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Here is my business snapshot: [← Complete the Business Snapshot first] Using my business snapshot for [Your Business Name] ([Your Industry]), audit my LEAD CAPTURE process. Map every way a potential customer can reach us (forms, DMs, phone calls including missed and after-hours calls, referrals, walk-ins) and rate each on speed of response, data captured, and follow-up reliability from 1-10. Identify the top 3 leaks and recommend a CRM-driven fix for each. If phone calls are a lead source, include what happens to a missed call today and whether a missed-call text-back or an after-hours AI voice answering service would close that leak. Then group my lead sources under Alex Hormozi's Core Four (warm outreach, free content, cold outreach, paid ads) and tell me which of the four I'm not using at all.

Here is my business snapshot: [← Complete the Business Snapshot first] Audit my FOLLOW-UP process for [Your Business Name]. Given my primary challenge ([Your Primary Challenge]), describe the ideal multi-channel follow-up sequence (SMS, email, voicemail) for a new lead in [Your Industry]. Compare it to what a typical small business in this space does. Then use my own funnel numbers below to show what closing my follow-up gap is worth per month, and show the math: [← Fill in Your Funnel Math above]

Here is my business snapshot: [← Complete the Business Snapshot first] Audit my SALES process for [Your Business Name] in [Your Industry]. Outline the stages a prospect should move through (e.g., New Lead → Qualified → Proposal → Won/Lost), what should trigger each stage change, and what data I should be tracking at each step in a CRM. Highlight any stages I'm probably skipping.

Here is my business snapshot: [← Complete the Business Snapshot first] Audit the CLIENT EXPERIENCE for [Your Business Name]. Map my post-sale journey using the last four stages of Ryan Deiss's Customer Value Journey: Excite (the customer's first quick win), Ascend (their next purchase: upsells, renewals, repeat work), Advocate (reviews and testimonials), and Promote (referrals). For each stage, say what I likely do today or mark it GAP, then identify the touchpoints that should be automated in a CRM to increase retention and referrals in [Your Industry].

Act as a Revenue Operations Consultant. Here is my business snapshot: [← Complete the Business Snapshot first] Here is my Sales Process Audit: [← Complete the Sales Process Audit first] Define the exact pipeline stages a lead should move through for [Your Business Name], from first contact to closed-won. For each stage, give me: (a) the stage name, (b) the entry criteria (what must be true for a lead to enter this stage), (c) the exit criteria (what must be true for them to advance), (d) the average time a healthy lead spends here, and (e) the specific automated action that should fire when they enter this stage. Keep it to 5–7 stages — more than that and it becomes unworkable.

Act as an Email Copywriter trained in the style of Joanna Wiebe and the Copy Hackers school, who also designs marketing automation. Here is my business snapshot (use it for tone, brand voice, and offer details): [← Complete the Business Snapshot first] Here is my Follow-Up Audit: [← Complete the Follow-Up Audit first] Build me a NURTURE TRIGGER MAP: the behaviors that should start a follow-up sequence, and the behaviors that should stop it. Step 1 — The map. List 4–6 triggers that fit my business, for example: downloaded my lead magnet (my free guide or offer), started a form but didn't finish it, booked but didn't show up, got a quote but didn't reply, or went quiet for 30 days. For each trigger give: (a) what starts it, (b) its goal, (c) the channels (email, SMS or both) and timing, and (d) the stop rule. At minimum, every sequence stops the moment the lead replies or books, so automation never talks over a real conversation. Format the map as a table. Step 2 — Write the lead magnet branch in full: 5–7 emails over 14 days. Each email must be under 200 words, read like a 1:1 note from me (not a company newsletter), handle one objection or belief, and end with a soft next step toward my core paid offer. For emails 3, 5 and 7, add a 160-character SMS that goes out 48 hours later if the email wasn't opened. Step 3 — Write one plain-language paragraph I can paste into my CRM's AI workflow builder (for example, GoHighLevel's Ask AI) describing the lead magnet branch: its trigger, each wait and message, and its stop rule.

