New Lead Response Assistant
Leads go cold because follow up is slow and inconsistent, and the job goes to whoever answered first.
You get
A ready to send, on brand reply to any new lead, plus the recommended next step.
- Who it's for
- Owners and office staff who field new inquiries and can't always reply right away.
- When to use it
- Every time a new lead comes in by phone, email, web form, or referral.
- What it needs
- Lead details (name, what they need)
- How they reached out
- What they asked for
- What it produces
- An on brand reply message ready to review and send, plus a recommended next action.
- Files you receive
- Three formats, so it works with whatever you already use:
- Claude — Installable skill package (.zip). In Claude: Settings → Capabilities → Skills → Create skill → Upload a skill. Upload the ZIP without unzipping it, then turn the skill on.
- ChatGPT — Custom GPT instructions (.md). In ChatGPT: create a new Custom GPT, then paste the instructions file into the Instructions field.
- Universal — Copy-and-paste prompt (.md). Open the file, copy the whole thing, and paste it into a new chat with any AI assistant.
- Time to first result
- 10 to 20 min per lead
The owner says
"Web form at 9pm: 'Our AC quit this afternoon and the house is 85 degrees. How soon can someone come out?' From Dana, phone number included."
It hands back
INTERNAL LEAD SUMMARY - Lead: Dana · phone on file · web form, 9:04pm - Wants: AC repair — no cooling since this afternoon, house at 85° - Fit: good — residential AC repair - Urgency: respond-now (no cooling + heat) - Missing: address, system age/brand - Next action: text tonight to lock tomorrow's first slot READY-TO-SEND REPLY (text) "Hi Dana, got your message — no AC at 85° is miserable, so let's get you on tomorrow's first run. Can you reply with your address and roughly how old the unit is? I'll pencil you in for 8–10am right now and confirm first thing. — Mike, Comfort Air"
Illustrative example — not a customer result.
How it works
- 1Reads the lead and pulls the relevant details.
- 2Uses your Business Profile for services, tone, and sign off.
- 3Drafts a reply that answers the question and moves toward a booking.
- 4Suggests the next step and never sends anything on its own.
Catches what is slipping
Catches the lead that never got answered, then writes the reply.
You show it
An inbox paste, a list of recent inquiries, or a notes pile
What gets flagged
- Flags a lead with no reply past your lead response window (default 4 business hours)
- Flags replied leads still waiting on a promised next step
- Flags out of area or out of scope requests for an honest decline, never an overpromise
- Ranks overdue, high intent leads first
You review every draft. Nothing is ever sent to a customer automatically.
What you need to run it
You need an account with an AI assistant — Claude, ChatGPT, or another. Installing skills in Claude and creating Custom GPTs in ChatGPT both need those providers' paid plans; the copy-and-paste version works on any plan. See Anthropic's help center for what your plan includes. (Last verified 2026-08-02.)
Works well with
Estimate Follow Up Assistant
Estimates get sent and never followed up, the single biggest recoverable revenue leak.
You get
A short, tactful follow up sequence that keeps an estimate alive without nagging.
- Claude
- ChatGPT
- Universal
Example: A landscaper following up on a patio estimate sent last week
See how it worksLost Lead Reengagement Assistant
Dead pipeline never gets revived, old leads and quotes just sit there.
You get
A reengagement message that gives an old lead a real reason to come back.
- Claude
- ChatGPT
- Universal
Example: A marine shop reaching out to last season's unbooked estimates
See how it works