๐Ÿ“ˆSales & Leads ยท Step-by-step guide

Let AI double-check every enquiry your team turned away, so good customers get a call back

Whoever answers your enquiries decides, call by call, whether to take a job or turn it away, and sometimes they get it wrong. You give Claude your written rules for a good and a bad job, then paste in each enquiry note and the decision. It says whether the decision fits your rules, flags any good enquiry that was turned away (so someone calls them back) and gives the staff member one line of feedback.

Created byMichael P. McCready ยท McCready Law (on the Maximum Lawyer podcast)
๐Ÿ“ฐ Read the original: Maximum Lawyer podcast: He Turned 30 Years of Experience Into an AI Digital Twin (Michael McCready) โ†—
โฑ๏ธ About 1 hour, then a minute per enquiry๐ŸŽฏ Easy๐Ÿ’ต Claude Free to try; Claude Pro USD 20/month๐Ÿ“‹ 7 steps
๐Ÿงก Claude๐Ÿข Named company
๐ŸŽฏ What you'll have at the endYou'll have a Claude Project that checks each 'yes' or 'no' on an enquiry against your own rules and flags the customers worth a call back.

๐Ÿ‘€ What you'll get

Example

Here's the kind of thing you'll have at the end:

๐Ÿ“Š ReportSecond look ยท Thursday's enquiries, Bina Jaya Renovations

9 enquiries checked

  • 6 fine, 2 call backs, 1 check

CALL BACK

  • Mrs Tan, kitchen re-tiling in Subang: turned away as 'too small', but your rules take any job over MYR 3,000 (quote was about MYR 4,500)
  • Encik Hafiz, bathroom leak in Shah Alam: turned away as 'out of area', but Shah Alam is on your list

CHECK

  • Roof job in Rawang accepted: outside your area rule

Feedback

  • Farah: great questions on budget; ask the town before deciding

๐Ÿงช Made-up sample to show the kind of result. Your output will vary.

๐Ÿ’ธ What will this really cost me?

Prices checked 26 Oct 2026
๐Ÿงช To try it once
Free: Claude's free plan can check a few enquiries against your rules in one chat.
๐Ÿ” To keep it running
Claude Pro: USDย 20 a month, or USDย 17 a month paid yearly, to keep the rules in a saved Project and check enquiries daily.
โš ๏ธ Watch out for
Long notes and recordings use more of your limit, so paste short notes. Team plans for several staff cost more per seat: check the provider's pricing page.

๐Ÿ”— Official pricing: Claude pricing

Prices change often, so check the links before you pay. Amounts exclude tax. Prices are shown in each provider's own currency.

๐Ÿงพ Which plan do I need?

๐Ÿช™ Small upgrade ยท MYR 82/mo

Claude Projects with saved files and instructions, used every week, need Claude Pro or Max.

Tick what you already pay for:

๐Ÿช™ Small = up to MYR 250 a month more ยท ๐Ÿ’Ž Big = over MYR 250 a month more ยท prices from each provider's pricing page, checked 21 Oct 2026.
โ„น๏ธ How we work this outPrices come from each provider's own pricing page (checked 21 Oct 2026; amounts exclude tax). Small upgrade = up to MYR 250 a month more than you pay now. Big upgrade = more than MYR 250 a month more. Check pricing = the provider doesn't publish a price we could confirm. The badges are worked out in MYR at USD 1 = MYR 4.08 (Bank Negara Malaysia, 19 Oct 2026). Each guide's needs come from its own "What will this really cost me?" box. Your ticks stay in this browser only (no account, nothing sent to us).
Tick all your plans on the home page โ†’

โฑ๏ธ Try it in 10 minutes

โœ… Free plan ยท nothing to connect

What you'll see: A verdict on each sample enquiry, a CALL BACK and a CHECK flag where the decision broke your rules, and one feedback line each.

Copy the prompt, paste it into one of the free AI apps below and press send. The sample is made up, so swap in your own details if you like.

๐Ÿ’ฌ Your 10-minute test
My renovation business's rules: we take kitchen, bathroom and tiling jobs over MYR 3,000 in Petaling Jaya, Subang and Shah Alam, starting within 2 months. We turn down roofing, jobs under MYR 3,000 and anything outside those areas.

Check these decisions against the rules. For each say: fits the rules yes/no, CALL BACK if a good enquiry was turned away, CHECK if we accepted one we shouldn't have, and one line of feedback for the staff member.
1. Farah turned away Mrs Tan: kitchen tiling, Subang, about MYR 4,500, start next month. Reason: 'too small'.
2. Farah accepted a roof repair in Rawang, MYR 6,000.
3. Jason turned away a bathroom job in Klang, MYR 8,000. Reason: 'out of area'.

โœ… Works on: Claude Free ยท ChatGPT Free ยท Gemini app (free)

Links go to the official plan pages. Free plans have daily limits and can change, so check before you rely on them.

