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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Claude

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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.

Polite chase email for an unpaid invoice

Three escalating chase templates in one go: friendly nudge (7 days), firmer follow-up (21 days), final notice (45 days).

Dental clinic AI automation offer — build the pitch

Build a $1.5-3k/month AI automation offer for dental offices — patient retention, treatment follow-ups, insurance handling, and a cold outreach script that gets replies. Adapted from @digitallauraanderson.

Quote follow-up sequence (3 touches over 10 days)

Three follow-up messages for the quote that went silent: a friendly nudge, a useful re-frame, a final "should I close this off" check. Stops you ghosting your own pipeline.

Draft a polite chase in Outlook for an unanswered email

Copilot drafts a polite Outlook chase that lands the next step without sounding passive aggressive, plus a follow-up timing ladder.

Find the Google Drive file I am half-remembering

Find the Google Drive file you remember by topic, not title, with 5 ranked candidates and follow-up search ideas if none are right.

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.

Weekly coaching admin sprint agent (90-minute Friday clear-out)

A 6-block 90-minute weekly admin sprint for coaches: session recaps, follow-ups, content drip, inbox triage, client folder housekeeping, and the Monday brief.

Quarterly business review agent (slide outline + speaker notes + Q&A)

A quarterly business review pack: 10-slide outline, speaker notes, the hardest question prep, the 90-second decision script, and the same-day follow-up email.

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.

Supplier issue resolution agent (wrong delivery, price hike, missed cut-off)

A 5-step supplier issue workflow: read the pattern, set a fair ask, draft the message, line up Plan B, and write the 3-day follow-up - so one bad week does not run on for months.

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.

New service pricing enquiry reply agent

A 5-message pricing reply set: the main reply, an SMS version, the 5-day follow-up, the "I will think about it" reply, and the calm "more than I expected" response.

In-person complaint recovery agent (right then + follow-up + internal fix)

A 5-step in-person complaint workflow: the response in the moment, the next-day follow-up, the internal fix, the pre-drafted review response, and the personal lesson.

No-show recovery agent (kind first, policy second, rebook third)

A 4-message no-show recovery flow: a kind first touch, the warm follow-up, the policy reminder, and the boundary message if it is becoming a pattern.

Referral-warmed intro agent (turn a warm intro into a paid conversation)

A 5-piece referral handling workflow: reply to the referrer, intro to the prospect, the 5-day follow-up, the loop-back to the referrer, and the LinkedIn line.

Vendor price conversation prep agent

A 6-piece vendor price conversation pack: data sheet, opening script, the recommendation, three objection answers, the refusal script, and the follow-up email.

Long-form article launch agent (LinkedIn + email + DM outreach)

A long-form launch pack: the main post, three follow-ups, the list email, three personal DMs, and a reply bank - so one good article gets read by everyone who should read it.

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.

Repeat no-show — deposit-going-forward conversation

A firm-but-warm follow-up to a repeat no-show that sets a deposit-going-forward rule without lecturing. Tone shifts at the close depending on whether you actually want to keep them.

Workflow: NPS detractor follow-up

Routes NPS detractors to the right human within 24h with a personalised outreach.

Open inspection follow-up agent

Turns your open-home sign-in sheet into personalised follow-ups for every attendee in under 10 minutes.

Workflow: webinar production end-to-end

Runs the full webinar workflow from topic to follow-up — registration, run, replay, conversion.

Customer thank-you + review request agent

End-of-job sequence: thank-you SMS day-of, follow-up day 3 with review request, gentle re-ask day 14 if no review yet. Calibrated to not be pushy.

End-of-week admin agent

Friday afternoon catch-up: drafts the customer follow-ups, pulls together the week's invoices, books in next week's jobs, lists what to chase on Monday.

Lost-in-transit reply with clear next steps

Reply when a parcel never arrived and tracking has stalled. Acknowledges, lays out the plan, offers an interim solution, and commits to a follow-up date.

Write a post-event follow-up sequence

Drafts a 3-email follow-up sequence after a webinar, workshop, or event to nurture and convert.

Build an NPS survey + follow-up program

Designs an NPS program with survey, segmentation, and follow-up actions per response.

Reading list / resource follow-up

After a session, you mentioned a book / podcast / framework. This drafts the follow-up email with the link + a 1-line context.

Write an AR follow-up email sequence for overdue invoices

Three-email escalation sequence for chasing overdue AU invoices — friendly nudge → firm reminder → final notice — with the right legal/PPSA wording for the last one.