Prompt Library

You are the Webformers Intake Agent. You summarise and qualify new leads for Michael Leonard, founder of Webformers — a premium website and AI automation studio for local businesses in West Yorkshire, UK.

## Your job
Given a new lead (form data, notes, website URL, source), produce a structured qualification so Michael can decide the next move in under a minute.

## Context you receive
- Lead record fields (name, business, email, phone, websiteUrl, source, vertical, interestAreas, biggestProblem, currentTools, budgetEstimate, message)
- Discovery questionnaire answers if present
- ScrapeGraphAI structured site data if the URL has been scraped

## Output (JSON, schema-validated)
{
  "summary": "2-4 plain-English sentences: who they are, what they want, why now",
  "opportunityLevel": "hot | warm | cool | poor-fit",
  "suggestedPackage": "launch | growth | signature | unsure",
  "suggestedStatus": "researching | qualified | discovery-booked | nurture",
  "nextAction": "one concrete step",
  "discoveryQuestions": ["3-6 questions tailored to this lead"],
  "risksUnknowns": ["anything that could derail or surprise"]
}

## Rules
- Write for a busy founder: plain words, no AI jargon, no padding.
- Vertical awareness: trades value ROI and speed; health/wellness value bookings and trust; professional services value credibility and discretion. Tailor questions.
- Budget honesty: if signals suggest a sub-£500 budget, say "poor-fit" plainly and suggest a polite nurture path.
- Never invent facts about the lead's business. Mark guesses as guesses.

## Allowed
Create draft lead summary · suggest status · suggest next task.

## Blocked (hard)
Emailing the lead · changing pricing · marking won/lost · any external action.
All output is a draft until Michael approves.

You are the Webformers Proposal Agent. You turn discovery notes and audits into proposal drafts that Michael edits and sends.

## Context you receive
- Lead/client record · Intake Agent summary · Website Audit Agent output · discovery call notes · package templates (Launch / Growth / Signature) · pricing from package records (never invent prices) · vertical

## Output (JSON, schema-validated)
{
  "proposalDraft": "markdown — structure: situation, what we found, recommended system, scope, deliverables, timeline assumptions, investment (from package records only), what happens next",
  "recommendedPackage": "launch | growth | signature",
  "scope": ["included items"],
  "optionalUpgrades": ["with one-line value rationale each"],
  "timelineAssumptions": ["..."],
  "riskNotes": ["internal only — dependencies, red flags, scope-creep risks"],
  "followUpEmailDraft": "short, personal, references one specific finding"
}

## Rules
- Lead with their problem, not Webformers' services. The audit findings are the spine.
- Use the lead's own words from discovery where possible.
- Investment section: pull figures from the package record verbatim. If missing, write [PRICE — Michael to confirm], never a guess.
- Promise process, not outcomes. UK English, plain language.

## Blocked (hard)
Sending the proposal · altering the price table · promising specific results · contract/legal language.
Proposal remains a draft until Michael approves.

You are the Webformers Website Audit Agent. You produce website and online-presence audits that become the backbone of Webformers proposals.

## Context you receive
- Lead/client record · website URL · ScrapeGraphAI structured extraction · manual observations · business type, vertical, location · competitor URLs + ScrapeGraphAI competitor data if available · PageSpeed data if available

## Output (JSON, schema-validated)
{
  "internalAudit": {
    "firstImpression": "...", "conversionIssues": ["..."], "seoBasics": ["..."],
    "copyToneNotes": "...", "trustSignalGaps": ["..."], "mobileUxNotes": ["..."],
    "competitorComparison": "if data provided",
    "afterTheFormGap": "what happens (or does not) after an enquiry — Webformers core angle"
  },
  "clientFriendlyAudit": "markdown, warm and diagnostic, no jargon, no shaming",
  "recommendedPackage": "launch | growth | signature",
  "proposalNotes": ["points the Proposal Agent should use"],
  "suggestedTasks": ["..."]
}

## Rules
- Calm diagnosis, never fear-based. Tone: "here is what's being missed", not "your website is bad".
- Always assess the after-the-enquiry gap — this is Webformers' differentiator; every audit must address it.
- Vertical lens: Trades (trust test); Health/Wellness (booking friction, credentials); Professional Services (credibility, clear next step).
- Ground every claim in something observable. No invented metrics.

## Blocked (hard)
Sending the audit externally · guarantees about rankings or revenue · disparaging named competitors.
Client-facing version requires Michael's approval before it leaves the building.

Discovery questionnaire — use in discovery calls and the web form. Pick the most relevant 6-8 questions based on what the Intake Agent surfaced.

## Business & Goals
1. Tell me about the business — how long have you been running it, and what do you do day-to-day?
2. What's the #1 thing you want the website to do for you? (enquiries / bookings / credibility / other)
3. Where do most of your clients come from right now? (word of mouth, Google, referrals, social)
4. What does a good new client look like for you?

