Sales & Outreach prompts

Write a follow-up email for a [BUSINESS_TYPE] business owner to send to a prospect who received a proposal [DAYS_SINCE] days ago and hasn't responded. Context: - Business: [BUSINESS_TYPE] - Service/Product offered: [SERVICE_NAME] - Proposal amount: [PROPOSAL_AMOUNT] - Unique value proposition: [UVP] Requirements: - Keep it under 150 words - Warm, non-pushy tone - Reference a specific detail from the prospect's situation - Create soft urgency without being aggressive - End with a simple yes/no question to lower the barrier to respond - No "checking in" or "just following up" phrases Generate 3 subject line options and the email body.

Write a cold outreach email from [SENDER_BUSINESS] to the owner of [PROSPECT_BUSINESS_TYPE] in [CITY]. Sender info: - What you do: [WHAT_YOU_OFFER] - Recent result for a similar client: [CASE_STUDY_RESULT] - Why you're reaching out to this specific business type: [SPECIFIC_REASON] Requirements: - Subject line must NOT include their business name or "quick question" - First line must reference something observable/specific about their business (not flattery) - Under 125 words total - One specific, relevant case study result (with numbers) - Single, low-friction CTA (15-min call or a yes/no question) - Zero buzzwords: no "synergy," "leverage," "circle back," "reach out" - Sounds like a human wrote it at 9am, not a sales template Generate 3 variations: one lead with curiosity, one lead with pain point, one lead with result.

Write a discovery call question script for a [BUSINESS_TYPE] selling [SERVICE_OR_PRODUCT] to [TARGET_CLIENT]. Context: - Your business: [BUSINESS_TYPE] - What you sell: [SERVICE_OR_PRODUCT] - Who you sell to: [TARGET_CLIENT] - Average deal size: [DEAL_SIZE] - Common client pain points: [PAIN_POINTS] - Common objections you face: [COMMON_OBJECTIONS] Create a 30-minute discovery call structure: OPENING (3 min): - Rapport building question (not "how's the weather") - Agenda-setting framing SITUATION questions (7 min): - 3 questions about their current setup/tools/process PROBLEM questions (8 min): - 4 questions to uncover pain and cost of the pain IMPLICATION questions (5 min): - 2 questions about consequences of not solving it NEED-PAYOFF questions (5 min): - 2 questions about their ideal outcome QUALIFYING questions (5 min): - Budget discovery (indirect method) - Decision-maker identification - Timeline - Competing solutions CLOSE THE CALL (2 min): - Summary and clear next step Include: specific questions, not just categories. Avoid yes/no questions.

Write a persuasive executive summary for a proposal from [YOUR_COMPANY] to [PROSPECT_COMPANY]. Deal details: - Your company: [YOUR_COMPANY] - What you do: [YOUR_SERVICE] - Prospect company: [PROSPECT_COMPANY] - Their specific problem/challenge: [THEIR_PROBLEM] - What you're proposing: [YOUR_SOLUTION] - Key result they'll achieve: [MAIN_OUTCOME] - Investment/price: [INVESTMENT] - Timeline: [TIMELINE] - Why you specifically (differentiator): [DIFFERENTIATOR] - Relevant case study/result: [CASE_STUDY] Write an executive summary that: 1. Opens with THEIR situation, not your company history 2. Names the specific problem they face (shows you listened) 3. States your solution in one clear sentence 4. Quantifies the expected outcome 5. Proves it with a brief case study (1-2 sentences) 6. States the investment and timeline clearly 7. Ends with a clear, confident next step Maximum 350 words. Written for a decision-maker who will skim it in 60 seconds.

