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

Install a ready-made sales team of bots in one click

โฑ๏ธ About 1 hour ยท ๐ŸŽฏ Medium ยท ๐Ÿ’ต Included with your SuperGrok or Cursor plan (Bot usage is counted separately and resets weekly)

๐Ÿงฐ Before you start

๐Ÿชœ Steps (tick as you go)

  1. โ˜
    1. Tap the install button

    Use the 'Add Founder-Led Sales Setup' button on this page. It opens the setup's page on x.ai. Tap Add to Grok Bot and accept the terms. This setup was shared by a user, not made by the Grok Bot company, so read what it will do.

  2. โ˜
    2. Answer the setup questions

    The setup Bot asks about your company, what you sell, who buys, your competitors and your writing style. Answer in plain words; you can paste your website link.

  3. โ˜
    3. Connect your tools

    Connect Gmail and Calendar. Keep LinkedIn and X on read and draft only, so you post by hand.

  4. โ˜
    4. Confirm what it found

    It shows you what it learned about your business. Correct anything wrong; this is what all the Bots will use.

  5. โ˜
    5. Turn on routines one at a time

    Routines (scheduled jobs) start paused. Turn on one, e.g. a morning list of 10 researched prospects, and check it for a few days.

  6. โ˜
    6. Approve every message

    Outreach and Inbox Bots save drafts. Read, edit and send yourself.

๐Ÿ’ฌ Prompts to copy

๐Ÿ’ฌ Ideal customer brief
My business: [what you sell, in one line]. Price range: [MYR].
Best customers so far: [3 examples and why they bought].
Who decides to buy: [job title]. Who feels the pain: [job title].
Where they are: [area / industry / online groups].
Never contact: [existing clients, competitors, sensitive lists].
Use this to pick prospects and write first messages. Every message is a draft for my approval.

๐Ÿ”— Links

From https://usecasy.com/use-case/grokbot-founder-sales-pack/ ยท Guide checked 15 October 2026 ยท Prices are rough and shown in USD unless stated (MYR where relevant).