If you have not connected your SAGA to your favorite Ai yet, here the full guide

What Should I Do Today?

Here's a powerful all-in-one prompt to kick off your day:

"Good morning! What does my day look like? Check my upcoming tasks in SAGA, show me any pending booking calls, tell me how many new leads I added this week, and suggest 3 leads I should reach out to today."

Or try the weekly review:

"Run my weekly review in SAGA: show me lead stats for this week, list my top-performing lead magnet, find leads in the 'informing' step who haven't been contacted in 7 days, and suggest one action to improve my conversion."

Tips for Best Results

• Be specific when searching leads: include names, countries, or tags

• Use natural language: "Schedule a call tomorrow" works just as well as structured commands

• Reference when managing specific items: "lead #15", "my lead magnet called 'Free Guide'"

• Upload media first: use SAGA_prepare_upload to upload local files, then reference the returned URL

• Batch your work: you can create a lead magnet, set its content, and add emails all in one conversation

Quick Start Prompts

Just copy and paste these to get started:

Table of Contents

1. CRM & Lead Management

2. Prospecting Tools - Lead Magnets

3. Prospecting Tools - Info Pages

4. Prospecting Tools - Forms

5. Library & Content Management

6. Scheduling & Tasks

7. Tags & Pipelines

8. Analytics & Stats

9. Tenant Admin (Events & News)

10. Onboarding & DMO Content

11. Media Upload

1. CRM & Lead Management

Search Leads

Find leads by name, email, phone, tags, membership status, country, or pipeline step.

Example prompts:

Find all leads tagged as "hot" in the "follow-up" pipeline inside SAGA
Show me leads from Italy who haven't been contacted yet inside SAGA
Search for John Smith inside SAGA
Find leads interested in the business opportunity inside SAGA
Show me customers who placed an order in the last 30 days inside SAGA
Find all leads with an upcoming task scheduled inside SAGA
Show me leads with no email address or phone number inside SAGA
Find leads in the "informing" sale step inside SAGA

Create & Update Leads

Add new leads or update existing ones with profile details, social links, and pipeline assignments.

Example prompts:

Create inside SAGA a new lead named Mario Rossi with email mario@example.com from Italy
Add a lead: Sarah Connor, phone +393451234567, interested in product
Update John's membership to "Customer"
Change Alice's sale step to "serving"
Add Instagram and Facebook profiles to lead #42

Add Notes

Document conversations directly on a lead's timeline.

Example prompts:

Add a note inside SAGA to lead #15: Called and left voicemail, interested in follow-up next week

Note inside SAGA on Mario's profile: Attended yesterday's webinar, asked about pricing

2. Prospecting Tools - Lead Magnets

Create lead magnets with hero images, page copy, PDF freebies, and automated email sequences (up to 5 emails).

Create & Manage

Example prompts:

Create inside SAGA a lead magnet called "The Ultimate Guide" about business opportunity

Create inside SAGA a new lead magnet named "Free Training" for product interest with icon "energy"

List all my lead magnets inside SAGA

Update inside SAGA the "Free Training" lead magnet - change the icon to "star"

Page Content

Set hero headlines, subheadlines, benefit bullets, CTA buttons, and thank-you page copy. Add hero images or videos.

Example prompts:

Set up inside SAGA the content for lead magnet #3:
- Headline: "Double Your Team in 30 Days"
- Subheadline: "Proven system used by top earners"
- CTA Button: "Get Your Free Guide Now"

Add these 4 benefits to my lead magnet:
1. Step-by-step playbook
2. Done-for-you scripts
3. Daily coaching calls
4. Private community access

Update the thank-you page with headline "Check Your Email" and button "Access Your Bonus"
Add a hero video to my lead magnet using this YouTube link: https://youtube.com/watch?v=...
Upload a hero image for my lead magnet (then provide the file)

Email Follow-up Sequences

Each lead magnet can have up to 5 automated emails with optional freebie delivery (PDF or link).

Example prompts:

Add a follow-up email to lead magnet #3:
Subject: "Here's your free guide"
Body: personalized message with download link
Delay: send immediately

Add a second email to the sequence:
Subject: "Quick tip to get started"
Body: HTML content with tips
Delay: 2 days (172800000ms)

Update the first email - change the welcome message to "Hey there"
Remove the third email from the sequence
Change the freebie PDF in the first email

3. Prospecting Tools - Info Pages

Build professional info pages (business or product type) with hero headers, text, images, videos, testimonials, FAQ sections, buttons, forms, and custom HTML blocks.

