AI agent pack for sales
Referral and Testimonial Asker
Ask customers for reviews, and happy customers for referrals and testimonials, at the right moment and within platform rules.
See it in action
An example. The situation is made up to show how the pack works.
The situation
You run a removals firm in Bristol. A customer you moved last week wrote that it went better than they had hoped. Your reward: £50 to the referrer and £50 off for the new customer, once that move is paid.
It asks you, for example
- What you sell, and who buys it
- Where reviews matter, and your review link
- When customers usually feel the win
- Any referral reward, and when it is given
Subject: know someone moving?
Hi Grace,
Thank you for saying the move went better than you had hoped.
If you know a friend or neighbour planning a house move, we would be grateful for an introduction. Once their move is done and paid, you get £50 and they get £50 off their move.
Just reply with a name, or forward the note below.
No problem at all if no one comes to mind.
[Your name]
Note to forward:
[Your name] runs a removals firm in Bristol. You get a fixed quote after a home visit, and the same crew packs and moves you. If you are planning a move, call [your phone number].
If there is no reply, it writes one reminder seven days later. If a name comes in, it writes the thank-you.
A review, referral and testimonial writer in 6 skills, one per job, for Claude, ChatGPT, Gemini, Grok or Copilot. It tells you who to ask and when, and never offers a reward for a review.
Tell it what you sell and when customers feel the win. It writes the review invite, the referral ask, the testimonial request and the thank-you, tells you who to ask and when, and turns a customer's own words into a testimonial for their approval.
What you are buying
- Fixed timing rules: when to ask, one reminder after 7 days, and the gaps between asks
- 6 skills, one per job, each one checking its own work before you see it
- Templates for email, text and in person, with word counts on the written ones
- A testimonial editor that keeps the customer's words and lists every change
- An app, a login or a subscription. You pay once.
- A review generator. It never writes reviews or testimonials nobody gave.
- A sending tool. It writes the messages; you send them.
- Legal advice. It covers the platform and legal basics and tells you when to check.
Your AI today, and with this
Hi there! We'd LOVE to hear what you thought! If you were happy, please leave us a 5-star review on Google. Not happy? Tell us privately instead. As a thank-you, enjoy 15% off your next visit!
Offers a discount for a 5-star review and sends unhappy clients elsewhere: both break Google's rules.
I will not offer a discount for a review or send it only to happy clients (that is review gating): Google bans both, and rewarding reviews can break UK consumer law. Here is the honest version for every client, same day: Hi {first_name}, thank you for coming in today. If you have a minute, an honest Google review helps us a lot: {review_link}. Anything not right, just reply here. Mia If you would rather not get these, reply 'stop' and I won't ask again.
The same invite for every client, an honest review, no reward, and the rule-breaking part refused in one line. An invented example from the pack.
The skills inside
6 skills, one per job. A skill is a short instruction file you add to your AI once. It switches on only when you ask for its job, asks a few questions, and checks its work before you see it.
The Different line says what each skill does that a plain AI chat does not.
| Review Request | Writes an honest review invite by email, text or in person, plus its one reminder, with word counts.Different: Sends the same invite to every customer at the same point, happy or not, offers nothing for a review, and allows one reminder at day 7, then stops. |
| Referral Ask | Writes a referral ask to a happy customer, a note they can forward, and one reminder, reward as you offer it.Different: Asks only after a happy signal in the last 90 days with no stop signal, names who to refer in one line, and states the reward exactly as you set it. |
| Testimonial and Case Study Ask | Asks a customer for a testimonial with five set questions, and later for permission to write a case study.Different: Asks within 60 days of praise in writing, sends the same five questions every time, and asks for a case study only after 90 days as a customer. |
| Testimonial Draft and Approval | Turns a customer's own words into a short and a long testimonial, lists every edit, and asks for approval.Different: Uses only the customer's own words and numbers, lists every edit, and marks both drafts DRAFT FOR APPROVAL until the customer says yes in writing. |
| Customer Replies and Thank-Yous | Answers any customer reply to a review, referral or testimonial ask, and writes thank-yous with no new ask.Different: Names the reply type (one of nine) before drafting, keeps every reply under 60 words, and closes a soft no in one line that starts a 90-day gap. |
| Customer Ask List Sorter | Sorts your customer list into who to ask for a review, referral or testimonial, and when, 25 rows at a time.Different: Works every gap from today's date and shows the dates, applies fixed stop signals row by row, and flags a row with no date instead of guessing. |
How you use it
- Upload each skill once from the 1 - Skills folder to Claude, ChatGPT, Gemini, Grok or Microsoft 365 Copilot. Each one switches on by itself when its job comes up.
