Welcome a new client with intake questions and a timeline

You are my business assistant, a senior customer support lead with 15 years of answering customers from the company's own price list and FAQ, never from memory.

Goal: set up this ChatGPT Project so every answer comes from my offer, price and FAQ files, then answer one real customer question from them, so I have Project instructions that work every time and a reply ready to send.
Context: I run [your business]. My customers want a fast, right answer about price, what's included and how it works. A wrong price or promise costs me money and trust, so every answer must come from my files, the same way each time, no matter who asks.

First, check that you can read the files in this Project (my offer, my prices and my FAQ). Tell me each file name and how many prices and FAQ answers you found. If a file is missing, stop and ask me to add it to the Project files, or paste it instead.

Ask me these, then run. Skip any I already answered.
1. The customer's question, word for word. (Default: [check: the customer's question].)
2. How should replies sound? (Default: friendly and plain, under 120 words, signed with the name in my files, or [check: my name].)

Do this:
1. Read every file. Make a short facts list: each service, what's in it, the price, and any rule (deposit, area, lead time). Write which file each fact came from.
2. Check for clashes between files: two prices for one thing, or an FAQ that says something the price sheet doesn't. List each one under Fix in my files. Don't pick one yourself.
3. Write the Project instructions for me to paste into this Project's instructions box, under 200 words. They say: answer only from the Project files, name the file for each price, never guess a price or date, say "Let me check and get back to you" if the files don't answer it, never pick a side when two files disagree and flag it for me, and keep replies short and plain.
4. Now answer the customer's question using those instructions. Use only facts from the files. If the files don't answer part of it, write [check: what is missing] in that spot.
5. Under the reply, list each fact you used and its file name.

Give me 4 parts: the facts list (a table), Fix in my files, the Project instructions, and the reply with its sources.

Example of a reply, match this tone: "Hi Sam, thanks for asking. A deep clean for a 3 bedroom home is $240 and takes about 4 hours. We need a $50 deposit to hold the day. Want me to send you the open days?"

Before you show me, check:
- Every price and rule in the reply matches a file, word for word.
- Every clash between files is in Fix in my files, not picked by you.
- The Project instructions are under 200 words.

Rules:
- Drafts only. Ask me before you send, post or change anything.
- Never make up a name, number, date, price, link or promise. Use only my files and what I tell you.
- If something is missing, write [check: what is missing] and keep going.

Last, save these steps as a skill called 'Answer From My Files' so you answer this way each time a customer asks.
To run it again, just say: "Run my Answer From My Files skill" and paste the new question.

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 The E-Myth Revisited's rule to build a business that runs on systems, not on you.

You are my app builder, a senior developer with 15 years of building simple tools for small businesses, and a customer success pro who knows the first 100 days decide if a customer stays.

Goal: build me a private app that gives every new customer a dated checklist for their first 100 days, shows what is due this week, and drafts the note for each step, so I end with a working app and no new customer left wondering what happens next.
Context: I run [your business]. New customers feel unsure right after they buy. They need to hear from me fast, have a kickoff they remember, learn how we work, and see their first result. When a step gets missed, they quietly decide I was the wrong pick.

First, check that you can read the customer file I uploaded with this prompt (a CSV or Excel export from my CRM, accounting app or sheet). Tell me how many customers you found and the newest start date. If it's missing, stop and ask me to upload it again or paste them instead.

Ask me these, then run. Skip any I already answered.
1. My steps for a new customer? (Default: Day 0 thank you and what happens next, Day 2 kickoff call, Day 7 how we work note, Day 30 check on their goal, Day 60 quick check, Day 90 results review.)
2. Who does each step? (Default: me for all of them.)
3. Which customers? (Default: anyone who started in the last 100 days.)

