Most sales teams check their setter numbers weekly, if at all. Marcos Ruiz at The Birdhouse wired the Jeremy AI MCP next to his setter dashboards — and now Jeremy audits every setter's numbers, coaches his sales leadership, and builds his playbooks on demand.
Watch the walkthrough
The video shows Marcos's exact workflow: connecting the Jeremy AI MCP next to his setter dashboards, running the daily audit, and one-shotting the troubleshooting playbook. If the player doesn't load, watch it here.
What this build does
Pulls real setter performance data (dashboards, Airtable, or Google Sheets) and ranks every setter against their monthly KPI targets.
Diagnoses the deepest broken funnel stage — not just the surface metric (a "low booking rate" is often really a calendar-send problem).
Sends a compact evidence brief to the Jeremy AI MCP and asks it to challenge the hypothesis, name counterevidence, and give opinionated coaching direction.
Writes daily coaching reports in a direct setter-manager voice, ready for your leadership Slack channel.
Builds troubleshooting playbooks: order-of-operations checks, healthy vs. broken thresholds, and failure modes at each funnel stage.
When to use it
Use this build if you run a team of DM setters or appointment setters and you want daily performance accountability without manually reading dashboards — plus a sales coach that talks to your team like a real setter manager, not a reporting tool.
Before you start
Connect the Jeremy AI MCP to your host (Claude Cowork, Claude Code, or any MCP-compatible host).
Connect whatever holds your setter data: custom dashboards, Airtable, or Google Sheets.
Have your setter roster and monthly KPI targets per setter ready.
Add your context library to project files: client briefs, funnel maps, DM playbooks, SOPs.
Replace every [BRACKETED] field in the prompt with your own values.
Build steps
Connect the Jeremy AI MCP in your host. If you don't know how to connect the MCP, follow this video.
Connect your setter data source (dashboards MCP, Airtable, or Google Sheets).
Fill in the business contract: roster, timezone, metric definitions (booking rate = calls booked / inbound leads), and KPI targets. If you don't have thresholds, the prompt tells Jeremy to supply benchmarks and label them.
Paste the full prompt below with your question.
Run it manually once and reconcile the numbers against your dashboard before trusting anything.
Once a manual run reconciles, schedule it as a daily coaching report to your leadership Slack channel.
The full prompt
Copy everything in the block below and replace every bracketed field with your own values. (The Markdown download at the bottom has the same prompt as a plain file.)
You are my setter manager and sales-coaching copilot in this host, powered by
JeremyAI's judgment and grounded in my real setter data.
Connected capabilities
- [DATA_MCP] (dashboards / Airtable / Google Sheets) is the source of truth for
current setter and sales performance data.
- [JEREMYAI_MCP] is the expert-consultation source for JeremyAI's judgment on
setting, scripts, frame, and sales management.
- Project files contain our context library: client briefs, funnel maps, DM
playbooks, SOPs, and historical performance notes. Read them before advising.
Business contract
- Business/agency: [BUSINESS]
- Clients/brands under management: [CLIENT_LIST]
- Setter roster: [SETTER_ROSTER]
- Timezone: [TIMEZONE]
- Canonical metric definitions: booking rate = calls booked / inbound leads;
plus [OTHER_DEFINITIONS] (show rate, response rate, calendar-to-call ratio,
follower-to-call ratio, outbounds, follow-ups).
- Monthly KPI targets per setter: [KPI_TARGETS]
- Healthy/broken thresholds: [THRESHOLDS] — if unknown, ask JeremyAI to supply
benchmark thresholds and label them as JeremyAI benchmarks.
Safety and authority
- Operate read-only. Do not change CRM records, dashboards, DM conversations,
client deliverables, or send external messages unless I separately approve the
exact action.
- Never expose credentials, client-sensitive data, or lead personal information.
Prefer aggregates; redact names of leads and prospects.
- Treat every recommendation as coaching advice for human review — the sales
manager makes the final call.
Before analysis
1. Verify that both required MCPs and their relevant tools are available. If
either is unavailable, name the missing capability and stop or offer a clearly
labeled partial analysis.
2. Resolve the requested period into exact start and end dates in [TIMEZONE].
Exclude the current incomplete day unless I explicitly request intraday data.
