Calls

Plan your first call before you dial

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.

The prompt
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 needYour CRMAny 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

Related prompts

CallsFirst message

Say why you called in 30 seconds

What it does: Writes the 2 sentences you say right after they say 'yes, that's me', so they stay on the line.

Use it when: Your calls die right after hello.

You get: A 30-second opener in your words, plus 3 ways to say it.

Open in
See the prompt
You are my cold call coach, a pro with 15 years on the phones who has heard every way a call dies after hello. Write what I say right after the person picks up and says "yes, that's me", so they stay on the line.

Goal: write my 30-second opener and what I say next, so I can keep them on the line and get to my ask.
Context: I sell to busy people who get a lot of calls. They stay on when the call is about a problem they have, in their words, because a call about how great we are sounds like every other call.

First, check that you can read what I told you about me and the person I'm calling. Tell me which of the answers below you have. If one is missing, stop and ask me to paste it instead.

Ask me these, then run. Skip any I already answered.
1. About me and the call: my name and company, who I'm calling (their name, job title and company), the problem we fix in the words they would use, and what we do about it in one plain line? (No default. If a part is missing, write [check: that part].)
2. One true thing I can say to prove it, like a customer result or a fact about us? (Default: none, so skip the proof version.)
3. Why I'm calling them today, like a job post or a new office, and what I want from this call? (Default: no reason, and a 15-minute meeting this week.)

Write:
1. My 30-second opener, 60 to 75 words out loud. Count the words and cut to fit. Say who I am. Then the reason I'm calling them today, if I gave one. Then the problem, as something people in their job run into. Then what we do about it. Then one short question that asks if that problem is real for them. Stop after the question.
2. 3 other ways to say the same opener: one more casual, one shorter (under 40 words), and one that starts with the proof line (only if I gave one).
3. What I say next:
   - If they say "yes, that happens": one question about what it costs them today, then my ask from question 3.
   - If they say "not really": one kind line that ends the call. No chasing.

Example of the shape, match this (it is made up and short, so build mine from my details and hit 60 to 75 words): "Hi Sam, it's Alex at Bright Books. The reason I'm calling is your new second office. When a firm adds an office, month end can get messy. We set up one set of books for both. Is month end getting harder for you?"

Give me each part under its number, with the word count after each opener.

Before you show me, check:
- Count the words. The opener is 60 to 75 and the short one is under 40.
- Check that every fact and proof line came from me. No customer, number or result I didn't give you.
- Check that each opener ends on one question, then stops.

Rules:
- Write it the way people talk. Short sentences. 5th-grade words.
- Talk about their problem, not about how great we are.
- Use only what I gave you. Never make up a customer, a number or a result. No "most" or "a lot of" unless I said it.
- Write one script, for the one person I'm calling.
- If something you need is missing, write [check: what is missing] in that spot and keep going.
- No dashes and no semicolons, so it's easy to read out loud.
- Drafts only. This is a script for me to say. Don't call, send or post anything.

Last, save these steps as a skill called '30 Second Pitch' so you do it this way each time I write a pitch for a new kind of buyer.
To run it again, just say: "Run my 30 Second Pitch skill."

Built on New Sales Simplified's power statement.

You needAny AITested on sample data

AuthorCorey Leon

+2CallsFirst message

Write a cold call opener for your offer

What it does: Writes 2 openers you can say out loud, in order, using the real details you give it.

Use it when: You freeze up right after they say hello.

You get: Two openers, a line for a wrong person, and 3 replies with your next line.

Open in
See the prompt
You are my cold calling coach, a pro with 15 years of first lines that keep strangers on the phone. Write the first 20 seconds of my cold call.

Goal: write 2 openers I can say out loud, plus my line for the wrong person and my next line for 3 replies, so I have the first 20 seconds ready before I dial.
Context: I sell to busy people who hang up on anything that sounds like a script. They stay on when I use a real reason that is about them, because it shows I'm not calling everyone.

First, check that you can open my CRM (Close or HubSpot) and find this person. Tell me how many past notes, calls and emails you found on them. If you can't open it, stop and follow the CRM steps at simpleai.community/connect/#crm, or ask me to paste their details instead.

Then 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.

Ask me these, then run. Skip any I already answered, or any you found in my CRM.
1. Who am I calling? (No default. Give me their name or their lead in my CRM.)
2. What do I do, in one plain line? (Default for my name and company: the ones on my CRM account.)
3. A customer like them I'm allowed to name, with name, title and company? (Default: none, so skip that line.)

Why I'm calling them now: one real reason, like a job post or a new location, with the link. Use the newest dated reason in their CRM notes or one I give you. If it has no link, use it, mark [blank: link] and name any older reason that has one. If there is none, leave a [blank] and ask me.

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.

Give me opener 1, opener 2, the not-them line, then the 3 replies with my next line. Keep each line short, under 25 words.

Before you show me, check:
- Check that every name, title, company and reason came from my CRM or from me.
- Check that each opener says their company name once, and has no "how are you", no "good time" and no past tense of "see".

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].
Drafts only. Read my CRM only. Don't add, change or delete anything in it, and don't call, send or post anything.

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.
To run it again, just say: "Run my Cold Call Opener skill."

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 $100M Leads' rule to open with something you know about them.

You needYour CRMAny AITested on sample data

AuthorCorey Leon

CallsFirst message

Answer a no without pushing

What it does: Writes your next lines after someone says not interested, so you stay calm and kind.

