Keep the 2 right job titles. Cross off the 2 wrong ones.
PromptPaste into Claude
I sell [what you sell] to [type of company] with [number] staff in [city or country]. Tell me:
1. The one person who says yes to buying it.
2. The 2 job titles that person usually has.
3. 2 job titles that look right but are wrong, and why.
4. 3 kinds of companies I should never call.
Then tell me one thing I can find on a company's website or LinkedIn that shows they need what I sell right now.
Done when: You have 2 job titles and 1 sign to look for.
Use the sign from the last guide. Hiring posts work best.
Ask Grok to search the web for it. For big lists, use a job post scraper on Apify.
Open every link yourself. Delete any that are old or don't load.
PromptPaste into Grok
Find 25 [type of company] in [area] that posted a job for [job title] in the last 30 days. For each one give me: company name, website, the job title, a link to the real job post, and the date it was posted. Only list posts you can link to. If you can't find 25, give me fewer. Don't make any up.
Done when: Every company on the list has a working link.
Search Prospeo for your 2 job titles at each company.
Keep one person per company, the most senior one.
Export name, title, LinkedIn link, email and mobile.
PromptPaste into Claude
Here is my export from Prospeo: [paste]. Keep one person per company, the most senior one with the title [title 1] or [title 2]. Drop anyone at a supplier, a consultant or a company that is too small. Give me a clean table: name, title, company, LinkedIn link, work email, mobile. Leave a cell blank if it's missing. Never guess an email.
Done when: One real person per company, each with a LinkedIn link.
Run the LinkedIn links through a LinkedIn profile scraper on Apify. For a few people, open LinkedIn yourself.
Paste the results into Claude with your list.
Remove anyone who left. Then find who took their seat.
PromptPaste into Claude
List A is my call list with names, companies and LinkedIn links: [paste]. List B is what the LinkedIn scraper found: [paste]. For each person, compare the company on their profile today with List A. Mark OK if it matches. Mark LEFT if the company is different. Mark CHECK if you can't tell. Give me the count of each. Then list only the OK people.
Keep mobiles. Drop landlines and internet numbers.
Never put an office number in the mobile box.
PromptPaste into Claude
I ran my phone numbers through a phone check. Here are the results: [paste]. Keep only the numbers that came back as mobile. Tell me how many landlines and internet numbers you removed. Give me the clean list back with the same columns.
Import only the new people, with a one-line note on each.
PromptPaste into Claude
List A is my new people: [paste]. List B is everyone already in my CRM: [paste]. Remove anyone from List A who is already in List B. Match by LinkedIn link, name plus company, phone or email. Also remove a second person at the same company. For each person left, write a one-line note: why we're calling, company size and city. Give me the clean list as a CSV.
Done when: 0 repeats, and every person has a note.
Read it out loud. Cut anything you wouldn't say to a friend.
Make 2 versions and try both for a week.
PromptPaste into Claude
Write a cold call opener I can say in 20 seconds. I'm calling a [job title] at a [type of company]. The reason I'm calling now: [the sign, for example they're hiring a sales rep]. What I do: [one line]. Use short, simple words. Say who I am, why I'm calling them, what I do, and end with one easy question. Don't ask if it's a good time. Give me 2 versions.
Ask Claude to sort it by the best local time to call.
Use the power dialer. One call a day per person, max.
PromptPaste into Claude
Here are the people I'm calling today, with their city or time zone: [paste]. My hours are [your hours and time zone]. Sort them into call blocks so I reach each person between 9 and 11 AM or 3 and 5 PM their time. Give me a simple schedule: block start time, then the names in that block.
Done when: Every call is in a block, and nobody gets 2 calls in a day.
Copy the call transcript or your notes from Close.
Paste them into Claude with the prompt.
Put the note and the next step in Close before your next call.
PromptPaste into Claude
Here is what happened on my call: [paste notes or transcript]. Write a CRM note under 60 words: who I spoke to, what they said, what they need, and the next step with a date. Then pick one: Not interested, Call back later, Wants info, Meeting booked, Wrong person. If they named someone else to talk to, put that person on their own line.
Done when: The note is in, and the next step has a date.
Ask for a short email that gives them what they asked for.
Read it, fix anything off, and send it yourself from Close.
PromptPaste into Claude
Write a follow-up email after this call: [paste note]. Under 80 words. Start with what they told me, in plain words. Give them the one thing they asked for. End with one clear next step. Sound like a person, not a company. Sign it [your name].
Connect your calendar so it only shows free times.
Send the link with 3 times written out, so it's easy to say yes.
PromptPaste into Claude
They said yes to a meeting. Here's the thread: [paste]. Write a 2-line email that offers 3 times in their time zone ([their time zone]) and adds my booking link: [link]. Friendly, short, no pressure.
Pull the next 2 days of meetings from Google Calendar.
Send a short confirm 2 days before.
Send a text from Close 1 hour before.
PromptPaste into Claude
Here are my meetings for the next 2 days: [paste name, company, time and time zone]. For each one write:
1. A 2-line confirm email to send 2 days before, with the time in their time zone.
2. A 1-line text reminder to send 1 hour before.
Friendly and short. Use their first name.