Write an email from [SENDER] at [BUSINESS_NAME] requesting a testimonial or case study from [CLIENT_NAME] at [CLIENT_COMPANY]. Context: - Your name: [SENDER] - Your business: [BUSINESS_NAME] - Client name: [CLIENT_NAME] - Client company: [CLIENT_COMPANY] - Specific result you delivered: [RESULT] - How long you've worked together: [DURATION] - Relationship quality: [RELATIONSHIP] (e.g., warm and casual, professional) Write 3 versions: 1. Short testimonial request: Ask for 2-3 sentences they can answer quickly 2. LinkedIn recommendation request: Specific ask with link instructions 3. Case study request: For a more in-depth story (offer to write it for them) For each version: - Reference the specific result — not generic "working together" - Make it easy (give them the exact questions to answer) - Offer to draft it for them and let them edit - Thank them without being obsequious - Clear, simple CTA

Write a referral request the owner of [BUSINESS_NAME], a [BUSINESS_TYPE], can send to [CLIENT_NAME] after a job or project that already went well. Context: - Business name: [BUSINESS_NAME] - Business type: [BUSINESS_TYPE] - Client first name: [CLIENT_NAME] - What you just finished for them: [SERVICE_OR_PROJECT] - Concrete outcome they already got: [RESULT] - Who to introduce you to (one specific kind of person): [IDEAL_REFERRAL] - Optional thank-you if a referred job is booked, or "none": [OFFER] - Sender first name: [SENDER_NAME] Write both pieces now. 1. The first email, ready to send the day after the work is done. Two subject-line options, then the body. Under 160 words. 2. One soft follow-up, to send only if they do not reply in about 7 days. Two subject-line options, then the body. Under 80 words. Do not add a second ask. The first email must: - Open on their outcome. Name [SERVICE_OR_PROJECT] and [RESULT] in the first two sentences so the note is about the work you finished, not about your pipeline. - Make one specific ask: an introduction to [IDEAL_REFERRAL]. Do not also ask for a review, testimonial, Google rating, or social share. - Give an easy reply path in one sentence: they can reply with a name and email, forward this email, or answer "not right now." No form, no calendar link, no "let me know your thoughts." - Sound like [SENDER_NAME], the owner who just finished the job. Not a newsletter and not a marketing sequence. Rules for both emails: - No guilt. Do not say they owe you, that referrals are how a small business survives, or that you are counting on them. - No discount, gift card, or other bribe unless [OFFER] is a real thank-you. If [OFFER] is blank or "none", do not invent a reward and do not mention one. - If [OFFER] is a real thank-you, mention it once, after the ask, as thanks for an introduction that turns into booked work. It is not the reason to refer someone. - The follow-up restates the same ask in one sentence, makes it easy to ignore or say no, and does not apologize for asking. - No "I hope this email finds you well", "just circling back", "pick your brain", "quick favor", or "can I ask you something?" - Use [CLIENT_NAME]. Sign off with [SENDER_NAME] and [BUSINESS_NAME]. Output in this order: SUBJECT A / SUBJECT B, then the first email. FOLLOW-UP (send only if no reply in about 7 days): SUBJECT A / SUBJECT B, then the follow-up. A one-line note on whether a thank-you was included, based on [OFFER].

Write a stale-quote follow-up the owner of [BUSINESS_NAME], a [BUSINESS_TYPE], can send when a service quote or estimate sits unanswered. This follow-up is for a quote you already sent. It is not the first quote email. Do not write the estimate, the scope, or the line items again. It is not a B2B proposal follow-up. It is not an invoice or payment reminder. It is not a no-show note. Nobody missed an appointment, and nothing has been billed. Context: - Business name: [BUSINESS_NAME] - Business type: [BUSINESS_TYPE] - Client first name, or "unknown": [CLIENT_NAME] - The job in a few plain words, or "unknown": [JOB_SUMMARY] - Quote amount as already sent, or "unknown": [QUOTE_AMOUNT] - Date the quote was sent: [QUOTE_SENT_DATE] - The one way they book: [BOOKING_PATH] (a phone number, a booking URL, or the exact phrase "reply to this message") - Hold window or quote expiration you already told them, or "unknown": [EXPIRATION_OR_HOLD] - Sender first name: [SENDER_NAME] Write all 3 messages now. Send them only on the schedule below, and only while there is still no reply. Stop the sequence the moment they reply, book, or decline. Do not write a fourth message. 1. SMS, about day 2 or 3 after [QUOTE_SENT_DATE], only if they have not replied. One message. Under 160 characters when the name, job, amount, and booking path fit. 2. Email, about day 5 to 7 if still quiet. Two subject-line options, then the body. Under 120 words. 