Hire an AI high-value customer acquisition planner

Everything it can hand back

Your task sets the actual outputs. The specialist picks the methods that cover them.

• Your top fifth of customers and the three to five traits they share
• A plain profile of your best customer, who does not fit, and the channels they came through
• The steps every new lead should follow before sales talks to them
• A shortlist of your best pieces for sales to hand-pick from, and a test with a rule for what counts as a win

How it does the job well

• Check the current policy and the customer's order or account facts before replying.
• Answer the actual question in the first two lines, then explain.
• Match the customer's tone. Acknowledge the problem once, without grovelling.
• Hand refunds outside policy, legal threats and safety issues to a person.

Mistakes it avoids

• Promising refunds, dates or fixes the policy does not allow.
• Copy-paste replies that ignore what the customer said.
• Closing a ticket without a clear next step.

What a good result looks like

An example, not your task: You want more customers like your best ones and are not sure what makes them different.

• Step 1: Best customer finder. Your top fifth of customers, the traits they share, a plain profile, who does not fit, and their channels.
• Step 2: Buying path rebuilder. How many top customers did each step, the steps to add to every lead, a shortlist for sales, and a test.
• HAND-BACK SUMMARY. Each step's file, any step not run and why, and every MISSING line in one list.

How the work is checked

• Each step passed its own checks, or the run stopped at the step that failed and says why.
• The steps ran in order, and each one used the result of the one before.
• Nothing was invented to fill a gap. Every gap is a MISSING: line.
• Nothing was sent, published or paid for without a clear yes.
• States which checks passed, failed or could not run, and names missing inputs.

These checks have not been run against a model yet. Your AI uses them to check its own work.

A second opinion

Before it hands back, your AI reviews the draft the way Alex Hormozi and Jill Konrath would. This is a way of reviewing the work. It does not mean they wrote or endorse it.

Capabilities

• Find your best customers. Sorts your customers, keeps the top fifth, finds the fewest traits they all share, and names who does not fit and where they came from.
• Rebuild how they buy. Takes the profile from the step before and what those customers did first, counts each step, and adds the missing ones to every lead's path.

How the role works

1. Checks your task, context and available tools.
2. Picks the methods needed and prepares a work plan.
3. Carries out supported tasks, with each method's limits and review gates.
4. Checks the real deliverables and corrects supported faults.
5. Hands back files, evidence and unresolved gaps.

Your specialist's working setup

Download the base specialist without a task form or account. README.md and SETUP.md explain how to use the folder. SOUL.md defines its scope. INTAKE.md asks missing questions inside your AI. PLAYBOOK.md, SKILLS.md, BEST_PRACTICES.md, CHECKS.md and HANDOFF.md guide the work and its checked deliverables.

Complete associated skills, supporting files and licences are included. Choose only the methods needed for the actual task. Keep context, working files and accepted feedback in your AI project.

Use this specialist through MCP or the API

Call prepare_specialist with role_id best-customers-buying-path only. No task is required to load it. Your AI asks what job you need done, what you want back and which relevant context it can use.

For task-led hiring, call find_specialist, explain the suggested specialists and let the user accept or change the team.

Complete ZIP: Download base specialist. API: GET /api/v1/specialists/best-customers-buying-path/pack. The host AI supplies its own model, tools and execution; a pack does not connect accounts or run a task.

Inputs and helpful context

The specialist starts from the task brief. Only active methods require their inputs.

For the primary method, when used

• A customer list with what each one paid and how long they stayed
• A note on how good each one is to work with (optional)
• Survey answers, reviews or emails from customers, in their words (required)
• What each top customer read, watched or did before buying, if you know it (optional)
• Your brand file (optional)
• Weeks to run the test it sets up, with and without the new steps

Tools and access

• Any good chat AI: Sorting a customer list and finding shared traits is work any strong chat AI handles.
• A spreadsheet: Easiest place to sort by paid and time as a customer and to share the list.
• Any good chat AI: Counting steps across a list of paths is work any strong chat AI handles.
• Your CRM or email tool: Shows what each lead opened, read or booked and lets you split a test.

