Build a $1.5-3k/month AI automation offer for HVAC and home services — missed call text-back, lead response, estimate follow-ups, review requests. Adapted from @digitallauraanderson.

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Sales Deal Agent

A deployable AI agent that reviews your sales calls, scores deals (MEDDIC), drafts follow-ups, and flags at-risk deals. Configure once, run after every call.

AI Sales Coach

Your weekly sales coaching call without the $400/hour bill. Bring your pipeline, your worries, your stuck deals - get coached.

Recall SMS for a lapsed client

Short, low-pressure text to a client who hasn't booked in a while. Doesn't sound automated, doesn't push.

Lapsed-client recall agent

Pulls clients who haven't booked in X weeks, segments by reason, drafts the right recall message for each (gentle for grief, direct for routine).

Quarterly customer newsletter from three recent jobs

Turns three recent jobs into a short email newsletter that keeps you top of mind between callouts.

Home exercise program handout

Drafts a clear daily home exercise plan with reps, sets, frequency, and progression cues. Plus the warning signs that mean stop and call us.

Post-session what to expect handout

After-session handout: what they might feel tonight and tomorrow, what to do about it, and when normal soreness crosses into something to call you about.

Red flag warning sheet for the patient

Lists the specific symptoms that mean stop, call the clinic, see a GP, or go to ED. Bypasses the "is this normal?" 11pm text and protects both of you.

Find an AU supplier shortlist using Gemini Deep Research

Deep Research returns a real 5 to 8 supplier shortlist with fit scores, operating signals, likely price bands, and the one opening question to qualify each on a call.

Deep Research: pre-call dossier on a prospect

Deep Research builds a pre-call dossier on the company and the person you are meeting, with public pain signals, the one angle to lead with, and three questions that show you did the work.

Build a Notion client onboarding workflow template

Inside Notion AI, builds a reusable client onboarding template with header callout, day-by-day task database, welcome email, kickoff agenda, asset checklist, internal checklist, and a debrief reflection.

Auto-fill a Notion CRM database from raw call notes

Inside Notion AI, parses raw call notes into a CRM-ready table mapped to your database properties. Skips missing values rather than inventing them, and queues follow-up tasks.

Turn a meeting transcript into a structured Notion doc

Inside Notion AI, reshapes a raw meeting transcript into a clean, share-ready Notion doc with TLDR callout, structured notes, decisions, actions with owners, parking lot, and a collapsed raw transcript.

Mid-project scope creep capture + comms agent

A scope-creep workflow that calls the ask in or out, prices the work, gives the client three options, and produces both the reply and the internal log entry.

Post-inspection buyer follow-up sequence agent (3 touches, 7 days)

A 3-touch post-inspection sequence (SMS, call, email, final SMS) plus the CRM scorecard - the full follow-up loop in one place, so no buyer falls through.

Quarterly retainer review agent

A 5-output quarterly review pack: recap doc, outcome scorecard, renewal proposal, the email, and the call talking points - including the response to "we need to think about it."

Last-minute staff-out coverage agent

A 5-step last-minute cover workflow: triage, the ask, Plan B, guest comms, and the day-after follow-ups - so a sick-call does not blow up the service.

Weekly vendor report agent (campaign data, narrative, recommendation)

A weekly vendor report that turns numbers into a story and a recommendation: cover summary, data table, buyer feedback, comparables, the recommendation, and the call agenda.

Pre-engagement scope workshop agent (run a 60-min session that locks scope)

A 5-piece scoping workshop pack: 60-minute agenda, discovery questions, live capture template, the same-day follow-up email, and the in-call fee objection handler.

Five questions to lock a brief after a discovery call

The 5 questions that turn a fuzzy discovery call into a lockable brief. Each question targets the vaguest answer, with a one-line "why I'm asking" so the client doesn't feel interrogated.

Mid-shift roster gap — call-around SMS

A fast mid-shift fill-in SMS for the casual pool — states the shift, the rate, the cutoff, and a YES/NO reply pattern so the first yes wins. Includes the messaging order so you're not double-booking.

Shipping delay heads-up message

A 3-line email that gets ahead of the angry-customer email. Apologises specifically, gives a clear new ETA, offers something small.

Auction day prep agent

Builds the full auction-day pack — caller script, vendor briefing, buyer game-plan, and post-auction next steps.

Suburb market update newsletter agent

Writes the monthly suburb market update for your database — numbers, narrative, hero listings, and the soft call-to-list close.

Goal-review session progress note

Structured note for a session focused on reviewing client goals (typically every 4-8 sessions). Captures what's changed and what's next.

Open inspection caller-back script agent

Builds the call-back script for OFI attendees so the right next-step ask goes to each person.

Write a discovery call script

Drafts a structured discovery call script with questions, listening cues, and next-step framing.

