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ASK

The 3-line prompt

Vague questions get vague answers. Give the AI a role, a task with context, and the format you want.

The formula

You are [role, e.g. an experienced customer service manager]. Task: [what you need], using this context: [facts, names, prices, dates]. Format: [length, structure, tone]. If anything is unclear, ask me 3 questions first.

5 ready-to-use versions

1. Estimate follow-up

You are a friendly, professional contractor. Write a short text (max 60 words) following up on an estimate I sent [number] days ago for [job] at [price]. Sound helpful, not pushy, and offer to answer questions.

2. Customer reply

You are my customer service assistant. Here is the customer's message: [paste]. Write a clear, polite reply in 3–4 sentences. Use only these facts: [facts]. Do not promise anything I did not list.

3. Job description

Write a job post for [role] at a small [type] company in [city]. Include duties, requirements, pay range [range], and how to apply. Keep it under 200 words, plain language.

4. Social post

Write 3 short Instagram captions about [project or tip]. Tone: friendly and confident. Each under 40 words, with one clear call to action.

5. Review response

Reply to this customer review: [paste]. Thank them by name, mention one specific detail from the review, and keep it under 50 words. If the review is negative, stay calm, apologize for the experience, and offer to make it right.

TIME

5 things to automate this week

Start with the tasks that cost you jobs when you forget them.

  1. 1

    Instant reply to new leads. A text or email within minutes that says you got the request and when you will call back.

  2. 2

    Estimate follow-up. A reminder to follow up on day 1, day 3 and day 7 after sending an estimate.

  3. 3

    Appointment reminders. A message the day before and the morning of, so customers show up.

  4. 4

    Review requests. A short message a day or two after a finished job with a direct link to leave a review.

  5. 5

    Invoice reminders. A polite nudge before and after the due date.

How to start (simple version)

  • Write the message once, using the templates in the TEXTS guide.
  • Pick one task and set it up first. Do not automate all five at once.
  • Use your CRM, your calendar, or any scheduling tool you already pay for.
  • Check the results after two weeks and adjust the timing.
TEXTS

5 customer reply templates

Edit the brackets, keep it short, and always check names and prices before sending.

1. New inquiry

Hi [name], thanks for reaching out about [job]! I would love to help. Could you send a couple of photos and your address? I will get back to you with next steps by [time].

2. Price question

Great question, [name]. For [job], most projects like yours fall in the range of [range], depending on [factors]. I can give you an exact number after a quick look. Would [day] or [day] work?

3. "I need to think about it"

Of course, [name], take your time. If it helps, I can answer any questions or adjust the scope. I will check in on [day], and the estimate stays valid until [date].

4. Follow-up

Hi [name], just checking in on the estimate for [job]. Happy to answer questions or adjust anything. Would you like me to hold a spot on the schedule for [month]?

5. Polite decline

Thank you for thinking of us, [name]. This project is not a good fit for our team right now, and I would rather tell you honestly. If you would like, I can suggest someone who does this kind of work.

CHECK

Don't let AI make your business look fake

People can tell when a message is generic. Run this check before you send anything AI wrote.

  1. 1

    Add one real detail. The customer's name, the job, the street, the date. One real detail changes the whole feel.

  2. 2

    Cut generic phrases. Remove openers like "I hope this message finds you well" and anything you would never say out loud.

  3. 3

    Check every fact. Prices, dates, addresses, licenses and promises. AI can sound confident and be wrong.

  4. 4

    Read it out loud. If it does not sound like you, rewrite that sentence.

  5. 5

    No fake proof. Do not use invented reviews, stock "customers", or AI photos presented as your real work.

  6. 6

    Be honest about AI when it matters. If an assistant or avatar speaks for you, say so.

NIGHT

Stop losing leads at night

Many requests arrive after hours. If nothing happens until morning, some of those people will contact someone else. Fix it in three steps.

  1. 1

    Instant auto-reply. The moment someone submits a form or messages you, they get a reply confirming you received it.

  2. 2

    Capture the details once. One short form: name, phone, address, what they need, photos. The lead lands in one place (CRM or sheet), not in five apps.

  3. 3

    Morning follow-up. A reminder first thing in the morning to call every lead that arrived overnight.

Sample auto-reply

Thanks for contacting [business name]! We received your request about [job]. We will call you by [time]. If it is urgent, call us at [phone].

PROPOSAL

One voice note to a full proposal

Record what you saw on the job, turn it into text, and let AI organize it. You still review the numbers.

  1. 1

    Record a voice note right after the visit: the scope, measurements, materials, and anything special.

  2. 2

    Turn it into text with your phone's voice-to-text or a transcription tool.

  3. 3

    Paste the text into the prompt below.

  4. 4

    Review the numbers, fix anything wrong, then send.

Prompt

You are an assistant for a [type] contractor. Turn the notes below into a clear proposal with these sections: scope of work, materials, timeline, price, payment terms, what is not included. Do not invent numbers or details. If something is missing, list it as questions at the end. Notes: [paste your transcript]

A proposal can be a legal document. Have a professional review your template and terms.

SAVE

Audit your subscriptions and software with AI

Many small businesses pay for tools they no longer use. Let AI sort the list so you can decide what to cancel.

  1. 1

    Make a list of your recurring charges: tool name, monthly cost, what you use it for.

  2. 2

    Paste the list into the prompt below. Do not include account numbers or passwords.

  3. 3

    Review the answer and decide yourself what to cancel.

Prompt

Here is a list of my business subscriptions with monthly cost and purpose: [paste]. Group them by category, flag duplicates or overlapping tools, point out anything that looks unused, and rank the top 5 candidates to cancel or downgrade. Show the total monthly cost before and after.

PRICE

The instant estimate calculator

Customers want a price range before they commit to a call. An instant estimate gives them one in about a minute and puts the lead straight into your pipeline.

How it works

  1. 1

    The customer picks the type of work.

  2. 2

    They enter the size or key details.

  3. 3

    They see a price range right away.

  4. 4

    You get the lead, with the details, in your system.

Want this on your own website? Get in touch below.

VA PRO STUDIO

Want this built for your business?

VA Pro Studio builds software and automation for contractors and service businesses: instant estimates, lead follow-up and CRM. Tell me what you need and I will tell you honestly if it makes sense.

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