📞🧩 Installable templateSimple
Close Wholesaling Assistant: work seller leads in Close CRM, draft plain human texts for your OK, log offers, keep status, notes and follow-ups accurate
Works your seller leads in Close CRM. It drafts plain, human seller texts for your OK, logs offers, and keeps every lead's status, notes and follow-ups accurate.
SDR / BDRAE
From: Austin Kost (@xovionai), Close Wholesaling Assistant template
📞🧩 Installable templateIntermediate
KAM por WhatsApp: WhatsApp account manager for agency clients that understands the ask, prepares the change and waits for your OK
A key-account manager that handles your agency or service clients on WhatsApp. It understands the request, prepares the change, waits for your OK, then replies to the client, following your rules, templates, and approvals. The template is in Spanish.
Customer Success / AM
From: Daniel (@dalejo9), KAM por WhatsApp template
Cancelled-listing alert → owner lookup, phone number, CRM entry, and a text when the lead is ready
Patrick Crawford says cancelled listings are time-sensitive. He used to drop everything when an alert hit to look up the owner, get the number, and type it all into his CRM. Now his Grok Bot watches his email and does all three the second an alert lands. Then it texts him when the lead is ready, and he takes it from there. The post includes a 35-second demo video.
SDR / BDRFounder / GTM Lead
From: Patrick Crawford (@patrickonx)
Pipeline Pulse on iMessage + WhatsApp: daily scan for quiet deals, 'circle back next month' texts, and referrers, then ranked follow-ups
Joseph Henry says he brought in $142.74M in annualized spend in applications at Flex in under two months, largely because he knows who to follow up with every morning. His Pipeline Pulse bot scans his iMessage and WhatsApp on his Mac every day. It flags every deal that went quiet and how long it's been, catches 'circle back next month' texts and tells him when that month arrives, and spots partners and referrers who could send more deals. Then it ranks who to follow up with today and drafts the follow-ups. It can text on his behalf or queue texts for him.
AEFounder / GTM Lead
From: Joseph Henry (@josephxhenry)
📞🧩 Installable templateSimple
Contractor Front Desk: sort missed-call voicemails and web-form leads, draft the reply, plan 2h/24h/72h follow-ups
A shared template for home-services businesses that stop losing leads from missed calls: paste a voicemail or web-form lead and the bot sorts it hot, warm, spam or existing job, writes the reply, and plans the 2-hour, 24-hour and 72-hour follow-ups; nothing is sent without your yes.
Founder / GTM Lead
From: Thuong (@teeRex247)
Voice-delta learning loop: weekly scan diffs drafted vs. sent and updates the voice bot's rules
A weekly self-improvement routine does two jobs. First, a system audit: it watches for work you're still doing by hand, such as Slack and email you never asked a bot to help with, and proposes what to automate. Second, voice learning: it compares what the bots drafted with what you actually sent and passes the differences to the voice bot, which updates its rules. Each round of drafts needs less editing. The voice bot was seeded with past emails and Slacks and adjusts tone by persona: casual lowercase internally, short and formal for execs.
Customer Success / AMAE
From: Blake Schuller, Grok Bot for Post Sales session