How to Build a 7-Day AI Marketing and Follow-Up System with DAI Asset Skills
Many businesses do not lose sales because they lack leads. They lose sales because the next step is not clear enough.
Imagine an accounting and tax advisory firm receiving enquiries from SME owners. The prospects are worried about messy records, late submissions and cashflow anxiety. They ask questions, say they will “think about it”, and then delay the decision.
The firm has the expertise to help. But without a connected attraction and follow-up system, prospects may not move from concern to action. This member guide shows how to use DAI Asset Skills in Claude to build a simple 7-day system that moves prospects toward a 20-minute review call.
Best Answer
To build a 7-day AI marketing and follow-up system with DAI Asset Skills, start by diagnosing the revenue leak, then use Claude to clarify the offer, understand the customer, segment the audience, plan content, write social posts, create a landing page and build a follow-up sequence. For this accounting and tax advisory example, the system should move SME owners from problem awareness to a clear CTA: book a 20-minute accounting records and tax compliance review call.
The mistake many business owners make is starting with the wrong AI request.
“Write me a Facebook post.”
That request may produce content. But it does not solve the deeper business problem: why are prospects delaying decisions?
For an accounting and tax advisory firm, the real issue may not be content volume. It may be customer anxiety, unclear urgency, low trust, lack of proof, fear of fees, or weak follow-up after an enquiry. A stronger AI workflow begins by diagnosing the journey, not by writing random posts.
Before You Start: Install Claude Desktop and DAI Asset Skills
To follow this workflow properly, you should first install Claude Desktop and add the DAI Asset Skills plugin. The skill system allows Claude to follow a repeatable business workflow instead of starting from a blank prompt every time.
Step 1: Follow this guide to install Claude Desktop, the plugin and skills:
How to Install Claude Desktop and Install Plugin and Skills
Step 2: Download the DAI Asset Skills from the Google Drive folder:
Open DAI Asset Skills Google Drive Folder
Once installed, you can ask Claude to use a specific skill by name, such as DAI_Asset_sales_funnel, DAI_Asset_content_planner or DAI_Asset_email_marketing.
Business Input for This Member Practice
Use the same business input from start to finish. This is important because an AI marketing system works best when every asset is connected to the same customer, offer, problem and goal.
Business: Accounting and tax advisory firm Target customer: SME owners with messy records, late submissions and cashflow anxiety Main offer: Monthly accounting and tax compliance package Current leak: The business receives enquiries, but prospects delay decisions and follow-up is inconsistent Goal: Create a 7-day attraction and follow-up system that moves prospects from problem awareness to a 20-minute review call CTA: Book a 20-minute accounting records and tax compliance review call Success measure: Convert at least 30% of leads
Use this input throughout the workflow. Do not change the business example halfway, or the outputs will become disconnected.
For accounting and tax advisory content, use AI to create marketing structure, educational content and follow-up drafts. A qualified professional should review technical tax claims, compliance statements and advice before publishing.
Start With the Revenue Leak
The current leak in this example is clear: the firm receives enquiries, but prospects delay decisions and follow-up is inconsistent.
This means the problem is not only lead generation. The leak is likely happening after interest is created. Prospects may feel pain, but they may not yet feel enough urgency or trust to book the review call.
Enquiries arrive
Need stronger proof
Decision delayed
Next step unclear
Review call value
Monthly package
| Journey Stage | What May Be Happening | What the System Needs |
|---|---|---|
| Lead | Prospects enquire because they are worried about records, deadlines or cashflow. | Problem-aware content that helps them recognise the cost of delay. |
| Trust | They are not sure whether the firm understands their situation. | Authority content, practical examples and reassurance. |
| Close | They delay because the monthly package feels like a cost, not a risk-reduction solution. | A clear offer message and a lower-friction review call CTA. |
| Follow-up | Interested prospects are not followed up consistently. | A simple WhatsApp or email follow-up sequence. |
The goal is not to push the monthly package immediately. The goal is to help the SME owner recognise the problem, trust the advisor and take the next small step: book a 20-minute review call.