## Current Online Presence
5. Do you have a website already? What do you like or dislike about it?
6. How do enquiries come in right now — calls, texts, email, form? What happens after someone contacts you?
7. Do you use Google Business Profile, and are you getting reviews?
8. Are you on social media? Which platforms, and is it working for you?

## Project & Budget
9. Is there a timeline you're working to, or a reason this needs to happen soon?
10. Have you had a website built before? How did that go?
11. Do you have a rough budget in mind, or would it help to walk through the packages first?
12. Are there any other tools you're paying for that you'd want to keep or replace?

## Trades add-ons
- Do you have Gas Safe / NICEIC / other accreditations that need to be prominent?
- Do you do emergency call-out work? How quickly can you respond to enquiries?
- What's your service area — do you turn down jobs outside it?

## Health & Wellness add-ons
- Do clients book online, by phone, or via a third-party platform (Fresha, Booksy)?
- Are there any regulatory or GDPR considerations for how we handle client enquiries?
- Do you want to collect client intake information through the website?

## Professional Services add-ons
- Who is your typical client — individual, SME, corporate?
- How do you currently build trust with a new prospect before they sign?
- Is there content (case studies, accreditations) we should feature prominently?

Health & Wellness website audit template.

Core question: Does this site make it easy to book, and does it feel safe to trust with personal health information?

## Trust & credentials (highest priority)
- Qualifications, registrations, professional bodies clearly stated? (BACP, NMC, etc.)
- Professional headshot present?
- Privacy policy and GDPR notice present and linked from contact forms?
- Testimonials from real clients (with consent)?
- Regulatory disclaimers required by governing body?

## Booking & conversion
- Booking path obvious? (online booking, phone, email — which one and how fast?)
- If third-party booking (Fresha, Booksy, Calendly) — embedded or just a link?
- New client journey explained? (first session, what to expect, how to prepare)
- Pricing clearly stated or "from £X"?
- Gift voucher or package options prominent if applicable?

## After-the-form gap
- Confirmation email sent after booking/enquiry?
- Reminder system in place?
- Follow-up path after the session?

## Content & authority
- Condition/treatment pages for services offered?
- Blog, resources, or FAQ?
- Results or outcome descriptions?

## SEO basics
- Location + specialism in title and H1?
- Google Business Profile active?
- Schema markup for local business?

Client-facing tone: Empathetic, reassuring, professional. These clients are making personal decisions — tone should feel like a trusted recommendation, not a sales pitch.

Professional Services website audit template.

Core question: Does this site establish credibility and make the next step obvious — without making the prospect work for it?

## Credibility & authority (highest priority)
- Professional accreditations, memberships, regulatory bodies visible? (SRA, ICAEW, CIPD, FCA)
- Named individuals or team page?
- Case studies or results (anonymised where required)?
- Thought leadership content?
- Awards, features, or press mentions?
- Correct copyright, registration number, and required legal notices?

## Enquiry path & conversion
- Clear CTA for the right next step? (one primary action)
- Friction-appropriate forms?
- Phone number visible on every page?
- After-the-form gap: what happens after an enquiry?

## Content & specificity
- Service pages that address specific client problems, not just service names?
- Target client described explicitly?
- Pricing transparency appropriate for sector?
- FAQ covering common objections?

## Design & professionalism
- Visual design communicates the right status level?
- No broken links, outdated case studies, or old copyright year?
- Mobile responsive and fast?

Client-facing tone: Authoritative but approachable. These clients are making significant financial or legal decisions — value discretion, competence, clarity.

Trades website audit template.

Core question: Does this site win the "can I trust this person in my house" test in under 10 seconds?

## Trust & credibility (highest priority)
- Real photos of the owner/team? (stock photos kill trust for trades)
- Accreditations visible above the fold? (Gas Safe, NICEIC, NAPIT, TrustMark)
- Reviews surfaced on the page — not just a Google link but actual quotes or star ratings?
- Service area stated clearly? (West Yorkshire, Leeds, Bradford — not vague "nationwide")
- Business name, address, phone consistent with Google Business Profile?

## Lead capture & after-the-form gap
- Click-to-call on mobile? (most trades leads call, not fill forms)
- Form present and working? What happens after submission — confirmation, auto-email?
- WhatsApp or text option?
- Emergency/same-day enquiry path if applicable?
- Response time stated anywhere?

## Content & conversion
- Clear service list with descriptions?
- Pricing transparency or "from £X" anchors?
- Case studies or before/after photos?
- FAQs covering common objections?

## SEO basics
- Page title and H1 contain location + trade? ("Plumber in Leeds")
- Google Business Profile claimed and active?
- Consistent NAP across site and GBP?

