Map your solution to a prospect's stated business priorities to build a deal strategy grounded in their agenda, not your pitch.
You are a deal strategist for enterprise opportunities. Task: Create a initiative alignment. Inputs: - Account: [COMPANY] - Opportunity summary: [SUMMARY] - Stage: [STAGE] - Stakeholders: [STAKEHOLDER
You are a deal strategist for enterprise opportunities. Task: Create a initiative alignment. Inputs: - Account: [COMPANY] - Opportunity summary: [SUMMARY] - Stage: [STAGE] - Stakeholders: [STAKEHOLDERS] - Known risks: [RISKS] - Decision timeline: [TIMELINE] - Competing options / status quo: [COMPETITION] Requirements: - Be realistic and critical, not optimistic - Identify gaps in the deal and what must be validated next - Connect recommendations to specific actions the seller can take - Prioritize actions that improve deal control and speed Output: 1. Situation assessment 2. Top risks 3. Recommended actions by priority 4. Suggested internal summary for leadership
COMPANY | SUMMARY | STAGE | STAKEHOLDERS | RISKS | TIMELINE | COMPETITION
Turn messy post-call notes into clean, structured CRM fields — opportunity stage, next steps, and key context included.
Clean up and structure these raw call notes into a professional CRM entry. Format them as: (1) call summary (2–3 sentences), (2) key pain points discovered, (3) next steps with owners and dates, (4) d
Clean up and structure these raw call notes into a professional CRM entry. Format them as: (1) call summary (2–3 sentences), (2) key pain points discovered, (3) next steps with owners and dates, (4) deal health notes. Raw notes: [FILL IN paste messy notes].
FILL IN PASTE MESSY NOTES
Build a precise Sales Navigator filter configuration that surfaces accounts and contacts matching your ideal customer profile.
You will be helping a sales professional set up filters in LinkedIn Sales Navigator to find and add new accounts to their territory. To provide the best recommendations, you will first need to gather
You will be helping a sales professional set up filters in LinkedIn Sales Navigator to find and add new accounts to their territory. To provide the best recommendations, you will first need to gather some key information. Please provide details about your ideal customer profile (ICP), including: - Target industries - Company size (employee count range) - Company revenue range - Geographic location(s) - Any other relevant firmographic criteria Next, please share details about the product(s) you are selling, such as: - Brief description of the product/solution - Primary use cases or applications - Target roles/job functions that would use or purchase the product Is there any other relevant information that could help narrow down the ideal accounts to target? For example, specific technologies used, integrations needed, or particular pain points your product solves. Based on the information provided about [IDEAL CUSTOMER PROFILE], [PRODUCT DETAILS], and [OTHER INFORMATION], here are the recommended steps to set up filters in LinkedIn Sales Navigator: 1. ... 2. ... 3. ... Once you have applied these filters, you can start searching for and saving accounts that match your criteria to your territory in Sales Navigator. To summarize the suggested filters, please provide the following in this format: - Industry: [List of industries] - Company Size: [Employee count range] - Company Revenue: [Revenue range] - Location: [Geographic locations] - Other Filters: [Any other relevant filters based on product details or other information provided]
IDEAL CUSTOMER PROFILE | PRODUCT DETAILS | OTHER INFORMATION | LIST OF INDUSTRIES | EMPLOYEE COUNT RANGE | REVENUE RANGE | GEOGRAPHIC LOCATIONS | ANY OTHER RELEVANT FILTERS BASED ON PRODUCT DETAILS OR OTHER INFORMATION PROVIDED
Create a set of core sales email templates organized by stage and use case, formatted for immediate use or team distribution.
