Start every agent's day with a ranked call list: have Claude score every contact in your CRM from real signals (lead source, buyer or seller, area, price point, how fast they replied, call length) and email each agent their top leads with a suggested opener from the CRM notes: AI agent prompt

Zapier's blog profiles Marcus Rush, founder and team leader of Rush Home, an eight-agent residential brokerage. He built 'Russ', an AI agent with its own email address, around a Claude-based lead-scoring formula that runs across 11,000+ contacts in Follow Up Boss. Whenever a new interaction comes in, Russ recalculates the score from lead source, buyer vs. seller signals, geographic focus, price point, response timing and call duration, and writes the score back into the CRM. Every morning each human agent gets a daily brief email with a ranked list of leads plus follow-up or introduction tactics drawn from the CRM notes, so nobody has to log in to Follow Up Boss to decide who to call. Zapier MCP connects Claude to Follow Up Boss, Slack and Gmail. He is now piloting having Russ manage his calendar from a dedicated workspace account.

Curated by AgentPlaybook Real Estate · How we make and check prompts

SalesDaily ranked lead brief from CRM scoringintermediate

The prompt

1. Export a sample of your CRM contacts (name, lead source, buyer or seller, area, price range, last reply date, last call length, notes) to a spreadsheet. Remove anything you're not allowed to share with AI tools.
2. Ask Claude or ChatGPT: "Help me write a simple 0-100 lead score. Weigh lead source, buyer vs. seller signals, whether they're in my target areas [list], price point, how quickly they replied, and call length. Show the weights as a table I can edit, then score these contacts and explain the top 10."
3. Check the top 10 against your gut. Adjust the weights until the ranking matches who you'd actually call first.
4. Each morning (by hand at first, later with Zapier or Make connected to your CRM), ask: "Using these weights, rank today's leads. For each of the top 10, give one line on why they're ranked there and a suggested opener based on their notes. Don't invent facts that aren't in the notes."
5. Send each agent only their own leads. Write scores back to a CRM field so everyone sees the same number.
6. Review the scoring monthly: which high scores actually turned into appointments? Re-weight accordingly.

Open in ChatGPT Open in Claude Perplexity Download as agent skill (SKILL.md)

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How to use it

Copy the prompt above.
Replace every [bracket] with your own details (use the fill-in-the-blanks box above, which remembers your answers for the next prompt).
Paste it into Claude or ChatGPT, your CRM (e.g. Follow Up Boss), Zapier (MCP) or Make and review the answer before you use it.

Works with: Claude or ChatGPT, your CRM (e.g. Follow Up Boss), Zapier (MCP) or Make, Gmail or Slack

Real-world example: zapier.com/blog/rush-home-mcp/

Featured in: ChatGPT prompts for business email, replies and follow-ups · AI prompts to summarize meetings, notes, documents and reports · AI agent prompts for Zapier, Make and n8n automations · ChatGPT prompts for real estate agents: listing descriptions, leads, showings and closing

Before you use it: what to check

Already built into this prompt

Don't invent facts that aren't in the notes." 5.
Export a sample of your CRM contacts (name, lead source, buyer or seller, area, price range, last reply date, last call length, notes) to a spreadsheet.
Weigh lead source, buyer vs.

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.

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<blockquote style="border:1px solid #e4e4ee;border-left:4px solid #0f6b50;border-radius:10px;padding:14px 16px;margin:16px 0;font-family:system-ui,sans-serif;max-width:640px"><p style="margin:0 0 6px;font-weight:700">Start every agent&#x27;s day with a ranked call list: have Claude score every contact in your CRM from real signals (lead source, buyer or seller, area, price point, how fast they replied, call length) and email each agent their top leads with a suggested opener from the CRM notes</p><p style="margin:0 0 10px;color:#5c6078;font-size:14px">Zapier&#x27;s blog profiles Marcus Rush, founder and team leader of Rush Home, an eight-agent residential brokerage. He built &#x27;Russ&#x27;, an AI agent with its own email address, around a Claude-based lead-scoring formula that runs across 11,000+ contacts in Follow Up Boss. Whenever a new interaction comes in, Russ recalculates the score from lead source, buyer vs. seller signals, geographic focus, price point, response timing and call duration, and writes the score back into the CRM. Every morning each human agent gets a daily brief email with a ranked list of leads plus follow-up or introduction tactics drawn from the CRM notes, so nobody has to log in to Follow Up Boss to decide who to call. Zapier MCP connects Claude to Follow Up Boss, Slack and Gmail. He is now piloting having Russ manage his calendar from a dedicated workspace account.</p><a href="https://agentic-library.netlify.app/prompt/al-598-start-every-agent-s-day-with-a-ranked-call-list-have-claude/?utm_source=embed&amp;utm_medium=referral&amp;utm_campaign=prompt_embed" style="color:#0f6b50;font-weight:600">Get the free AI prompt on AgentPlaybook Real Estate →</a></blockquote>

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