Offer the right extra service every time someone books: give your booking agent three add-ons tied to the customer's situation (like mileage or the age of their home), have it offer them during booking, and check each week what share said yes: AI agent prompt
Extra work is usually offered only at the visit, and only when staff aren't rushed. In a weekly roundup of AI sales cases dated Oct 31, 2026, Roman (whynotroman.com) reports that Lithia Motors, the largest new-car retailer in the US, has used a Pinewood.AI dealer system in its UK stores for six to nine months; its built-in agent books service visits and, while booking, offers extra work such as a fluid change, wiper blades or a tire check. CEO Bryan DeBoer said on the Oct 21 earnings call (also covered by WardsAuto) that the UK stores get around 10% to 11% additional pre-sales from AI bookings, and guessed it was close to zero before, which is an estimate. The writer's point: the agent doesn't sell better than a person, it simply asks every customer. He suggests picking three jobs based on the customer's situation, offering them to everyone and checking the yes rate weekly, with staff confirming price and work at the visit. The same idea fits home services, property maintenance or cleaning bookings.
The prompt
1. List your three most useful add-ons and when each fits, e.g. "gutter clean if the last one was over 12 months ago" or "tire check over 30,000 miles". 2. Ask your AI: "Write one short, friendly line my booking assistant can say after a customer picks a time, offering only the add-on that fits their details. Include the price, say it's optional, and accept 'no' without pushing." 3. Add the line and rules to your booking chat, phone agent or confirmation email. 4. Mark add-ons as "offered" in each booking, and have staff confirm the price and the work at the visit. 5. Every week, paste the bookings and ask: "What share were offered an add-on, what share said yes, and which add-on works best?" Drop the add-on nobody wants and try another.
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 Pinewood.AI, booking system, ChatGPT and review the answer before you use it.
Works with: Pinewood.AI, booking system, ChatGPT, Claude
Real-world example: whynotroman.com/notes/ai-in-sales-2026-10-31/
Featured in: Free AI agent prompts for small business (beginner-friendly) · AI prompts for writing SOPs, reports, policies and checklists
Before you use it: what to check
Already built into this prompt
- Add the line and rules to your booking chat, phone agent or confirmation email.
- Mark add-ons as "offered" in each booking, and have staff confirm the price and the work at the visit.
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.
- Check names, dates, numbers and any claim against your own source material before you use the answer. AI can misread or invent details.
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