Hand off a replacement lead to the comfort advisor
Never paste: Employee pay, disciplinary records with full names, customer addresses and phone numbers, or medical/personal info about techs.
When to use it
When a tech finds a system that’s a replacement candidate.
The prompt
Copy this, then replace everything in [brackets].
Write a lead handoff note for our comfort advisor/sales.
Equipment: [type, brand, age, condition, refrigerant]
What the tech found: [issue, repair cost]
Homeowner: [first name, concerns: budget, comfort, noise, efficiency]
Timing: [hot lead today / thinking about it]
Short note with everything the advisor needs, plus a text to the homeowner confirming the visit.Before / after
Before: Advisor walks in cold and asks the same questions.
After (example output):
Lead: 19-yr-old R-22 AC, compressor grounded, repair $2,400+. Homeowner (Linda) worried about cost and upstairs being hot. Wants options this week. Text: ‘Hi Linda, [advisor] will stop by Thursday at 5 to go over replacement options. No pressure.’
Tips
- Pass along the homeowner’s concerns. Those are what sell the job.
- Use tech first names or initials in prompts.
- Coach behaviors, not personalities. Ask the AI to keep it specific.
- Review every draft before you send it. You’re accountable for what goes out.