20 right-fit prospects and one personal email each

Processes that need more than one tool

Each process below uses several tools, each for the job it does best. Any AI chat assistant works where one is named.

1. Describe your ideal customer

   Tools, in order: any AI chat assistant → a spreadsheet

   1. Ask the chat assistant to interview you about your best existing customers.
   2. Write the ideal and bad-fit description in a spreadsheet as the header of your list.

   The prompt for this process

   Interview me to describe the business customer I serve best. Ask one question at a time and wait for my answer.
   
   Cover: size, sector, place, the problem I solve, how they buy and what makes a business a bad fit. Use my best existing customers as the base: [describe two or three, without names].
   
   After six questions, write the description in at most 60 words and a bad-fit list of three lines.
   
   Start with your first question.

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2. Find 20 businesses from public sources

   Tools, in order: a business directory → Apify → a spreadsheet

   1. Search a public business directory and company websites for businesses that match the description.
   2. Let a ready-made Apify scraper collect business name, website and public business category from the directory's public listing pages, within the site's terms.
   3. Record name, website, public business contact and one public fact showing the fit in the spreadsheet; no personal data.

   The prompt for this process

   Here is my ideal customer description: [paste]. Here are businesses I found in public directories, with one public fact each: [paste].
   
   For each, say fit, maybe or no fit, with a one-line reason based only on the fact I gave. Do not add facts. Then list which public pages I should open to check the maybes. Remind me to record only business contacts, no personal data.
   
   Start with the first business.

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3. Write a personal first line

   Tools, in order: any AI chat assistant → your email inbox

   1. Paste two or three public facts from each business's own site into the chat assistant.
   2. Save each email as a draft in your email inbox and send it yourself, one at a time.

   The prompt for this process

   Write a first email to [business name].
   
   What I offer: [one sentence]
   Public facts from their own site: [paste]
   
   Write a first line that mentions one fact, one sentence on how I could help, one question and an opt-out line saying I will not write again if they are not interested. At most 90 words. No flattery, no urgency, no promised results. Then check the email against the facts and remove anything not in them.
   
   Start with the email.

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4. Track replies

   Tools, in order: a spreadsheet → a free CRM

   1. Log date sent, reply and next step for every business in the spreadsheet.
   2. Move businesses that reply into a free CRM; mark every no as do-not-contact.

   The prompt for this process

   Help me track twenty hand-sent emails.
   
   Columns I have: [paste]
   Replies so far: [paste, without personal details]
   
   Suggest the columns for tracking (sent date, reply, next step, follow-up date, do-not-contact). For each reply, suggest one next step in one line. Rules: one follow-up after a week at most, then stop; anyone who says no is never contacted again.
   
   Start with the columns.

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