STARTER_PROMPTS

Purpose. Copy-paste commands the team can use with the Hermes agent today. These are starting points, not the only phrasings that work, but each one has been tested against the vault and produces a useful result. Swap the bracketed parts for your specifics. Rosa keeps this list; send her prompts that worked well so they can be added.

Remember what comes back: answers and drafts. Nothing here sends, publishes, or changes CRM data. You do that part.

Sales (Marcus and the reps)

1. Pre-call brief. "Give me a one-paragraph brief on [contact name] before my call: pipeline stage, last three touchpoints, service line, and anything in their notes I should know."
2. Estimate follow-up draft. "Draft a day-3 estimate follow-up for [contact name]. Estimate was sent [date] for [service line]. Keep it in our voice, no price changes, offer to answer scope questions."
3. Objection help. "The customer says our roofing bid is higher than two competitors. Give me the documented talking points from Objection Handling, and what I'm not allowed to promise."
4. No-show recovery. "Draft the no-show reschedule message for [contact name] whose estimate visit was today, following the No-Show Process."
5. Reactivation batch. "List what the Lost Lead Reactivation process says I should send at 90 days, and draft the message for [contact name]."

Operations (Pete and Rosa)

1. Morning pipeline check. "Summarize every opportunity sitting in Estimate Scheduled and Follow-Up with no activity in 5+ business days, oldest first."
2. Job context handoff. "Summarize the full history on [job/contact name] for a crew handoff: scope, estimate details on file, customer communication preferences, and open questions."
3. SOP lookup. "Walk me through the Emergency Job SOP from the moment the answering service takes the call. Include the $450 dispatch fee language we're allowed to use."
4. Customer update draft. "Draft this week's customer update for [job name] per the Customer Update SOP: schedule status, what happens next, who to contact. I'll review and send."
5. Complaint triage. "A customer on [job name] is upset about [issue]. What does the Complaint Escalation SOP say happens first, and who owns it?"

Marketing (Jenna)

1. Post drafts in voice. "Draft three Google Business Profile posts about our exterior restoration work this month. Follow the Brand Voice Guide and Words to Use and Avoid. No pricing, no guarantees."
2. Review response draft. "Draft a response to a 4-star review that praises the crew but mentions scheduling delays. Follow the Review Response Guide. I'll post it."
3. Ad copy variants. "Give me five headline variants for the emergency repair offer for the agency to test. Emergency line is 24/7; dispatch fee is credited if we do the permanent work."

Owner (Dave)

1. Weekly owner brief. "Prepare my weekly brief: pipeline totals by stage, anything stuck past our follow-up windows, open complaints, and any discount approvals over 5% waiting on me or Tara."
2. Policy check. "What do our documented rules say about [topic]? Cite the doc. If it's not documented, tell me it's a gap and who holds that knowledge."
3. Gap review. "List the open items from the Knowledge Gaps Report and what the Implementation Roadmap says we tackle next."

Tips for better results

• Name the contact, job, or doc when you can. Specific in, specific out.
• Ask for the source. "Cite the doc" keeps everyone honest.
• If the agent says the vault doesn't cover it, that's the system working. Tell Dave or Rosa so the gap gets documented.

Related

• SYSTEM
• PERMISSIONS
• Estimate Follow-Up
• Brand Voice Guide
• Customer Update SOP
• Knowledge Gaps Report