Free go-to-market (GTM) playbook / Home services
Keep your schedule full. Start with a plan.
Important
Keep sensitive business data out of Grok Bot
We do not recommend connecting anything sensitive about your business to Grok Bot: homeowner info and customer records, financials, passwords, contracts or internal systems. Grok Bot is a third-party AI service; check the vendor's current data controls for the plan you pay for. For work that touches sensitive data, use private AI that runs under your control. That's what Automated Edge builds.
Before you begin
Is it free?
Yes. Join the Automated Edge blog (coming soon) and the playbook is yours, free to use and share. Grok Bot itself is xAI's paid assistant. Check current plans on xAI's site.
Is Grok Bot just a regular chat app?
No. Grok Bot is xAI's agent app (desktop and mobile). It's different from the regular Grok chat: Grok Bot can do jobs for you on a schedule and hand bigger jobs to helper agents. The setup file is made for Grok Bot.
Will it send anything without me?
No. Messages stay drafts until you approve them. Grok Bot never opens LinkedIn or Facebook: it drafts, you post or send.
Does it touch customer data?
No, never. Use your own business marketing information only. Never put customer names, records or contact lists into Grok Bot. We do not recommend connecting anything sensitive about your business to Grok Bot: homeowner info and customer records, financials, passwords, contracts or internal systems. Grok Bot is a third-party AI service; check the vendor's current data controls for the plan you pay for. For work that touches sensitive data, use private AI that runs under your control. That's what Automated Edge builds.
How long does setup take?
About 30 seconds to sign up here. In Grok Bot, questions one at a time, with a quick win within about the first 10 minutes; the full setup takes about 20 to 25 minutes. After that, 15 to 20 minutes a day reviewing and approving drafts.
Does Grok Bot ever contact homeowners?
No. It only drafts notes to agents, property managers, builders and other trades that could refer homeowners to you, and you send everything yourself. It never cold-contacts homeowners, and their details never go into Grok Bot.
Will it use fake urgency or scare tactics?
No. Drafts use no fake urgency, safety scares or invented deadlines, show your license number where your state or city requires it, and you run any offer past your local rules first.
Can I reward customers who refer a friend?
Yes, where it's lawful and you disclose it; whether to offer one is your call. Grok Bot never pays, rewards or discounts anyone for a review, and never asks only the customers who seem happy to leave one.