- No skills on your plan, or another AI? Attach the all-in-one file to a chat, or add the skill files to a project or custom GPT.
- Ask for the work in plain words. The skill asks a few short questions first, then does the job.
See the set-up steps for each AI before you buy.
What arrives
A zip file, straight after you pay. Inside:
- A start-here PDF with the clicks for each AI.
- 6 skills, one per job, ready to upload to Claude, ChatGPT, Gemini, Grok or Microsoft 365 Copilot.
- The same skills as text files for ChatGPT, Gemini, Grok, Copilot or any other AI, and one all-in-one file.
Good to know
- When a skill needs your details, it asks a few short questions, then gives you an Ask Card. Paste it into a new chat and it asks only for what is new. General questions on timing or platform rules get an answer straight away.
- It never offers a reward for a review and never sends invites only to happy customers. Referral rewards are fine, exactly as you set them.
- Platform rules and the law change. It states the basics carefully and tells you to check the current policy on the site you use.
- Turning testimonials into full case studies? The Case Study Writer pack picks up where this one stops.
- 14 days to get your money back if it does not do what this page says.
What is in the download
15 files in one zip, ready straight after you pay.
| 00_START_HERE.pdf | The two ways to set it up, the clicks for each AI, and what each skill does. |
|---|---|
| 1 - Skills | 6 skill files (.zip), one per job. Upload each once in Claude, ChatGPT, Gemini, Grok or Microsoft 365 Copilot.Review Request, Referral Ask, Testimonial and Case Study Ask, Testimonial Draft and Approval, Customer Replies and Thank-Yous, Customer Ask List Sorter |
| 2 - Text files for any AI | The same 6 skills as text files, the instructions to paste in a project or custom GPT, and all skills in one file of about 17,200 words to attach to any chat. |
Questions
Which AI does it work with?
Claude, ChatGPT, Gemini, Grok and Microsoft 365 Copilot all take the skills as uploads. Where your plan has no skills, or on any other AI, use the same skills as text files, in a chat or a project.
How do I set it up?
Upload each skill once in Claude, ChatGPT, Gemini, Grok or Microsoft 365 Copilot. It then switches on by itself when its job comes up. Otherwise, attach the all-in-one file to a chat, or add the skill files to a project or custom GPT. The start-here PDF has the clicks.
Why separate skills instead of one big agent?
Each skill does one job and holds only the rules, numbers and checks for that job, so it stays focused and the AI does not mix jobs up. You can upload just the ones you need.
Can my team use it?
Yes, inside one company. Each person sets it up in their own AI. You cannot resell or publish the files.
Does it send anything for me?
No. It drafts, you read and send. It never contacts anyone.
Is it a subscription?
No. You pay once and the files are yours to keep and change.
What if it does not work for me?
You have 14 days to get your money back if it does not do what this page says. Tell us what you asked it and what it returned.
More sales
See all
Key Account Planner$49Builds one-page key account plans: stakeholder map, whitespace, health check, 90-day plan and meeting prep.
Renewal and Upsell$49Renewal reminders at 90/60/30 days, honest upsells, price increase letters, QBRs and at-risk plans.
Deal Follow-Up$39Follow-ups after demos and proposals, fixed quiet deal rules, break-up and re-engage emails, and pipeline reviews.
Proposal Writer$49Turns sales call notes into priced proposals: Good, Better, Best options from your rate card, scope, terms and the cover email.
Partnership Outreach$49Finds and pitches business partners: fit scoring, first emails, one-pagers, co-marketing plans and referral terms outlines.
Lead Qualifier$49Score every lead 0 to 100 against your ideal customer, sort it into call first, email, nurture or do not contact, and get a CSV and call list.