Create essential sales email templates. Context: ● My product: [WHAT YOU SELL] ● My target buyer: [PERSONA] ● My value prop: [KEY BENEFIT] Create templates for: 1. First Touch (cold outreach) 2. Follo
Create essential sales email templates. Context: ● My product: [WHAT YOU SELL] ● My target buyer: [PERSONA] ● My value prop: [KEY BENEFIT] Create templates for: 1. First Touch (cold outreach) 2. Follow-Up #1 (no response) 3. Follow-Up #2 (still no response) 4. Breakup Email (final attempt) 5. Meeting Confirmation 6. Meeting Reminder (day before) 7. Post-Meeting Recap 8. Proposal Delivery 9. Proposal Follow-Up 10. Contract Sent 11. Thank You (after close) 12. Referral Request For each template: ● Subject line ● Body (under 100 words) ● Variables to personalize [BRACKETS] ● When to send ● What makes it effective
WHAT YOU SELL | PERSONA | KEY BENEFIT | BRACKETS
Develop a stakeholder politics map and working hypothesis for who holds power, who blocks deals, and how decisions actually get made.
You are an enterprise account research analyst supporting a strategic seller. Task: Build a internal politics hypothesis for the target account. Inputs: - Company: [COMPANY] - Industry: [INDUSTRY] - G
You are an enterprise account research analyst supporting a strategic seller. Task: Build a internal politics hypothesis for the target account. Inputs: - Company: [COMPANY] - Industry: [INDUSTRY] - Geography: [REGION] - Target solution area: [SOLUTION AREA] - Relevant context: [NOTES, NEWS, KNOWN INITIATIVES, COMPETITORS] Requirements: - Focus on what matters to a seller, not a generic company summary - Separate facts, likely inferences, and open questions - Surface business priorities, risk areas, likely stakeholders, and buying triggers - Identify where our offering could align and where resistance may come from - Be skeptical, do not overstate certainty Output: 1. Executive summary 2. Key findings 3. Sales implications 4. Open questions to validate on the next call
COMPANY | INDUSTRY | REGION | SOLUTION AREA | NOTES, NEWS, KNOWN INITIATIVES, COMPETITORS
Turn a customer win into a formatted case study draft with situation, solution, and outcome sections ready for sales enablement use.
Help me structure a customer case study. Customer details: ● Company: [NAME] ● Industry: [INDUSTRY] ● Size: [SIZE] ● Their challenge: [PROBLEM THEY HAD] ● Our solution: [WHAT WE PROVIDED] ● Results: [
Help me structure a customer case study. Customer details: ● Company: [NAME] ● Industry: [INDUSTRY] ● Size: [SIZE] ● Their challenge: [PROBLEM THEY HAD] ● Our solution: [WHAT WE PROVIDED] ● Results: [OUTCOMES/METRICS] ● Timeline: [HOW LONG TO RESULTS] Create structure for: 1. One-paragraph summary (for emails) 2. One-pager (for sales) 3. Full case study (for website) 4. Quote for social proof 5. Slide for presentations Each format should include: ● The challenge (pain) ● The solution (how we helped) ● The results (outcomes) ● A quotable quote Identify gaps where I need more info from the customer.
NAME | INDUSTRY | SIZE | PROBLEM THEY HAD | WHAT WE PROVIDED | OUTCOMES/METRICS | HOW LONG TO RESULTS
Evaluate your lead scoring model through a RevOps lens to identify gaps, misweighted signals, and conversion blind spots.
You are a lead scoring analysis expert specializing in revenue operations (RevOps). Given the following context, criteria, and instructions, assess and score potential leads for RevOps leaders and pro
You are a lead scoring analysis expert specializing in revenue operations (RevOps). Given the following context, criteria, and instructions, assess and score potential leads for RevOps leaders and professionals to optimize conversion strategies. ## Context The task involves scoring leads based on predefined criteria relevant to revenue operations roles. The scoring will help identify high-potential leads that align with RevOps objectives. ## Approach 1. Gather information about the leads, including their roles, company size, industry, and engagement level. 2. Assign scores based on various criteria such as fit, engagement, and activity. 3. Provide actionable insights based on the lead scores to enhance conversion strategies. ## Response Format Provide responses in the following structured format: ***Lead Scoring Breakdown*** - **Lead Name:** [Lead Name] - **Company:** [Company Name] - **Role:** [Role] - **Score:** [Score out of 100] - **Scoring Criteria:** - **Fit Score:** [Score] - **Engagement Score:** [Score] - **Activity Score:** [Score] ***Insights and Recommendations:*** - Highlight key strengths of the lead that indicate high potential. - Suggest actionable strategies tailored to the lead's profile. ***Example Format to Follow:*** 1. **Lead Name:** [Lead Name] 2. **Company:** [Company Name] 3. **Role:** [Role] 4. **Score:** [Score out of 100] 5. **Scoring Criteria:** - **Fit Score:** [Score] - **Engagement Score:** [Score] - **Activity Score:** [Score] ***Insights and Recommendations:*** - **Strengths and Opportunities:** Identify unique aspects of the lead that could foster a successful engagement. - **Targeted Approach:** Offer customized approaches or content that align with the lead's needs and interests. ## Instructions - Before proceeding, ask the user for the details of the leads they want to score (e.g., names, roles, and any relevant engagement history). - Provide thorough and actionable insights based on the scoring to maintain the focus on conversion optimization. - Ensure all scores and recommendations are justified with data or logic based on the provided criteria.
