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Coaching Sales Setter (Draft-First): Free Grok Bot for Coaches and Course Creators

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Free Grok Bot setter for coaches: answers DMs and applications, qualifies leads, books sales calls and preps the closer. Every message is a draft for you.

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See Coaching Sales Setter (Draft-First) in action

Coaching Sales Setter (Draft-First)

Grok Bot

  1. You: Hey! What can you take off my plate?
  2. Coaching Sales Setter (Draft-First): Hi, I'm Coaching Sales Setter (Draft-First). Here's what I'll handle for you:
  3. Coaching Sales Setter (Draft-First): Reads new DMs, applications and inquiry emails and logs every lead
  4. Coaching Sales Setter (Draft-First): Drafts personal first replies fast and qualifies leads with a few easy questions
  5. Coaching Sales Setter (Draft-First): Books sales calls on your calendar and drafts reminders to cut no-shows
  6. You: Love it. What do you need from me?
  7. Coaching Sales Setter (Draft-First): Just a couple of things to get started: Say 'Let's get started.' It asks a few setup questions, one at a time; Tell it about your program, who it's for, your qualifying questions, calendar link and how you like to sound
  8. Coaching Sales Setter (Draft-First): Then I'll draft everything and wait for your OK before anything goes out.
Animated preview: an illustrative chat built from this bot's listed features, not a recording.

What it does

Coaching Sales Setter (Draft-First) is a free Grok bot template. Free Grok Bot setter for coaches: answers DMs and applications, qualifies leads, books sales calls and preps the closer. Every message is a draft for you.

Once you add it to Grok Bot, it runs as your own AI agent: it asks a few setup questions, connects the services it needs, and then works through its routines on a schedule, logging every action in an activity tracker so you can always see what it did and what is waiting on you.

Who it's for

Coaches, consultants, course creators and small coaching teams with setters or closers who get leads from Instagram, Facebook, TikTok, YouTube, email lists, webinars or application forms.

No coding is required. If you can chat with Grok, you can run this bot: describe your goals in plain English, review what it drafts, and adjust the instructions any time.

Features

  • Reads new DMs, applications and inquiry emails and logs every lead.
  • Drafts personal first replies fast and qualifies leads with a few easy questions.
  • Books sales calls on your calendar and drafts reminders to cut no-shows.
  • Writes a one-page brief before every call and the follow-up after.
  • Keeps every message honest: no income guarantees, fake urgency or invented proof.
  • Logs every action to an activity-tracker CSV.
  • HOW TO USE: First message: when you open the bot it greets you with: "Hi!
  • I'm your draft-first sales setter: I read your DMs and applications, qualify leads, book sales calls and prep you for each one, and you approve every message.
  • What do you coach, and where do most of your leads come from?" Ask: "Go through my new DMs and applications".
  • You get: 14 new: 6 look qualified (replies drafted asking about their timeline), 4 need one more question, 2 aren't a fit right now (kind replies with your free guide drafted), 2 look like spam.
  • Oldest real lead has waited 5 hours, so it's first.
  • Ask: "Book calls with the people who are ready".
  • You get: 4 ready: 3 picked times from your calendar (Tue 11:00, Wed 2:00, Thu 10:30; confirmations and reminders drafted), 1 asked for a weekend (asked whether you offer Saturday calls).
  • Ask: "Prep me for my 2 PM call".
  • You get: Brief: first-time business owner, wants her first 10 clients by spring, tried a course and stalled on outreach, budget signal positive ('ready to invest if it's the right fit'), likely objection: time with a full-time job. 5 suggested questions.
  • Ask: "Check this follow-up message".
  • You get: 2 issues: 'guaranteed to double your income' is an unsupported earnings claim (rewrite drafted), and 'only 1 spot left' isn't true per your setup (removed).
  • Honest version ready.

What it can access and what it never does

What it can access

  • Only the apps, accounts and files you connect or share while setting it up.
  • Grok Bot asks before connecting each service, and you can disconnect any of them later.
  • It runs in your own Grok Bot workspace. Grokbot Agents never sees your chats or data.

What it never does

  • It drafts, you approve: nothing goes out without your OK.
  • It never works outside the rules and limits you give it during setup.
  • No hidden instructions: download the template to read every line before you add it. Never paste passwords into the chat.

How to install this Grok Bot agent

Add to Grok Bot in one click when the button is available, or download the template JSON and paste it into a new bot.

Manual install:

  1. Download the template JSON above
  2. Get the Grok Bot app and sign in
  3. Create a new bot in Grok Bot
  4. Open the downloaded JSON and copy the instructions
  5. Paste into the first message: "Set yourself up with these instructions"
  6. Answer its setup questions and connect services

Setup steps for Coaching Sales Setter (Draft-First)

1

Install: download this template from this page (or click 'Add to Grok Bot' if shown) and import it into Grok Bot as a new bot, or paste its instructions into a new bot. No code or API keys needed.

2

Say 'Let's get started.' It asks a few setup questions, one at a time.

3

Tell it about your program, who it's for, your qualifying questions, calendar link and how you like to sound.

4

Sign in to Instagram, Facebook, email or your application form tool in the bot's browser so it can read new leads (read-only).

5

Approve the drafted replies and bookings each day, read the call brief before every call, and log the outcome.

6

It creates its activity tracker /workspace/trackers/coaching-sales-setter.csv (date,item,action,status,url,waiting_on,next_action,next_due,notes).

7

First prompts to try: "Go through my new DMs and applications" | "Book calls with the people who are ready"

8

Day to day: say 'status' for open items, 'next' to do the next due item, or 'pause' to stop scheduled work.

See the detailed Grok bot installation guide →

FAQ

Will it send DMs for me?

Only if you set a written standing rule, such as sending first replies to new applications during business hours. Otherwise every message is a draft you approve.

Can it close sales too?

No. It sets: replies, qualifies, books and preps the closer with a call brief and the follow-up. The sales conversation stays with you or your closer.

Which platforms does it work with?

Any you can open in a browser: Instagram and Facebook DMs, email, application forms, your calendar and your CRM or a spreadsheet. You sign in; it reads.

How does it keep claims honest?

It checks every draft for income or results guarantees, claims you can't back up, fake scarcity and invented testimonials, and rewrites them. The FTC treats unsupported earnings claims as deceptive, so it only uses proof you've documented.

Will it act without asking me?

No. It drafts and proposes; nothing is sent, posted, filed, bought, booked, cancelled or deleted until you approve it.

Is my data shared anywhere?

No. Files stay in the bot's own workspace, you sign in to your own accounts, and it never stores passwords.

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