Free business playbooks and templates

Call scripts

Word-for-word starting points for calls that often go badly or don't happen at all.

SOPs

Step-by-step procedures your team can follow the same way every time.

AI prompts

Prompts for approved AI tools, written so a person still reviews the output.

Buyer Enquiry Follow-Up Call Script

A buyer has asked about a listing or project and you're making the first call back.

Call script.

New Listing Launch SOP

A listing agreement is signed and you need every launch to happen the same way.

SOP.

AI Prompt for Listing Descriptions

You want a first draft of a listing description for an agent to fact-check.

AI prompt.

Bid Follow-Up Call Script

You've submitted a bid and want to learn where it stands without sounding pushy.

Call script.

RFI Logging and Tracking SOP

Questions to the design team are getting lost, or nobody can say which ones are still open.

SOP.

AI Prompt to Pull Requirements from Bid Documents

You need a first-pass checklist from a large tender package, for an estimator to verify.

AI prompt.

Missed Call Callback Script for Home Service Companies

You missed a call from a possible customer and you're calling back.

Call script.

Service Call Close-Out SOP for Technicians

Job notes, photos and follow-ups vary from one technician to the next.

SOP.

AI Prompt for Replying to Google Reviews

You want a draft reply to a review that a manager can edit and post.

AI prompt.

Strata and Property Manager Intro Call Script

You want to become the go-to leak detection company for a property manager.

Call script.

Leak Inspection Report SOP

Reports differ by technician, and managers or insurers keep coming back with questions.

SOP.

AI Prompt to Turn Technician Notes into a Draft Report

A technician's rough notes need to become a clean draft for review.

AI prompt.

Property Owner Enquiry Call Script

An owner has asked about your management services.

Call script.

Maintenance Request SOP

Requests arrive by text, phone and email, and some get lost.

SOP.

AI Prompt for Drafting Tenant Notices

You need a clear draft of a routine notice about water shut-offs, access or building work.

AI prompt.

Proposal Follow-Up Call Script for Engineering Firms

You've submitted a proposal and want to understand the client's decision process.

Call script.

Project Close-Out Knowledge Capture SOP

Lessons from finished projects stay in people's heads and get lost.

SOP.

AI Prompt for Drafting Proposal Sections

You want a first draft of a proposal section based on your own past work.

AI prompt.

Referring Provider Outreach Call Script

Your clinic wants to build relationships with providers who may refer patients.

Call script.

New Patient Intake SOP for Front Desk Teams

Front desk staff handle new patient paperwork in different ways.

SOP.

AI Prompt for Staff Questions About Clinic Policies

Staff need quick answers from approved administrative policies.

AI prompt.

New Client Intake Call Script for Law Firms

Someone has called about a possible legal matter and an intake person answers.

Call script.

New Matter Opening SOP

New matters open inconsistently, and steps sometimes get missed.

SOP.

AI Prompt for Routine Client Correspondence

You want a draft of a routine status letter for a lawyer to review.

AI prompt.

Annual Client Review Booking Call Script

You're calling clients to book their yearly review.

Call script.

Client Document Collection SOP

Getting documents from clients takes too many reminders, or arrives through insecure channels.

SOP.

AI Prompt for Client Meeting Summaries

An adviser wants a draft summary from notes with identifying details removed.

AI prompt.

Software Demo Discovery Call Script

A prospect has booked a demo and you want to learn their real problem first.

Call script.

Production Incident Response SOP

Outages are handled differently each time, and customers hear about them late.

SOP.

AI Prompt to Find Themes in Customer Feedback

You have a pile of support tickets or survey comments to sort through.

AI prompt.

Lapsed Customer Reorder Call Script

A customer who used to order regularly has gone quiet.

Call script.

Shift Handover SOP

Problems get lost between shifts, and each new shift starts by asking what happened.

SOP.

AI Prompt to Extract Data from Supplier Documents

You need key fields from supplier quotes or specs, for a person to verify.

AI prompt.

Public Enquiry Phone Script for Government Offices

Staff answer public calls and need a consistent, helpful approach.

Call script.

Public Consultation Submission Handling SOP

A consultation will bring in many submissions, and you need a fair, traceable process.

SOP.

AI Prompt to Summarize Consultation Comments

Staff want a first-pass grouping of consultation comments to check by hand.

AI prompt.