A 21-person shutter maker's AI agent cut missed first-hour lead replies from 9 to 1

3 · Setup steps

How to do it yourself

Our suggested steps. The company didn't publish theirs.

1. 1

   Pick the one lead mistake that slips most often (late first reply, missed callback).

2. 2

   Give an AI agent read access to your CRM.

3. 3

   Schedule a morning check using the prompt below.

4. 4

   Send the results to the person who fixes them, in the chat tool your team already uses.

5. 5

   Count missed first-hour replies each week.

4 · The prompt

The instructions to give the AI

Paste this into Claude (the free plan is enough to try it), swap the [brackets] for your details, and test it on a few real examples.

This is one part of the setup. It won't connect to your phone, inbox or other apps on its own; the steps above cover that.

Each morning, check [CRM] for: new leads with no contact after 1 hour, follow-ups past their due date, and appointments without notes. For each, post to Slack: lead name, what's missing, days overdue, who owns it, and one suggested next step. Don't contact leads yourself.

What you should get back: A Slack message each morning: '2 leads uncontacted >1h, 1 callback 8 days late.'

Written by Quickly and Good, inspired by this case.