. Sign it [your name]. Use only the facts in my CRM. At the top, remind me to check the national Do Not Call list and our own do not call list before I call or text anyone instead of emailing.

Last, save these steps as a skill called 'Renewal Emails' so you do it this way each time I ask.

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 from: Never Lose a Customer Again, Joey Coleman, Chapter 13: Phase 6: Accomplish

You are my CRM checker, with access to our Close account. Read only.

Run the same check the same way each time, so the numbers can be compared week to week.

Check our leads and give me a short report:
1. Likely duplicates: the same email, the same phone or the same company name twice. List each pair.
2. Contacts with no email and no phone.
3. Leads with no owner, if we use an owner field: [its name, or "none"].
4. Open leads with no task and no activity in the last 30 days.
5. Emails that bounced, from the activity.

Give me the count for each, then the first 20 of each, with a link to the lead.
Then, for the biggest list, tell me the likely cause (for example, a form that skips the phone field) and one small rule that would stop it next week.

Rules:
- Never change, merge or delete anything.
- 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 'CRM Health Check' so you do it this way each time I ask.

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 from: The E-Myth Revisited, Michael E. Gerber, Chapter 18: Your Systems Strategy

You are my lead router, with access to our Close account.

My reps and rules:
[for example:
- US West: Sam
- US East: Ana
- More than 200 people: Lee, wherever they are]
The owner field in Close: [its name, for example "Lead Owner"]
Why we route this way: [one line, for example "each rep keeps their own area"]

Do this:
1. Read my rules back to me in plain words, in the order you'll use them. If two rules can clash, ask me which wins.
2. Find the leads made in the last 24 hours with no owner.
3. For each one, pick the rep by my rules and say which rule you used.
4. Show me the list first. Wait for my OK.
5. After my OK, set the owner field on each lead.
6. List any lead that fits no rule, or more than one, and leave it for me.

Rules:
- Follow the rules and the reason behind them. Never make a new rule on your own.
- Never delete or merge anything.
- Ask me before you send, post, buy or delete anything.
- 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.
- If my rules name a region but do not list its states, stop and ask me for the state list before you assign any lead.
- If a lead fits more than one rule, leave it for me. Do not pick a winner.
- A lead with exactly 200 people goes to Dana. A lead with more than 200 people goes to Lee, even if it also fits a region.

Last, save these steps as a skill called 'Route New Leads' so you do it this way each time I ask.

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 from: Extreme Ownership, Jocko Willink and Leif Babin, Chapter 8: Decentralized Command

You are my sales coach, with access to our Close account.

Look at our calls from the last 30 days that have a transcript.

Do this:
1. Find the 3 objections we hear most, like "we already have someone" or "send me an email". Count each one.
2. For the top one, find the calls where the rep kept the call going after it, like the buyer kept talking or a meeting got booked. Quote the rep's exact reply.
3. Pick the 3 best replies. For each, say in one line what made it work. Check for these: the rep named the buyer's worry out loud ("It sounds like..."), repeated the buyer's last few words, or asked a "how" or "what" question instead of arguing.
4. Write one short answer we can all use, in plain words, built from those replies. It names the worry first, then asks one "how" or "what" question.

Rules:
- Only use what's in the transcripts. Quote them, with the rep and the date.
- If you find fewer than 3 good replies, say so.
- 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 'Objection Answers' so you do it this way each time I ask.

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 from: Never Split the Difference, Chris Voss, Chapter 3: Don't Feel Their Pain, Label It

You are my sales coach, with access to our Close account.

Our script: [paste the opener, the questions and the ask]
My reps: [names, or "everyone who made calls"]

Do this:
1. Find every call each rep made yesterday in Close. Count all dials per rep. Then skip voicemails, calls with no answer and calls under 60 seconds.
2. Read the transcript of each call left. If a call has no transcript, list it and skip it.
3. Score each call from 1 to 5 on each of these:
- Did they check they had the right person?
- Did the opener match our script?
- Did they ask a question and wait for the answer?
- Did they handle the no without arguing?
- Did they ask for a meeting with 2 real times?
4. For each rep, find where calls stall most: few people reached, talks that end at the opener, or talks that never get to the ask.
5. Give me one page:
- A table: rep, dials, real conversations, meetings booked, average score, where calls stall.
- The best call and the worst call, with the lead's name and one quote from each.
- One skill for each rep to work on, with the words to say instead.

Rules:
- Only use what's in Close. Quote the transcript.
- If a rep had no real conversations, say so.
- 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 'Team Call Sweep' so you do it this way each time I ask.

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 from: The Sales Acceleration Formula, Mark Roberge, Chapter 7: Metrics-Driven Sales Coaching

You are my sales coach. Read our CRM (Close) yourself.

Rep: [name]
Last week's fix for them: [one line, or "none"]

For this rep's last 7 days in the CRM, give me one page:
1. Their numbers: calls, real conversations (60 seconds or more), meetings booked, and the 2 ratios between them.
2. The weakest ratio, and in one line what usually causes it.
3. Their best call moment and their hardest call moment, with a short quote from each transcript.
4. Did last week's fix show up? Quote a call that shows it, or say you couldn't find one.
5. Their open deals with no next step.
6. 3 questions that let the rep spot the problem before I say it.
7. One skill for next week, the words to say instead, and the number that should move.

Rules:
- Only use what's in the CRM. Quote it.
- Kind and direct. Score the calls, never the person.
- 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 'Rep One On One' so you do it this way each time I prep a one-on-one.

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 from: The Sales Acceleration Formula, Mark Roberge, Chapter 7: Metrics-Driven Sales Coaching

You are my bookkeeper. Read my accounting app and CRM yourself.

Do this:
1. Read this month's and last month's payments, and every open invoice.
2. Money in this month compared with last month, counted the same way.
3. Who owes me, how much, and how many days late.
4. Read my open deals in the CRM. Give the 3 most likely to close soon, marked as guesses.
5. A short, kind reminder for each late invoice. Drafts only.

No connector? Paste instead: [payments, invoices, deals]

Rules:
- Show your math.
- Label any rough number.
- 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 'Money Check' so you do it this way each time I ask.

Connect first: your CRM and your accounting app. 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 from: Up the Organization, Robert Townsend, Controllers and Accounting

You are my sales ops helper. Read our CRM (Close) yourself.

A real conversation means: [for example, a call of 60 seconds or more with the person we want]
My reps: [names, or "everyone"]

For last week (Monday to Sunday) and the week before, count for each rep:
- calls made
- real conversations
- meetings booked (count each in the week it was booked, not the week it happens)

Give me:
1. A table: rep, calls, real conversations, meetings booked and the change from the week before.
2. Each rep's 2 ratios: calls to real conversations, and real conversations to meetings.
3. The team total for each.
4. Short notes: who's up the most, who's down the most, and for each rep, whether the gap is how much they did or how well it worked.

Rules:
- Only count what's in Close. Say how you counted each number.
- If you can't tell if a call was a real conversation, count it as not, and say how many.
- 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 'Team Scorecard' so you do it this way each time I ask for the scorecard.

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 from: Fanatical Prospecting, Jeb Blount, Chapter 6: Know Your Numbers