Act as an AI Agent Designer. Here is my business snapshot: [← Complete the Business Snapshot first] Here are my pipeline stages: [← Complete the Define Your Pipeline Stages first] Modern AI agents don't follow scripts. They follow a written brief and look facts up in a knowledge base. Write the brief for an AI agent that answers new inquiries by text and website chat, qualifies them, and moves them into the right stage of my pipeline. Include: (1) Role and goal, in two sentences. (2) Voice: how it sounds, using my brand voice, with 3 phrases it would use and 3 it would never use. (3) Knowledge: what it should look up in my knowledge base (my Business Snapshot), and the 5 questions it must always answer correctly. (4) Qualifying: the 3–5 facts it needs from a lead before handing off, and what makes a lead hot, warm or cold. (5) Allowed actions: for example, book a call, send the lead magnet, add a tag or move the lead to a pipeline stage. Also list what it must NOT do on its own, such as quote a custom price, promise a date or offer a refund. Anything that changes a customer's record or commits my business needs a person's approval. (6) Handoff: exactly when it passes the conversation to a person, and what it says while it does. (7) Guardrails: topics it must not discuss, and what it says when it doesn't know the answer. (8) Success metric: the one number that shows it's working, for example the share of after-hours inquiries that book a call. (9) Missed calls: a missed-call text-back message under 160 characters that goes out automatically when I can't answer, plus a 3–5 sentence greeting for an AI voice agent that answers after-hours calls. Write the brief in plain language and in the second person ("You are..."), so I can paste it straight into the agent's instructions.

Act as a Customer Success Lead. Here is my business snapshot: [← Complete the Business Snapshot first] Here is my Client Experience Audit: [← Complete the Client Experience Audit first] Design the first-30-days onboarding and delivery experience for a brand new customer who just bought my core offer. Include: (1) the welcome sequence (what fires automatically in the first 24 hours), (2) the "first value moment" — the earliest point at which the customer gets a tangible win, and how I engineer it to happen fast, (3) the check-in cadence during the first 30 days, (4) the specific moment and script for asking for a referral or review, and (5) the graceful re-engagement sequence if they go quiet. Keep the tone warm and human, never corporate, and use the voice of my business snapshot.

Act as a Local Reputation Strategist. Here is my business snapshot: [← Complete the Business Snapshot first] Build my REVIEWS SYSTEM in four parts. (1) The ask: the exact moment to ask for a review (tie it to the customer's first win, not to the invoice), plus a 160-character SMS and a short email asking for it, each with one link and no pressure. (2) Platform priority: the 2–3 review sites that matter most for my industry and area, in order, and why. For most local businesses, Google comes first. (3) Reply policy: how fast I reply, plus a short reply for a 5-star review, one for a 3-star review, and one for a 1-star review that stays calm, takes the conversation offline, and never argues or shares private details. (4) Proof: which kinds of review quotes to feature on my landing page, and the details that make a review useful to future buyers and AI answer engines (the job, the neighborhood, the result). Offer those details as a gentle suggestion, never as a script. Two rules you must follow: ask every customer, not only the happy ones, and never offer a discount, gift or other reward in exchange for a review. Both break Google's review policy.

Here is my business snapshot: [← Complete the Business Snapshot first] Here are my process audits: Lead Capture Audit: [← Complete the Lead Capture Audit first] Follow-Up Audit: [← Complete the Follow-Up Audit first] Sales Process Audit: [← Complete the Sales Process Audit first] Client Experience Audit: [← Complete the Client Experience Audit first] Based on these audits for [Your Business Name] ([Your Industry]), generate a prioritized CRM FEATURE WISHLIST. Group features into Must-Have, Should-Have, and Nice-to-Have. For each, explain in one sentence why my business needs it and what problem it solves.

