Drive your CRM's AI features while staying the reviewer
Rung 3 of 10 · Context + audience
1 · Learn the move · Context + audience
Your CRM's built-in AI will summarize a lead, draft the reply, and suggest the next touch. And the danger is that it writes in your name and, if you let it, fires without you reading a word. The move is to hand the CRM's AI the real context, which contact, what stage, your voice, and set one non-negotiable: it drafts, you approve, nothing leaves the system unreviewed. Every Fair Housing and grounding rule you'd hold your own writing to applies to its draft too, because the license on the email is yours, not the tool's.
Have my CRM's AI draft the follow-up to this lead using only the facts on the record, then HOLD it for my approval. Do not auto-send. Flag anything it couldn't source as UNKNOWN.
2 · Your turn. You write the prompt
Your CRM's AI assistant offers to 'auto-draft and send' follow-ups to new leads. A buyer lead, Jordan, came in on a 3-bed listing at 88 Elm St; the record shows they asked about the school district. You want the CRM's AI to draft the reply in your voice, but you stay the human who reads and sends it. Write a prompt that puts the CRM's AI to work while keeping the approval gate on you.
Remember: the AI sees only your prompt, not this page. If the situation isn't in your prompt, it doesn't exist.
Optional. These shape the output when you run your prompt below, not your score.