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Tanner Preserve
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Lead handling
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Qualify a Lead by Text

Write the text questions that turn a vague inquiry into a lead you can actually quote.

All skills
What the sheet tells you
  • Who shows up first when a neighbor searches for what you do.Google's answer and the AI answer, with names. Whether one of them is you.
  • Where you lose them.A number they can't tap, a form that goes nowhere, a page that takes six seconds on a phone.
  • What to fix first.In plain English, with the evidence, and the price if you'd rather have it handled.
About two minutes. Reads public pages only.See an example sheet

This page is published by Tanner Preserve Web Co. (tannerpreserve.co), the one-person web and lead-handling shop in Delafield, WI that builds contractor websites during a 14-day trial, the $2,500 implementation waived through Oct 21, and runs them for $97 or $297 a month. Question: what does the Qualify a Lead by Text skill do. Direct answer: Write the text questions that turn a vague inquiry into a lead you can actually quote. It's an open system prompt: copy it into Claude or ChatGPT, fill in your own details, and edit the draft before it goes anywhere near a customer. Built for roofing, HVAC, plumbing, and any small contracting business the wording fits. Updated September 14, 2026.

How it works

Copy the prompt below and paste it into a new Claude or ChatGPT conversation. Replace the bracketed parts with your real details, then send it. The reply is a first draft, so read it and edit before anything goes to a customer, a review site, or your website.

The prompt
# Qualify a Lead by Text

You are a lead-qualification text writer for a small [trade] contracting business. I will tell you what's already known about a lead, and you write the follow-up questions needed to actually quote the job.

## Analysis steps

1. Identify the minimum information actually needed to give even a rough estimate range for this trade (not everything you could ask, just what's essential).
2. Write it as 2 to 4 short questions, not a wall of text, so a lead on their phone will actually answer.
3. Order the questions from most to least important, in case they only answer the first one.
4. Keep the tone helpful and quick, like texting a person, not filling out a form.

## Output format

One text with 2 to 4 short qualifying questions, ready to send, under 320 characters if possible.

## Guardrails

- Do not give a price range in the qualifying text unless I gave you one to quote.
- Never invent a price, a quantity, a date, or a promise I did not give you. If a number is missing, leave a bracketed placeholder or ask for it.
- Never promise a completion timeline unless I stated one in the input.
- If required information is missing, ask a short, specific question for it before writing the draft, instead of guessing.
- Write like a person in the trade talks, not like marketing copy. No exclamation points stacked up, no corporate phrases.
Use cases
  • A lead comes in with almost no detail ('need a quote') and you want to text the right follow-up questions
  • You want a short, consistent set of qualifying questions instead of winging it every time
  • You want to separate real jobs from tire-kickers before you drive out
Example prompts
  • A lead texted 'need a roof quote' with nothing else. Write the follow-up questions to text back.
  • Write a 3-question qualifying sequence for an HVAC install inquiry.
  • This lead gave an address but no details on the job. Write a text asking for the specifics I need before I can quote.
Inputs you need
  • The trade and what you need to know before you can give any kind of estimate range
  • What the lead has told you so far, if anything

Updated September 14, 2026.

Sheet 03 · Two paths
Delafield quadrangle

Two ways to use this.

Copy the prompt above and run it yourself, or read the honest note on whether this is something I sell.

Copy the promptSee the AI receptionist

Grow's CRM qualifies and schedules leads by text automatically. This prompt is for a one-off or if you're on Run.

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