The AI lead generation system

You are doing a quick check of a service business's lead system.
Do not invent facts. If I haven't told you something, mark it UNKNOWN.

My business: [what you sell, to whom, in which area]

Answer one question per link with YES, NO or UNKNOWN, using only what I tell you:
1. The offer: could a stranger repeat what I sell and the result in one sentence?
2. Traffic: can I turn up a source of new prospects on purpose this week?
3. The page: does the page they land on screen out bad fits?
4. Speed to lead: does a new enquiry get a reply inside 5 minutes?
5. Follow-up: does someone follow up at least three times if they go quiet?
6. The CRM: is every lead in one place with its source and a named owner?
7. Tracking: can I say which source produced last month's customers?

Here is what I have:
[a few lines of notes]

Return:
- The seven answers in a short list.
- The weakest link: the first NO in the order above, and one sentence on why
  it limits the links after it.
- One fix for that link I can make this week, and how I'll know it worked
  (a number and a date).

Do not score the links, build a plan or recommend tools.

Help me write the one-sentence offer for my business. Use this format:
We help [who] get [specific result] in [timeframe] without [the thing they hate].
Add a risk reversal only if I give you one I can honour.

About my business:
- What I sell: [service]
- Who buys it (trade, size, area): [who]
- The result customers actually get, in their words: [result, or UNKNOWN]
- How long it takes: [timeframe, or UNKNOWN]
- What they hate about the alternatives: [the thing]
- Proof I hold right now (numbers, reviews, case studies I can show): [list, or NONE]

Then:
1. Write five versions.
2. Score each against four tests: a stranger in my market gets it on first
   hearing; the result is specific ("more leads" is not a result); it names one
   buyer; every claim is backed by proof I listed.
3. Write three pain statements in my customers' words: first person, present
   tense, something a real customer could say on a phone call. Not summaries
   like "unreliable lead quality".
4. List every claim in your versions that needs proof I don't have, and rewrite
   those versions without it.

Never add a guarantee, a number or a result I didn't give you.

Work out the most I can pay for a customer, a showed call, a booked call and a
lead. Show every step. Multiply by the rates. Never divide by them.

My numbers (I've written ESTIMATE next to any I'm guessing):
- Revenue from one new customer: [$]
- Gross margin (the share left after delivery costs): [%]
- Share of that gross profit I'm willing to spend to win one customer:
  [%; a third is a common starting point]
- Close rate (showed calls that become customers): [%]
- Show rate (booked calls that actually happen): [%]
- Booking rate (leads that book a call): [%]

Steps:
1. Allowable cost per customer = revenue x gross margin x share.
2. Allowable cost per showed call = step 1 x close rate.
3. Allowable cost per booked call = step 2 x show rate.
4. Allowable cost per lead = step 3 x booking rate.

Then give a worst, expected and best case by moving each rate I marked ESTIMATE
down and up by a quarter of its value.

Then write two sentences: what "working" means (a cost per booked call at or
under step 3, at a stated number of leads a week, by a stated day) and what
"kill it" means.

If the allowable cost per lead is lower than my market can plausibly deliver,
say so plainly: that is an offer or sales problem, not an ad problem.

I sell [service] to [type of business, e.g. insurance agencies / law firms /
HVAC companies] in [state or area]. Help me build a list of every one of them
from public, official records.

1. List the official public sources that publish these businesses: licensing
   boards, state bar or insurance department lookups, open-data portals,
   secretary of state records. For each one give: the name, the exact page,
   who publishes it, the fields it includes (name, licence number, status,
   address, phone, email, website, licence date), whether a bulk download
   exists, how often it updates, and its terms of use. If you are not sure a
   source exists, write NOT VERIFIED. Do not invent web addresses.
2. Write the filter: which status values to keep (active only), which licence
   types match my buyer, and the area filter.
3. Write the cleaning rules: duplicates (same phone or same licence number),
   missing contact details, addresses outside my area, businesses that look
   closed.
4. Add three columns I will fill in myself: website; "already advertises"
   (from the Meta Ad Library, with the start date of their oldest active ad);
   and one fact I checked, for the first message.
5. List the rules for contacting businesses from this list in my country:
   consent for texts and calls, email rules, opt-outs. Mark it as general
   guidance, not legal advice.

Do not give me a count. I will get the count by downloading the file.

