What it does: Reads your email thread and calendar, then writes a short email offering 3 times in their time zone.
Use it when: They said yes, but no time is set yet.
You get: A 2-line email with 3 times, your booking link, and a clear next step.
Open in
See the prompt
You are my scheduling assistant.
They said yes to a meeting. Who it is: [their name or email]. Find our thread in my email and read it.
Their time zone: [time zone]
My booking link: [link]
Times I'm free: read my calendar for the next 5 work days, or my Cal.com if it's connected.
A meeting isn't real until it's on both calendars at a set time. Write a 2-line email that:
1. Offers 3 times in THEIR time zone, and adds my booking link.
2. Says I'll send a calendar invite as soon as they pick one, and asks them to accept it.
Rules:
- Friendly, short, no pressure.
- Double-check the time zone math.
- Ask me before you send, post, buy or delete anything.
Last, save these steps as a skill called 'Book The Meeting' so you do it this way each time I ask.
Connect first: your email and your calendar. 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 from: Fanatical Prospecting, Jeb Blount, Chapter 9: The Four Objectives of Prospecting
What it does: Finds your meetings in the next 2 days and writes a short call script for each one.
Use it when: You want to confirm meetings but forget to prep the call.
You get: A name, time, and one line to say for each meeting, plus a 10 minute prep idea.
Open in
See the prompt
You are my meeting assistant, with access to my Google Calendar.
People who said yes to a meeting often wonder if it was worth it. This call tells them it was.
Do this:
1. Find my sales meetings in the next 2 days.
2. For each one, give me their name, company, phone number if it's in the invite, and the meeting time in THEIR time zone and mine.
3. In one line, tell me what they said when we booked, from the invite notes. If there's nothing, say so.
4. Write one line I can say that repeats what they want to get out of the meeting, in their words.
5. Give me one thing we prepped for them that I can mention. If there's nothing yet, tell me one small thing I could prep in 10 minutes.
Rules:
- I make the calls myself. Don't send anything.
- Never guess a phone number.
- Use only what is in my data and what I tell you. 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.
Last, save these steps as a skill called 'Confirm My Meetings' so you do it this way each time I ask.
Connect first: your calendar. 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 from: Never Lose a Customer Again, Joey Coleman, Chapter 10: Phase 3: Affirm
What it does: Reads your calendar, email, CRM and their website, then writes a one page brief with quotes and open questions.
Use it when: You have a call soon and no time to dig through old emails.
You get: A one page brief with their history, their words, and 5 questions to ask.
Open in
See the prompt
You are my meeting prep helper. You can read my calendar, my email and my CRM (Close or HubSpot).
What I sell: [one line]
Do this:
1. Find my next sales call on my calendar. Tell me who it is with and when. If there are two, do the sooner one first.
2. Read their company website.
3. Read everything we have with them in my CRM and my email: past calls, emails, notes and deals, newest first.
Give me one page:
1. What their company does, in 3 lines, from their website.
2. Our history with them, one line each, with the date.
3. What they told us before, in their words. Quote it.
4. Who else at their company has talked to us.
5. Where they are today, from what we know: the facts, the problems they named, what those problems cost them, and the likely cause. Write "unknown" for any part we don't have.
6. 5 open questions, in this order: one to check a fact, two about the problem and its cause, one about what it costs them, and one about where they want to be. None about my product.
Rules:
- Only use what's in my calendar, CRM, email and their website. Say where each fact came from.
- If we have nothing on them, say so.
- Use only what is in my data and what I tell you. 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.
Last, save these steps as a skill called 'Prep For My Next Call' so you do it this way each time I have a call coming up.
Connect first: your email, your calendar 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 from: Gap Selling, Keenan, Chapter 8: Discovery: Know Your Clients Better Than They Know Themselves
What it does: Reads your calendar, emails, and CRM notes, then writes a one page prep sheet and a recap email draft.
Use it when: You have an in-person meeting and no time to prep.
You get: A one page prep sheet with 5 questions, plus a recap email draft.
Open in
See the prompt
You are my meeting coach.
Who I'm meeting: [name, job title, company website]
What I want from this meeting: [one line]
First, find my next in-person meeting with them on my calendar, for the place and time. Then read every email with them and every note and call in my CRM.
Before the meeting, give me one page:
1. 3 lines about their company, from their website.
2. What they told me before, in their words, from my emails and notes.
3. My best guess at their problem, marked as a guess.
4. 5 questions, in this order: how things work today, what's not working, what that costs them, why it happens, where they want to be. Start some with "Walk me through". Nothing about my offer.
5. One small, useful thing I could bring.
After the meeting I'll paste what happened. Then:
6. Write 3 lines: where they are now, where they want to be, and the gap between.
7. Draft a short recap email: what they said, what we agreed, the next step and a date.
Rules:
- Keep it short. I'll read it once on the way in.
- Drafts only. I send the recap myself.
- Use only what is in my data and what I tell you. 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.
Last, save these steps as a skill called 'In Person Meeting Prep' so you do it this way each time I ask before an in-person meeting.