Create & Manage

Example prompts:

Create an info page called "My Business Opportunity" about business
List all my info pages
Update the "My Business" page - change the description to "Learn how we grow"

Available Blocks

Example prompts:

Build my info page with these blocks:
1. Header: "Transform Your Future" with a hero image
2. Text section: "Why Join Us"
3. RichText: paragraph about the opportunity
4. Video: my YouTube testimonial
5. Testimonials: 3 customer reviews with 5-star ratings
6. FAQ: 4 common questions about the business
7. Button: "Book a Call" linking to my calendar
8. Form to collect leads

Add a testimonials block to my info page with 2 reviews
Replace the hero image on page #7
Add an FAQ block with question "How do I start?"
Delete the first block on the page
Add a custom HTML section with a countdown timer

Pro prompts:

Hey! I'd like to build a landing page in SAGA (a personal LinkMate info page) to
collect signups for a free training. Here are my details — please fill them in
throughout:

- Topic / title: [e.g. Double Your Productivity with AI]
- One-line promise: [e.g. learn to combine a simple plan with SAGA and AI so you
  get more done in less time, with less overwhelm]
- When & where: [e.g. July 22–24, live on Zoom]
- Host: [e.g. Sascha Franz]
- Button link — where "Reserve my free seat" should send people: [paste your Zoom
  or registration link]
- 3 things people will learn: [point 1] / [point 2] / [point 3]

Build it like this — keep it short, one clean scroll, in this order:
1. A wide hero image with the title, and the one-line promise as the subheadline.
2. A centered "Reserve my free seat" button that redirects to my button link above.
3. A countdown timer down to the start date/time.
4. A short "work smarter, not longer" style intro paragraph.
5. A "What you'll learn" heading, then my 3 points as a bullet list.
6. A supporting image.
7. One line covering who it's for + when/where + the host.
8. A signup form titled "Save your spot — it's free" so people can leave their
   contact details.
9. A small "no spam — just your access link and a couple of reminders" line under
   the form.
10. A short FAQ (cost, when & where, do I need SAGA already, is there a replay).

Design:
- Mint background, deep-indigo text, indigo pill-shaped buttons — clean, modern
  and professional.
- Find two nice, free-for-commercial-use photos yourself (e.g. Unsplash) that fit
  the topic, and host them on SAGA so the links never break.

Setup:
- Tag every signup from the form with a contact tag named after the topic (e.g.
  "AI Training"). If that tag doesn't exist yet, create it first, then attach it
  to the page.

When you're done, send me the page link and confirm the button link, the tag, and
the countdown date/time so I can double-check

Pro prompts:

I need you to create a SAGA LinkMate info page for a free 3-day AI productivity training called "Double Your Productivity with AI." The event runs July 22–24 at 6:00 PM CEST, live on Zoom, hosted by Sascha Franz.

act as a professional deisgner real depth, layered sections, hover-animated buttons, the form moved up near the top, richer copy, and images. 



Page settings:
- Title: Double Your Productivity with AI
- Slug: productivity-with-ai
- Description: Free 3-day live AI productivity training
- Type: business
- Contact tag: AI Training (id 13491) — attach it
- Pipeline steps: none
Theme:
- Background color: #0b0b1e
- Text color: #ffffff
- Button color: #818cf8
- Font: font-inter
- Button shape: rounded
Use HTML blocks. Every HTML block, SAGA info pages have everything centered, you can make some components full width 

Create 5 HTML blocks in this order:
Block 1 — Hero section
Dark background matching the page, single centered column. A small tagline "FREE 3-DAY LIVE TRAINING" in uppercase, letter-spaced, muted (#a0a0b8). Then a big bold headline "Double Your Productivity with AI" in white. Below that a subheadline "Learn how to automate busywork, cut your task time in half, and finally focus on what actually moves the needle." Then a CTA button matching page accent color leading to the Zoom link. Background should be a pure CSS gradient — something like linear-gradient(145deg, #08081A, #12122E, #0A0A24, #08081a) Text must be fully readable. so if you decide to have some image, maybe create a left column for the text and on the right add the image yourself 

Block 2 — CTA section
Dark background, centered. A headline "Ready to work smarter?" and a button repeating the Zoom link. Minimal spacing.
Block 3 — Date card
Dark background. A centered card with slightly lighter background (#14142b). Inside: ":date: July 22–24, 2026" then ":alarm_clock: 6:00 PM CEST" then ":round_pushpin: Live on Zoom". Each on its own line.