Build a 'how to read a chart' guide

Drafts a guide on reading charts critically — don't be fooled by misleading visualisations.

Write a cold call script

Drafts a cold call script with opener, value, qualifying question, and meeting ask.

Convert an Excel formula to Google Sheets (or vice versa)

Convert spreadsheet formulas between Excel and Google Sheets, with a callout of any function that doesn't exist in the target and the workaround used.

Write Instagram DM auto-reply flow

Drafts an Instagram DM auto-reply flow that filters leads and books calls.

Plan a video shoot day

Plans a one-day video shoot with call sheet, locations, talent, and production contingencies.

Workflow: '5 customer calls per week' system

Sets up the discipline of 5 customer calls per week + the synthesis routine.

Workflow: 'do I need a lawyer' triage

Triages legal questions — what's a lawyer call vs what's a quick decision.

Workflow: 'should I take this customer call' triage

Decides whether the founder should take a specific customer call.

Performance dip — diagnostic post-mortem

Channel performance tanked? Walks through the likely causes systematically so your next move is informed, not panic.

Write LinkedIn DM outreach script

Drafts a non-spammy LinkedIn DM script that books calls without sounding like a pitch bot.

Build a 'phone call instead of meeting' protocol

Sets up a protocol for using phone calls instead of video meetings for low-stakes conversations.

Write 5 cold call openers

Generates five cold call opening lines that earn the next 30 seconds of attention.

Build a discovery call template

Creates a structured discovery call template that surfaces real pain and decision criteria.

Build a 'sales call recording analysis'

Analyses a corpus of sales call recordings to surface buyer signals + objection patterns.

Generate 20 lead-gen Facebook ad hooks

Generates twenty ad hooks specifically built to drive lead-gen opt-ins, not direct sales.

Write a 'reply' email to drive booked calls

Drafts a short value-first 'reply' style email designed to start a conversation, not pitch.

Rebooking nudge — gentle, not salesy

A short SMS or email to a regular who is overdue for their usual booking. Recalls them without sounding desperate.

Birthday rebooking offer (warm, not spammy)

Use the birthday window as an anchor for a recall. Service-specific gift, two slots to choose from, no guilt-trip about how long it's been.

Write a sales follow-up email

Drafts a follow-up email after a discovery or demo call that moves the deal forward.

Decide whether to kill, sunset or save a product line

The framework for the hardest call - when to stop building and tell customers it's ending.

Discovery call follow-up email

Sent within 24h of a discovery call. Recaps what we discussed, the next step, and gives them space to say yes (or no) cleanly.

Write a 5-minute speech

Drafts a 5-minute speech with hook, story, takeaway, and call-to-action.

TikTok Spark Ad strategy

Plan a TikTok Spark Ads strategy built on creator content that's already proven its hook rate organically.

Write a holiday sale Instagram caption set

Drafts a 5-caption set for a holiday sale promo on Instagram (announce, reminder, last-call).

Pre-kickoff brief sign-off email

A pre-kickoff written confirmation that captures everything from the discovery call. Reduces scope-creep risk before a single hour is billed.

Blog intro that doesn't sound AI-written

Rewrites a blog intro so it doesn't sound AI-generated. Two options — story-led + contrarian — with the AI tells called out and a "what makes it sound human" note.

Build a 'how to read a research report' guide

Provides a guide for stakeholders on how to read a research report critically.

Build a competitor battlecard

Builds a one-page competitor battlecard for sales reps to use live in calls.

Brief a casting call

Writes a casting brief for a video shoot or photo campaign with persona and logistics.

Cliniko / Halaxy weekly admin agent

Friday afternoon practice cleanup: outstanding invoices, missing notes, uncoded sessions, recall list, unread messages, next-week prep.

Write 'last call' urgency emails

Drafts three urgency emails for the final 48 hours of a launch without false scarcity.

Discovery call agent

Runs through a discovery call structure with you — qualifying questions, listening cues, the soft close, and the follow-up email.

Sales call objection-handling agent

Walks through a real objection from a recent call, finds the underlying belief, and rehearses three calm responses.

YouTube tutorial script with chapters

A step-by-step tutorial script with chapter markers ready to paste into your YouTube description. Each step has a "common mistake here" callout and a mid-roll re-promise to hold retention.

Warranty + callback management agent

Triages incoming callback requests (warranty vs not, urgent vs not), drafts the response, schedules the visit, decides if a charge applies.

Workflow: cold call → meeting booked

End-to-end cold call workflow including pre-call research, script, objection handling, and post-call recap.

Workflow: sales call recording → CRM update

Processes a sales call recording into CRM-ready notes, deal stage updates, and next-step actions.

Workflow: customer testimonial collection

Systematically collects + organises customer testimonials from every interaction.

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