TEMPLATES
Start from a template.
Each one is a worker that already knows the job. Pick the closest, try it, then change what you need.
Inbound lead qualifier
Answers a new enquiry straight away and finds out what they need.
What it handles
- Replies while the interest is fresh
- Asks the qualifying questions
- Books the next step
First-round recruiter
Runs the first screen with every applicant and writes up what it heard.
What it handles
- Speaks to everyone who applies
- Asks the same questions each time
- Returns notes you can compare
24/7 receptionist
Picks up outside office hours and takes the message properly.
What it handles
- Answers at any hour
- Takes the caller through
- Passes on what matters
Sales discovery + follow-up
Runs a discovery call and sends the follow-up while it is still warm.
What it handles
- Works through your question set
- Writes the summary
- Sends the follow-up
Pitch coach
Listens to your pitch and tells you what an investor would ask next.
What it handles
- Hears the whole pitch
- Pushes on the weak parts
- Gives you the questions to prepare