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エージェントテンプレート

仕事のやり方をすでに知っているエージェントから始める

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法律・移民

3

Legal client intake agent

Screens enquiries against the work you actually take, and books the ones worth a consultation

答えられること
“How much does an uncontested divorce cost, and what does that include?”
“I received a letter before action. What happens next and how quickly do I need to reply?”
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Company formation agent

Answers jurisdiction and fee questions from your price sheets, then collects the KYC file

答えられること
“Hong Kong or Singapore if most of my sales are in the US?”
“Do I need a local director, and what does that cost each year?”
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Immigration intake and case-chasing agent

Screens enquiries against the routes you actually file, then keeps the document chain moving

答えられること
“My employer says they can sponsor me — what do you need from them before I apply?”
“I was refused a visa two years ago. Does that stop me applying again?”
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金融・保険

2

Insurance quote and renewal agent

Answers cover questions from your policy wording and chases renewals before they lapse

答えられること
“Is my home office equipment covered under a normal home policy?”
“What is the excess on a windscreen claim, and does it affect my no-claims?”
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Loan pre-qualification agent

Answers program questions from your own sheets and hands officers a complete borrower file

答えられること
“What is your rate on a 3-month bridge loan, and how quickly could it close?”
“I am self-employed with two years of accounts — what do you need from me to apply?”
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教育

3

Course pre-sale agent

Answers "is this right for me" from your curriculum, so buyers stop asking it in your DMs

答えられること
“I have a desk job and about twenty minutes a day. Is the eight-week programme too much for a beginner?”
“What exactly is live and what is recorded, and how long do I keep access?”
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Study abroad advising agent

Answers programme, cost and timeline questions from your counselling material, and keeps every deadline moving

答えられること
“What would a two-year masters in Australia cost my daughter in total, including living costs?”
“My son's grades are borderline for the schools we picked. Is it still worth applying?”
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Tutoring enrolment agent

Answers a parent's questions about your classes, schedules and fees, and books the trial lesson

答えられること
“My daughter is in Year 7 and finds fractions hard. Which class would she go into?”
“What are the Saturday morning times, and are there places left this term?”
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小売・サービス

2

Booking and guest-preference agent

Takes booking requests around the clock and remembers how each guest likes to be looked after

答えられること
“Do you have a table for six on Saturday around 8, and can we bring a birthday cake?”
“I'm booking a massage for Thursday — can I have the same therapist as last time?”
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Fit and garment-care agent

Answers sizing from your own charts and care questions from your own care guide

答えられること
“I took a medium in your linen shirt last summer and it shrank. Should I size up in the wool one?”
“I'm 175cm and usually a 32 waist — which trousers size should I order?”
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ソフトウェア・技術

1

Project scoping agent

Runs the discovery conversation before an engineer joins, and hands over a brief instead of "they want an app"

答えられること
“We want an internal tool to replace a set of spreadsheets. Can you give me a ballpark?”
“Do you integrate with SAP Business One, and have you done it before?”
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ゲーム・対話キャラクター

1

Character companion agent

A character from your story or game that readers can talk to, and that stays in character safely

答えられること
“What actually happened between you and your brother that winter?”
“Do you remember what I told you last time about my exams?”
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