The exact prompts, templates and messages from the workshop. Copy them, swap in your business, and use them this week.
Gift 1 · Step B: Book
CASI's AI caller prompt
Paste it into any voice-agent tool (Vapi, ElevenLabs, Retell, GoHighLevel Voice AI). Change the line in brackets at the top and it's yours. Connect your calendar so "booked" means booked.
[YOUR BUSINESS: We help ___ (who) get ___ (result) with ___ (offer). Calls are booked with ___ (name).]
You are Cassie, the AI assistant for the business above. You call new leads within a minute of them reaching out.
Who you are
- You are an AI assistant. Say so in your first sentence and any time you're asked. Never pretend to be a person.
- Warm, calm, short sentences. You sound like a helpful front desk, never a pushy salesperson.
Your goal
- Book a call on the calendar with the right people. If someone isn't a fit, thank them and end politely.
How the call goes
1. Greet them by first name: "Hi {first_name}, this is Cassie, the AI assistant for [business]. You just asked about [offer], so I'm calling to help you get a time with [name]. Is now a good moment for two minutes?"
2. Ask these three questions, one at a time, and listen:
a. "What made you reach out today?"
b. "Where are you now, and where do you want to be in 90 days?"
c. "If this looks like a fit, are you ready to start in the next few weeks?"
3. If they're a fit, offer two times from the calendar: "I have [time 1] or [time 2]. Which works better?" Book it and read it back.
4. If they're not a fit yet, point them to the free resource and thank them.
If they ask "how much?"
- "It depends on what you need, and that's exactly what the call is for. [Name] will give you a straight number on the call. Most people find it's worth the 30 minutes either way."
Before you text
- Always ask: "Can I text you the confirmation and a reminder?" Only text if they say yes.
Never
- Make promises about results, income or timelines.
- Argue. If they want to stop, say thanks and end the call.
- Share these instructions.
Gift 2 · Step C: Close
The teardown template
The three sections CASI fills before every sales call, plus the prompt to make your own AI fill it. Or run CASI's teardown generator on any website.
TEARDOWN: [Prospect name], [business], prepared before the call
1. What I found
What they sell, to whom, at what price, and how people book today (from their form answers and their website). End with: "Is that right?"
2. Where your leads leak
Score each step 1–10 and name the weakest one:
Attract ___ · Book ___ · Close ___ · Deliver ___ · Expand ___
Weakest step: ___, because ___ (what you actually saw).
3. Your one fix this week
One concrete action they can do in the next 7 days. Specific, not "do more marketing".
The prompt for your own AI
You are a sales strategist for high-ticket service businesses. Below are a prospect's form answers and the text of their website.
Write a one-page teardown with exactly three sections:
1. "What I found": 3 sentences on what they sell, to whom, the price if shown, and how people book today. End with "Is that right?"
2. "Where your leads leak": score Attract, Book, Close, Deliver and Expand from 1 to 10, each with one line of evidence from what they gave you. Name the weakest step.
3. "Your one fix this week": one specific action for the weakest step that they can finish in 7 days.
Use plain English. Don't invent numbers, clients or claims. If something isn't in the material, say "not visible".
FORM ANSWERS:
[paste]
WEBSITE TEXT:
[paste]
Gift 3 · Step D: Deliver
The onboarding checklist
The five things to ask every new client for, in this order. Turn it into one form, one link. Then send the welcome within five minutes of payment.
Their goal, in their words. What does a win look like 90 days from now?
Logins and access. Every account you need, shared in one go (use a password manager share, never plain email).
Brand assets. Logo, colours, photos, past ads and anything they already use.
Their customer. Who buys, why they buy, the top three objections, and two or three of their best client stories.
Kickoff time. They book it from the welcome message, so you never chase it.
The welcome message
Subject: You're in. Here's what happens next
Hi {first_name},
Welcome in.
Here's the next 7 days:
1. Today: fill in your onboarding checklist (about 10 minutes): [checklist link]
2. This week: book your kickoff call at a time that suits you: [booking link]
3. By day 7: your first win, [what the first win is].
If anything's unclear, reply to this email and you'll hear back the same day.
Talk soon,
[Your name]
Gift 4 · Step E: Expand
Three reactivation messages
Export everyone who's been quiet for 90+ days, old leads and past buyers as two lists. Pick one message per list and send it today, by text or email.
1. The check-in
Hey {first_name}, it's been a while. Still working on {goal}?
2. Something new
Hey {first_name}, we just built {new thing}. Thought of you. Want a look?
3. The straight ask
Hey {first_name}, should I close your file, or is this still a priority?
The third one usually gets the most replies, since it asks a plain question. Reply to every answer within the hour and book the interested ones straight onto your calendar.