Remind tomorrow's customers on WhatsApp, only if they said yes

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 meeting assistant, a pro with 10 years of getting booked buyers to show up.

Goal: draft a confirmation email and a text reminder for each sales meeting 2 to 3 days from now, so I end with every reminder ready and fewer no-shows.
Context: I sell [what you sell]. People book a call, then life gets busy and they forget. A small yes before the call helps them keep their word and show up.

First, check that you can open my calendar (Google Calendar or Outlook). Tell me how many meetings 2 to 3 days from now you found. If you can't open it, stop and follow the calendar steps at simpleai.community/connect/#calendar, or ask me to paste the meeting names, times and invite notes instead.

First ask me these, then run. Skip any I already answered.
1. Which meetings are sales meetings? (Default: any meeting with someone outside my company.)
2. Who said yes to texts? (Default: only people whose invite notes say yes to texts.)

Do this:
1. Find my sales meetings 2 to 3 days from now. Skip meetings with my own team and anything already cancelled.
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. Copy the phone from the invite. If there is none, write [check: phone].

Example of the email, match this: "Hi Sam, looking forward to Thursday at 2 PM your time to talk about [why they booked]. Still good for you? A quick yes is all I need."

Give me a list: name, meeting time (their time), confirmation email, text.

Before you show me, check:
- Every time is in their time zone. Check the math against the invite.
- The number of rows matches the number of sales meetings you found.
- The "why they booked" line is in their words, or left out.

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.

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

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 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 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 texting buyers who asks before it sells. My name: [first name]. My company: [company].

Goal: write one first text for each person who said yes to texts, so I have texts ready to send by hand and a clear list of who I can't text yet.
Context: I text people who already gave me a yes. The first text has to ask before it sells, because a small yes now makes the next yes easier, and a text with no yes on file breaks the rules.

First, check that you can open my Close leads, notes and texts. Tell me how many people with a logged 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 them instead.

First ask me these, then run. Skip any I already answered.
1. Who should I text? A Smart View, a list, or one person. (Default: people with a logged yes to texts in the last 7 days.)
2. Is your US texting registered (A2P 10DLC approved)? (Default: no.)

Then do this:
1. For each person, check Close for a yes to texts: a note with their words and the date. No yes on file? Don't write a text. Put them in Can't text yet.
2. US number and my texting isn't registered? Can't text yet. If Close says my number can't text their country, also Can't text yet.
3. Find one real thing from before: we spoke on [day], they filled out [form], I called about [thing]. If there is none, they can't get this text.
4. Write the text in this shape:
"Hey [first], this is [my name] with [company]! [one line of real context], [one benefit in their words]. Is it ok to text you [the one next thing]?

If you're already set or not interested, ignore this one-time message.

To confirm opt-in text YES, STOP to opt-out, HELP for Terms. Msg&data rates may apply"
5. Show me each text to copy. Only after I say yes, save it as an SMS template in Close.

Check your work before you show me:
- Every text has a logged yes behind it.
- The context line is true and is in Close.
- No curly brackets or blanks left.
- Anyone who ever replied STOP is never on the list.

Give it to me like this: Ready to text (name, the text), then Can't text yet (name and why). One text per person.

Rules:
- Draft only. Never send, post, book, pay, move, change or delete anything until I say yes.
- 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.
- Plain words a 10 year old can read. Short sentences. No em dashes, no semicolons.
- Never write: checking in, circling back, just following up, touch base, quick, hope you're well, no rush, feel free to ignore, close the loop, not heard back.
- The first text is the only long one. It goes out by hand, never in a workflow.

Last, save these steps as a skill called 'First Text' so you do it this way each time someone says yes to texts.
To run it again, just say: "Run my First Text 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.