đ Works best with your application sheet. Connect Google Sheets and Jeremy AI grades each new row for you. It never replies to anyone.
Paste your ideal client rules and your pile of applications. Get one file: every applicant graded A, B or C with a reason that quotes their own application, a ranked table, and a warm draft for each one. Nothing is sent.
You'll see the ideal client rules and 8 sample applications pasted in, the grading at 8x speed, the saved file, the ranked table with a quoted reason for each grade, and the A and B invite drafts. Nothing is sent.
What this use case does and who it's for
Applications pile up fast. You read the first few closely, skim the rest, and the best fit sits in your inbox for three days. Then you spend your sales calls on people who were never going to buy.
Jeremy AI reads every application against your ideal client rules and gives each applicant ONE grade:
A: book a call now. They meet every rule. They get a short, warm invite to book a call.
B: book a call, check one thing. They almost meet every rule, and one answer is missing or needs a check. They get an invite plus the one question to ask.
C: not a fit. They miss a rule that matters. They get a kind decline.
You get one Markdown file with a ranked table of everyone (applicant, grade, a one-line reason quoted from their application, and the suggested next step), then a draft message for each person. It's for coaches, agency owners and anyone who runs an application or intake form before a sales call. You stay in charge. Everything is a draft. Jeremy AI doesn't email or text a single applicant.
What you need before you start
A Jeremy AI account. Nothing to connect to try the sample.
Your ideal client rules, written plainly. The sample uses: service business owner, $10K or more per month, has a team or is ready to hire, wants to grow with paid ads, can invest $3K or more, decision maker.
The applications. For each one: name, business, monthly revenue, team size, goal, budget and whether they're the decision maker. Use first name and last initial only.
A rule for what the output must never say. The sample uses HARD RULES: never offer discounts, payment plans, free sessions or pauses, and never invent facts that aren't in the application.
A link to book a call. The drafts use a [booking link] placeholder, so you drop yours in.
Someone to send the messages. A human sends them, not Jeremy AI.
How to set it up
You use the default Jeremy AI worker. There's nothing to build.
Open Jeremy AI. From the dashboard, type in the main box. Check the worker selector says Jeremy AI.
Paste the prompt below. Swap in your own business name, your ideal client rules and your real applicants.
Click Send message.
Wait. The walkthrough runs this at 8x speed. It took about two minutes in real time for 8 applicants. A longer list takes longer.
When it says the file is saved, read the chat summary first. It tells you who's an A, B and C.
Open the file card and read the ranked table.
Read the drafts. Add your booking link and your name.
Send the messages yourself.
The prompt
This is the exact prompt from the walkthrough. The coaching business and all 8 applicants are SAMPLE and made up. Replace them with yours.
Act as my "Application Grader" worker for SAMPLE Northstar Coaching (all data below is made up, applicants are shown by first name and last initial only). Grade each of the 8 applications against my ideal client: IDEAL = service business owner doing $10K or more per month, has a team or is ready to hire, wants to grow with paid ads, can invest $3K or more, decision maker. Give each applicant a grade A (book a call now), B (book a call, one thing to check) or C (not a fit, polite decline), with a one-line reason that quotes the application. Save ONE file named application-grades.md with a ranked table of all 8 (applicant, grade, reason quoting the application, suggested next step), then a short, warm draft message for each A (invite to book a call), each B (invite plus the one question to ask) and each C (kind decline pointing to a free resource). HARD RULES: never offer discounts, payment plans, free sessions or pauses; never invent facts that are not in the application; if an answer is missing write "not provided". Drafts only, a human sends them, nothing is sent.