A new lead just came in. Before anyone replies, build a one-page brief on
their business.

What they gave us: [name, business name, website, the message they sent,
form answers, where they came from]
Our options, so you can say which fits: [list your offers, one line each,
no prices]

Use only public business information: their website, their Google Business
Profile and reviews, their company LinkedIn page, the Meta Ad Library, news.
Give the source link for every fact. Label anything you infer as INFERENCE.
If you can't find something, write UNKNOWN. Never look for or guess personal
phone numbers, personal emails, or anything about their private life.

Return:
1. Who they are: what they sell, to whom, where, and size signals (team size,
   locations, review count), each with its source.
2. How they get customers today: ads running (with start dates), website forms,
   booking links, review volume. Evidence only.
3. The likely weak link in their lead system, as a hypothesis: the evidence for
   it, and what would prove it wrong.
4. What they asked for, in their own words.
5. Which of our options fits, why, and which one doesn't fit.
6. Three questions to ask in the first reply or on the call.
7. What not to say: claims we can't back, and assumptions the evidence doesn't
   support.

============ COPY FROM HERE ============

PART 1: THE CONTEXT

You answer new enquiries by text for [Business], a [kind of business] in [town or area].
We do: [service 1], [service 2], [service 3].
We don't do: [services you don't offer].
We cover these ZIP codes: [service ZIP codes].
Your one goal: get the lead to pick a time for [a booked inspection / a quote visit / a call].
Price questions go to [who takes price questions]. You never answer them yourself.
Booking times come from [where booking times come from]. The two open times are [time 1] and [time 2]. Offer only those.
[Named person] takes over whenever you hand off.
The lead's first name is [first name] and they asked about [service]. When this is connected to your form, your automation fills in those two.
Before you offer times, you need two answers: how soon they need it, and the ZIP code where the work is.
Ask for whichever is missing, one question at a time.
Your first question: "[how soon they need it, as a question]"
Your second question: "What's the ZIP code where the work is?"
Once you have both, and the ZIP code is one we cover, offer the two open times.

PART 2: THE RULES

1. Ask one question at a time. Never two in one message.
2. Never quote a price, a range or an estimate by text. Say that [who takes price questions] prices every job and will reply to them here, then hand off.
3. When they're ready to book, offer the two open times, not a link. Ask them to reply 1 or 2.
4. Use their first name and the job they asked about.
5. If they reply STOP, or say they don't want texts, write NO_REPLY and nothing else. Never text them again.
6. If they ask whether you're a person or a bot, say you're an assistant for [Business], and offer to have [Named person] reply.
7. Hand off when you're unsure, when they're upset or complaining, or when they ask for something these rules don't cover. To hand off, send: "Thanks, [first name]. I've passed this to [Named person], who will reply to you here." Then write HANDOFF on a new line.

Also:
- Keep every message to two short sentences plus your one question.
- Never make up a fact about [Business]. No prices, dates, warranties, discounts or promises that aren't in Part 1.
- If they ask who this is, say you're texting from [Business] about the [service] they asked about on our form, then ask your next question.
- If the job is outside our ZIP codes, or it's a service we don't do, say so politely and offer no times.
- If they say they've already hired someone or don't need it, send: "No problem, thanks for letting us know. We won't text again." Then write NO_REPLY to anything after that.
- If they ask you to call them, send: "Sure, [first name]. I've passed this to [Named person], who will call you." Then write HANDOFF on a new line.
- If a message starts NO REPLY, the lead hasn't answered. Send this once: "Hi [first name], just checking you saw our text about [service]. Still want help with it? A yes or no is fine. Reply STOP to opt out." If you get NO REPLY a second time, write HANDOFF.

PART 3: EXAMPLES

The lead writes: "The ZIP is [a ZIP code you cover]. Can you come out today?"

A good reply. Copy this style:
"Thanks, [first name]. [Named person] can come out [time 1] or [time 2]. Which suits you better? Reply 1 or 2."

A bad reply. Never send anything like this:
"Hi, yes we can come today. It's usually around $[price]. Book here: [link]. What's your address and what's the problem?"

Why the bad one fails: it quotes a price, sends a link instead of two times, asks two questions at once, and says yes before anyone checked the calendar.

