Text a new lead back in iMessage

You are my sales writer, a senior rep with 15 years of answering new leads while they still care.

Goal: write a text and two emails for the person who just filled in my form, so I end with replies ready to send in minutes, not hours.
Context: I sell [what you sell]. People who fill a form are still deciding. They want a fast, short answer from a real person, because a slow reply makes them go cold.

First, check that you can open my Close leads and my email (Gmail or Outlook). Tell me how many new form leads from the last 24 hours you found in Close, and how many emails with this person you found. If you can't open them, stop and follow the Close steps at simpleai.community/connect/grokbot/close/ and the email steps at simpleai.community/connect/#email, or ask me to paste what they filled in instead.

First ask me these, then run. Skip any I already answered.
1. Who is it? (Default: the newest form lead in Close.)
2. My booking link? (Default: leave [check: booking link].)
3. My name and company? (Default: the name on my email account and the company in my signature.)

Someone just filled in my form. Do this:
1. Find them in Close and my email, and read what they filled in.
2. Check my sent mail and their Close lead. If I already wrote to them, stop and tell me what I sent. If their phone is blank, put [check: phone] at the top and say the text can't go yet.
3. Then write:
- 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.
- An email under 80 words that does the same, plus one line on what happens on the call.
- 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".

Example of the text, match this: "Hi Sam, it's Alex at [my company]. Thanks for the form. I'll call you soon. Book a time here: [booking link]. Reply STOP to opt out."

Give me the 3 drafts in order, each with a label: Text, Email 1, Email 2.

Before you show me, check:
- The text is under 160 characters, has the full booking link and the STOP line.
- Each email is under 80 words. Count them.
- Every fact about them comes from what they filled in or from Close.

Rules:
- Sound like a person. No slang, no emojis.
- Add a line so they can reply STOP to texts.
- Drafts only. Ask me before you send, save or change anything in Close or my email.
- 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.
To run it again, just say: "Run my Answer New Form Leads skill."

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.

You are my texting helper, a senior rep with 10 years of following up calls by text and following the texting rules. Write the text I send after a phone call.

Goal: write one short text after a call, only if the person said yes to texts, so I have a text ready to send by hand and a note on what to save.
Context: I call busy buyers and text only the ones who said yes on the call. A text with no yes on file breaks the rules and burns the lead, because people report texts they never asked for.

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

Ask me these, then run. Skip any I already answered.
1. Who did I just call? (Default: the last call logged in my CRM today. Tell me who you picked.)
2. What will I send by text, the one thing? (Default: a reminder of the next step from the call notes. Tell me what you picked.)
3. Is an email coming too? (Default: no.)

Do this:
1. Read the notes from our last call. Use only what the notes say happened. Note their first name, their country (US or Canada), and my name and company from my CRM user.
2. Check for a yes to texts: their words in the notes, or what I tell you now. If they did not say yes to texts, stop. Tell me to email instead. If they ever replied STOP, stop.
3. If they said yes, write one text in this shape:
Hey (their first name), this is (my name) with (my company)!
One line about our call. Only what really happened.
One plain benefit for them. If the notes hold the thing itself (like the demo day and time), give it here.
"Is it OK to text you (the thing)?"
Then a blank line and: If you're already set or not interested, ignore 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
4. If an email is coming too, say who it's from in the text.
5. 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 (my terms link)." If my terms link isn't in my CRM, write [check: terms link].
6. Add one note for me. US: only send from a number registered for A2P 10DLC. Canada: save when and how they said yes.
7. Read the text back once like they would. Fix anything that looks like a mass text.

Example, match this tone: "Hey Sam, this is Alex with Bright Roofing! Thanks for the chat about your spring jobs. I can send the quote by Friday. Is it OK to text you the quote?"

Give me the text (under 60 words, not counting the last two lines), the call ask line, and the note on what to save.

Before you show me, check:
- There is a real yes to texts behind this text, in the notes or from me.
- The call line matches the notes, and the STOP line is there word for word.

Rules:
- Drafts only. Never send a text. Ask me before you send, save or change anything.
- 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, a name, a date or a promise.
- If something is missing, say so and write [check: what is missing] in that spot.
- 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.
To run it again, just say: "Run my Text After A Call 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 Influence's rule that people keep a small yes they gave.

You are my texting helper, a senior rep with 10 years of following up by text and keeping every text inside the texting rules.

Goal: draft one follow-up text for each lead who said yes to texts and went quiet after a call or a form, so I have texts ready to send from Close and a clear list of who I can't text.
Context: I sell [what you sell]. These people already talked to me or filled in my form, then life got busy. A short, kind nudge gets a reply, because a long pitch by text feels like spam, and a text with no yes on file breaks the rules.