Done when: Every meeting has a confirm and a reminder.
Send it, then label the chat in Kondo so you remember to follow up.
PromptPaste into Claude
Here is a person's LinkedIn profile and their last 3 posts: [paste]. Here is what I do: [one line]. Write a LinkedIn message for this person only. Under 50 words. Start with something real from their profile or posts. Say what I do in one plain line. End with one easy question. No flattery.
Done when: Each person gets a message written just for them.
Make a 3-question form in Tally: why not, what would make it a yes, can we check back later.
Thank them and send the form link.
Read the answers every Friday. Fix the top reason.
PromptPaste into Claude
Someone said no to my offer. Here's what they said: [paste]. Write a 2-line reply that thanks them and asks them to fill in this 3-question form: [Tally link]. Keep the door open for later. No pressure and no guilt.
Done when: Every no has a reply, and the reasons are in one place.
Here's the transcript of my kickoff call with a new client: [paste]. 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 the first 30 days. Then write a one-page plan I can send them. Plain words. Don't ask them for anything I can find myself.
Done when: The client has a one-page plan and nothing to do.
Pull today's calls, talks and meetings from Close.
Ask Claude for a short recap.
Send it at 5 PM their time.
PromptPaste into Claude
Here is everything we did today for [client]: [paste calls, notes and meetings]. Write a short end-of-day email to them. Lead with the best thing that happened. Then list the people we talked to, any meetings booked, and what's next tomorrow. Under 120 words. Only use the facts I gave you. Don't add numbers.
Add every real conversation: date, who and what they said.
Newest at the top.
PromptPaste into Claude
Here are today's conversations for [client]: [paste]. Turn each one into a row for their client page: date, person, company, phone or LinkedIn, what they said in one line, and the next step. Newest first. Plain words. Leave out anything about my other clients.
Done when: The client can open the page and find today's work.
Here are my daily recaps for [client] this week: [paste]. Write a weekly report: what we did, what we learned, the best conversations, and one thing we'll change next week. Only use numbers that are in the recaps. Under 200 words.
Done when: Sent Friday, and every number checks out.
Write down what they're paying for, the amount and the due date.
Make the invoice in Wise.
Send it today with a short note.
PromptPaste into Claude
Make an invoice for [client]. What they're paying for: [items]. Amount: [amount and currency]. Due: [date]. Tax: [tax, if any]. Write the invoice lines, then a 3-line email to send it. Friendly. Put this payment link in it: [link]. Don't push them to pay fast.
Make a meeting type in Cal.com and turn on payments.
Set the price and the length.
Ask Claude to write the description.
PromptPaste into Claude
I sell [length] calls for [price]. On the call I help with [what you help with]. Write a booking page description in 4 short lines: who it's for, what we'll do, what they leave with, and what to bring. Simple words.
Done when: Someone can book and pay without emailing you.
Here are my payments and open invoices: [paste]. Tell me: money in this month compared with last month, who owes me and how many days late, and the 3 deals most likely to close soon. Then write a short, kind reminder for each late invoice.
Done when: You know your number, and every late invoice has a note.
Ask Claude what they care about and what you could make for free.
Make it, send it, and ask one question.
PromptPaste into Claude
Here are someone's last 5 LinkedIn posts: [paste]. Here is what I'm good at: [one line]. Tell me what they care about most right now. Then give me 3 small, free things I could make for them in under an hour, like a short list, a page or a fix. Pick the best one and write a 3-line message to send it.
Done when: They got something useful from you before you asked for anything.
Here are 2 of my old LinkedIn posts so you know how I sound: [paste]. Here are my notes about this week: [paste]. Write a post in my voice. Start with the result. Short lines. One idea. No hashtags, no emojis, no big words. Under 150 words.
Tell Claude who the ad is for and what you want them to do.
Run the 5 versions with a small budget.
After a week, keep the best one and write 5 more like it.
PromptPaste into Claude
Write 5 short ads for [what you sell] for [who it's for]. Each ad: a headline under 30 characters and one line under 90 characters. Each one tries a different reason to click: save time, save money, a result, a question, a story. Plain words.
Done when: You have one winning ad and 5 new ones to test.
Search LinkedIn for your 2 job titles in your area and save the list.
Let PhantomBuster send a few connection requests a day, with no note.
When someone accepts, write them one message of their own.
PromptPaste into Claude
Here is my LinkedIn search: [job titles, area, company size]. Tell me how to make it tighter, so it only finds people who could buy [what you sell]. Then give me 3 filters to remove people who are not a fit, like students, recruiters or people at very small companies.
Done when: A few new people in your network every day, all good fits.
Connect Gmail to Claude, or paste your messages in.
Ask for everyone still waiting on you.
Answer the oldest ones first.
PromptPaste into Claude
Look at my recent messages: [paste, or use my connected inbox]. List every person who wrote to me and hasn't had a reply from me since. Oldest first. For each one: their name, what they asked, and a short reply draft in my voice. Don't send anything. I'll check each one first.
Paste next week's calendar and your to-do list into Claude.
