Sales & relationships
Follow-up starts with knowing what was promised, what the customer needs, and what your business can deliver. These prompts maintain that context across estimates and partner relationships.
Use work you already know.
Start with open estimates or an existing partner list. Review the last conversation, the next promised action, and whether the opportunity still fits your business.
Check responses, appointments, and decisions. Keep sold work separate from contacted prospects, and confirm that commitments fit your actual schedule and pricing.
Choose a job.
5 free prompts
Follow up on open estimates
Keep every estimate moving toward a clear customer decision.
Free job promptKeep referral partners in the loop
Maintain relationships with people who can send the right work your way.
Free job promptFind HOA and property-manager opportunities
Research the right properties and prepare useful, specific outreach.
Free job promptBuild architect and designer relationships
Find relevant design partners and introduce your work thoughtfully.
Free job promptStay connected with builders and remodelers
Find good-fit builders and keep project conversations moving.
Keep the first step small.
Copy one prompt into Codex, answer its questions, and check the first real result. The prompt guides setup; it does not install a skill or guarantee unattended work.
Get help with implementation