TESTING IN A CHAT: reply to this first message with READY and nothing else. Treat every message after it as a text from the lead. (Delete this last paragraph before you connect the prompt to texting.)

============ COPY TO HERE ============

Write ten ad hooks for [business], selling [service] to [who] in [area].
Our offer in one sentence: [from A2]
Proof we can show: [list, or NONE]
Pain statements in our customers' words: [from A2]

Rules:
- Two hooks of each of these five types:
  1. Question: names a cause they haven't considered.
  2. Bold claim: only if it maps to proof listed above. If there is no proof,
     write two more Devil's advocate hooks instead.
  3. Devil's advocate: agrees with their cynicism first. Needs no proof.
  4. Story open: first person, drops straight into a scene.
  5. Proof-led: a result plus the artifact that shows it. Only with real
     proof; otherwise write two more Question hooks.
- The first line calls out who it's for with a real qualifier (the trade, the
  area, the size).
- Each hook must land in one frame. If it needs a second sentence to make
  sense, rewrite it.
- No guarantee, price, number or result I didn't give you. Nothing "free" and
  nothing "without spending money".

Return a table: type, hook, the qualifier in it, the proof it relies on
(or NONE), passes the one-frame test (yes/no).
Then pick the three to test first, and say why.

Here is an article I wrote: [paste it]
Turn it into a week of posts. Add nothing that isn't in it.

1. One LinkedIn text post, under 1,300 characters: a first line that stops the
   scroll, one idea, one ask.
2. A carousel outline: 6 to 8 slides, one sentence each, the last slide is the
   ask.
3. Three short video scripts, 40 to 60 seconds each at 2.5 words a second:
   the first line to camera, the middle over a screen (say what's on the
   screen), the ask to camera.
4. One paragraph for my newsletter.

Rules: each piece makes one point from the article. No facts, numbers or
claims that aren't in the article. The ask is the same everywhere:
[your ask, e.g. a word to comment, or a link].

Decide what to do with each ad using only these rules. Don't change the rules,
and don't use judgement outside them.

My targets (from A3): target cost per lead [$], target cost per booked call [$],
planned daily spend [$].

My rules:
1. Kill: spend at least 3x target cost per lead with zero results -> pause it.
2. Underperformer: cost per result at least 1.5x target over 7 days, on 5 or
   more results -> pause it and review before restarting.
3. Fatigue: frequency at least 3.5, or click-through down 40% against its own
   14-day average -> flag only. Refresh the creative; don't pause it.
4. Scale: at or under target for 3 or more days in a row -> flag it for a person
   to raise the budget. Never raise a budget automatically.
5. Circuit breaker: account spend today at least 1.5x planned -> pause
   everything and alert me.

The rows: [paste: ad name, days live, spend, results, cost per result,
frequency, click-through, its own 14-day average click-through]

For each ad return: the decision (kill / pause and review / flag fatigue /
flag to scale / keep / NOT ENOUGH EVIDENCE), the rule that triggered it, and
the numbers behind it. If no rule triggers, the answer is keep. If there is
too little data to apply a rule, say NOT ENOUGH EVIDENCE. Never call an ad a
winner.

Here are last week's numbers by source:
[paste rows: source, spend, leads, booked calls, showed calls, customers, revenue]
My allowable costs (from A3): [paste]

Return:
1. A table per source: cost per lead, cost per booked call, cost per customer,
   and the rates (lead to booked, booked to showed, showed to customer).
   Leave a cell blank when its count is zero: zero customers is not a zero cost.
2. The stage that is furthest below where it needs to be, against my allowable
   costs. That is the constraint.
3. One action for next week aimed at the constraint, and the number that will
   tell me if it worked.

Label every number MEASURED if it came from my rows. Don't forecast unless I
ask. If you do, label it MODELLED and state the assumptions.

Here is the transcript of a sales call: [paste]
Write the CRM note.

1. Their situation, in three sentences.
2. Their pains, in their own words (quote them).
3. What they said about budget, timing and who decides. Only what they said;
   otherwise write NOT DISCUSSED.
4. Objections they raised, and how each was answered.
5. Anything we promised, in the exact words used.
6. The next step, who owns it, and the date.
7. Which of our options fits: [list your options] and why.
8. A follow-up message for me to send, under 120 words, that restates the next
   step.

Don't invent commitments, numbers or dates that aren't in the transcript.