Here is my business snapshot: [← Complete the Business Snapshot first] Here is my CRM Feature Wishlist: [← Complete the CRM Feature Wishlist first] Now write a 90-DAY CRM IMPLEMENTATION PLAN for [Your Business Name] that solves my primary challenge: [Your Primary Challenge]. Break it into Month 1 (foundation), Month 2 (automation), Month 3 (optimization). For each month list: goals, the 3-5 concrete tasks, what tools/integrations are needed, and how I'll measure success. Keep it realistic for a small business owner. End with a weekly scorecard of 3-5 metrics (at minimum: new leads, booked or converted, and reviews or referrals). Give each metric an owner and a red / yellow / green threshold, to be reviewed in a 30-minute weekly meeting.

I run a business called [Your Business Name] in the [Your Industry] industry. My website is [Your Website]. Based on publicly available information and what's typical for this industry, tell me: 1. What you already know about my business or businesses like mine. 2. The 3 most common operational challenges companies in [Your Industry] face. 3. What a typical customer journey looks like in this space. Be specific and avoid generic advice.

Here is my business snapshot: [← Complete the Business Snapshot first] Recommend the best CRM platform for [Your Business Name], a [Your Industry] business. Compare HubSpot, GoHighLevel, Pipedrive, and one other you think fits. Score each on price, ease of use, automation power, and fit for my primary challenge: [Your Primary Challenge].

Here is my business snapshot: [← Complete the Business Snapshot first] List the 7 most important CRM metrics [Your Business Name] should track weekly to know if we're solving [Your Primary Challenge]. For each metric, give the formula, a rough target for [Your Industry] (say plainly that it is a rule of thumb, not a published benchmark, unless you can name the source), and what action to take if it's off.

Here is my business snapshot: [← Complete the Business Snapshot first] I have a CRM Feature Wishlist for my business. I want to make sure the CRM platform I choose has the right tools to cover everything on my list. Here is my wishlist: [← Complete the CRM Feature Wishlist first] For each item on my wishlist, tell me: 1. The type of CRM feature or tool that covers it (e.g., workflow automation, visual pipeline, calendar booking, AI chatbot, SMS automation, contact tagging, funnel builder, etc.) 2. A one-sentence description of how that feature type solves the problem 3. Whether it is a basic setup (beginner) or an advanced setup (intermediate/advanced) 4. Whether this feature is typically found in entry-level CRMs, mid-tier CRMs, or all-in-one CRM platforms Format your answer as a simple table with five columns: Wishlist Item | Feature Type | How It Helps | Difficulty Level | Platform Tier Required. Write in plain language for a non-technical business owner.

Here is my business snapshot: [← Complete the Business Snapshot first] I need to write the core email and SMS templates for my CRM automations. My business name is: [Your Business Name] My website is: [Your Website] My industry is: [Your Industry] My brand tone: [e.g., warm and professional, bold and direct, friendly and casual] Please write: 1. New Lead Welcome SMS (under 160 characters) — sent immediately when someone submits a form or inquires 2. Follow-Up Email (Day 1) — subject line + body under 150 words — for leads who have not yet booked 3. Follow-Up SMS (Day 3) — under 160 characters — a gentle nudge for non-responders 4. Appointment Confirmation Email — subject line + body under 100 words 5. Post-Service Review Request SMS — under 160 characters — sent 24 hours after service is delivered 6. Referral Request Email — subject line + body under 150 words — sent 1 week after a positive experience For each template, use [First Name] as the personalization placeholder where appropriate. Write all templates in my brand tone.

Here is my business snapshot: [← Complete the Business Snapshot first] I want to use tags inside my CRM to organize my contacts and make sure the right automations fire for the right people at the right time. My business name is: [Your Business Name] My business type is: [Your Industry] My primary challenge is: [Your Primary Challenge] My typical client journey stages are: [e.g., Inquiry → Consultation → Client → Repeat Client → Referral Source] My main services or offers include: [List your main services] Please create a recommended tag system for my business that includes: 1. Lead Source Tags (where they came from — e.g., Instagram, Referral, Google) 2. Service Interest Tags (what they are interested in) 3. Pipeline Status Tags (where they are in the buying journey) 4. Client Lifecycle Tags (new client, active client, past client, VIP) 5. Automation Trigger Tags (tags that fire specific workflows) Format it as a table with three columns: Tag Name | Category | What It Triggers or Tracks.