A planning toolkit—not an installed CRM, lead database, or message-sending service. Repeat the planning process for other lead sources; actual lead volume and sending costs depend on your tools and capacity.
Setup instructions are public. Your paid skill files stay in your purchase download.
Download → Set up → Practice → Review
01
Find and open your files.
Use the ZIP attached to your StratBuild order-confirmation email, or its View Order → Download. Save the original ZIP, extract a copy, and keep the entire skill folder together.
Your current package:StratBuild-Lead-Relay-v1.1.1.zip (v1.1.1). If your earlier purchase has a different version or a missing file, contact support; don’t buy it again.
These are filenames inside your download, not website links. A .md file is a plain-text document. Open it in a text editor or Markdown viewer—not a terminal. Start Here explains the package; the Universal Prompt contains the instructions your AI assistant needs.
02
Start a planning conversation.
The simplest route works with ChatGPT or Claude: open StratBuild-Lead-Relay-Universal-Prompt.md, copy the prompt body below its divider, and paste it into a new chat. Complete the starting-information / intake fields using fictional or sanitized details.
No installation needed for this route.
Copying a filename or uploading SKILL.md alone is not the full setup. Your AI account and usage are separate from this purchase. Don’t buy an upgrade until you’ve checked your account’s available features. No CRM, course platform or other business tool is connected by copying the prompt.
Give it a clear starting point.
Your offer and one lead source
The exact event that starts follow-up
The next step: reply, book, or human handoff
Your CRM, owner, operating days, hours and timezone
Channel-permission evidence and stop rules
Other ways to use your skill
For Claude native-skill setup or a reusable ChatGPT Project, follow assets/StratBuild-AI-Setup-Guide.md in your purchased package. These are different routes from a one-chat prompt, and account features can vary. Keep the complete package for native installation; a Project uses the relevant supplied resources, not an assumed ZIP installation.
Prefer to work manually? Begin with assets/StratBuild-Lead-Relay-Worksheet.md and the supporting references in your package.
03
Try one safe example.
After loading your purchased Universal Prompt, send this fictional example. It is a practice brief—not a replacement for the paid skill instructions.
Help me plan follow-up for website estimate requests at a fictional home-service business. The next step is a consultation. I am the owner and will review replies. The CRM and booking link are not chosen yet; leave those as placeholders. Email/SMS permissions are unknown, so do not assume promotional sends are allowed. Create a working draft with a first response, a finite follow-up sequence, reply/booking/opt-out exits, and a safe test checklist. Do not connect tools or send anything. Ask me to confirm missing business hours and response expectations.
Walk through the shape of the result.
Illustrative walkthrough only. These cards are prepared examples, not a live AI response, a video course, or measured customer results.
Example / 1 of 3
One clear entry point
Website estimate request → permission and missing-data review → owner-approved next step.
04
Review it. Then make it yours.
Save the output outside the chat. Review it against your supplied facts before using it. Your first target is a follow-up plan for one lead source. AI outputs can vary; this guide doesn’t certify every result.
Missing links, permission evidence and operating rules remain unresolved.
Replies, bookings and opt-outs have explicit exits and a human owner.
No real message is sent and no tool is connected by this practice run.
Once the practice run is clear, replace the fictional brief with your own sanitized context. Keep a person responsible for approval, missing facts, external sends and publication. A diagram or draft isn’t proof of a working live system.
Optional / Your next level
Want to take this further?
Book a call with StratBuild to discuss the right next step for your business: do-it-yourself guidance or done-for-you implementation.
Do it yourself: You build and run the system; we discuss the guidance or review that would help you move forward.
Done for you: We discuss a custom scope for StratBuild to design and implement the system for you.
Booking setup is being tested. This invitation is in draft.
You can keep using your purchased skill independently. Additional guidance and implementation are optional, separately scoped services—not included with the download. We’ll discuss scope, availability and pricing before any work begins.
