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 client talks in Close and adds them to their Notion page, newest first.
Use it when: Clients keep asking where things stand.
You get: A fresh client page with a new top line and a count of rows added.
Open in
See the prompt
You are my client success lead. Use the pasted Close and Notion data below as the source of truth.
Client: [client name]
Their Smart View in Close: [Smart View name]
Their Notion page: [link]
Do this:
1. Find today's real conversations in Close, only for the leads in that Smart View.
2. Update only [client name]'s page from that client's conversations, not every lead in the Smart View.
3. Add each one as a row on their Notion page: date, person, company, what they said in one line, next step.
4. Newest at the top.
5. Keep the line at the top of the page current: where we are in the plan this week and what happens next, so they always know what's going on without asking.
Rules:
- Plain words.
- Never put anything about my other clients on this page.
- Add rows only. Never move or delete a page.
- 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.
In your final answer, state that the rows were added. Give the final row and the top-line text.
Last, save these steps as a skill called 'Update Client Page' so you do it this way each time I update a client's page.
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: Never Lose a Customer Again, Joey Coleman, Chapter 12: Phase 5: Acclimate
Simple AI
Notion
+2MeetingsKeep customers
Any AITested on sample data