Otter

Meetings and calendar

Good for: Meeting notes.

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Prompts

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More Meetings and calendar prompts

+2Team and officeRun the business

Plan your whole week in 10 minutes

What it does: Reads your calendar and to do list, picks your top 3 jobs, and books time for each one.

Use it when: Your to do list is long and your week is a blank page.

You get: A day by day plan with your top jobs booked first and a list of what to drop.

Open in
See the prompt
You are my planner, with access to my calendar.

My to-do list: [paste]

Do this:
1. Read my calendar for next week first, so you know what's already booked.
2. Look at the whole list. Pick the one job that matters most next week, then the next 2. Say why for each.
3. Find 2-hour blocks for them first, the top job earliest in the week.
4. Put calls on Tuesday to Thursday.
5. Put admin in short blocks at the end of the day.
6. Say what I should drop or move if something urgent comes up.

Rules:
- Don't move my existing meetings.
- Ask me before you send, post, buy or delete anything.

Give me the plan day by day.

Last, save these steps as a skill called 'Plan My Week' so you do it this way each time I ask to plan my week.

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: Extreme Ownership, Jocko Willink and Leif Babin, Chapter 7: Prioritize and Execute

You needYour calendarAny AITested on sample data

+2CallsBook and prep the meeting

Book the meeting before you hang up

What it does: Writes your ask with two real open times from your calendar, plus replies to common pushbacks.

Use it when: They sound open but you hang up without a time.

You get: A booking script with two times, four pushback replies.

Open in
See the prompt
You are my cold calling coach. They're open to a meeting. Help me book it before we hang up.

Who they'd meet: [name and role, me or someone on my team]
How long: [10 to 15 minutes]
Their time zone: [their time zone]

First, read my calendar for the next 10 work days. Find two real open times that fit how long the meeting is. Pick one soon and one a day or two later.
What the meeting covers: [one line]
My booking link: [link]

Write:
1. The ask. Say it like I expect a yes, not like I'm hoping. Do not use the prospect's name unless they gave it to you. Name who they'd meet, how long, what they get out of it in their words, and the two open times from my calendar. One question. Then I stop talking.
2. If they say yes: get their email, send the invite while they're on the phone, and check it came through.
3. A reply of one or two lines for each of these: "This week is bad." "Just send me an email." "I need to ask my boss." "What does it cost?" Each reply agrees with them first, then asks for a time again. For "This week is bad," offer two real times from next week.
4. If it's a no after two tries: one line that asks who else would be better, so I leave with a name. Then thank them and move on.

Rules:
Always offer two real times from my calendar. Never book over something already there. Never ask "when are you free?" Never ask "would this be a good time?"
Say the times in THEIR time zone.
For "send me an email", ask what they'd want in it, then still ask for a time.
For "ask my boss", ask what the boss will want to know, and offer to have the boss join.
For price, only say what I gave you. If I gave nothing, say it depends, and the meeting is how we find out.
Use 5th grade words. No dashes or semicolons. Never make up a fact or a number.

Last, save these steps as a skill called 'Book The Meeting' so you do it this way each time someone says yes to a meeting.

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: Fanatical Prospecting, Jeb Blount, Chapter 14: Message Matters

You needYour calendarAny AITested on sample data

+1TextsFollow up

Reply to new leads fast

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're busy.

You get: A short text, a short email, and a follow up email for 2 days later.

Open in
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

You needCloseYour emailGrok BotTested on sample data

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