DAI Asset Skills Needed for Each Step
For this member workflow, you do not need to use every skill. Use the skills that match the journey from diagnosis to action.
1. Start Skill
Helps Claude understand the task and choose the right workflow path.
DAI_Asset_start
2. Sales Funnel
Diagnoses where prospects are leaking in the customer journey.
DAI_Asset_sales_funnel
3. Market Research
Identifies buyer concerns, trigger events and market language.
DAI_Asset_market_research
4. Customer Segmentation
Separates broad SME owners into more practical customer groups.
DAI_Asset_customer_segmentation
5. Client Avatar
Builds a clearer picture of the prospect’s pain, fears, objections and desired outcome.
DAI_Asset_client_avatar
6. Business Offer
Clarifies the monthly accounting and tax compliance package and the review call CTA.
DAI_Asset_business_offer
7. Branding
Strengthens trust, credibility and professional positioning.
DAI_Asset_branding
8. Content Planner
Creates the 7-day attraction content sequence.
DAI_Asset_content_planner
9. Social Media
Turns the content plan into platform-ready posts and WhatsApp messages.
DAI_Asset_social_media
10. Landing Page
Creates a simple review call landing page or booking page copy.
DAI_Asset_landing_page
11. Email Marketing
Builds follow-up messages for prospects who enquire but delay decisions.
DAI_Asset_email_marketing
12. CRM
Creates a simple lead tracking structure so follow-up does not depend on memory.
DAI_Asset_crm
Claude Flow: Step-by-Step Prompts
Open Claude Desktop, make sure the DAI Asset Skills are available, then copy the prompts below one by one. You can run the whole workflow in one Claude conversation so the outputs build on one another.
Step 1: Choose the Skill Pathway
Skill needed: DAI_Asset_start
Use DAI_Asset_start. I want to build a 7-day AI marketing and follow-up system for the business below. Business input: Business: Accounting and tax advisory firm Target customer: SME owners with messy records, late submissions and cashflow anxiety Main offer: Monthly accounting and tax compliance package Current leak: The business receives enquiries, but prospects delay decisions and follow-up is inconsistent Goal: Create a 7-day attraction and follow-up system that moves prospects from problem awareness to a 20-minute review call CTA: Book a 20-minute accounting records and tax compliance review call Success measure: Convert at least 30% of leads Please recommend the best DAI Asset Skills sequence and explain what each skill should produce.
This helps Claude think in workflow order before producing assets.
Step 2: Diagnose the Funnel Leak
Skill needed: DAI_Asset_sales_funnel
Use DAI_Asset_sales_funnel. Based on the business input below, diagnose where prospects are leaking in the customer journey. Business input: [Paste the business input] Analyse the journey: Lead → Trust → Close → Review Call → Monthly Package Please produce: 1. A revenue leak diagnosis table 2. The most likely reason prospects delay decisions 3. The trust gaps that may stop them from booking the call 4. The follow-up gaps that may cause lost leads 5. The first fix to build before creating more content 6. A simple explanation suitable for an SME owner
This keeps the workflow focused on the conversion problem, not just content generation.
Step 3: Understand the Customer Situation
Skills needed: DAI_Asset_market_research and DAI_Asset_client_avatar
Use DAI_Asset_market_research and DAI_Asset_client_avatar. Based on the business input below, create a customer insight map for SME owners with messy records, late submissions and cashflow anxiety. Business input: [Paste the business input] Please identify: 1. What the SME owner is worried about 2. What they may be avoiding 3. Common questions they ask before engaging an accountant or tax advisor 4. Trigger events that make them take action 5. Objections that delay decisions 6. What proof or reassurance they need 7. What content topics would make them feel understood 8. What message would make a 20-minute review call feel useful and low-risk
This turns the customer’s anxiety into useful content and follow-up angles.
Step 4: Segment the Audience
Skill needed: DAI_Asset_customer_segmentation
Use DAI_Asset_customer_segmentation. Using the business input and customer insight map below, segment the SME audience into practical groups. Business input: [Paste the business input] Customer insight map: [Paste the output from Prompt 3] Please create: 1. 3 practical SME customer segments 2. Their main pain points 3. Their buying triggers 4. Their likely objections 5. Which segment should be the primary target for the 7-day attraction and follow-up system 6. The message that would most likely move that segment to book a 20-minute review call
A sharper segment makes the 7-day system more relevant and less generic.