LEAD NAME | COMPANY NAME | ROLE | SCORE OUT OF 100 | SCORE
Organize your pipeline data into a structured manager review brief that surfaces risks, momentum, and next actions by deal.
I have a pipeline review meeting with my manager in [FILL IN time]. Help me prepare by taking these deals [FILL IN paste deal list with stages and amounts] and: (1) identifying which are at risk, (2)
I have a pipeline review meeting with my manager in [FILL IN time]. Help me prepare by taking these deals [FILL IN paste deal list with stages and amounts] and: (1) identifying which are at risk, (2) summarizing the state of each deal in 1–2 sentences, (3) recommending the 3 deals to discuss in depth, (4) suggesting what I should ask for from my manager.
FILL IN TIME | FILL IN PASTE DEAL LIST WITH STAGES AND AMOUNTS
Generate an interactive account brief to get up to speed on deal history, stakeholders, and open threads before re-engaging.
Your task is to provide a concise summary of key information about a given account to help bring someone up to speed quickly. Here are the steps to follow: 1. First, ask the user for the name of the a
Your task is to provide a concise summary of key information about a given account to help bring someone up to speed quickly. Here are the steps to follow: 1. First, ask the user for the name of the account they need to be caught up on: What is the name of the account you need to be caught up on? The user will provide the account name, which we will refer to as [ACCOUNT NAME]. 2. Next, gather relevant information about [ACCOUNT NAME] from available data sources. This may include details such as: - Account type (e.g. customer, partner, vendor) - Primary contact(s) and their roles - Key products/services involved - Recent activity or updates - Any outstanding issues or action items Make notes on the key details you find in an internal section. Only include factual information from reliable sources. 3. Once you have gathered the relevant details, provide a concise summary hitting the main points in this format: For the account [ACCOUNT NAME]: [A 2-3 sentence overview of the account type and purpose] Key details: - [Bullet point 1 - e.g. Primary contact(s)] - [Bullet point 2 - e.g. Products/services involved] - [Bullet point 3 - e.g. Recent updates or outstanding issues] [1-2 sentence conclusion summarizing the current state or priorities for this account] The goal is to provide just enough information to get someone up to speed on the account quickly without overloading them with excessive details. Let me know if you need any clarification or have additional questions!
ACCOUNT NAME | A 2-3 SENTENCE OVERVIEW OF THE ACCOUNT TYPE AND PURPOSE | BULLET POINT 1 - E.G. PRIMARY CONTACT(S) | BULLET POINT 2 - E.G. PRODUCTS/SERVICES INVOLVED | BULLET POINT 3 - E.G. RECENT UPDATES OR OUTSTANDING ISSUES | 1-2 SENTENCE CONCLUSION SUMMARIZING THE CURRENT STATE OR PRIORITIES FOR THIS ACCOUNT
Draft a structured pricing proposal narrative that connects investment levels to business value for technical and economic buyers.
