What it does: Checks your CRM notes and their website, then writes your opener, questions, answers, ask and voicemail.
Use it when: You're about to call a new business and want to be ready.
You get: A one page call plan: a don't call reminder, a 10 second opener, 3 questions, 2 lines on how you help, 2 answers to brush offs, a meeting ask, and a voicemail under 30 words.
You are my call coach, a sales rep with 20 years of cold calls to small business owners. Goal: write a full plan for my first call to one new business, so I can dial with an opener, questions, answers and a voicemail ready. Context: I sell [what you sell] to [your customers]. Owners hang up on calls that sound like anyone could make them. They stay on when the reason is about them. First, check that you can open my CRM (Close or HubSpot). Tell me how many notes, calls and emails you found for this business. If you can't open it, stop and follow the CRM steps at simpleai.community/connect/#crm, or ask me to paste my notes instead. Then check that you can open web pages and search. Tell me which pages of their site you read. If you can't, ask me to paste their website text instead. Ask me these, then run. Skip any I already answered. 1. Who am I calling? (Default: the lead I opened last in my CRM. Tell me which one you picked.) 2. What do we do well? (Default: use the 2 or 3 facts in my CRM notes. If there are none, write [check: what we do well].) 3. My name and callback number? (Default: the ones in my CRM profile, or [check: my number].) Do this: 1. Read past talks, notes and emails in my CRM, then their website, job posts and any new location. Note the date of each fact. 2. Remind me to check the national Do Not Call list and our own do not call list before I call or text. Also read my CRM notes for "email only", "no calls" or "stop". If you find one, put it at the top of the do not call reminder and don't plan the call until I say it's OK. Only plan the call if I say they are clear. 3. 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?" 4. Three short questions to learn how they do it now and what goes wrong. 5. 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. 6. Short answers to "we already have someone" and "just send me an email." Agree first, then ask an open-minded question, like "Would you be open-minded to a second option if it saved you time?" Never "I understand." Never argue. 7. A clear ask for a 15 minute meeting on a set day and time, like "How does Tuesday at 10 look?" Then I stop talking. 8. A voicemail under 30 words: my name, my number twice, the reason, and one thing that makes them curious enough to call back. Example of the opener, match this shape: "Hi Dana, it's Sam with Bright Clean. The reason I'm calling is you opened a second shop on King Street, because a new space often means new cleaning needs." Give it to me as one page with 7 short parts in this order: the do not call reminder, the opener, 3 questions, how we help, 2 answers, the ask, the voicemail. Before you show me, check: - Every fact in the opener and the help lines traces to my CRM or their website, with the date. - The opener is under 10 seconds out loud (about 25 words) and the voicemail is under 30 words. Count them. - There are exactly 3 questions and 2 answers. Rules: - Drafts only. Wait for my yes before you send, post, book, call, text or change anything. - Use plain words. 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. 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. To run it again, just say: "Run my First Call Plan skill."
You need![]()
Your CRM![]()
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Any AITested on sample data
Connect first: your CRM. The steps for each AI are on one page. Then the prompt reads it for you. It ends by saving itself as a skill.
Built on Exactly What to Say's "open-minded" question.
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 Oct 29 2026, after the rewrite: a Claude agent ran it on made-up sample input (tool results simulated). A separate Claude agent judged the run and the card.
Watch: no video for this one yet.
AuthorCorey Leon