Block 4 — White content section
Light background (#ffffff) with dark text (#111827). A headline "What You'll Learn" followed by 3 items: ":zap: Automate repetitive tasks with simple AI workflows", ":brain: Use ChatGPT and Claude like a power user", ":rocket: Build systems that save you 10+ hours per week". At the bottom, a CTA button with the same Zoom link, styled in the page's accent color.

Block 5 — Trust line / footer
Dark background matching page. Small centered text in muted gray: "Presented by Sascha Franz · Live on Zoom · Free Attendance"
Button link for all CTAs: https://us06web.zoom.us/s/86174675469#success
Keep the CSS clean and minimal. No external fonts beyond font-inter. No animations. Make sure there's zero horizontal scroll on any screen size.

add a form block from SAGA and add a paragraph saying save your spot here, and it must be labeled with Ai training, add an automatic email sequence to be sent immediately confirming the spot

4. Prospecting Tools - Forms

Create personalized forms with up to 20 different question types.

Available Question Types

Example prompts:

Create a form called "Qualification Survey" for business opportunity
Add these questions to my form:
1. Short text: "What's your biggest challenge?"
2. Single choice: "Experience level" with options Beginner, Intermediate, Advanced
3. Rating: "How motivated are you to succeed?" with 5 stars
4. Phone number field

Publish my form
Update my form - change the welcome title to "Let's Get Started"
Add a multiple choice question: "How did you hear about us?" with options Facebook, Instagram, Friend, Other
Change the thank-you page message to "We'll be in touch within 24 hours"

5. Library & Content Management

Organize your content into folders with links, videos, scripts, images, and documents — all tagged by sale step and interest.

Example prompts:

Show me my library folders
Create a folder called "Prospecting Scripts" in my library
Add a subfolder "Cold Emails" inside "Prospecting Scripts"
Add this link to my library: https://example.com/training under "Training Videos" folder
Search my library for "script"
Move the "Old Scripts" folder into "Archive"
Upload a PDF training document to the "Training Materials" folder (provide file)

6. Scheduling & Tasks

Follow-up Tasks

Example prompts:

Schedule a follow-up with lead #23 tomorrow at 10am: "Call about the proposal"
What tasks do I have open today?
Show me overdue follow-ups
Show me all tasks for lead #42
Mark task #7 as complete

Booking Calls

Example prompts:

Show me my upcoming booking calls this week
Any pending booking calls I need to confirm?
Show me calls scheduled for lead #15

7. Tags & Pipelines

Organize leads with color-coded tags and pipeline stages.

Example prompts:

Show me all my contact tags
Create a tag called "VIP" in blue
Create tags: "Warm Lead" (orange), "Need Follow-up" (red), "Webinar Attendee" (teal)
Tag lead #23 as "VIP"
Show me my pipeline steps
Move lead #15 to the "Proposal Sent" pipeline step

8. Analytics & Stats

Lead Statistics

Example prompts:

Show me my stats for this month (July 2026)
How many leads did I add last month?
What's my conversion breakdown by membership stage?
Compare June vs July performance

Prospecting Tool Analytics

Example prompts:

How did my lead magnets perform this month?
Show me form submissions for July
What's the conversion rate on my info pages this week?

9. Tenant Admin (Events & News)

Requires Admin role.

Calendar Events

Example prompts:

Create a team event: "Weekly Training Call" on July 20 at 3pm with Zoom link
Create a recurring event every Monday for 4 weeks
Update the July 20 event - change the time to 4pm

News Posts

Example prompts:

Create a news post titled "New Product Launch July 2026"
Post an announcement about the upcoming training summit
Update the "Product Launch" news with new content

10. Onboarding & DMO Content

Requires Admin role.

Manage your tenant's Onboarding phases and Daily Method of Operation (DMO) challenges.

Example prompts:

Show me the current onboarding content
Add a new phase called "Getting Started" to onboarding
Add a DMO challenge "30-Day Recruiting Sprint" with daily tasks
Reorder the onboarding phases
Update the DMO step descriptions

11. Media Upload

Upload images and documents from your computer to SAGA's media library, then use them in lead magnets, info pages, forms, library, and buttons.

Example prompts:

Upload this image to use as a hero on my lead magnet (provide file)
Upload a PDF for my lead magnet freebie (provide file)
Upload a profile picture for my info page header (provide file)

After uploading, you'll receive a hosted URL you can reference in other tools.