You are a world-class expert level sales-engineer specializing in crafting high-quality pricing proposals. Given the following context, criteria, and instructions, develop an impactful and detailed pr
You are a world-class expert level sales-engineer specializing in crafting high-quality pricing proposals. Given the following context, criteria, and instructions, develop an impactful and detailed pricing proposal tailored to the user's needs. ## Context The task is to create a Pricing Proposal aimed at securing new contracts and generating revenue for the sales team. The proposal should demonstrate clear value propositions, a well-thought-out pricing strategy, and a professional presentation. Insights from key reference materials in pricing strategies should be integrated effectively. ## Approach 1. Engage with the user to gather essential details about their requirements, objectives, and any specific constraints that may pertain to the pricing proposal. 2. Formulate a clear outline of the proposal to ensure all critical components are included: - Introduction: Overview of the proposal and objectives. - Value Proposition: Highlight the unique value and benefits for the client. - Pricing Strategy: Outline the pricing structure, including factors like costs, margins, and potential incentives. - Professional Presentation: Structure the document with clear headings and an appealing layout. - Conclusion: Summarize the proposal and provide a strong call to action. 3. Use the following guiding skeleton for thought outline: - What key problems does the client face, and how can the proposed pricing address these? - What competitive advantages does the pricing structure provide? - How will the proposal be visually structured for clarity? - What data or insights from reference materials will enhance the proposal? ## Response Format The final output should be structured as a formal pricing proposal document and include the following sections: 1. Title Page: Title of the proposal and client details. 2. Executive Summary: Brief overview of the proposal. 3. Detailed Sections as outlined in the approach. 4. Appendices (if necessary): Additional information or support data. ## Instructions 1. Begin interaction with the user by asking up to 5 pertinent questions to clarify their specific needs (e.g., targeted client demographic, type of services offered, competitive landscape). 2. Incorporate insights from the provided reference materials to enrich the proposal. 3. Ensure the document is free from grammatical errors and logically organized. 4. Aim for professionalism in both content and presentation, utilizing visual aids as necessary. 5. Finish the proposal with a strong conclusion that encourages the user to proceed. Creating a comprehensive and compelling pricing proposal is essential for driving sales and establishing customer relationships.
Generate a short, specific voicemail script designed to earn a callback by leading with relevance over pitch.
Write cold call voicemail scripts. Context: ● Target: [TITLE at COMPANY TYPE] ● My company: [NAME] ● My value prop: [ONE SENTENCE] ● Why them specifically: [PERSONALIZATION ANGLE] ● My callback number
Write cold call voicemail scripts. Context: ● Target: [TITLE at COMPANY TYPE] ● My company: [NAME] ● My value prop: [ONE SENTENCE] ● Why them specifically: [PERSONALIZATION ANGLE] ● My callback number: [NUMBER] Write voicemails for: 1. First touch (they don't know me) 2. Follow-up to email (they got my email) 3. Trigger event (timely reason) 4. Referral mention (someone suggested) 5. Break-up voicemail (final attempt) Each voicemail must be: ● Under 20 seconds when spoken ● Have ONE clear point ● Say name and number slowly ● Give a reason to call back ● End with number again
TITLE AT COMPANY TYPE | NAME | ONE SENTENCE | PERSONALIZATION ANGLE | NUMBER
Draft a cold outreach email that leads with a free audit offer to expose process gaps prospects don't know they have.
Write a cold email to [JOB TITLE] at [COMPANY TYPE] that offers a free, no-strings-attached audit of their current [PROCESS / SETUP / STRATEGY IN YOUR AREA]. The email should: 1. Name a specific aspec
Write a cold email to [JOB TITLE] at [COMPANY TYPE] that offers a free, no-strings-attached audit of their current [PROCESS / SETUP / STRATEGY IN YOUR AREA]. The email should: 1. Name a specific aspect of their [PROCESS] that commonly has hidden problems 2. Offer to do a free review in [30-60 minutes] with a specific deliverable (a report, a benchmark, a set of recommendations) 3. Make clear there's no obligation to buy anything 4. Use social proof: '[X COMPANIES] have done this audit and discovered [COMMON FINDING]' The goal is to create value first and earn the right to pitch second. Audit offer: [WHAT YOU REVIEW]. Common finding: [WHAT PEOPLE DISCOVER]. Under 120 words. Include subject line.
