Role setup guide · 02 of 07

Sales Prospecting Setup Guide

Set up an assistant that builds small, sourced prospect shortlists, explains why each one fits, and drafts first-touch and follow-up messages.

  • Version 1.0
  • PDF plus full text pack
  • Platform-neutral core
  • Grok Bot walkthrough
$49 Buy the guide What’s included

Starting level: Comfortable using an AI assistant day to day. No coding.

You need: Your own AI subscription, a work email, and a spreadsheet or exported list. A CRM connector is optional. Those are not included.

Sales Prospecting Setup Guide cover

What’s in the package

A guide to read, and a pack to hand to your AI

PDF guide

The branded setup guide, for reading and for teaching the workflow to your team.

Full text pack

The copy-and-paste source: setup prompt, house rules template, owner worksheet, role instructions, practice tests and rollback steps.

Status check

Setup ends with a plain status report: each step marked Verified, Pending or Blocked.

What the assistant does

  • Builds small, sourced prospect shortlists
  • Explains why each prospect fits
  • Writes first-touch and follow-up drafts

What you do

  • Approve every send
  • Approve any credit spend or sequence enrollment
  • Approve every CRM change

An approval covers only the exact draft you saw. A changed draft or a retry needs a new OK.

How setup goes

Read-only first, then drafts you approve

  1. Fill in the owner worksheet with labels only. No passwords or secrets.
  2. Install the role instructions and house rules from the text pack.
  3. Connect only the accounts the role needs, with multi-factor sign-in.
  4. Let the assistant watch read-only before it drafts real work.
  5. Run the practice tests in the pack. Nothing real gets sent.
  6. Start real work as drafts only. You review and press Send.
  7. Add scheduled routines later, only after you OK the exact time and prompt.

Important limits: educational guidance only, not legal, compliance or security advice. No guaranteed results. You need your own AI assistant subscription, plus the accounts the guide connects. Those are not included.

Want all seven? The collection has every role guide in one purchase for $199. You get the Version 1.0 editions included at purchase.

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Other role guides: Virtual EA · Chief of Staff · Meeting Prep & Action Tracker · Document Intake Checklist · Second Brain / AI Knowledge Base · Writing Voice & Brand Kit

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