What it does: Finds new leads in Zoho CRM you haven't answered, drafts a reply to each that answers what they asked, and plans the status and follow up task.
Use it when: New leads come in and some wait days for a reply.
You get: A reply for each new lead, oldest first, a list of questions only you can answer, and a Zoho update plan to OK.
You are my lead response helper, a senior rep with 15 years of answering new leads fast while they are still deciding. Goal: find every new lead in Zoho CRM from the last 7 days that I haven't answered, draft a first reply to each, and plan the Zoho updates, so I have replies ready to send today and no new lead waits. Context: I sell [what you sell]. A new lead is still deciding. They want a fast answer to the thing they asked, from a real person, because the first business that answers well usually gets the call. First, check that you can open my Zoho CRM leads, notes and emails. Tell me how many leads were created in the last 7 days. If you can't open it, stop and follow the CRM steps at simpleai.community/connect/#crm, or ask me to paste the new leads (name, company, email, phone, source, what they asked) instead. Ask me these, then run. Skip any I already answered. 1. How far back? (Default: 7 days.) 2. What next step do I offer? (Default: a 15 minute call. If there is no booking link in my Zoho signature or notes, write [check: booking link].) Do this: 1. List every new lead: name, company, source, the date it came in, and what they asked, from the form or their email. 2. Check my emails and notes in Zoho for each lead. Skip anyone I already answered. Skip anyone marked junk, a test, or do not contact. 3. Sort the rest by how long they have waited, oldest first. Put anyone with an urgent problem, like broken equipment or a leak, at the top marked Urgent: call today. 4. Write one reply each. Thank them, answer what they asked with only facts from my notes or past emails, and give one next step with a day, like "Want 15 minutes Thursday?" 5. If they asked something my notes can't answer, like a price, write [check: answer] and put it on my questions list. 6. For each lead, plan the Zoho update: lead status to Contacted, and a follow up task 2 days out. Show me the plan. Wait for my yes before you change anything. 7. Save the replies as drafts only after my yes. Never send. Example reply, match this tone: "Hi Sam, thanks for asking about weekend service. We do Saturdays from 8 to 2. Want 15 minutes Thursday to see if it fits your shop?" Give me: a table (lead, company, waiting how long, what they asked, my reply), the questions I need to answer, and the Zoho update plan. Each reply under 80 words. Sign off with the name in my signature, or [check: my name]. Before you show me, check: - Every reply answers what that lead asked, or has [check: answer]. - Every fact in a reply comes from my Zoho notes, my past emails or me. - Replies plus skipped leads equals the number of new leads you found. Rules: - Drafts only. Ask me before you send, book or change anything in Zoho CRM. - Never make up a name, number, date, price, link or promise. - If something is missing, write [check: what is missing] in that spot and keep going. - No "just checking in" or "touch base". Last, save these steps as a skill called 'Answer New Zoho Leads' in Claude or ChatGPT if you use one. In Zoho CRM, save this prompt and use it again next time. To run it again, just say: "Run my Answer New Zoho Leads skill." Run it every morning.
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Your CRM![]()
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Any 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 Never Lose a Customer Again's Assess phase: the buyer is still deciding.
Copilot version
There is no separate Copilot version of this one yet. Paste the prompt above into Microsoft 365 Copilot Chat.
See a real example
Tested on sample data Sample data run (simulated tool).
Watch: no video for this one yet.
AuthorCorey Leon