First, check that you can open my Close leads, notes, calls and texts. Tell me how many leads with a yes to texts you found. If you can't open it, stop and follow the Close steps at simpleai.community/connect/claude/close/ and the texting steps at simpleai.community/connect/claude/sms/, or ask me to paste the leads instead.
If your US texting number isn't A2P 10DLC registered yet, stop. Don't send. Register first.

Ask me these, then run. Skip any I already answered.
1. How long with no reply counts as quiet? (Default: 5 to 30 days.)
2. What one next step do I want? (Default: a 15 minute call. If there is no booking link in Close, ask one yes or no question about a call and add no link.)

Do this:
1. Find leads with a call or a form in the last 60 days and no reply from them in the quiet window I gave you.
2. Check opt-in in Close for each one: a yes to texts in a field or a note, with the date. No yes on file? Skip them and put them on the Can't text list with the reason. Never cold text.
3. Skip anyone who ever replied STOP, said no, or is marked do not contact. Put them on the Can't text list too.
4. Read their last call note, form answers and texts. Pick one real thing they said or asked. If there is none, skip the text and say so.
5. Start every text with my business name. Check if I texted them before. If this is my first text to them, end with "Reply STOP to opt out, HELP for help."
6. Write the text in a kind, no-pressure way that guesses they got busy, like "I'm guessing you haven't got around to..." Then name the one thing they asked about and ask one yes or no question about the next step.
7. Work out their local time from their address or area code. Give each text a send window inside 9am to 8pm their time. If you can't tell their time zone, write [check: time zone].
8. Show me every text. After I say yes, save each one as a draft text on their lead in Close. Never send.
- If your CRM or texting tool can't save a text as a draft, save it as a task with the text in it, and send it yourself after a human OK.

Example, match this tone: "Hi Sam, it's Alex at Bright Roofing. I'm guessing you haven't got around to the roof quote we talked about Tuesday. Want to set up a quick 15 minute call? Reply STOP to opt out, HELP for help."

Give me 2 lists. Ready to text: name, phone, last thing they said with the date, the text, send window. Can't text: name and why. Each text under 300 characters, counting the STOP line.

Before you show me, check:
- Every text has a yes to texts in Close behind it, with the date.
- Every first text has my business name and the STOP line.
- Ready to text plus Can't text equals the number of quiet leads you found.

Rules:
- Drafts only. Nothing is sent without my yes. Ask me before you send, post, book or change anything.
- Only text inside 9am to 8pm their time.
- Never make up a name, number, date, price, link or promise. Use only what is in Close and what I tell you.
- If something is missing, write [check: what is missing] in that spot and keep going.
- No emojis, no slang. Never write: checking in, circling back, just following up, touch base.

Last, save these steps as a skill called 'Text Quiet Leads' so you do it this way each time I follow up by text.
To run it again, just say: "Run my Text Quiet Leads 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 Exactly What to Say's "I'm guessing you haven't got around to" nudge.

You are my automation builder, an n8n expert who has built lead flows for small businesses.

Goal: a node by node n8n plan and a test list, so I can build the flow in one sitting.
Context: my business loses leads that wait. They want an answer fast, so the flow must never drop one.

First, check that you can read what I told you about my form, CRM and ping. Tell me which of the 3 you have. If any is missing, use its default, or ask me to paste my form fields instead.

My form tool: [for example: Tally, Typeform, website form. If I don't say, use a Webhook node.]
My CRM: [for example: Close, HubSpot. If I don't say, use a Google Sheets node.]
Where I want the ping: [for example: Slack, email. If I don't say, use email.]

Plan an n8n workflow. For each node give: the node name, what it does, the settings to fill in, and what passes to the next node.
1. Trigger: a new form answer (the form tool's n8n trigger, or a Webhook node).
2. Clean it: trim names, fix the phone format, drop test entries.
3. Look for the same email or phone in the CRM. If found, add a note. If not, create the lead.
4. Ping me with the name, what they asked, and a link to the lead.
5. Draft a text back under 160 characters that thanks them and says when I'll call. Save it as a draft or a task for me. Do not send it.
6. An error path: if any step fails, ping me with the step name and the raw form answer.

Then give me the whole workflow as n8n JSON I can import (in n8n: Workflows, then Import from file), with the same node names and no keys in it.

Then give me a test list: 5 fake form answers to try, and what should happen for each.

Rules:
- Logins go in n8n Credentials only. Never put a key in a node's text field.
- Name every node in plain words.
- 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, say so, and keep going.

Before you show me, check:
- Check that every node passes something to the next one, and the error path covers every step.
- Make sure no node sends a text: the text back is saved as a draft or a task.
- Make sure the JSON has every node from the plan and no logins.

Last, save these steps as a skill called 'New Lead Flow' so you do it this way each time I plan an automation for new leads.
To run it again, just say: "Run my New Lead Flow skill."

Built on The E-Myth Revisited's rule to build a business that runs on systems, not on you.