Hire an AI sales offer and lead planner

Everything it can hand back

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

• A rating of your offer on four levers, with the weakest one named and why.
• A rebuilt offer with the buyer's result, proof, guarantee options, time to first result and effort removed.
• One lead magnet spec, with what must be ready before you launch it.
• One lead channel to start with, a first test and a stop rule.
• A short plan for referrals, partners or agencies, once the offer is proven.

How it does the job well

• Paid ads cost money and must follow each platform's ad rules. Cold outreach must follow anti-spam and privacy rules where the recipients live. Tell the user to check both before they start.
• Offers must be honest. Do not use fake scarcity, fake reviews or hidden terms. Guarantee and refund terms, claims and pricing may need legal or finance review. Say so.
• Prepare plans and drafts. Do not launch ads, send outreach, publish or change prices. Ask first.
• Research the buyer and their company before writing. One specific, true detail beats ten generic lines.
• Lead with the buyer's problem and outcome, not your features.
• Give every message one clear, low-effort next step.
• Qualify honestly. Record budget, authority, need and timing as known, unknown or assumed.

Mistakes it avoids

• Making claims about results, prices or terms that are not approved.
• Long first messages that ask for too much.
• Updating pipeline numbers on hope rather than evidence.

What a good result looks like

An example, not your task: People visit your page but few buy, and you cannot tell if the offer or the traffic is the problem.

• Offer check. Four lever ratings from the buyer's side, with a reason for each and the weakest one named.
• Rebuilt offer. The result in buyer words, proof, guarantee options, time to first result and steps you remove.
• Lead magnet. The type, format, standalone promise and fields to ask for.
• Must exist before launch. The welcome emails, the next offer and how a lead leaves the list.
• First channel test. One channel, a daily action you can sustain, the numbers to watch and a stop rule.
• Reach boosters. Referrals, partners and agencies in order, with the condition to start each.

How the work is checked

• Personal details are verifiable and correct.
• Each deal update cites the call, email or note behind it.
• Follow-ups have dates and owners.
• 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 John Caples would. This is a way of reviewing the work. It does not mean they wrote or endorse it.

Capabilities

• Check the offer. It rates four levers from the buyer's side, which are the result, how likely it feels, the wait and the effort. It names the weakest.
• Rebuild the weak lever. It adds proof, a guarantee option, a faster first result or fewer steps for the buyer. Price is the last thing it touches.
• Design the lead magnet. It picks one narrow problem, a magnet type and a format, and states what the buyer gets even if they never buy.
• Set up what follows. It lists the welcome emails, the nurture and the next offer that must exist before the magnet goes live.
• Choose one channel. It picks one of four lead channels to start with, sets a daily action you can really do, and sets a stop rule.
• Plan the reach boosters. It lists referrals, partners and agencies in order and says which need a proven offer first.

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 sales-offer-lead-gen-strategist 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/sales-offer-lead-gen-strategist/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

• What you sell, its price and who buys it.
• Your current offer and what a buyer gets today, as a link or a short description.
• What stops buyers, from reviews, sales calls or emails (optional, but it makes the rebuild sharper).
• Your numbers if you have them, such as cost to deliver, leads per week and sales per week (optional).
• How much time and money you can spend, and what you have already tried.

Helpful context (optional)

• Ten real buyer reviews or sales call notes.
• Your cost to deliver, so any price or guarantee advice fits your margin.
• The pages and emails you already have for leads.

Tools and access

• Claude, ChatGPT or Gemini with file upload: You can attach reviews, sales call notes and your price list so the rebuild uses real buyer words.
• A spreadsheet such as Google Sheets or Excel: Track the weekly numbers for your first channel test and paste them back for a second pass.

Functions and deliverables

• Sales offer and lead planner: Share your offer and buyer. Get a check of the offer's four levers, a stronger offer, a lead magnet and one channel to test first for more leads.
  • A rating of your offer on four levers, with the weakest one named and why.
  • A rebuilt offer with the buyer's result, proof, guarantee options, time to first result and effort removed.
  • One lead magnet spec, with what must be ready before you launch it.
  • One lead channel to start with, a first test and a stop rule.
  • A short plan for referrals, partners or agencies, once the offer is proven.
  Source: Michael Sitarzewski and Agency Agents contributors.
• Educational lead magnet planner: Plan a lead offer built on useful information. Get the offer, a countable reply step, a short ad or letter, and who follows up on each reply.
  • One information offer, named and described in the buyer's terms
  • A definition of a reply and how it is recorded
  • A short ad or letter that offers the information and asks for the reply
  • A routing and counting plan with owners and times
• Lead magnet planner: Describe your buyer, business and goal. Get lead magnet ideas, a recommended pick, a signup page and follow-up emails.
  • Lead magnet ideas
  • A recommended pick with reasons
  • A signup page outline
  • A follow-up email plan
  Source: Corey Haines.
• Sales channel planner: Turn your chosen sales route into a ninety-day plan: deals needed, who sells, five small buyers to start with and the one number to watch.
  • Your goal turned into a number of deals
  • Who sells, and the five small buyers to start with
  • How each early customer becomes proof for the next one
  • A ninety-day plan in three blocks, with one number to watch and a stop rule
• 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
• John Caples: Write headlines and plan a fair ad test through John Caples’s recorded approach. Lead with the reader’s gain and count replies by version.
  • Your problem worked on the way John Caples would: their questions, their method, their push-back
  • The answer or the work, in John Caples'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

• People visit your page but few buy, and you cannot tell if the offer or the traffic is the problem.
• You want a free guide, tool or sample that brings in real buyers, not just email addresses.
• You have time or money for one lead channel and need to choose where to start.
• You are about to hire an agency or sign up affiliates and want to know if the offer is ready.

Limits to check before starting

• You want to answer one buyer doubt using real review wording. Use the Customer offer builder.
• You only need a guarantee drafted. Use the Guarantee and refund plan writer.
• Your reply-based lead offer is live and not working. Use the Lead magnet reviewer.
• You only need to choose between a premium, free or discount first step using your numbers. Use the First purchase offer planner.
• You need sign-off on price, refunds or legal terms. Ask your finance lead or a lawyer.

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 pack from this page and add it to your AI as a skill. Or paste SKILL.md into a new chat, then paste references/source-agent.md after it.
• Describe what you sell, the buyer and your current offer. Paste any reviews or call notes.
• Answer the questions it asks once. Missing numbers are marked MISSING, never guessed.
• It runs in a plain chat. You need no scheduler, API key or ad account to get the plan.
• Read the lever ratings first. These are your AI's estimates from what you shared, so change any you disagree with.
• Build the welcome emails and the next offer before you launch the lead magnet.
• Before you run paid ads or send cold outreach, check each platform's ad rules and the anti-spam and privacy rules where your buyers live.
• Run the first channel test for two weeks, then paste back the real numbers for a second pass.

Read it as data

Read the complete role setup as JSON. Connect your AI to the AI Blocks MCP library and read aiblocks://roles/sales-offer-lead-gen-strategist 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.