โžก๏ธ Like it? The full setup adds: The full setup keeps your real rules in a saved Claude Project and checks each day's enquiry notes, so good customers get a call back the next morning. Go to the steps โ†“

โšก One-click install

Checked install pages (app stores, official sites and template pages): tap to get it straight away.

โฌ‡๏ธ Get Claude on iPhoneApp Storeโฌ‡๏ธ Get Claude on AndroidGoogle Play

๐Ÿงฐ Before you start

โฑ๏ธ Time neededAbout 1 hour, then a minute per enquiry
๐Ÿ’ต Rough costClaude Free to try; Claude Pro USD 20/month

๐Ÿชœ Step by step

๐Ÿฃ Beginner mode: showing the 6 essential steps only. Extra steps are hidden; tap ๐Ÿš€ Advanced at the top to see all 7.
โœ… 0 of 7 steps done ๐Ÿ“„ Printable page
  1. 1
    โ˜

    Write your rules

    On one page, list what makes a good job (area you cover, budget, type of work, timing) and what makes one you turn down. Think of your best and worst customers: the worst ones show the warning signs.

  2. 2
    โ˜

    Let Claude help shape them

    McCready's tip: tell Claude you want a project that checks whether you accept or decline the right enquiries, and let it ask you questions. Use the 'Build my rules' prompt, then paste your page so it can tidy the rules into a clear checklist.

  3. 3
    โ˜

    Make a Claude Project

    Create a Project called 'Second look'. Upload the rules and paste the 'Review rules' prompt into the Project instructions.

  4. 4
    โ˜

    Test on last week

    Paste last week's enquiry notes with the decisions. Check its verdicts against your own judgement and correct the rules where it's wrong.

  5. 5
    โ˜

    Make it a daily habit

    Each evening (or at the end of each shift), paste the day's notes. Anyone flagged as 'call back' gets a call the next morning.

  6. 6
    โ˜

    Share the feedback

    Use the one-line feedback for each staff member in your weekly catch-up. Praise the good calls too.

  7. 7
    โ˜

    Optional: tighten the rules monthly

    Once a month, ask Claude which rules caused the most borderline cases and suggest clearer wording.

    โž• Extra step: hidden in ๐Ÿฃ Beginner mode

๐Ÿ’ฌ Copy-paste prompts

Tap Copy prompt, paste it into your AI (Grok, ChatGPT, Claude or Gemini), then replace the [yellow bits] with your own details.

๐Ÿ’ฌ Review rules
You give a second opinion on enquiries my team has accepted or turned away. My rules are in the uploaded file.
For each enquiry note I paste, reply with:
1. Decision made: accepted / turned away.
2. Does it fit my rules? Yes / No / Borderline, and the rule it hinges on.
3. If a good enquiry was turned away: 'CALL BACK' and why, in one line.
4. If we accepted one that breaks a rule: 'CHECK' and why.
5. One line of kind, specific feedback for the person who took the enquiry.
Use only the note and my rules. If the note is missing something you'd need, say what. Finish with a short list: call backs, checks, and how many were fine.
๐Ÿ’ฌ Build my rules
I run [type of business] in [area]. I want a simple checklist to decide which enquiries to take and which to turn down, so AI can double-check my team's decisions. Ask me questions one at a time (at most 8) about my best and worst customers, the work I do and don't do, areas, budgets and timing. Then write the checklist: 'Take it if', 'Turn it down if', and 'Ask the owner if'.

โš ๏ธ Tips & common mistakes

๐ŸŒŸ Why it's worth it

๐Ÿ’ก Why it mattersA good customer turned away by mistake is lost money you never see. A second look at every 'no' catches them while they're still waiting for an answer, and the feedback lines help new staff learn your rules faster. It also catches the opposite: jobs taken that you shouldn't have.
๐Ÿท๏ธ Real exampleMichael P. McCready, founder of McCready Law (a personal-injury firm), told the Maximum Lawyer podcast that his seven-state firm uses AI with its own screening criteria to review intake decisions: it rates the call, suggests feedback and checks whether a case was wrongly declined or wrongly accepted. His advice for a first project is to ask Claude to help build exactly this. 'If they decline the case and they shouldn't have, get on the phone.' People still review the results.
๐Ÿ”Œ Connects to:Your enquiry or call notesYour written rules for which jobs you take
๐Ÿข Proof level: Named companyA real, named business written up by the press or on its own website. You can look the business up yourself.
๐Ÿ“ฐ Found via Podcast ยท Maximum Lawyer: Maximum Lawyer podcast: He Turned 30 Years of Experience Into an AI Digital Twin (Michael McCready) โ†—

๐Ÿ”— Helpful links

๐Ÿ”— Maximum Lawyer episode with Michael McCready (source) โ†—๐Ÿ”— Claude Help: what are Projects? โ†—๐Ÿ”— Claude pricing โ†—

๐Ÿ“ฌ Every Monday: new things AI can do for you, with the exact prompt to copy

Sign up free and get our PDF of 20 copy-paste AI prompts straight away. One short email a week, unsubscribe in one click.

โ† Back to all use cases