JOB TITLE | COMPANY TYPE | PROCESS / SETUP / STRATEGY IN YOUR AREA | PROCESS | 30-60 MINUTES | X COMPANIES | COMMON FINDING | WHAT YOU REVIEW | WHAT PEOPLE DISCOVER
Generate a storytelling framework and demo flow that connects your product's capabilities to a specific deal's buyer narrative.
You are a deal strategist for enterprise opportunities. Task: Create a storytelling builder. Inputs: - Account: [COMPANY] - Opportunity summary: [SUMMARY] - Stage: [STAGE] - Stakeholders: [STAKEHOLDER
You are a deal strategist for enterprise opportunities. Task: Create a storytelling builder. Inputs: - Account: [COMPANY] - Opportunity summary: [SUMMARY] - Stage: [STAGE] - Stakeholders: [STAKEHOLDERS] - Known risks: [RISKS] - Decision timeline: [TIMELINE] - Competing options / status quo: [COMPETITION] Requirements: - Be realistic and critical, not optimistic - Identify gaps in the deal and what must be validated next - Connect recommendations to specific actions the seller can take - Prioritize actions that improve deal control and speed Output: 1. Situation assessment 2. Top risks 3. Recommended actions by priority 4. Suggested internal summary for leadership
COMPANY | SUMMARY | STAGE | STAKEHOLDERS | RISKS | TIMELINE | COMPETITION
Write a short, direct follow-up to a non-responsive executive that surfaces impact and requests a delegate to keep the deal moving.
Write a follow-up to [EXEC TITLE] who hasn't responded. Rules specific to executives: - Extremely brief (under 40 words) - Lead with impact, not features - Suggest a delegate if appropriate - One clea
Write a follow-up to [EXEC TITLE] who hasn't responded. Rules specific to executives: - Extremely brief (under 40 words) - Lead with impact, not features - Suggest a delegate if appropriate - One clear ask
EXEC TITLE
Turn raw customer feedback into prioritized strategic insights that inform retention, expansion, and product positioning.
You are a customer research expert. Help me extract strategic insights from our customer feedback. Feedback input: [customer feedback data — surveys, interviews, support tickets, reviews]. Segments: [
You are a customer research expert. Help me extract strategic insights from our customer feedback. Feedback input: [customer feedback data — surveys, interviews, support tickets, reviews]. Segments: [customer segments]. Extract: (1) Theme clustering — group feedback into 5-8 recurring themes with representative quotes for each. (2) Sentiment analysis — for each theme, what is the balance of positive, negative, and neutral sentiment? (3) Urgency signals — which feedback themes represent the most urgent problems customers are experiencing? (4) Segment differences — how does feedback differ across customer segments (size, industry, tenure)? (5) Product implications — what are the 3-5 most clear product improvement opportunities suggested by this feedback? (6) Sales and marketing implications — what language and themes from this feedback should be incorporated into messaging, positioning, and sales conversations? (7) Churn risk signals — which feedback themes are most correlated with churn risk?
CUSTOMER FEEDBACK DATA — SURVEYS, INTERVIEWS, SUPPORT TICKETS, REVIEWS | CUSTOMER SEGMENTS
Build a structured expansion revenue plan that identifies upsell and cross-sell opportunities within your existing accounts.
You are a customer expansion strategist. Help me design a systematic approach to growing revenue from existing customers. Current state: [current product portfolio], [customer base segments], [current
You are a customer expansion strategist. Help me design a systematic approach to growing revenue from existing customers. Current state: [current product portfolio], [customer base segments], [current expansion motion], [NRR target]. Design: (1) Expansion revenue mapping — what are all the expansion vectors available (seat growth, usage growth, upsell, cross-sell, add-ons, new use cases)? (2) Customer maturity model — what stages do customers go through from initial adoption to full platform usage, and what does each stage look like? (3) Expansion triggers — what usage signals, business events, or time-based triggers indicate an account is ready to expand? (4) Expansion playbooks — for each expansion type, what is the specific play: who runs it, what is the message, what is the ask, what proof is needed? (5) CS-to-sales handoff — when should a CS-led expansion become a formal sales cycle, and what is the handoff process? (6) Metrics: what KPIs track expansion health — NRR, GRR, expansion ARR per CSM, time-to-expand? (7) 90-day expansion acceleration plan.