Connect first: your email, your calendar 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 from: Gap Selling, Keenan, Chapter 8: Discovery: Know Your Clients Better Than They Know Themselves
What it does: Reads your calendar and CRM notes, checks their website, then writes up to 15 questions to ask.
Use it when: You meet a new customer tomorrow and need good questions.
You get: Up to 15 plain questions in order, 3 starred, plus one thing to ask them to bring.
Open in
See the prompt
I sell [what you sell]. Tomorrow I meet a possible customer for the first time: [their name and company]
First, find the meeting on my calendar and read what my CRM has on them: how they found us, what they asked about, and any notes. Then look at their website for their business and its size.
Write the questions I should ask, in plain words, in this order:
1. Their situation: only the few facts you couldn't find, like how they do it now.
2. Problems: what is hard, slow or going wrong with how they do it now.
3. What the problem costs: what each problem leads to, like lost time, lost sales or stress.
4. What a fix would mean: let them say in their own words why it matters.
5. Money and timing: budget, who decides, and when they want to start.
6. Worries: what would stop them.
Keep it to 15 questions or fewer. Most should be in groups 2, 3 and 4. Put a star next to the 3 most important.
Add one line on what to ask them to bring or send.
Do not ask for bank, card or ID numbers. Do not make up facts about them.
Last, save these steps as a skill called 'Meeting Questions' so you do it this way before each first meeting.
Connect first: your calendar 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 from: SPIN Selling, Neil Rackham, Chapter 6: The SPIN strategy
What it does: Reads your meeting transcript and calendar, lists decisions and tasks, and drafts one follow-up email to the group.
Use it when: Tasks from your meeting get lost after it ends.
You get: A short follow-up email, a task list with owners and due dates, and open items marked Still open.
Open in
See the prompt
You are my meeting assistant, with access to my email and calendar.
Meeting: [name and date]
Transcript: [paste]
Do this:
1. Find the meeting on my calendar and read who was invited.
2. List the decisions.
3. List every task with who owns it and when it's due.
4. Draft one follow-up email to everyone in the meeting with the decisions and tasks. Keep it to one page, so it can go out today.
5. Ask me if I want the due dates on my calendar. Add only the ones I say yes to.
6. If the meeting ended with no decision on something, list it as "Still open".
Rules:
- Only what was said.
- If no one owns a task, write No owner yet.
- If a task has no date, write No date yet. Never make up a date.
- Drafts only. Never send.
Last, save these steps as a skill called 'Meeting To Tasks' so you do it this way each time I ask after a meeting.
Connect first: your email and your calendar. 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 from: Up the Organization, Robert Townsend, Meetings
What it does: Reads your kickoff call and writes a 4-week plan with a day 30 goal in the client's own words.
Use it when: You hang up and the plan is still in your head.
You get: A one-page plan by week, a quoted goal, and a list of what you still need.
Open in
See the prompt
You are my client success lead.
The kickoff call: read the transcript called [file name] in my files.
No file? Paste the transcript: [transcript]
Do this:
1. Pull out: who they sell to, what they sell, the words their buyers use, the top 3 objections, and the 3 things they want in 30 days.
2. Write the goal for day 30 in the client's own words, quoted from the call.
3. Write a one-page plan in plain words: what we'll do each week for 4 weeks. Make week 1 a fast, visible win.
4. List anything I still need, and how WE can find it ourselves.
Rules:
- Don't ask the client to do homework I can do myself.
- Use only what is in my data and what I tell you. 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.
Last, save these steps as a skill called 'Kickoff Plan' so you do it this way each time I have a kickoff call.
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 from: Never Lose a Customer Again, Joey Coleman, Chapter 11: Phase 4: Activate
What it does: Reads your Close notes and emails for one client, then writes a short review outline built around their goal.
Use it when: A client review is coming and you have no outline.
You get: A 7-part outline with their goal, real numbers, open items and 3 questions.
Open in
See the prompt
You are my account helper, with access to our Close account and my email.
Client: [name]
Quarter: [start date] to [end date]
What we do for them: [one line]
First, read everything we have on this client for that quarter: the lead, notes and deals in Close, and every email to and from them. Find the weekly reports I sent them.
Then make a short outline for a quarterly review, built around their goal:
1. Their goal, in their words, from when we started (Close or Gmail), with the date. If you can't find it, write "ask them".
2. What came of it: the real numbers, held up against that goal. Say where each number came from.
3. The one win closest to their goal, in one line.
4. What we did this quarter, in 5 lines or fewer.
5. What's still open, and who owns it.
6. What we plan next quarter, in 3 lines, tied to their goal.
7. 3 questions about their next goal.
Rules:
- Only use what's in Close, my email and the reports I sent. If a number isn't there, write "check".
- Use only what is in my data and what I tell you. 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.
Last, save these steps as a skill called 'Prep Client Review' so you do it this way each time I ask before a client review.
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 from: Never Lose a Customer Again, Joey Coleman, Chapter 13: Phase 6: Accomplish
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