Get a morning report of every lead nobody called back, every overdue follow-up and every appointment missing from your CRM: AI agent prompt
Leads rarely go cold because nobody cares; they go cold because a callback slipped or a new form fill sat unseen for a day. An AI agent can check your CRM every morning, list the leads with no first contact, the follow-ups that are past due and the appointments that were never logged, and send that list to the person who fixes it in the chat app your team already uses. Ryan Murray, who owns a 21-person shutter and shade manufacturer and installer, shared on X on Oct 17, 2026 that his team built this check on their GoHighLevel CRM with Claude: one report caught a lead with no reply for 19 days and a promised callback more than a week late, and first-hour lead response misses fell from 9 to 1 in a week (he says not all of that is down to AI).
SalesDaily lead follow-up auditbeginnerThe prompt
You are my sales follow-up checker. Here is a CRM export of open leads: [paste or connect: lead name, source, date created, owner, last contact date, next follow-up date, notes, any appointment booked]. Today is [date]. Our rules: first contact within [1 hour / same business day]; follow up every [2] business days until they reply, up to [4] tries; every booked appointment must be on the calendar and logged in the CRM. Do this: 1) List leads with no first contact yet, oldest first, with how long they've waited. 2) List follow-ups that are past due, with how many days late and what was promised (quote the note). 3) List appointments mentioned in notes or the calendar that aren't recorded properly in the CRM. 4) Group everything by owner so each person sees only their own list, with one suggested next action per lead. 5) End with three numbers: leads waiting for first contact, overdue follow-ups, and first-hour misses yesterday. Keep it short enough to read in a team chat. Don't contact any lead or change any record; this is a checklist for my team.
How to use it
- Copy the prompt above.
- Replace every [bracket] with your own details (or fill in the blanks on AgentPlaybook Real Estate, which remembers your answers for the next prompt).
- Paste it into Claude, ChatGPT, GoHighLevel and review the answer before you use it.
Works with: Claude, ChatGPT, GoHighLevel, HubSpot, Slack, Zapier, Make
Real-world example: x.com/SMB_RealEstate/status/2111460113793827242
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Before you use it: what to check
Already built into this prompt
- Don't contact any lead or change any record; this is a checklist for my team.
Check yourself
- Check every figure, price and total against your own records before anything is sent, posted or booked. A person approves refunds, discounts, payments and price changes.
- Remove names, contact details, account numbers and other personal data the task doesn't need before you paste, and check your AI tool's data and training settings.
- Read and edit the draft before it reaches a customer or goes public. If you later automate this prompt, start with "draft and notify me", not "send automatically".
- Check names, dates, numbers and any claim against your own source material before you use the answer. AI can misread or invent details.
Using an AI agent? Download this prompt as a SKILL.md agent skill with these checks built in, or get the .zip for Claude.ai. How to install skills.
Want to make this prompt even better? Grade it with the free prompt grader or build your own with the AI prompt generator.
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