Ask for a plan with your 3 big things first.
Block those times in Google Calendar.
PromptPaste into Claude
Here is my calendar for next week: [paste]. Here is my to-do list: [paste]. Pick my 3 most important jobs. Find 2-hour blocks for them first. Put calls on Tuesday to Thursday. Put admin in short blocks at the end of the day. Give me the plan day by day.
Do the job once and talk through each step out loud, or type them out.
Paste that into Claude.
Save the SOP in Notion and use it next time.
PromptPaste into Claude
Here is how I do a job, step by step, in my own messy words: [paste]. Turn it into an SOP: the goal, what you need before you start, numbered steps, a prompt for any step AI can do, and what done looks like. Plain words a new helper would get on day one.
Done when: The job is written down, and someone else could do it.
Get a meal plan and a list sorted by store section.
Put the list in Instacart. You press pay.
PromptPaste into ChatGPT
Plan [number] dinners for [number] people this week. We can't eat: [foods]. We like: [foods]. Keep each meal under 30 minutes. Then give me one grocery list grouped by store section, with amounts. Leave off what I already have: [list].
Done when: Groceries ordered, and you pressed pay yourself.
Here's a photo of my fridge. Give me 3 dinners I can make tonight with mostly what's here. I can't eat: [foods]. Each one under 30 minutes. List what's missing, if anything.
Done when: Dinner's on, and nothing went to waste.
Read the script on the phone, or use it in the online form.
Put a reminder in Google Calendar for next time.
PromptPaste into Claude
I need to book [a checkup, a cleaning, etc.] with [doctor or dentist]. I'm free [days and times]. Write a short script I can read on the phone, or what to type in their online booking form. Then tell me what to bring. Last, write a calendar reminder for my next visit in [6 or 12] months.
Done when: Booked, and next time is in your calendar.
Tell Claude your goal, your date and how much time you have.
Get a week-by-week plan.
Check with your doctor before any big change.
PromptPaste into Claude
I'm training for [goal or race] on [date]. Right now I can [what you can do today]. I can train [days per week] for [time] each day. Make me a week-by-week plan that builds slowly, with one easy week every 4 weeks. Keep each day to one line.
Done when: The plan is on your calendar, week by week.
Download 3 months of card or bank activity as a file.
Remove card and account numbers before you paste.
Ask Claude to list every repeat charge.
PromptPaste into Claude
Here are 3 months of my card charges: [paste]. Find every charge that repeats. For each one give me: the name, how much, how often, and the total for a year. Sort by the yearly total, biggest first. Mark any you think I might not use.
Here are my bills: [paste name, amount and due day]. Make a calendar reminder for each one, 3 days before it's due, every month. Give me each one as: title, date rule and a short note with the amount.
Tell ChatGPT where, when, who's going and what you like.
Ask for a plan day by day.
Book the big things first: flights, beds, then tickets.
PromptPaste into ChatGPT
Plan a [number]-day trip to [place] from [date] for [who's going]. We like [things you like]. We don't like [things you don't]. Give me a plan day by day: morning, afternoon, evening, with the travel time between stops. Add one rainy-day backup. Keep each day easy.
Done when: Your days are planned, and the big things are booked.
Tell Claude what you sell, who it's for and the one button.
Open the file in your browser and fix what's off.
PromptPaste into Claude
Build me a one-page website as a single HTML file. It's for [business], which helps [who] with [what]. Use this look as inspiration, don't copy it: [describe or link a site you like]. Sections: a big clear headline, 3 short reasons to pick me, one spot for a photo, and one button that says [button text] and goes to [link]. Short, simple words. It must look good on a phone.
Point your domain at it and wait for it to go live.
PromptPaste into Claude
I have a website folder with an index.html file. Walk me through putting it live for free on Cloudflare Pages, one step at a time, for someone who has never done it. Then show me how to connect my domain [domain], which I bought at [where you bought it]. Wait for me to say done before you give me the next step.
Here is my web page: [paste the HTML]. People find me by searching [3 to 5 search phrases]. Add: a page title under 60 characters, a description under 155 characters, share tags for links, a favicon line, and schema markup that says what my business is. Check the page has one H1 and every image has alt text. Then write a sitemap.xml for these pages: [list your page links].
Done when: Title, description, sitemap and alt text are all in.
Here's what I built and learned this week: [paste notes]. Write a short newsletter: one main story, 3 quick tips, and one thing readers can try today. Under 300 words. Sound like a friend writing, not a brand. Give me 3 subject lines under 6 words.
Use that picture as the reference for the rest, so they all match.
PromptPaste into Claude
Write an image prompt for the main picture on my website. My business: [what you do]. The feeling I want: [calm, fun, bold, etc.]. Show the result for the customer, not the tool. Give me the style in one line I can reuse for 3 more pictures: [list the other 3 scenes].
Done when: Every picture looks like the same artist made it.
I'm building [what you're building] for [who]. Write a feedback form with 5 questions or fewer. Use tick boxes where you can, with one optional notes box under each. Ask what they want to learn, what they would pay, and one thing they'd change. Simple words.
Done when: The form is live, and answers are coming in.