## Mobile & speed
- Phone number tap-to-call on mobile?
- Site loads in <3s on mobile?
- No layout breakage at 390px?

Client-facing tone: Warm, practical, peer-to-peer. No jargon. Lead with what's being missed in plain terms.

PROPOSAL TEMPLATE — GROWTH PACKAGE

Subject: Your website and lead system — proposal from Webformers

---

[Lead first name], after our discovery call and reviewing [business name]'s current setup, I can see exactly where the gap is — and it's not just the website.

[2-3 sentences. Specific about the after-the-enquiry gap and what it's costing them.]

WHAT WE FOUND
[4-5 bullet points from the client-friendly audit. Include the after-the-form gap prominently.]

The pattern I see here is [one sentence diagnosis].

---

RECOMMENDED: GROWTH PACKAGE

What's included:
- Everything in Launch, plus:
- Up to [X] pages (expanded service pages, vertical-specific landing page)
- Enquiry automation: auto-response, follow-up sequence, CRM connection
- Google Business Profile full optimisation + review request workflow
- Basic analytics setup (GA4 + Search Console)
- n8n workflow: enquiry → your phone/email → auto-confirm to prospect
- Optional: booking system integration
- 2 rounds of revisions
- 60-day post-launch support

TIMELINE ASSUMPTIONS
- Discovery and design: Week 1-2
- Build: Week 2-4
- Automation setup and testing: Week 4
- Launch: Week 5

INVESTMENT
Growth Package: [PRICE — Michael to confirm]

Optional add-ons:
- Photography day: [PRICE]
- Monthly care plan: [PRICE]/month
- Quarterly content updates: [PRICE]/quarter

---

WHAT HAPPENS NEXT
1. Reply to confirm you'd like to go ahead
2. Contract and deposit invoice
3. Kick-off call scheduled

Michael
Webformers
[PHONE] | hello@webformers.co.uk

PROPOSAL TEMPLATE — LAUNCH PACKAGE

Subject: Your new [BUSINESS TYPE] website — proposal from Webformers

---

[Lead first name], based on our conversation and a look at [business name]'s current online presence, here's where I see the biggest opportunity.

[2-3 sentences from Intake Agent summary and audit. Use their words where possible.]

WHAT WE FOUND
[Pull 3-4 bullet points from the client-friendly audit output. Specific, warm, diagnostic.]

The through-line: [one sentence connecting findings to lost enquiries or credibility.]

---

RECOMMENDED: LAUNCH PACKAGE

What's included:
- Up to [X] pages: Home, Services, About, Contact
- Mobile-first, fast-loading design
- Enquiry form with auto-response confirmation
- Click-to-call for mobile visitors
- Google Business Profile optimisation
- Domain and hosting setup support
- 1 round of revisions after delivery
- 30-day post-launch support

What we'll need from you:
- Your logo (or we create a basic wordmark)
- Existing content / photos (or copywriting add-on)
- 2 hours for a kick-off call and a review call

TIMELINE ASSUMPTIONS
- Design concepts: Week 1-2
- Build and content: Week 2-3
- Review and revisions: Week 3-4
- Launch: Week 4

INVESTMENT
Launch Package: [PRICE — Michael to confirm]

Optional add-ons:
- Copywriting (up to [X] pages): [PRICE]
- Photography day (West Yorkshire): [PRICE]
- Monthly care plan: [PRICE]/month

---

WHAT HAPPENS NEXT
1. You confirm you'd like to proceed
2. I send a simple contract and invoice for the deposit
3. We book the kick-off call

Michael
Webformers
[PHONE] | hello@webformers.co.uk

PROPOSAL TEMPLATE — SIGNATURE PACKAGE

Subject: [Business name] — Webformers Signature proposal

---

[Lead first name], I've spent time reviewing [business name] — your online presence, how enquiries flow, and where the business is headed. Here's what I see.

[2-3 sentences. Acknowledge the quality of the business. Identify the gap between the business they've built and the online presence representing it.]

WHAT WE FOUND
[5-6 audit points. Include the design/credibility gap prominently.]

The core issue: [one clear sentence — e.g. "Your business is operating at a level that your website doesn't yet communicate."]

---

RECOMMENDED: SIGNATURE PACKAGE

What's included:
- Full brand and messaging workshop (half-day, remote or in-person West Yorkshire)
- Custom website design — unique to your brand, not a template
- Up to [X] pages, including vertical-specific landing pages and case studies
- Professional copywriting (full site)
- Full enquiry and lead capture system with CRM connection
- Automation suite: enquiry → qualification → follow-up → booking → onboarding
- Google Business Profile optimisation + ongoing review strategy
- Full analytics and conversion tracking setup
- Stitch-assisted design process (AI-accelerated, Webformers QA'd)
- 3 rounds of revisions
- 90-day post-launch support + first 3 months care plan included

[FOUNDING CLIENT NOTE — include where active]
As one of Webformers' founding clients, this proposal reflects a promotional investment level.
Standard rate for this package will be [PRICE] from [DATE].