3. Final close, about day 10 to 14 if still quiet. Choose email or SMS and label which one. One clear yes/no or book-or-pass ask. Under 80 words if email, under 160 characters if SMS. The SMS must: - Sound like [SENDER_NAME] at [BUSINESS_NAME] texting about a quote they already have. Not a call center, not a marketing blast, and not a first-time quote. - If [CLIENT_NAME] is a real first name, use it once. If [CLIENT_NAME] is blank or "unknown", do not invent a name and do not write "Hi there", "friend", or "valued customer". Open with "This is [SENDER_NAME] at [BUSINESS_NAME]." - Name the job in one short clause using [JOB_SUMMARY] when that is a real job. If [JOB_SUMMARY] is blank or "unknown", say "the quote I sent" plus [QUOTE_SENT_DATE]. Do not invent a room, a system, a trade, or a scope. - If [QUOTE_AMOUNT] is a real amount, state that amount once, exactly as given. If [QUOTE_AMOUNT] is blank or "unknown", do not invent a price, a range, a "starting at", or a deposit. Leave the dollar figure out. - Mention [QUOTE_SENT_DATE] so they know which quote. - Use exactly one CTA, taken only from [BOOKING_PATH]: - If [BOOKING_PATH] is a phone number, the only ask is to call that number. - If [BOOKING_PATH] is a URL, the only ask is to book at that URL. Put the URL in the text. Do not also ask them to call or reply. - If [BOOKING_PATH] is blank or "reply to this message", the only ask is to reply yes to this text to book. - Do not offer a second path. No "or call", no "or book online", no "whichever is easier". - Do not mention [EXPIRATION_OR_HOLD] in the SMS. - Put [BUSINESS_NAME] in the text once and [SENDER_NAME] once. - No emoji, discount, coupon, "I can sharpen the number", review ask, or referral ask. - Stay under 160 characters when the facts fit, counting every character including spaces. If they do not fit, drop [JOB_SUMMARY] before you drop a known [QUOTE_AMOUNT] or the booking path. Never drop the booking path. Never shorten or round the price. If a long URL still will not fit in 160, keep the quote line and the URL and stop at 320 characters. Do not add filler to use the extra room. The email must: - Open by naming the quote they already received: [JOB_SUMMARY] when known, [QUOTE_SENT_DATE], and [QUOTE_AMOUNT] only when the amount is real. Do not restate inclusions, exclusions, a deposit, or a timeline they did not give you. Do not write the quote again. - Repeat the same single CTA from [BOOKING_PATH]. Do not add a phone number, booking link, or reply ask that was not in [BOOKING_PATH]. - If [BOOKING_PATH] is a URL, put that URL on its own line. If it is a phone number, write the number in the body. If it is blank or "reply to this message", tell them to reply to this email. - If [EXPIRATION_OR_HOLD] is a real hold window or expiration you already set, mention it once, in those words, as a fact. Do not add "prices go up after", "the crew is booking out", "I can't hold the slot", or any scarcity you did not write. If [EXPIRATION_OR_HOLD] is blank or "unknown", leave holds, expirations, and deadlines out of every message. Do not write "no expiration" either. - If [CLIENT_NAME] is a real first name, use it. If it is blank or "unknown", start with "Hi," and do not invent a name. - Sound like [SENDER_NAME]. Sign off with [SENDER_NAME] and [BUSINESS_NAME]. - Under 120 words. - No "I hope this email finds you well", "just circling back", "just checking in", "just following up", "touch base", "per my last email", "bumping this", "wanted to circle back", "gentle nudge", or "floating this back to the top". - No discount and no "I can do better on price". No fake urgency: "act now", "last chance", "spots are filling up", "don't miss this". The final close (day 10–14) must: - Be one short email or one short SMS. Label which. If email, give two subject-line options, then the body, under 80 words. If SMS, under 160 characters, and print the character count. - Close the loop without guilt. No "I hate to bother you", no "you wasted my time on this quote", no shame, and no "I'll assume you're not interested" as a threat. - One decision ask, not two destinations. The book half uses only [BOOKING_PATH]. The pass half is a reply on this same message ("reply pass"). Do not add a phone number if the path is a URL, and do not add a URL if the path is a phone number. - If [BOOKING_PATH] is a phone number, the ask is call that number to book, or reply pass to close the quote. - If [BOOKING_PATH] is a URL, the ask is book at that URL, or reply pass to close the quote. - If [BOOKING_PATH] is blank or "reply to this message", the ask is reply yes to book, or reply pass to close the quote. - Say that either answer is fine. - Do not repeat [EXPIRATION_OR_HOLD]. Do not invent a new deadline for this message. - Do not ask why they went quiet. Do not ask for a review or a referral. - Say, in the output label, that this message is sent only if they are still quiet on day 10 to 14. Do not tell the customer to ignore it. Rules for every message: - Do not invent a price, a discount, a coupon, office hours, a callback window, a deposit, or a crew schedule. - Do not turn this into a payment reminder. Nothing is past due. Do not say invoice, balance, overdue, or "payment is due". - Do not treat this like a missed appointment or a no-show. - Do not pitch a new proposal, a case study, or a unique value proposition. They already have the quote. - No emoji. No newsletter footer. No unsubscribe line. - If you notice the quiet quote later than day 3, send the next unsent message in the sequence, not all three at once. Never send more than one of these on the same day. Output in this order: SMS (day 2–3, only if no reply): the text, then the character count. EMAIL (day 5–7, only if still quiet and you have their email): SUBJECT A / SUBJECT B, then the body. FINAL (day 10–14, only if still quiet): email or SMS, then the message. A one-line send guide: text on day 2 or 3 if no reply; email on day 5 to 7 if still quiet and you have their email; one close on day 10 to 14 if still quiet. Stop if they reply, book, or decline. If you do not have an email, skip the email and use SMS for the close. A one-line note on which CTA was used, based on [BOOKING_PATH], and whether a hold was included, based on [EXPIRATION_OR_HOLD].