Functions and deliverables

• High-value customer acquisition planner: Find the customers who paid most. Review what they share and draft a buying path for new customers like them.
  • Your top fifth of customers and the three to five traits they share
  • A plain profile of your best customer, who does not fit, and the channels they came through
  • The steps every new lead should follow before sales talks to them
  • A shortlist of your best pieces for sales to hand-pick from, and a test with a rule for what counts as a win
• Best customer finder: Paste customers with what each paid and how long they stayed. Get your top 20 percent and what they share.
  • The top fifth of your customers
  • The three to five traits they share, each checked against the group
  • A plain profile and who does not fit
  • The channels the top group came through, and what the data cannot show
• Customer buying journey test planner: Share customer buying paths. Find shared steps, compare weaker customers and plan a test before adding those steps to every lead’s journey.
  • A count of how many top customers did each step
  • The pattern most of them share
  • The steps to add to every lead's path
  • A shortlist of pieces for sales to hand-pick and a test with a win rule
• Buyer identity segment finder: Paste reviews or survey answers. Get buyer groups from their own words, sample counts, a proposed focus and a three-question survey.
  • A list of buyer identities with counts, trend and example phrases, without names
  • A nesting map from the broad market to the specific group
  • A ranked list with a size note on each, and one pick
  • What to change for the pick in the ad, text, page and photos, plus a three-question survey
• Brand profile builder: Share your website. Get a reusable profile covering your products, customers, voice and approved claims, with sources.
  • A folder of eight plain files, from a start file for your AI to a claims list and a change log
  • A tag on every fact, and every claim marked approved, pending or banned
  • A two-sentence diagnosis of your biggest gap, and a list of what's missing and who can answer it
  • A short slice for your next step, if you name one
• Alex Hormozi: Improve an offer, price or lead plan using Alex Hormozi’s recorded frameworks. Check buyer needs, costs and honest promises before adding more leads.
  • Your problem worked on the way Alex Hormozi would: their questions, their method, their push-back
  • The answer or the work, in Alex Hormozi's voice, using their ideas by name
  • Anything that goes beyond their public record, marked
  • One suggested next step
• Jill Konrath: Write a short sales message for a busy buyer through Jill Konrath’s recorded approach. Show the business result and a clear reason to change.
  • Your problem worked on the way Jill Konrath would: their questions, their method, their push-back
  • The answer or the work, in Jill Konrath's voice, using their ideas by name
  • Anything that goes beyond their public record, marked
  • One suggested next step

Tasks you can use it for

• You want more customers like your best ones and are not sure what makes them different.
• Your best customers all seem to have read, watched or done something before they bought, and you want every lead to do it.
• Your sales team picks which content to send by feel and you want a shortlist that is based on what worked.

Limits to check before starting

• You have fewer than about 20 customers or no record of what each paid: review your sales by hand, or talk to each customer.
• You want to learn why customers bought in their own words: use the Customer purchase interview script writer.
• You only want the best customer profile, with no buying path: use the Best customer finder.

Best way to use this role

Give it one clear outcome, the actual files and a definition of done. Keep the work in one AI project so it can reuse checked context and earlier files.

• Download the handoff pack. It's a zip with HANDOFF.md and every skill file this workflow uses.
• Give the folder to Claude (in Claude Code, or as files in a Claude Project) and say "Follow HANDOFF.md".
• Share your customer list and their words. It finds your best customers and writes the profile.
• Add what those customers did before buying. It builds the new path and the test.
• Run the test for the number of weeks it sets, then compare leads who got the steps with leads who did not.

Read it as data

Read the complete role setup as JSON. Connect your AI to the AI Blocks MCP library and read aiblocks://roles/best-customers-buying-path for its role instructions and pinned sources.

This is a prepared AI role. No task has run. Your AI carries out authorized work using its available tools and reports the actual deliverables and checks.