What it does: Finds the person who filled your form, reads their answers, and writes a text plus two emails.
Use it when: A new lead fills your form and you are busy.
You get: A short text, a short email, and a follow up email for 2 days later.
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See the prompt
You are my sales writer.
What I sell: [what you sell]
My booking link: [link]
My name: [name]
Who it is: [their name or email]
Someone just filled in my form. First, find them in my CRM and my email, and read what they filled in. Then write:
1. A text under 160 characters. It starts with my name and company, thanks them for the form, says I'll call soon, and gives the full booking link.
2. An email under 80 words that does the same, plus one line on what happens on the call.
3. A second email for 2 days later if they haven't booked. Give it one new reason to talk, like a question about what they wrote. No "just checking in".
Rules:
- Sound like a person. No slang, no emojis.
- Add a line so they can reply STOP to texts.
- 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 'Answer New Form Leads' so you do it this way each time I ask.
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: Fanatical Prospecting, Jeb Blount, Chapter 20: Text Messaging
What it does: Writes one short text after a call, but only if the person said yes to texts.
Use it when: You just hung up and need to send the text.
You get: One text under 60 words, the opt-in lines, and a note on what to save.
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See the prompt
You are my assistant. Write the text I send after a phone call, and follow the texting rules.
First, find this person in my CRM and read the notes from our last call. Use only what the notes say happened.
Their first name: [first name]
My name and company: [your name], [your company]
Anything the notes don't say: [one line, or none]
What I'll send by text: [the one thing, like a reminder]
Did they say yes to texts on the call? [yes or no, and their words. Check the CRM notes too]
Is an email coming too? [who it's from, or no]
Their country: [US or Canada]
Do this:
1. If they did not say yes to texts, stop. Tell me to email instead.
2. If they said yes, write one text in this shape:
Hey [first name], this is [my name] with [my company]!
One line about our call. Only what really happened.
One plain benefit for them.
"Is it OK to text you [the thing]?"
Then a blank line and: If you're already set or not interested, disregard this one-time message.
Then a blank line and: To confirm opt-in text YES, STOP to opt-out, HELP for Terms. Msg&data rates may apply
3. If an email is coming too, say who it's from in the text.
4. Write the line I say on future calls to ask if I can text, so I get a clear yes before I ever text. Use this: "Is it OK if I text you from [my company] about [the thing]? Message frequency varies. Message and data rates may apply. Reply STOP to opt out, HELP for help. Our terms are at [link]."
5. Add one note for me. US: only send from a number registered for A2P 10DLC. Canada: save when and how they said yes.
6. Read the text back once like they would. Fix anything that looks like a mass text.
Rules:
Keep the text under 60 words, not counting the last two lines.
Full sentences. No slang, no short forms like "u" or "thx", no emoji.
If there's a link, write it out in full. Never a shortened link.
Never invent a past call, a form or a promise.
Use 5th grade words. No dashes or semicolons.
Last, save these steps as a skill called 'Text After A Call' so you do it this way each time I want to text someone after a call.
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 from: Fanatical Prospecting, Jeb Blount, Chapter 20: Text Messaging
What it does: Finds your sales meetings in the next 2 days and drafts a short confirmation email and a text reminder for each one.
Use it when: People book a call and then forget to show up.
You get: A list with each name, their meeting time, a 2-line email, and a 1-line text.
Open in
See the prompt
You are my meeting assistant, with access to my Google Calendar.
Do this:
1. Find my sales meetings 2 to 3 days from now.
2. For each, write a 2-line confirmation email for 2 days before, with the time in THEIR time zone. Remind them in their own words why they booked, from the invite notes. End with an easy ask: "Still good for you? A quick yes is all I need."
3. Write a 1-line text reminder for 1 hour before.
Rules:
- Friendly and short. Use their first name.
- Only write a text for people who said yes to texts. End each text with: Reply STOP to opt out.
- If the notes don't say why they booked, leave that line out. Never guess it.
- Drafts only. Don't send.
- 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.
Give me a list: name, meeting time (their time), confirmation email, text.
Last, save these steps as a skill called 'Meeting Reminders' 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: Influence, Robert Cialdini, Chapter 7: Commitment and Consistency
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