Step 5: Clarify the Offer and CTA
Skill needed: DAI_Asset_business_offer
Use DAI_Asset_business_offer. Clarify the monthly accounting and tax compliance package for the primary SME segment. Inputs: Business input: [Paste the business input] Primary segment: [Paste the output from Prompt 4] Please create: 1. A clear offer name 2. Who the package is for 3. The urgent problem it solves 4. The business outcome it supports 5. What is included in the monthly package 6. Why delaying creates risk or stress 7. A clear CTA for the 20-minute review call 8. 3 versions of a simple offer statement 9. A short WhatsApp invitation to the review call
The review call should feel like a helpful first step, not a hard sell.
Step 6: Build Trust and Authority
Skill needed: DAI_Asset_branding
Use DAI_Asset_branding. Based on the offer and customer insight map, create a trust-building brand direction for this accounting and tax advisory firm. Inputs: Offer clarity: [Paste the output from Prompt 5] Customer insight map: [Paste the output from Prompt 3] Please produce: 1. A professional brand positioning statement 2. Trust signals the firm should show 3. Proof points to collect or highlight 4. Tone of voice guide 5. Messages that reduce anxiety without using fear-based selling 6. What not to overclaim in accounting and tax advisory marketing 7. 5 content themes that build authority
For professional services, trust and clarity matter more than hype.
Step 7: Create the 7-Day Attraction System
Skill needed: DAI_Asset_content_planner
Use DAI_Asset_content_planner. Create a 7-day attraction content plan that moves SME owners from problem awareness to booking a 20-minute review call. Inputs: Customer insight map: [Paste the output from Prompt 3] Primary segment: [Paste the output from Prompt 4] Offer clarity: [Paste the output from Prompt 5] Brand trust direction: [Paste the output from Prompt 6] Please create a 7-day plan with: 1. Day number 2. Customer journey stage 3. Content objective 4. Topic 5. Hook 6. Key message 7. Suggested format 8. CTA The CTA should lead naturally to: Book a 20-minute accounting records and tax compliance review call.
The sequence should guide the prospect step by step instead of asking for the sale too early.
Step 8: Turn the Plan Into Posts and WhatsApp Messages
Skill needed: DAI_Asset_social_media
Use DAI_Asset_social_media. Using the 7-day content plan below, write content for LinkedIn/Facebook and WhatsApp. 7-day content plan: [Paste the output from Prompt 7] Brand voice: Professional, calm, practical, reassuring and SME-friendly. Please produce: 1. 7 LinkedIn/Facebook posts 2. 7 short WhatsApp versions 3. CTA for each day 4. Suggested image idea for each post 5. 3 reply messages for people who comment or ask for more information Avoid technical jargon and avoid making tax claims that require professional review.
This gives members usable content while keeping the message aligned with the offer.
Step 9: Build a Review Call Landing Page
Skill needed: DAI_Asset_landing_page
Use DAI_Asset_landing_page. Create landing page copy for a 20-minute accounting records and tax compliance review call. Inputs: Business input: [Paste the business input] Offer clarity: [Paste the output from Prompt 5] Customer insight map: [Paste the output from Prompt 3] Brand trust direction: [Paste the output from Prompt 6] Please create: 1. Hero headline 2. Subheadline 3. Who this review call is for 4. Problems this review helps identify 5. What happens during the 20-minute call 6. What the prospect will get from the call 7. Why they should not delay 8. CTA button text 9. FAQ section 10. Thank-you page message CTA: Book a 20-minute accounting records and tax compliance review call.
The landing page should make the next step clear and low-friction.