APPLICATIONS (name | business | monthly revenue | team | goal | budget to invest | decision maker):
1) Dana K | dental marketing agency | $42K | 4 people | scale paid ads for clients | $6K | yes
2) Mike T | solo plumber | $6K | none | more calls from Google | $500 | yes
3) Rosa V | med spa, 2 locations | $85K | 9 people | fill appointment book with Meta ads | $10K | yes
4) Chris B | online course creator | $18K | 1 VA | webinar funnel with paid ads | $3K | yes
5) Elena S | wedding photographer | $9K | none | wants more bookings | $2K | not provided
6) Omar H | roofing company | $60K | 12 people | lead flow with ads and follow-up | $5K | needs partner approval
7) Jess P | yoga studio | $14K | 3 people | grow memberships | not provided | yes
8) Liam G | just starting, no business yet | $0 | none | "make money online" | $300 | yes
Prompting tips and how to adapt it
Write the ideal client as a checklist. Short rules like "$10K or more per month" and "decision maker" are easy to grade against. A vague "serious about growth" isn't.
Define A, B and C in one line each. The AI needs to know what "book now" and "one thing to check" mean.
Make it quote the application. "A one-line reason that quotes the application" means you can check every grade in seconds.
Keep "write 'not provided' if an answer is missing." A blank budget becomes a B with a question. It doesn't become a made-up number.
Keep the HARD RULES. "Never offer discounts, payment plans, free sessions or pauses" and "never invent facts" are the two that matter most.
Ask for ONE Markdown file. Say ".md" so you can preview it in the file card.
Ask for a ranked table. You want the best fits at the top so you call them first.
Change the rules for your business. Swap in your own minimum revenue, budget and team rules. Run it again with the same applications and compare.
Tell it your tone. Add "warm, direct, short" or "no exclamation points" for the drafts.
Keep names short. First name and last initial is enough, and it's safer.
The result to expect
One Markdown file named application-grades.md, titled "Application Grades, SAMPLE Northstar Coaching". It's about 1,000 words in the walkthrough. With the sample applicants you should see:
A, book a call now: Rosa V (med spa, $85K, 9 people, $10K budget), Dana K (dental marketing agency, $42K, 4 people, $6K) and Chris B (course creator, $18K, a VA, $3K).
B, book a call, check one thing: Omar H (roofing company, $60K, 12 people, but he "needs partner approval") and Jess P (yoga studio, $14K, 3 people, but budget is "not provided").
C, not a fit: Elena S (below $10K and below $3K budget, decision maker not provided), Mike T (solo, $6K, $500 budget) and Liam G (no business yet, $0 revenue, $300 budget).
A ranked table. Each row has the applicant, the grade, a reason quoting the application (like "$85K monthly revenue, 9 people") and a next step like "Book a call now" or "Polite decline."
An A draft. A short, warm note that names something real from their application and invites them to book, with a [booking link] placeholder and a [Name] sign-off.
A B draft. The same invite, plus the one question. For Omar, it's a kind ask about getting the partner on the call or approving the budget first.
A C draft. A kind decline. In the sample, the prompt asks for a pointer to a resource. Put in a real one of yours, or take that line out.
The walkthrough scrolls through the table and the A and B drafts. The C declines are further down the same file.
Nothing in the file offers a discount, a payment plan, a free session or a pause. Everything is a draft. Nothing is sent.
These are sample results from made-up applicants. Wording changes from run to run. Check every grade against the application.
Common mistakes and fixes
A grade doesn't match the rules. Ask: "Quote the exact line from the application that supports this grade." If the quote doesn't back it up, fix the rule or the grade.
A missing answer got a guess. Remind it: "If an answer is missing, write 'not provided' and make that the one question to ask."
It offers a discount, a payment plan, a free call or a pause to win someone over. Delete the line. Remind it: "Never offer discounts, payment plans, free sessions or pauses."
It invents details about the applicant. Delete them. Say: "Use only what's in the application."
Everyone comes back as a B. Your rules are too soft, or the grades aren't defined. Say what makes an A and what makes a C, in one line each.
The C declines sound cold. Ask for "kind, short, no reasons that sound like blame."
The C declines point to something that doesn't exist. The sample says "free resource." Give it a real link, or take the line out.
The file comes back as a Word file with no preview. Ask again, and keep "save ONE file named application-grades.md."
You expected it to email the applicants. It doesn't. It writes drafts. You send them.
Real applicant details in a test. For practice, use made-up people and first name plus last initial only.
