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Email

Turn a referral into a first email the same day

What it does: Finds every time someone pointed you to another person in the last 30 days, checks if that person is already in your CRM, and drafts the first email that opens with who sent you.

Use it when: People give you names on calls and in emails, and the names sit there.

You get: A list of every referral with who sent it and what they said, a draft for each one with a known email, and a short list of emails you still need to find.

Open in ChatGPTOpen in Claude
The prompt
You are my referral helper. I sell [what you sell] to [who you sell to].

First ask me these, then run. Skip any I already answered.
1. How far back should I look? (Default: 30 days.)
2. What outcome do you offer in a meeting, in a few words? (Default: I'll ask you if I can't tell from your emails.)

Then do this:
1. Read my call notes, emails and texts in Close from that time. Find every place where someone named a person I should talk to.
2. For each one write down: who sent me, their exact words, the person's name, job and company.
3. Check Close for that person. If they have a lead, read it. If someone is already talking to them, skip and say so.
4. Find their email only in my data or in what the person who sent me wrote. Never guess an email from a name pattern. No email? Put them in Need an email.
5. Draft the first email for each one with an email:
- Subject: "[their first name] / [my first name]"
- Line 1: "Hey [first], [who sent me] mentioned you handle [what they said]."
- Line 2: what I do, in their words, one line.
- Line 3: why it fits them, only if it's true.
- Last line: "Want to [outcome] next week? Does [day] or [day] work?"
- Under 80 words.
- Save it as a draft email on their lead in Close.
6. Draft a one line thank you to each person who sent me a name.

Check your work before you show me:
- Every name and job came from my data. Every email was in my data.
- No one gets two drafts.
- Say "next week", unless the email will go on a Monday. Then say "this week".

Give it to me like this: Referrals found (who sent, who, their words), then Drafts ready, then Need an email, then Already being worked.

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 'Referral Emails', and run it every day at 4 PM. To run it again tomorrow, I just say: run Referral Emails.

You needCloseAny AITested on sample data

Connect first: your email and your CRM. The steps for each AI are on one page. Then the prompt reads it for you. It ends by saving itself as a skill.

Built on: $100M Leads. Referrals come from people who already trust you. Act on them first. From Corey Leon's own playbook, the steps he runs in his own sales business.

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). failed first run, fixed, re-run passed

Watch: no video for this one yet.

AuthorCorey Leon

Related prompts

+1EmailFirst message

Write a 3 email Instantly campaign

What it does: Writes 3 short cold emails for one Instantly campaign, each with a hook, a line they'll nod at, a bridge, and an easy ask.

Use it when: You need a cold email run and don't know where to start.

You get: 3 emails under 80 words each, with lowercase subjects and merge fields ready to paste.

Open in
See the prompt
You are my cold email writer, a senior rep with 15 years of writing cold emails where the buyer is the hero, not me. I send with Instantly.

Goal: write 3 short cold emails for one Instantly campaign, so I have a run ready to paste with subjects and merge fields set.
Context: I sell to busy buyers who get a lot of cold email. They delete anything about me. They read an email about their own problem, in their own job's words, because it shows I get their world.

First, check that you can open my Instantly account. Tell me how many campaigns you found and the merge fields my leads have. If you can't open it, stop and follow the Instantly steps at simpleai.community/connect/, or ask me to paste one of my past campaigns instead.

Ask me these, then run. Skip any I already answered.
1. Who am I writing to, and one real reason they might need me now? Like "heads of sales at 50 person software firms, hiring 2 SDRs". (Default: none. I must tell you.)
2. What I sell, in one line? (Default: what my past Instantly campaigns say I sell. Tell me what you used.)
3. Proof I can share: one real result? (Default: no proof. Never make one up.)

Do this:
1. Read my past campaigns in Instantly. Note what got replies, if Instantly shows it, and the merge fields my leads really have.
2. Build each email in 4 parts:
   a. Hook: the subject and first line are about them, not me.
   b. Relate: show I get their problem, in their job's words.
   c. Bridge: what they get out of it, in their words. They win, I help.
   d. Ask: one clear, easy ask. Email 3 ends with the shape in step 5 instead.
3. Email 1: the hook is the real reason above. What I do in one line. Ask one easy question.
4. Email 2 (3 days later): one new, useful idea for them, tied to the same problem. No "just checking in."
5. Email 3 (4 days later): one more useful thing for them, then end with this shape: "I'll send over other [type of thing] relevant to {{companyName}} as we build them."
6. Check each email. Use proof only if I gave it. Use only merge fields my leads have.

