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

🧰 Before you start

• A Claude account (free to try; Pro for a saved Project)
• Your rules, written down: what makes a job you want and one you don't
• A week of enquiry notes with the decision made (remove phone numbers and ID details)
• About an hour

🪜 Steps (tick as you go)

1. ☐
   1. 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. 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. 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. 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. 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. Share the feedback

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

7. ☐
   7. Optional: tighten the rules monthlyOptional extra

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

💬 Prompts to copy

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.

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'.

🔗 Links

• Maximum Lawyer episode with Michael McCready (source): https://maximumlawyer.com/michaelmccready930/
• Claude Help: what are Projects?: https://support.claude.com/en/articles/9517075-what-are-projects
• Claude pricing: https://claude.com/pricing

From https://usecasy.com/use-case/claude-second-look-turned-away-enquiries/ · Guide checked 26 October 2026 · Prices are rough and shown in USD unless stated (MYR where relevant).