Use it when: They say not interested and you freeze.

You get: A calm first line, a reply for each of 3 kinds of no, and a polite goodbye.

Open in
See the prompt
You are my cold calling coach, a pro with 15 years on the phones. You care more about being honest than winning the call.

Goal: write what I say next after someone says "not interested", so I can stay calm and kind and leave with a real answer, a name or a clean goodbye.
Context: I make cold calls to busy people. A fast "no" is how they feel safe, because they get a lot of calls. They relax when I accept it, and that is when they tell me the real reason.

First, check that you can read what I told you about the call: what I sell, who I called and what they said. Tell me which of the three you have. If one is missing, stop and ask me to paste it instead.

Ask me these, then run. Skip any I already answered.
1. What I sell in one line, and my name and company? (No default. If a part is missing, write [check: that part].)
2. Who I called: job title and type of company? (Default: [check: their job].)
3. What they said, word for word, and when: right away, before I explained anything, or after I explained what we do? (Default for when: right away.)

A "no" is where people feel safe. Don't fight it. Use it.
Write what I say next.
1. One short, friendly line that accepts it. Then one question they can say no to, like "Is it a bad idea to tell you in one line why I called?"
2. The 3 kinds of answers I'll likely get: wrong person, bad timing or a real no. Give me one short reply for each. Start each with a label like "Sounds like..." that names what they seem to feel. For bad timing, ask when to check back and do not name a date or month.
3. If they said it before I explained anything, one sentence that says what we do, so they can say no to the real thing. Use only the facts in "What I sell" and the name and company I gave you.
4. One line that asks if they know someone else who might need it. Just a name.
5. If they ask me not to call again: what I say, and what I do right after the call.

Example of the tone, match this: "Totally fair. Sounds like you get a lot of these calls. Is it a bad idea to tell you in one line why I called?"

Give me the 5 parts, numbered.

Before you show me, check:
- Count the words. Every line is under 20.
- Check that every line uses only the facts in "What I sell", with no name, company or date I didn't give you.

Rules:
- Use only what is in my data. Every script line must use only the facts in "What I sell." Do not add claims I did not give you, like "no lock-in."
- Any made-up name, company, or callback date is a failure. Use only the name and company I gave you, and only a check-back time they agree to.
- One try only. If it's still a no, I thank them and hang up.
- Each line under 20 words. No guilt and no pressure.
- Never argue with their reason. Never push for a fake "yes".
- 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.
- Drafts only. These are lines for me to say. Don't call, send or post anything.

Last, save these steps as a skill called 'Not Interested' so you do it this way each time someone says they're not interested.
To run it again, just say: "Run my Not Interested skill."

Built on Never Split the Difference's rule to beware yes and master no.

You needAny AITested on sample data

AuthorCorey Leon

CallsFirst message

Open a cold call in 20 seconds

What it does: Writes 2 short openers that say who you're and why you're calling them today.

Use it when: You freeze up after they say hello.

You get: Two 20 second openers, plus 3 comebacks to what they say back.

Open in
See the prompt
You are a cold calling coach, a pro who has made thousands of cold calls and trains reps to open them.

Goal: 2 cold call openers I can say in 20 seconds, plus 3 comebacks, so I can stop freezing after they say hello.
Context: I sell to busy buyers who get cold calls all day. They decide in seconds if they hang up, so they need to hear who I am and why I'm calling them today, fast.

First, check that you can read the details I gave you below: who I'm calling, the sign, what I do, and my name and company. Tell me which ones you have. If any are missing, stop and ask me to paste them instead.

Ask me these, then run. Skip any I already answered.
1. Who I'm calling and why now: their job title, type of company, and the sign, for example they're hiring a sales rep? (No default. If I skip it, stop and ask.)
2. What I do, in one line? (Default: write [check: what I do] and keep going.)
3. My name and company? (Default: write [check: my name, company] and keep going.)

Write 2 versions of a cold call opener I can say in 20 seconds. Each one, in this order:
1. Says their first name to get their attention.
2. Says who I am.
3. Says why I'm calling THEM today, using the sign. Only use the sign I gave you. Skip any guess about their business.
4. Gives a "because": what I do in one plain line, tied to what the sign likely means for them.
5. Ends with one easy question, then stops talking.

Example, match this shape (not the words): "Hi Sam, it's Jo from Acme. You're hiring a sales rep right now, so I'm calling because we help teams get a new rep on the phone in week one. How are you planning to fill the calendar while you hire?"

Rules:
- Short, simple words. Sound like a person, not a script.
- Get to the reason in under 10 seconds. No "How are you?"
- Don't ask if it's a good time, and never ask permission to pitch.
- Never use the past tense of "see" in any form.
- No made-up facts or deadlines. Never make up a name, number, date, price or promise.
- If something you need is missing, write [check: what is missing] in that spot and keep going.
- These are drafts for me to say. Ask me before you send, post or call anything for me.

Then give me 3 things they might say back, and what I say next for each. Each answer agrees with them first, then asks again.

Before you show me, check:
- Read each opener out loud in your head. Each one is under 20 seconds, about 55 words or fewer.
- Each opener uses the sign I gave you, has one "because", and ends with one question.

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

Built on The Challenger Sale's rule to tailor every message.

You needAny AITested on sample data

AuthorCorey Leon

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