> ## Documentation Index
> Fetch the complete documentation index at: https://docs.boostgpt.co/llms.txt
> Use this file to discover all available pages before exploring further.

# Sales Assistant Playbook

> Prompts and patterns that qualify leads, book calls, and fill your pipeline

The most common reason a sales assistant underperforms isn't the model — it's the prompt. This playbook covers the four moves that turn a chatbot into a sales rep: **qualify, hand off, track, and follow up.**

## 1. Qualify every visitor

A good sales assistant asks four questions on the first conversation:

1. **Project** — what they need help with
2. **Budget** — rough price range they're working with
3. **Timeline** — when they want to start
4. **Decision-maker** — who else is involved

### Sample agent instruction

```text theme={null}
You are a sales assistant for {company}. When a prospect engages, ask:

1. What's the project they need help with?
2. What's their budget range? (under $5k / $5–25k / $25k+)
3. What's their timeline? (Now / This month / Later)
4. Who else is involved in the decision?

Save their answers to the CRM. If they're a fit (budget $5k+, timeline
Now or This month), offer to book a discovery call via your calendar.
If not a fit, politely thank them and suggest reaching out later.
```

### Use the Readiness custom field

The `coaching_consulting` and similar CRM templates ship a **Readiness** field with three options: `Now`, `This month`, `Later`. Have the agent ask the timeline question and save the answer to this field — not free text.

This makes filtering trivial later: "show me every prospect with Readiness = Now and Budget > \$5k."

<Tip>
  Every CRM template ships with custom fields tuned for that go-to-market shape. See the [CRM templates reference](/sdk/core/crm) for the full list of fields per template.
</Tip>

## 2. Hand off to a calendar

Once a prospect is qualified, **don't ask "what time works?"** — let your calendar tool find slots. Connect [Calendly or Cal.com](/creators/integrations/calendar) so the agent can suggest slots and book directly from the chat.

### Sample handoff prompt

```text theme={null}
When a prospect is qualified and asks to book a call, use the
list_event_types tool to find available event types, then use
get_availability to find slots in the next 7 days, and create_booking
to lock in their preferred time. Confirm in chat with the booking
link.
```

The agent does the back-and-forth (which slot? which timezone? which event type?) so the prospect doesn't bounce to a separate scheduling page.

## 3. Set up the right CRM pipeline

BoostGPT ships **5 pre-built CRM templates** — pick the one that matches your sales motion. The right template means you don't start from an empty board.

| Template               | For                                                                |
| ---------------------- | ------------------------------------------------------------------ |
| `agency_client_intake` | Agencies turning inquiries into discovery calls + signed contracts |
| `coaching_consulting`  | Solo consultants/coaches moving applicants to enrollment           |
| `sales_pipeline`       | General B2B — qualify, proposal, close                             |
| `support_requests`     | Service-request tracking (not for new lead gen)                    |
| `simple_lead_tracker`  | Lean fallback if none of the above fit                             |

### Pre-built stages (agency\_client\_intake)

```
New Inquiry → Discovery Call → Strategy Sent → Contract Sent → Closed
```

Each template includes contact statuses, pipeline stages, and structured custom fields tuned for that motion. The agent saves qualified leads directly into this pipeline — no manual data entry.

## 4. Automate follow-ups

The biggest reason leads go cold isn't the lead — it's slow follow-up. Activate workflows so nothing slips:

### Starter workflow (auto-created at signup)

When you finish onboarding, BoostGPT creates a draft **"Notify me on new leads"** workflow:

* **Trigger:** `crm.contact.created` — fires when a lead is captured
* **Action:** `notify_owner` — sends you an email or in-app notification

It ships in `draft` state. Activate it from the dashboard's amber callout (one click) or from the agent's Workflows tab.

### Recommended additions

| Workflow                  | Trigger                         | Action                                     |
| ------------------------- | ------------------------------- | ------------------------------------------ |
| **Follow up if no reply** | Deal moves to "Proposal Sent"   | Wait 3 days → create CRM follow-up task    |
| **Hot lead alert**        | New lead with Readiness = "Now" | Notify owner immediately (urgent priority) |
| **Won deal handoff**      | Deal stage changes to "Won"     | Create CRM note + notify owner             |

See the [Workflows tab](/creators/automation) on each agent for the full template library.

## Best practices

**Don't push prospects who aren't a fit.** A polite "we don't seem to be the right fit right now" beats an annoyed prospect telling friends not to use you.

**Train on your services + pricing + FAQ pages.** The agent answers like you do only if it's read what you've written. Add your URL during onboarding or in the Training tab.

**Use specific numbers.** "$5k–$50k engagements" is sharper than "service businesses." Concrete numbers in your training data help the agent qualify accurately.

**Test qualification questions.** The Insights tab shows which conversations led to bookings. Iterate the prompt based on real conversations, not guesses.

## Next Steps

<CardGroup cols={2}>
  <Card title="Calendar Integration" icon="calendar" href="/creators/integrations/calendar">
    Connect Calendly, Cal.com, or Google Calendar
  </Card>

  <Card title="CRM" icon="address-book" href="/sdk/core/crm">
    Custom fields, pipeline stages, deals, tasks
  </Card>
</CardGroup>