Write a new-web-lead instant reply the owner of [BUSINESS_NAME], a [BUSINESS_TYPE], can drop into a form tool, CRM, or Zapier when a new lead arrives. This is the first reply to a new website form, Facebook lead, or Google lead. Nobody has called yet, and nobody has a quote or an appointment. It is not Missed Call Text-Back (use that when they called and nobody picked up: /prompts/customer-service/missed-call-text-back). It is not Stale Quote Follow-Up (use that when a quote you already sent went quiet: /prompts/sales/stale-quote-follow-up-email-sms). It is not a no-show note. Do not write a quote, an estimate, or a reminder for a visit that is not booked. Context: - Business name: [BUSINESS_NAME] - Business type: [BUSINESS_TYPE] - Lead first name, or "unknown": [LEAD_NAME] - The service they asked about, or "unknown": [SERVICE] - Where the lead came from, or "unknown": [LEAD_SOURCE] - Booking link, or "none": [BOOKING_LINK] - The one first ask: [FIRST_ASK] (one easy qualifying question ending in ?, or two real booking times joined by "or", or "none") - Hours a person actually reads replies, or "unknown": [HOURS] - Sender first name: [SENDER_NAME] - SMS consent already collected on the form: [SMS_CONSENT] ("yes" or "no") Write all 4 messages now. They are for an automated sequence. Send them only on the schedule below, and only while the lead has not replied and has not booked. Stop the sequence the moment they reply or book. Do not write a fifth message. 1. SMS, within about 1 minute of the form. One message. Under 160 characters when the name, service, ask, and opt-out fit. 2. Email, in that same minute. Two subject-line options, then the body. Under 120 words. This one carries the booking link and says what happens next. 3. Nudge SMS, about 15 minutes later, only if they have not replied and have not booked. One message. Under 160 characters. 4. Email, the next morning when [HOURS] start, only if they are still quiet. Two subject-line options, then the body. Under 100 words. The first SMS must: - Sound like [SENDER_NAME] at [BUSINESS_NAME] texting about a request that just came in. Plain and short. Not a call center, not "Thank you for your inquiry", not "We're excited to connect". - Do not pretend a person typed it this second. Do not say "I just saw this", "I'm at my desk", or "I will call you in five minutes". - If [LEAD_NAME] is a real first name, use it once. If [LEAD_NAME] is blank or "unknown", do not invent a name and do not write "Hi there", "friend", or "valued customer". Open with "This is [SENDER_NAME] at [BUSINESS_NAME]." - Name [SERVICE] when that is a real service. If [SERVICE] is blank or "unknown", say "your request" and do not invent a job, a treatment, a case type, or a trade. - If [LEAD_SOURCE] is a real source (the website form, a Facebook lead form, a Google lead form), mention it in a short clause. If [LEAD_SOURCE] is blank or "unknown", do not guess the channel. - Use exactly one ask, taken only from [FIRST_ASK]: - If [FIRST_ASK] ends with ?, ask that question once. Do not add booking times. - If [FIRST_ASK] is two real times joined by "or", offer those two times and no others. Do not add a question. - If [FIRST_ASK] is blank or "none", do not invent a question or times. The only ask is to reply with a time that works. - Do not put [BOOKING_LINK] in the SMS. The link belongs in the emails. Do not add a phone number. - Put [BUSINESS_NAME] in the text once and [SENDER_NAME] once. - End with this exact opt-out, on the same message: "Reply STOP to opt out." - No emoji, discount, coupon, review ask, or referral ask. - No fake urgency: "act now", "last chance", "spots are filling up", "don't miss this", "other people are booking", "I can't hold this", "limited availability", or a countdown. - Stay under 160 characters when the facts fit, counting every character including spaces and the opt-out line. If they do not fit, drop [LEAD_SOURCE] before you drop [SERVICE] or the ask. Never drop the ask, [BUSINESS_NAME], or "Reply STOP to opt out." If it still will not fit in 160, stop at 320 characters. Do not add filler to use the extra room. The confirmation email must: - Open by saying you got the request. Name [SERVICE] when known and [LEAD_SOURCE] when known. Do not re-explain the whole business. - Say what happens next in one or two plain sentences: they can book on the link, and a person reads replies during [HOURS]. If [HOURS] is blank or "unknown", do not invent hours. Say a person answers when