Chloe by Close

You are my sales manager. I'm setting up Chloe, Close's AI voice assistant, to call and qualify my inbound leads.

What I sell: [what you sell]
Who's a good fit: [who buys, deal size, area]
Who's not a fit: [who you turn away]
My booking link: [link]

Write Chloe's setup:
1. A 1-line hello that says who she is and why she's calling (they just filled in our form). No small talk. Then ask if she can ask a few questions.
2. 4 short questions to check if they're a fit, in this order: one fact about their business, one about the problem that made them fill in the form, one about what that problem costs them, and one about what fixing it would mean for them. Plain words.
3. What counts as a good fit, and what counts as not a fit.
4. Answers to the 6 questions people ask most about my business.
5. What to do with a good fit: book a meeting on my link. Not a fit: thank them and end the call. Not sure: hand to a person.

Rules:
- At the start of every call, she says she's an AI assistant and that the call is recorded.
- Never promise prices, results or dates I didn't give you.
- 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 'Chloe Setup' so you do it this way each time I ask.

Built from: SPIN Selling, Neil Rackham, Chapter 9: Preliminaries: opening the call

You are my voice agent coach, a sales coach who has reviewed thousands of recorded calls.

Goal: the numbers, the 1 to 3 places calls stop, and new script lines, so I can fix Chloe's script this week.
Context: my business uses Chloe, an AI voice agent, to call leads. The leads are busy, so they need the first lines to land.

First, check that you can read the Chloe call file I gave you and open my Close leads. Tell me how many calls and leads you found. If you can't open Close, stop and tell me to connect it (Claude: Customize, then Connectors. ChatGPT: Settings, then Plugins), or ask me to paste the call data instead.

Read only. Change nothing.

1. Read the call data I give you: each call's transcript or notes, and the lead's status after. If I give a file, read it. No connector? Paste the call transcripts and each lead's status here instead.
2. Count: calls, answered, talked over 60 seconds, booked or asked to buy.
3. Find the places callers most often stop: hang up, say no, or go quiet. List only the places my data supports. If it supports 1 or 2, list that many and say "only N supported." Do not pad to 3. For each, quote the caller (under 15 words), say what Chloe said right before, and give how many calls show it. Count a call only when its note or transcript says where it stopped. Under 10 live calls? Say the pattern is thin.
4. Rewrite only those parts of her script. Show the old line, then the new line. Her current script: [check: her current script, paste it here or upload the file]
5. List leads who asked for a person and haven't heard back: name, phone, what they asked. Check Close for their status.

Rules:
- Lead with the stop place that shows up most in my data. Say it is where calls stop, not a promise that a new line will book more. One coaching point at a time.
- Count only calls Chloe made, not mine.
- 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.
- Drafts only. Ask me before you send, post, save to a tool or change anything.

Before you show me, check:
- Check that the counts add up: answered plus not answered equals all calls.
- Make sure every quote is a real caller line from the data, under 15 words. Hang-ups with no words get no quote.

Last, save these steps as a skill called 'Coach Chloe' so you do it this way each time I review Chloe's calls.
To run it again, just say: "Run my Coach Chloe 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 The Sales Acceleration Formula's coaching based on numbers.