Put AI to work
in your business.
Start with one useful job. See what goes in, what comes back, and what needs your judgment.
Try a sampleFollow up with leads.
Use the last conversation to write a follow-up that fits the situation.
Change the sample details to see the result change. This demonstration uses prepared examples; nothing is sent or connected.
1 What you provide
The open estimate, last conversation, contact preference and your follow-up rules.
Read the sample notes
Open estimate notes
- Project: Maple Lane deck replacement. Estimate sent 7 days ago. No acceptance or deposit is recorded.
- Latest exchange: estimate delivered 7 days ago; no reply recorded.
- Contact preference: email. Customer agreed to project follow-up by this channel.
- Sample business rule: one first follow-up after 7 days without a reply. Answer customer questions first. No discounts or scope changes without owner agreement; check for newer replies and previous sends.
Changes stay on this page only.
2 What AI does
Checks the lead’s status and drafts a relevant reply—or explains why no message should go out.
Lead follow-up
First follow-up is due
A short, useful check-in is due under this sample business rule.
Recommended next action
- Check for a newer reply or a previous follow-up, then use the email draft.
- Keep the lead open. Silence or a question is not an accepted estimate.
4 What needs checking
- Check the latest reply and contact permission before sending anything.
- Check for duplicate follow-ups in your email, texts and lead records.
- Verify scope, tone and sender details. Agree revised prices separately.
Try this job yourself.
Use an ordinary AI chat tool. No app connections are needed for a first draft from pasted notes.
- Copy the prompt.It includes the sample details you selected above. Paste it into a new chat to practice.
- Replace the example.Paste one open estimate and the last exchange. Include contact permission, your normal follow-up timing and who can change price or scope. Remove the fictional notes before using real records.
- Check one real result.Compare it with the source notes. Correct what’s wrong and save instructions worth reusing.
Your starting prompt
Lead follow-up · Matches your sample choices
Read the full prompt
Help me follow up with leads. Use the fictional practice notes below for this first run. If I provide my own notes, replace the entire fictional sample; never blend it with real records. Use only the information supplied. MY INPUTS [Note 1] Project: Maple Lane deck replacement. Estimate sent 7 days ago. No acceptance or deposit is recorded. [Note 2] Latest exchange: estimate delivered 7 days ago; no reply recorded. [Note 3] Contact preference: email. Customer agreed to project follow-up by this channel. [Note 4] Sample business rule: one first follow-up after 7 days without a reply. Answer customer questions first. No discounts or scope changes without owner agreement; check for newer replies and previous sends. WHAT TO PRODUCE - Next action: recommended next action. - Message: email draft. - Record: suggested record update. - Keep it short, practical and easy for a business owner to use. - Tie important facts to their note number. Separate facts, suggested actions and unknowns. - Complete the useful work possible from the notes. Ask only for missing facts that affect the next action. Do not invent prices, dates, customer commitments or job conditions. CHECKS - Check the latest reply and contact permission before sending anything. - Check for duplicate follow-ups in your email, texts and lead records. - Verify scope, tone and sender details. Agree revised prices separately. Return the result here. This task is preparation only: do not send messages, change live records, book appointments or create schedules. List suggested record changes separately. If I later want recurring or connected work, first explain the access, timing and operating rules needed. FOR MY OWN BUSINESS Paste one open estimate and the last exchange. Include contact permission, your normal follow-up timing and who can change price or scope. Ask me for anything essential I have not supplied.
Use only information you’re allowed to share with your AI tool. Leave out passwords and unnecessary personal details. Your sample choices aren’t saved here.
Want this set up
for your business?
Ongoing follow-up needs current lead records, duplicate checks, contact permissions, a schedule and clear rules for sending. A copied prompt does not start a running agent.
Education is free. One scoped skill installation is $1,500, including agreed business context, testing and handoff. A skill is reusable instructions for one job.
Software costs, additional workflows, custom apps and ongoing support are separate. We check access and agree on scope first.
Help me set this upOpens the inquiry form with “Lead follow-up” selected. You can edit it before sending.
See what’s included