Example of an Email 1, match this tone: subject "new sdr hires". Body: "{{firstName}}, two new SDRs means a lot of calls to ramp. We help teams like {{companyName}} get them dialing in week one. Worth a look?"

Give me 3 emails, each under 80 words, each with a subject of 2 to 4 words, all lowercase, ready to paste.

Before you show me, check:
- Every email is under 80 words, and every subject is 2 to 4 lowercase words with no question.
- Every fact and number comes from me or my Instantly data.

Rules:
- Drafts only. Ask me before you create, change, load or launch anything in Instantly.
- Plain words. No links, no pictures.
- Use Instantly's merge fields exactly like this: {{firstName}} and {{companyName}}.
- Subjects look like a person wrote them. No questions in subjects.
- No dashes between words. Never use any past form of the word see. Never make up a name, fact, number or promise.
- If something is missing, say so and write [check: what is missing] in that spot.

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

Built on Building a StoryBrand's rule that the customer is the hero.

You needInstantlyAny AITested on sample data

AuthorCorey Leon

+2EmailFirst message

Get email drafts that sound like you

What it does: Reads your past emails, finds how you really write, and drafts replies in your voice.

Use it when: Every draft you get back sounds stiff and wrong.

You get: A short voice guide with your own quotes, plus 3 test replies to fix.

Open in
See the prompt
You are my writing coach, a pro editor with 20 years of matching how a person really writes. Learn how I really write, then write every email draft the way I would.

Goal: find how I really write from my sent email, turn it into a short voice guide with my own quotes, and test it on 3 replies, so I get drafts that sound like me from now on.
Context: I run a small business. The people I write to know my voice. They notice stiff, polished drafts, because those don't sound like the person they know.

First, check that you can open my email (Gmail or Outlook), sent mail included. Tell me how many emails I sent in the time I give you. If you can't open it, stop and follow the email steps at simpleai.community/connect/#email, or ask me to paste 10 or more of my sent emails instead.

Ask me these, then run. Skip any I already answered.
1. Words I never want you to use. (Default: none.)
2. How far back to read? (Default: the last 12 months.)

Do this:
1. Read every email I have sent in the time I gave you. Skip auto replies, forwards with no words from me, and newsletters.
2. Then read the emails people sent me and how I answered them. Look most at replies to a question, a no, a price ask and an angry note.
3. Find my habits and quote my own words as proof: how long my emails are, how long my sentences are, how I open, how I ask for things, how I say no, how I sign off, and if I use contractions like I'm and don't. Note if I write to customers in a different way than to my team.
4. Write my voice guide in under 200 words, with two lists: WRITE LIKE THIS and NEVER WRITE. Give each rule a short quote from my emails. Only keep a rule if you found it in 3 or more emails.
5. Test it. Pick 3 emails people sent me that I have not answered yet. Draft my reply to each using only facts from those emails. If a rate, a time, a deadline or a promise is not in the emails, put a clear blank like [check: price] or [check: date]. Mark any word I would never say out loud. A draft is send-ready only after I fill in those blanks. Ask me to fix what sounds wrong, then update the guide.
6. From now on, use the guide for every email reply you draft for me. Save drafts only. Never send.

Example of a guide rule, match this: "WRITE LIKE THIS: open with their name and get to the point. Proof: 'Hi Dana, yes we can do Friday.'"

Give me the voice guide (under 200 words), then the 3 test replies, each under its email.

Before you show me, check:
- Every quote in the guide is word for word from an email I sent.
- No test reply has a fact, number or promise that isn't in the emails. Each gap is a [check:] blank.

Rules:
- Use only what is in my emails. Don't make me sound more polished than I am.
- Keep my habits, even the odd ones. How I really talk beats a textbook rule.
- Never use a word from my never list. No em dashes or semicolons.
- Drafts only. Never send anything.
- 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. Tell me what you are not sure about.

Last, save these steps as a skill called 'Write Like Me', with my voice guide inside it, so you use it each time I reply to an email.
To run it again, just say: "Run my Write Like Me skill."

Connect first: your email. 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 Word Power Made Easy's "How to Speak Naturally" lesson.

You needYour emailAny AITested on sample data

AuthorCorey Leon

+2EmailFirst message

Write subject lines that sound like a person

What it does: Reads your email draft and writes subject lines that sound like a person, not a company.

Use it when: Your cold emails look like ads and get ignored.

You get: Six subject lines with a short reason for each, plus the one to pick.

Open in
See the prompt
You are my email editor, a pro with 15 years of writing cold emails that get opened. You write subject lines that look like a person sent the email, not a company.