CURRENT PRODUCT PORTFOLIO | CUSTOMER BASE SEGMENTS | CURRENT EXPANSION MOTION | NRR TARGET
Rank your unanswered discovery questions by deal impact so you know exactly what to pursue next.
Based on these discovery notes, identify what we still don't know about this deal and generate a prioritized list of open questions I must answer before moving to a proposal. Notes: [FILL IN paste dis
Based on these discovery notes, identify what we still don't know about this deal and generate a prioritized list of open questions I must answer before moving to a proposal. Notes: [FILL IN paste discovery notes]. Our qualification framework: [FILL IN MEDDIC/BANT/Custom].
FILL IN PASTE DISCOVERY NOTES | FILL IN MEDDIC/BANT/CUSTOM
Generate a stakeholder influence map and deal strategy that identifies who matters, how they're aligned, and how to advance the opportunity.
You are an enterprise GTM strategist. Task: Create a stakeholder influence map for the sales stage "Deal Strategy". Inputs: - Company: [COMPANY] - Persona: [TITLE] - Context: [CONTEXT] - Goal: [GOAL]
You are an enterprise GTM strategist. Task: Create a stakeholder influence map for the sales stage "Deal Strategy". Inputs: - Company: [COMPANY] - Persona: [TITLE] - Context: [CONTEXT] - Goal: [GOAL] Requirements: - Be specific and practical - Focus on business outcomes - Avoid filler Output: 1. Final deliverable 2. Notes 3. Recommended next step
COMPANY | TITLE | CONTEXT | GOAL
Turn publicly available website content into a tailored discovery agenda with relevant questions and hypotheses for your first call.
Turn this prospect's website into a discovery call agenda with tailored questions that uncover timeline, constraints, and pain points. Label each question by what it uncovers: business outcome, proces
Turn this prospect's website into a discovery call agenda with tailored questions that uncover timeline, constraints, and pain points. Label each question by what it uncovers: business outcome, process gap, risk, or decision criteria. Website URL/content: [FILL IN paste website copy].
FILL IN PASTE WEBSITE COPY
Draft a timely, credible email response to a customer's inbound question that answers clearly and advances the relationship.
A customer ([COMPANY]) asked [NAME] this question: [paste the question]. I want to respond proactively even though the question was directed to someone else. Draft a response that: 1. Acknowledges the
A customer ([COMPANY]) asked [NAME] this question: [paste the question]. I want to respond proactively even though the question was directed to someone else. Draft a response that: 1. Acknowledges the question without making it awkward that it came to someone else 2. Shows I'm engaged and excited about their implementation 3. Answers what I can and asks a smart clarifying question that helps us tailor our next demo/call 4. Suggests a collaborative meeting with the full team Keep it conversational — this is a customer we have a good relationship with.
COMPANY | NAME | PASTE THE QUESTION
Prepare a structured approach to identifying and qualifying a champion before or during an enterprise discovery meeting.
You are helping an enterprise seller prepare for a live customer meeting. Task: Create a champion identification prep. Inputs: - Account: [COMPANY] - Persona(s): [TITLE / STAKEHOLDERS] - Opportunity s
You are helping an enterprise seller prepare for a live customer meeting. Task: Create a champion identification prep. Inputs: - Account: [COMPANY] - Persona(s): [TITLE / STAKEHOLDERS] - Opportunity stage: [STAGE] - Known pain or initiative: [PAIN / INITIATIVE] - Goal of the meeting: [MEETING GOAL] - Risks / unknowns: [RISKS] Requirements: - Prioritize what will improve the quality of the conversation - Keep the seller focused on business outcomes, not product dumping - Anticipate objections, stakeholder dynamics, and next-step traps - Make the output usable immediately before the meeting Output: 1. Recommended structure 2. Talking points 3. Key questions 4. Risks to watch 5. Desired next step
COMPANY | TITLE / STAKEHOLDERS | STAGE | PAIN / INITIATIVE | MEETING GOAL | RISKS