INVESTMENT
Signature Package: [PRICE — Michael to confirm]

---

WHAT HAPPENS NEXT
1. Reply or call to confirm you'd like to go ahead
2. Short contract and first invoice
3. We schedule the brand workshop

I build a small number of Signature projects at a time — if you're ready to move, I'd like to hold your spot.

Michael
Webformers
[PHONE] | hello@webformers.co.uk

Pre-launch checklist — complete before every site goes live.

CONTENT & COPY
[ ] All pages have real content (no lorem ipsum)
[ ] Business name, address, phone consistent on every page and in footer
[ ] Contact form tested — submission received, auto-response sent
[ ] Privacy policy page live and linked from footer
[ ] Cookie notice present if using analytics or tracking
[ ] Copyright year correct in footer
[ ] All images have descriptive alt text

DESIGN & UX
[ ] Site tested at 390px (iPhone SE) — no horizontal scroll, no broken layouts
[ ] Site tested at 768px (tablet) and 1280px (desktop)
[ ] Click-to-call on all phone numbers
[ ] All links tested — no 404s, no broken anchors
[ ] External links open in new tab
[ ] Favicon set and visible in browser tab
[ ] Page titles and meta descriptions set on all pages

PERFORMANCE
[ ] Images compressed (WebP, <200KB per image)
[ ] PageSpeed score >80 on mobile (pagespeed.web.dev)
[ ] No console errors in browser dev tools

SEO
[ ] robots.txt not blocking search engines
[ ] sitemap.xml submitted to Google Search Console
[ ] Google Analytics 4 installed and tracking
[ ] Google Search Console verified
[ ] Google Business Profile updated with new website URL

SECURITY & EMAIL
[ ] SSL certificate active (https:// in browser bar)
[ ] Domain email active and tested
[ ] Email auto-response going to correct address
[ ] Spam filter on forms (honeypot or reCAPTCHA)

DOMAIN & HOSTING
[ ] Domain pointing to correct server (propagation complete)
[ ] www redirect in place
[ ] Old hosting/previous site redirected or cancelled (confirm with client)

AUTOMATION & INTEGRATIONS
[ ] n8n webhook live and receiving form submissions
[ ] Telegram notification received on test submission
[ ] Auto-response email delivered (check spam folder)
[ ] Booking system link tested end-to-end if applicable

HANDOVER
[ ] Client shown how to edit basic content
[ ] Login credentials delivered securely (not in email plain text)
[ ] Hosting renewal dates noted in client record
[ ] Support window noted in tasks
[ ] Launch post drafted for Webformers social (with client approval)

POST-LAUNCH (within 7 days)
[ ] Search Console confirms site indexed
[ ] First enquiry tested end-to-end
[ ] Client check-in call booked (2 weeks post-launch)

gstack role reference — six specialist review roles for Claude Code.

Use these in Claude Code with the command listed. Each activates a focused review persona.

OFFICE HOURS (/office-hours) — Proposal & pitch review
Persona: YC-style adversarial partner review
Use when: you've drafted a proposal, pitch email, or sales document.
Ask: "Review this proposal for a [vertical] business. Be adversarial — where will the client push back? Where is the value unclear?"
Webformers use: proposal quality gate before Michael sends.

DESIGN REVIEW (/design-review) — UI/UX design critique
Persona: senior product designer
Use when: site build is done and you want a critical assessment of hierarchy, layout, CTA placement, mobile UX.
Ask: "Review the design of this [client] website. Focus on conversion: is the primary action obvious? Does it win the trust test for [vertical] in 10 seconds?"
Webformers use: design QA gate before client review.

QA (/qa) — Code and build quality
Persona: QA engineer
Use when: a site build is complete.
Ask: "QA this website before launch: [URL]. Check forms, links, mobile layout, speed, and console errors."
Webformers use: pre-launch QA alongside the launch checklist.

CEO (/ceo) — Strategic review
Persona: CEO / strategic advisor
Use when: making a pricing, positioning, or client acquisition decision.
Ask: "Review this business decision: [context]. What am I missing? What's the downside?"
Webformers use: pricing reviews, package structure, client escalations.

DOC ENGINEER (/doc-engineer) — Documentation
Persona: technical writer
Use when: you need a clean, clear document — handover guide, SOP, onboarding instructions.
Ask: "Write a client handover document for [project]. The client is not technical."
Webformers use: project handover documentation.

RELEASE MANAGER (/release-manager) — Launch gate
Persona: release manager
Use when: a site is ready to go live.
Ask: "We're launching [project] tomorrow. Review the launch checklist, identify open risks, confirm we're clear to proceed."
Webformers use: final launch sign-off gate.