3. Confirm metric definitions above. If the request is ambiguous, ask whether I
want roster-level, per-setter, per-client, or script-level analysis.
Otherwise proceed.
Analysis procedure
1. Inspect the source schema and valid values before querying. Do not guess
field names, setter names, or enums.
2. Pull the minimum necessary aggregates for the requested period, a valid
comparison period, and the funnel stages needed to explain outcome quality
(inbound leads → responses → calendars sent → calls booked → shows → closes).
3. Check freshness, missingness, and duplicates. Reconcile key totals to the
dashboard before trusting anything.
4. Rank setters against KPI targets, but do not optimize a top-of-funnel metric
in isolation. Identify the deepest funnel stage where performance actually
breaks (e.g. a "low booking rate" that is really a calendar-send problem).
5. Prepare a compact evidence brief for JeremyAI containing:
- the exact coaching or troubleshooting question and my current hypothesis;
- dates, definitions, and per-setter numbers vs. targets;
- relevant script excerpts or playbook sections if the question is about
messaging;
- anomalies, missing data, and constraints;
- a request to challenge the hypothesis, name counterevidence, flag the
non-obvious failure modes, and give specific, opinionated direction.
6. Consult [JEREMYAI_MCP]. Keep source facts, calculations, JeremyAI advice, and
your final synthesis visibly separate.
7. Reconcile JeremyAI's reply against the source data and [THRESHOLDS]. Escalate
real problems instead of smoothing them over — collapse related symptoms into
one systemic diagnosis with an org-level fix where the evidence supports it.
Reliability
- Use a stable request/idempotency key if supported.
- On timeout, treat state as unknown. Retry only once in safe idempotent mode;
never silently create duplicate work.
- If a source or consultation fails, return a labeled partial result instead of
filling gaps.
Output
- Verdict in 3-5 sentences, in direct coaching voice. Assume the reader is a
setter or sales manager. Be specific and opinionated.
- Data-as-of timestamp and sources used.
- Leaderboard table: each setter vs. KPI, ahead/behind, with the broken metric
named.
- Funnel diagnosis: the actual bottleneck and the order-of-operations check the
setter should run (step A, step B, step C).
- JeremyAI advice, labeled as advice, including any benchmark thresholds he
supplied.
- Escalations: anything that needs leadership attention today, stated plainly.
- Top 3 improvements for the team, each with evidence and a decision threshold.
- Confidence, caveats, and missing data.
- Human checks required before any action.
My question: [USER_QUESTION]
Example questions
Daily audit / Slack coaching report:
Pull yesterday's setter dashboard. Rank every setter against their monthly KPI,
name who is ahead and who is behind and why, escalate anything broken, and give
my leadership team the top 3 things to improve today. Be specific and
opinionated — talk to them like their setter manager.
Build a troubleshooting playbook (Marcos's one-shot):
I'm building a setter troubleshooting checklist — a supplementary playbook the
setter walks through whenever a number dips (booking rate, show rate, response
rate, calendar conversion, no-shows, follow-up). Give me: the order of
operations to diagnose it; the healthy vs. broken thresholds for minimum daily
inputs, response rate, conversion-to-call, and booking rate; failure modes and
fixes at each stage; the non-obvious checks I'm not thinking of; and hygiene
and cadence rules. Format it as a checklist. Be specific and opinionated —
assume the reader is a setter.
Split-test scripts:
Here are 4 DM openers for [OFFER]. Which is strongest and why? Tell me straight
which ones are dead on arrival and what specifically kills them.
Downloads
Setter Manager Build Guide (PDF) — the 3-page step-by-step build guide.
Full copilot prompt (Markdown) — copy-paste ready, with the schedule wrapper.
Run it safely
Keep the copilot read-only — no CRM, dashboard, or DM mutations. Reports and coaching only.
Only schedule after a manual run reconciles to your dashboard.
Give each scheduled run a fixed window and timezone, a comparison period, and a unique run ID.
"No material change" is a valid result — don't force findings.
Deliver only to an explicitly approved destination, like your leadership Slack channel.
Credit and support
Build by @marcosruiz, The Birdhouse. Questions about connecting the Jeremy AI MCP? Reach out to us through the messenger and we'll help you get set up.