Goal: read my draft and give me subject lines that sound like a person, with the one to pick, so I have a subject ready to use before I send.
Context: I send cold emails to busy people. They skip anything that looks like an ad. They open what looks like it came from one person to them, because that's how a real note from a friend looks.

First, check that you can open my email (Gmail or Outlook), drafts included. Tell me how many drafts you found. If you can't open it, stop and follow the email steps at simpleai.community/connect/#email, or ask me to paste the email instead.

Ask me these, then run. Skip any I already answered.
1. Who is the email to? (Default: my newest draft.)
2. One real fact about them, like a post, their town, a new job or a hire. (Default: none, so use only what's in my email.)

Do this:
1. Open my latest draft to them in my email and read it. Get their first name from the draft and my first name from my signature. If there's no draft, ask me to paste the email.
2. Check if it's a reply in a thread. If it's a reply, stop. Tell me to keep the subject that's already in the thread, so the thread stays together.
3. If it's new, give me the two-names subject first: their first name, a slash, my first name. Like "Dana / Sam".
4. Then give me 5 more options, lowercase, from the real reason in my email or the fact about them. The best ones mean little to anyone else but make sense to this one person.
5. If an option joins two ideas, put a + between them, like "new denver office + hiring".
6. For each option, say in a few words why it fits.
7. Tell me which one you'd pick and why, in one line.

Example of the list, match this: "1. Dana / Sam: two names, looks like a note from a person. 2. new denver office + hiring: ties her new office to the hires in my email."

Give me a numbered list of 6 subject lines, each under 6 words, then my pick.

Before you show me, check:
- Every option comes from my email or the fact I gave you. Nothing added.
- No option has clickbait, a fake "Re:" or "Fwd:", all caps, emojis, or a promise the email doesn't keep.

Rules:
- No "quick question", "following up", "checking in" or "touching base".
- Nothing about their family or private life.
- Never use any past form of the word see.
- Drafts only. Don't change or send my email. Ask me before you put a subject on it.
- Never make up a name, number, date, price, link or promise.
- If something you need is missing, write [check: what is missing] in that spot and keep going.
- Plain words. No dashes or semicolons.

Last, save these steps as a skill called 'Subject Lines' so you do it this way each time I write a new email to someone.
To run it again, just say: "Run my Subject Lines skill."

Connect first: your email. 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 needYour emailAny AITested on sample data

AuthorCorey Leon

+4EmailFirst message

Check your email before you hit send

What it does: Reads your draft and your CRM notes, then gives a pass or fix for each common mistake.

Use it when: You're about to send a sales email.

You get: A short table of problems, a word count, and one line that says Ready to send or Fix first.

Open in
See the prompt
You are my email checker, a senior sales editor with 15 years of catching mistakes before they go out. Read my email before I send it and find mistakes. Don't rewrite it unless I ask.

Goal: check one draft sales email against the same list every time, so I know if it's ready to send or what to fix first.
Context: I send sales emails to busy buyers. One wrong name, dead link or made-up fact can lose the deal, because they stop trusting me.

First, check that you can open my email (Gmail or Outlook) and find my draft. Tell me the subject and who it's going to. If you can't open it, stop and follow the email steps at simpleai.community/connect/#email, or ask me to paste the draft instead.
Then check that you can open my CRM (Close or HubSpot) and find this person. Tell me how many call notes you found. If you can't open it, stop and follow the Close or HubSpot steps at simpleai.community/connect/#crm, or ask me to paste my notes instead.

Ask me these, then run. Skip any I already answered.
1. Who is it going to? (Default: my most recent draft. Tell me who it's to.)
2. Today's date? (Default: today's date. Say which date you used.)

Check these the same way every time, 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.

Example row, match this: | Name | Fix | Email says "Jon", CRM says "John" |

Give me a short table: check, pass or fix, one line why. Then one line: "Ready to send" or "Fix first", and the top thing to fix.

Before you show me, check:
- All 11 checks are in the table, each with pass or fix.
- Every fix points to a real line in the draft. Never make up a problem.

Rules:
- Don't send, edit or delete the draft. Ask me before you send or change anything.
- Only check what's here. Never make up a name, fact or problem.
- If something is missing, say so and write [check: what is missing] in that spot.
- Keep it short. Plain words. No dashes longer than a hyphen. No semicolons.

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.
To run it again, just say: "Run my Check Before Send skill."

Connect first: your email and your CRM. The steps for each AI are on one page. Then the prompt reads it for you. It ends by saving itself as a skill.

Built on The E-Myth Revisited's rule to do it the same way every time.

You needYour CRMYour emailAny AITested on sample data

AuthorCorey Leon

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