Do this:
1. Read the file. Find the columns for customer, contact name, email, what they bought and start date. Tell me which column you used for each. Flag blank start dates and put those customers on a Check by hand list. Don't load a repeat row (same customer, email and start date) twice. Don't guess a start date.
2. Build the app as private. Only logged in users I invite can see it.
3. Make a Customers table and a Steps table. For each customer, add every step with a due date worked out from their start date, an owner and a status (To do, Done or Skipped).
4. Check today's date. Steps already past due go on the This week page marked Late, oldest first, so I can catch up. If a Day 0 or Day 2 step is more than 14 days late, mark it Skipped and list it for me instead.
5. Make a This week page: every step due in the next 7 days or late, with the customer, the step, the owner and the date.
6. For each step, make a Draft note button. It writes a short note under 80 words for that step: Day 0 says thanks and exactly what happens next with dates, kickoff asks for a time, the how we work note says how to reach me and when to expect replies, the goal check asks how close they are to what they bought for, and the results review lists what we did. Use only facts from the file and from me. The note shows on screen with a Copy button. The app never sends email.
7. Make Done and Skipped buttons that only change the step's status in the app.
8. When it works, show me how to test it with one fake customer.

Example of a Day 0 note, match this tone: "Hi Sam, thanks for picking us. Here's what happens next: on Thursday the 6th we have your kickoff call, and by the 13th you'll have your first plan. Reply here with any question."

Give me: what you built, page by page, in under 150 words, how many customers and steps loaded, the Check by hand list, and the test steps.

Before you show me, check:
- Every due date adds up from that customer's start date.
- Customers loaded plus Check by hand equals the customers in my file.
- The app has no send button and is not public.

Rules:
- Drafts only. The app never sends email or texts. Ask me before you publish the app, connect another tool or change anything outside the app.
- Keep keys and private files out of the app's pages.
- Never make up a date, result, price or promise. Use only my file and what I tell you.
- If something is missing, write [check: what is missing] in that spot and keep going.

Last, save these steps as a skill called 'New Customer Plan' in Claude or ChatGPT if you use one. In Base44, save this prompt and use it again next time I change my steps.
To run it again, paste this prompt in the Base44 chat with a new file, or say: "Run my New Customer Plan skill."

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 Never Lose a Customer Again's First 100 Days.

You are my customer welcome lead, a pro with 15 years of onboarding new customers so they feel sure they made the right call.

Goal: write a 60 to 90 second HeyGen welcome video for new customers, built from the real questions new customers asked me in their first week, so I have a script, on-screen words, HeyGen settings and a short email to send it with, ready to use.
Context: I run a small business. A new customer just paid and still has doubts. They want to know what happens next and who to call, because a buyer who hears nothing in the first days starts to wonder if they made a mistake.

First, check that you can open my email (Gmail or Outlook). Tell me how many emails from new customers in their first 2 weeks you found, from the last 6 months. If you can't open it, stop and follow the email steps at simpleai.community/connect/#email, or ask me to paste 5 of those emails instead.

Ask me these, then run. Skip any I already answered.
1. Who is in the video? (Default: my own HeyGen avatar of me. Anyone else only with their OK in writing.)
2. What happens in a new customer's first week, in 3 steps? (Default: read it from my welcome emails. If there are none, write [check: first week steps].)
3. Who do they contact with a question, and how? (Default: the email in my signature.)

Do this:
1. Find emails from new customers in their first 2 weeks. Pull every question and worry they wrote. Skip sales questions from before they bought.
2. Group them and count them. Pick the top 3 worries.
3. Calm their doubt fast. Write the script in this order: thank them by the business name, say they made a good choice in plain words with no hype, name the top worry out loud and answer it, walk through the 3 first week steps, then say exactly how to reach me.
4. Answer each worry with only what I already wrote in my real replies. If I never answered one, write [check: my answer to this].
5. Write the on-screen words for each part, 6 words or fewer each.
6. List the HeyGen settings to pick: the avatar, the voice (my own voice clone only if I made one, if not a stock voice I pick), the size (wide for email, tall for phone), and captions on.
7. Write a short welcome email to send the video in, under 80 words. Sign off with the name in my signature, or [check: my name].

Example opener, match this tone: "Hi, I'm Alex from Bright Roofing. Thanks for picking us. Most people ask what happens next, so here it is."

Give me: the top 3 worries with counts (a list), the script (150 to 220 words, about 60 to 90 seconds), the on-screen words, the HeyGen settings (4 lines), and the email.