the shop is open. - Put [BOOKING_LINK] on its own line when it is a real URL. If [BOOKING_LINK] is blank or "none", do not invent a URL. Tell them to reply to this email to book. - Repeat the same [FIRST_ASK] once. Do not add a second question, a phone number, or times they did not give you. - If [LEAD_NAME] is a real first name, use it. If it is blank or "unknown", start with "Hi," and do not invent a name. - Sound like [SENDER_NAME]. Sign off with [SENDER_NAME] and [BUSINESS_NAME]. - Under 120 words. - No "I hope this email finds you well", "just circling back", "just checking in", "touch base", "per my last email", "we can't wait", or a newsletter footer. - No fake urgency, no discount, and no "you're about to lose your spot". The 15-minute nudge SMS must: - Assume they already got the first text. Do not restart with "Thanks for reaching out". - Repeat [SERVICE] when known, and the same [FIRST_ASK]. Do not add a new question, new times, or the booking link. - If [LEAD_NAME] is a real first name, use it once. Same unknown-name rule as the first SMS. - Put [BUSINESS_NAME] once and [SENDER_NAME] once. - End with "Reply STOP to opt out." - Under 160 characters, counting the opt-out. Same drop order as the first SMS if it does not fit. - Say, in the output label, that this text is sent only if they have not replied and have not booked about 15 minutes later. Do not tell the customer to ignore it. The next-morning email must: - Be the last message. Say you have not heard back. Do not guilt them and do not ask why they went quiet. - Repeat [SERVICE] when known. Repeat the same [FIRST_ASK] once. Put [BOOKING_LINK] on its own line when it is a real URL. - Mention [HOURS] only when [HOURS] is real, as the window when a person reads replies. Do not invent a deadline. - If [LEAD_NAME] is a real first name, use it. If it is blank or "unknown", start with "Hi," and do not invent a name. - Sign off with [SENDER_NAME] and [BUSINESS_NAME]. Under 100 words. - Say that either a booking or a reply is fine. - No fake urgency, no discount, no review ask, no referral ask. - Say, in the output label, that this email is sent only the next morning when hours start, and only if they are still quiet. Do not tell the customer to ignore it. If the lead arrived that same morning, "next morning" means the following day. Rules for every message: - Do not invent a phone number, a booking link, hours, a price, a fee, a discount, or a callback window. - Do not send any SMS unless [SMS_CONSENT] is yes. Consent means the form had a real SMS opt-in and they agreed. A phone number in the form is not consent. If [SMS_CONSENT] is no, blank, or "unknown", do not output SMS bodies as messages to send. Output the two emails only, and say SMS stays off until the form collects consent. - Every SMS that you do send ends with "Reply STOP to opt out." Do not add that line to the emails. Do not add a HELP line, a legal paragraph, or an unsubscribe footer. - Stop the sequence once they reply or book. Do not send the 15-minute text or the next-morning email after that. - If there is no mobile number, skip the texts even when consent is yes. If there is no email address, skip the emails. - No emoji. Do not turn this into a quote, an invoice, a missed-call text, or a no-show note. Output in this order: SMS (within about 1 minute, only if SMS consent is yes and you have a mobile number): the text, then the character count. EMAIL (same minute): SUBJECT A / SUBJECT B, then the body. NUDGE SMS (about 15 minutes later, only if no reply and no booking, and only if SMS consent is yes): the text, then the character count. EMAIL (next morning when hours start, only if still quiet and you have their email): SUBJECT A / SUBJECT B, then the body. A one-line stop rule: stop the sequence once they reply or book. A one-line compliance note: whether SMS sends, based on [SMS_CONSENT], and that every SMS ends with Reply STOP to opt out. No fake urgency. A one-line trigger note for the owner: what to hook in the form tool, CRM, or Zapier, and which fields to map. A one-line routing note for the owner: send SMS from a number a person watches, deliver email replies to [SENDER_NAME], and turn the sequence off when they reply or book. A one-line related note for the owner, not for the customer: Missed Call Text-Back (/prompts/customer-service/missed-call-text-back) is for a call you missed. Stale Quote Follow-Up (/prompts/sales/stale-quote-follow-up-email-sms) is for a quote you already sent.