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Close AI Setup Guide
Use this playbook to launch Close AI fast, automate lead follow-up, and keep your pipeline moving.
Start Close AIWhat to Set Up First
- Import contacts and map lead source tags.
- Build one 3-step follow-up sequence for warm leads.
- Add pipeline stages and assign owner rules.
- Set response-time alerts for high-intent replies.
Fast-Win Automations
- Auto-create tasks when a lead replies with pricing intent.
- Pause sequences after positive reply detection.
- Trigger no-show rebooking follow-up instantly.
- Route hot leads to senior reps automatically.
Clickthrough Links
Suggested Prompt Pack
Lead Qualification Prompt: Classify this inbound lead into ICP tier, urgency, and likely budget range. Recommend next action in 2 sentences.
Follow-Up Prompt: Write a short follow-up email for a lead that opened but did not reply. Keep it concise, personalized, and meeting-focused.
Objection Handling Prompt: Draft a response for a lead saying they are already using another CRM. Highlight migration simplicity and immediate value.