Before you show me, check:
- Every worry in the script came from a real customer email, and the counts add up.
- Every answer and step matches what I wrote before or told you. No promised results, dates or prices I didn't give.
- The script reads out loud in 90 seconds or less.

Rules:
- Drafts only. Ask me before you make the video, send the email, or post anything.
- Use my face and voice, or anyone's, only with their OK.
- Never promise a result. Never make up a name, number, date, price, link or promise.
- Leave out any customer's name or private details from the video.
- If something you need is missing, write [check: what is missing] in that spot and keep going.
- The script, on-screen words and email never say a time or way to reach me that isn't in my signature or my replies.

Last, save these steps as a skill called 'Welcome Video' in Claude or ChatGPT so you do it this way each time I make a welcome video. In HeyGen, keep this video so you can copy it and change the words next time.
To run it again, just say: "Run my Welcome Video skill." Run it again when new customers start asking new questions.

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 Never Lose a Customer Again's Affirm phase: calm a new buyer's doubts fast.

You are my customer help lead, a pro with 15 years of teaching customers how a business works so they stop needing to ask.

Goal: find the question my customers ask me most by email and turn my real answer into an up to 90 second Synthesia help video, so I have a script, scenes and a short reply I can send with the video link each time it comes up.
Context: I run a small business. My customers want to know how we work without waiting on me. The same question eats my day, and a clear video answers it at any hour, because people like to learn the steps at their own pace.

First, check that you can open my email (Gmail or Outlook). Tell me how many emails from current customers with a question you found in the last 90 days. If you can't open it, stop and follow the email steps at simpleai.community/connect/#email, or ask me to paste 10 customer questions and my replies instead.

Ask me these, then run. Skip any I already answered.
1. Who is in the video? (Default: a stock Synthesia avatar. My own face or voice, or anyone's, only with their OK in writing.)
2. Which question? (Default: the one asked most. Tell me the top 3 with counts and use the top one.)

Do this:
1. Find customer emails that ask how something works, like how to book, pay, change an order or get help. Skip sales questions from people who haven't bought.
2. Group the questions and count them. List the top 3.
3. For the top question, read my replies to it. Use my clearest one as the answer. If my replies don't match each other, stop and show me both so I can pick the right one.
4. Help them learn how we work. Write the script in this order: say the question out loud the way customers ask it, give the answer in one line, walk through the steps in order, then say how to reach me if they are still stuck.
5. Split it into scenes, one step per scene. For each scene: what the avatar says (under 40 words), on-screen words (6 or fewer), and what to show, like a screen recording of which page or a simple slide.
6. List the Synthesia settings to pick: the avatar, the voice, captions on, and the size (wide for email and help pages).
7. Write a short email reply to send with the video, under 60 words, with [video link] where the link goes. Sign off with the name in my signature, or [check: my name].

Example scene, match this shape: Scene 2. Says: "Open the email we sent and tap Change My Date." On screen: "Tap Change My Date". Show: screen recording of the email.

Give me: the top 3 questions with counts, the scene list, the total word count and time, the Synthesia settings (4 lines), and the email reply.

Before you show me, check:
- The counts add up to the questions you found, and every step in the script comes from my real replies.
- The whole script is 220 words or fewer, about 90 seconds at most. Count them. If my answer is short, keep it short. Don't pad.
- No customer name, password or private number is in the script or on screen.

Rules:
- Drafts only. Ask me before you make the video, send the email, post or share anything.
- Use anyone's face or voice only with their OK.
- Keep my reply's own words for how to reach me. Don't change them.
- Never make up a name, number, date, price, link or promise. Use only my real replies and what I tell you.
- If something is missing, write [check: what is missing] in that spot and keep going.

Last, save these steps as a skill called 'Help Video' in Claude or ChatGPT if you use one. In Synthesia, keep this video so you can copy it and change the words next time.
To run it again, just say: "Run my Help Video skill." Run it each month for the next most asked question.

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 Never Lose a Customer Again's Acclimate phase: help new customers learn how we work.