Unit 4: Tell it the time · Lesson 1 of 2 · about 7 min
Log new leads from your inbox
You run a roofing company. It is Friday, Oct 30 at 4:00 PM. Five emails came in today. You want every real lead logged with a next step, and callback times you can actually keep.
You're practising: Pulling every real lead out of a messy inbox, spotting what is missing, and only offering times that are still open.
The mistake to catch: AI does not know what time it is, so it offers slots and reminders that have already passed.
1. Open the prompt
Open Capture estimate leads and draft quote follow-upsand copy its prompt into your AI. Any AI works.
2. Give it this sample data
Business: Ridgeline Roofing (sample) Right now: Friday, Oct 30, 4:00 PM Open callback times: Fri Oct 30 3-5 PM, Mon Nov 2 8-10 AM, Tue Nov 3 4-6 PM 1. Website form: Dana Ortiz, 555-0187, roof replacement, "you quoted us Oct 27, still deciding" 2. Email from "Sam": "Gutters overflowing every time it rains, can someone look?" (no phone, no last name) 3. Fwd: Fwd: estimate - "My neighbor Lee needs chimney flashing fixed, call him at 555-0134" (no address) 4. Website form: Priya Shah, 555-0162, storm damage, insurance adjuster coming Monday 5. Shingle supplier: "Updated price sheet attached for November"
Your task: Ask your AI to log each real lead (name, contact, job, next step), say what is missing for each, skip anything that is not a lead, and offer each lead a callback time that has not already passed.
3. Paste your AI's answer
Checked in your browser with plain rules. Your answer isn't sent or stored anywhere.
