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๐Ÿ“ˆ Sales & Leads ยท Printable checklist ยท USE CASy

Bots that spot the empty weeks in your diary and find work to fill them

โฑ๏ธ About half a day to set up ยท ๐ŸŽฏ Medium ยท ๐Ÿ’ต Your Grok Bot plan

๐Ÿงฐ Before you start

๐Ÿชœ Steps (tick as you go)

  1. โ˜
    1. Connect your calendar

    In Grok Bot, connect your calendar (look for connectors or apps in settings). Ask the bot to list the weeks in the next 3 months with no bookings.

  2. โ˜
    2. Create a research bot

    Make a bot (Above the Line called theirs 'Clarity'). Give it your list of customer words and your area, and ask it to find real upcoming jobs or events in your quiet weeks.

  3. โ˜
    3. Create a sales bot

    Make a second bot (theirs is 'Synergy') that writes one short, personal email per lead, based on your direction.

  4. โ˜
    4. Send emails to your drafts, not out

    Tell the sales bot to save every email in your Gmail drafts. Read each one and tell the bot to send only the ones you approve.

  5. โ˜
    5. Set a schedule

    Ask the bots to run every few hours on weekdays and add about 4 new leads each time, logged in a Google Sheet with the decision maker's email.

  6. โ˜
    6. Add a quoting helper

    Make a 'chief of staff' bot. Give it your price list and an example quote. When a request comes in, drop the attachments in and ask for an estimate.

  7. โ˜
    7. Check every quote before it goes

    Read each quote line by line: quantities, labour, fees and cancellation terms. Fix anything and tell the bot so it learns.

  8. โ˜
    8. Optional: build pages for the places you workOptional extra

    Above the Line had Grok Bot build one web page per venue it works at (146 pages), so planners searching for that venue find them.

๐Ÿ’ฌ Prompts to copy

๐Ÿ’ฌ Find work for my quiet weeks
Look at my calendar and list every week between [start date] and [end date] with no bookings.
For those weeks, search for real upcoming [jobs/events] in [area] using these words: [list of 10-20 customer words].
For each lead, find: name of the event or company, date, venue, organiser and a public business email. Add them to my sheet [link]. Only add leads you can link to a real web page. Then write a short outreach email for each (British English, under 120 words, mention their date and how we can help) and save it as a draft. Do not send anything.
๐Ÿ’ฌ Turn a request into a quote
Here is a customer request (attached). Using my price list [link] and this example quote [link], prepare an estimate.
Break it down by [room / item / stage], add subtotals, labour, and [any fees, e.g. a 3.5% card fee], and use my standard terms. List anything you're unsure about or anything we may not have enough of at the top, so I can check it. Give me a PDF draft. Don't send it to the customer.

๐Ÿ”— Links

From https://usecasy.com/use-case/grokbot-fill-empty-weeks/ ยท Guide checked 16 October 2026 ยท Prices are rough and shown in USD unless stated (MYR where relevant).