Step 10: Create the Follow-Up Sequence
Skills needed: DAI_Asset_email_marketing and DAI_Asset_crm
Use DAI_Asset_email_marketing and DAI_Asset_crm. Create a simple follow-up sequence for prospects who enquire about the monthly accounting and tax compliance package but delay the decision. Inputs: Business input: [Paste the business input] Landing page copy: [Paste the output from Prompt 9] Please create: 1. Immediate thank-you message after enquiry 2. Day 1 follow-up message 3. Day 2 education message 4. Day 4 objection-handling message 5. Day 6 review call reminder 6. Day 7 final helpful check-in 7. A simple CRM lead status table with stages: New enquiry, Replied, Review call booked, No response, Follow-up later, Converted Keep the messages warm, professional and helpful. Do not make the prospect feel pressured.
The goal is to make follow-up consistent without losing the human, professional tone.
Example 7-Day Attraction and Follow-Up System
After running the prompts, your 7-day system should follow a simple journey. You can adapt the exact wording based on Claude’s output.
| Day | Journey Stage | Content Angle | CTA Direction |
|---|---|---|---|
| Day 1 | Problem awareness | “Messy records are not just admin work — they affect decisions, tax deadlines and cashflow visibility.” | Invite readers to check whether their records are review-ready. |
| Day 2 | Cost of delay | Explain how late submissions and missing records create stress, rework and last-minute decisions. | Offer a simple review call to identify what needs attention first. |
| Day 3 | Customer empathy | Describe why many SME owners delay accounting tasks because they feel overwhelmed or unsure where to start. | Position the call as a practical first step, not a judgement session. |
| Day 4 | Trust-building | Share what a good monthly accounting and compliance rhythm should help the business owner see more clearly. | Invite prospects to review their current accounting rhythm. |
| Day 5 | Offer education | Explain what is included in a monthly accounting and tax compliance package in simple terms. | Ask prospects to book a 20-minute review if they are unsure what they need. |
| Day 6 | Objection handling | Address common hesitation: “I will do it later”, “I need to organise first”, or “I only need help near tax time.” | Encourage an early review before the records become more stressful. |
| Day 7 | Action | Summarise the benefits of clarity: cleaner records, fewer surprises and better business visibility. | Book a 20-minute accounting records and tax compliance review call. |
The content should not scare prospects. It should help them recognise the cost of delay and feel safe taking the next small step.
What Members Should Do Next
- Install the tools first.
Set up Claude Desktop and install the DAI Asset Skills using the guide and Google Drive folder linked above. - Copy the business input into Claude.
Use the accounting and tax advisory example exactly as provided, or replace it with your own business details. - Run the prompts in order.
Start with diagnosis, then customer insight, segmentation, offer clarity, content, landing page and follow-up. - Save the best outputs.
Copy the strongest content plan, social posts, landing page copy and follow-up messages into your working document. - Review before publishing.
For regulated or professional services, make sure all claims and technical points are reviewed by the right person before publishing.
Install the DAI Asset Skills and Build Your First System
Use this member guide to practise turning one business input into a connected AI marketing and follow-up workflow.
Start with the accounting and tax advisory example. Then repeat the same workflow for your own business.
Install Claude Desktop + Skills Download DAI Asset SkillsFrequently Asked Questions
What is the purpose of this member guide?
This guide helps DigitalAI Business Club members practise using DAI Asset Skills to build a simple AI marketing and follow-up system from one business input. The example used is an accounting and tax advisory firm.
Why use an accounting and tax advisory example?
It is a practical service-business example where many prospects have real pain but often delay decisions. This makes it useful for demonstrating how content and follow-up can move people from awareness to a low-risk review call.
Can I replace the business input with my own business?
Yes. Keep the same structure: business, target customer, main offer, current leak, goal, CTA and success measure. The clearer your input, the better Claude can apply the skills.
Which skill should I start with?
Start with DAI_Asset_start to choose the workflow pathway. Then use DAI_Asset_sales_funnel to diagnose the revenue leak before creating content.
Should I publish the AI output immediately?
No. Treat AI output as a strong first draft. Review for accuracy, tone, compliance and brand fit before publishing, especially for accounting, tax, finance, legal, health or other professional-service content.
What is the CTA for this example?
The CTA is: Book a 20-minute accounting records and tax compliance review call. This is aligned with the goal of moving prospects from problem awareness to a practical next step.