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Deal Strategy & Stakeholder Management
Negotiation4283
Deal Strategy & Stakeholder Management

Initiative Alignment Deal Strategist

Map your solution to a prospect's stated business priorities to build a deal strategy grounded in their agenda, not your pitch.

PROMPT

You are a deal strategist for enterprise opportunities. Task: Create a initiative alignment. Inputs: - Account: [COMPANY] - Opportunity summary: [SUMMARY] - Stage: [STAGE] - Stakeholders: [STAKEHOLDER

Quick Win, Deal Strategy Memo, Enterprise, AE, Framework, Internal
Deal Planning & Opportunity Strategy
Intermediate|AI-Agnostic
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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

This prompt helps AEs identify how their solution connects to a prospect's active strategic initiatives and build a deal strategy around that alignment. It's designed for mid-to-late stage deals where you need to move beyond product fit and anchor the conversation to business outcomes. Use it before an executive meeting, QBR, or business case presentation.
CRM Hygiene & Activity Logging
Sales Operations, CRM & Productivity
Pipeline Management595
Sales Operations, CRM & Productivity

Raw Call Notes To CRM Structured Entry

Turn messy post-call notes into clean, structured CRM fields — opportunity stage, next steps, and key context included.

PROMPT

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

Quick Win, CRM Note, AE, SDR, Call Summary, Template
CRM Hygiene & Activity Logging
Basic|AI-Agnostic
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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

This prompt takes unformatted notes from a sales call and converts them into a structured CRM entry ready to log. It's built for AEs and SDRs who take notes during calls but lose time reformatting them afterward. Use it immediately after any discovery, demo, or follow-up call to keep your CRM current without the admin drag.
Lead Sourcing & List Building
Prospecting & Pipeline Creation
Pre-Prospecting570
Prospecting & Pipeline Creation

LinkedIn Sales Navigator Filter ICP Setup

Build a precise Sales Navigator filter configuration that surfaces accounts and contacts matching your ideal customer profile.

PROMPT

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

Sales Navigator, ICP, SDR, BDR, List Building, Outbound
Lead Sourcing & List Building
Basic|AI-Agnostic
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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

This prompt generates a recommended LinkedIn Sales Navigator filter setup tailored to your ICP, including account-level and contact-level criteria you should apply to build a clean, targeted prospecting list. It's designed for SDRs, AEs, and RevOps teams who want to reduce noise and improve list quality from the start. Use it when setting up a new territory, launching an outbound campaign, or auditing an existing search that's returning low-quality results.
First-Touch & Cold Outreach
Outreach & Messaging
Prospecting4937
Outreach & Messaging

Essential Sales Email Templates Description Format

Create a set of core sales email templates organized by stage and use case, formatted for immediate use or team distribution.

PROMPT

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

Quick Win, Cold Email, SDR, BDR, Template, Outbound
First-Touch & Cold Outreach
Basic|AI-Agnostic
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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

This prompt generates a structured library of essential B2B sales email templates covering key moments in the sales cycle, from cold outreach to follow-up, objection handling, and close. It's built for sales managers, enablement leads, and AEs who need a repeatable messaging foundation they can customize per account. Use it when building a new sequence, onboarding reps, or refreshing a stale messaging playbook.
Stakeholder & Persona Mapping
Account Research & Buyer Intelligence
Pre-Prospecting401
Account Research & Buyer Intelligence

Internal Politics Hypothesis Account Research

Develop a stakeholder politics map and working hypothesis for who holds power, who blocks deals, and how decisions actually get made.

PROMPT

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

Quick Win, Stakeholder Map, AE, Enterprise, Account Brief, Research
Stakeholder & Persona Mapping
Intermediate|AI-Agnostic
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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

This prompt takes publicly available account research and constructs a hypothesis about internal political dynamics — who the likely champions, blockers, and economic buyers are and how they relate to each other. It's designed for AEs and strategic sellers working complex, multi-stakeholder deals where the org chart doesn't tell the full story. Use it before an important discovery call or ahead of an executive engagement.
Value Proof & Reference Management
Solution Framing, Demo & Proposal
Proposal676
Solution Framing, Demo & Proposal

Case Study Builder Description Format

Turn a customer win into a formatted case study draft with situation, solution, and outcome sections ready for sales enablement use.

PROMPT

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: [

Quick Win, Case Study, AE, Template, Social Proof, Proposal
Value Proof & Reference Management
Basic|AI-Agnostic
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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

This prompt structures raw customer story information into a formatted case study with clear before/after narrative, quantified outcomes, and a repeatable format your sales team can use in deals. It's useful for sales enablement managers, product marketers, and AEs who need to document a win and make it reusable. Use it right after closing a strong deal while the story is still fresh.
Lead Qualification & Triage
Prospecting & Pipeline Creation
Prospecting601
Prospecting & Pipeline Creation

Lead Scoring Analysis RevOps Expert

Evaluate your lead scoring model through a RevOps lens to identify gaps, misweighted signals, and conversion blind spots.

PROMPT

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

Scorecard, RevOps, Lead Scoring, Intermediate, Template, Analysis
Lead Qualification & Triage
Intermediate|AI-Agnostic
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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

This prompt takes on the perspective of a RevOps expert to analyze your lead scoring criteria and surface weaknesses in how leads are qualified and prioritized. It's useful for RevOps managers, sales ops analysts, or AEs who suspect their MQL definitions are misaligned with pipeline reality. Use it when conversion rates from lead to opportunity are underperforming or when sales and marketing are debating lead quality.
Pipeline Management & Inspection
Sales Operations, CRM & Productivity
Pipeline Management2397
Sales Operations, CRM & Productivity

Pipeline Review Prep For Manager Meeting

Organize your pipeline data into a structured manager review brief that surfaces risks, momentum, and next actions by deal.

PROMPT

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)

Quick Win, Pipeline Review, AE, Manager Meeting, Template, Checklist
Pipeline Management & Inspection
Basic|AI-Agnostic
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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

This prompt helps AEs and reps prepare for pipeline review meetings by structuring deal status, risks, and recommended actions into a clear manager-ready format. Use it before any 1:1 or team pipeline call where you need to present deal health with confidence. It's built for reps who want to walk in prepared rather than reactive.
Pre-Meeting Account Brief
Account Research & Buyer Intelligence
Pipeline Management455
Account Research & Buyer Intelligence

Account Catch-Up Brief Builder Interactive

Generate an interactive account brief to get up to speed on deal history, stakeholders, and open threads before re-engaging.

PROMPT

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

Account Brief, AE, AM, CSM, Research
Pre-Meeting Account Brief
Basic|AI-Agnostic
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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

This prompt builds a structured account catch-up brief for AEs returning to a dormant deal, taking over a book of business, or preparing for a re-engagement after a long gap. It surfaces the deal history, key stakeholders, open questions, and recommended next steps in a format you can review in minutes. Use it before any call where you need to walk in informed but have been out of the account for weeks or months.
Proposal Development
Solution Framing, Demo & Proposal
ProposalPRO213
Solution Framing, Demo & Proposal

Pricing Proposal Expert Sales Engineer Format

Draft a structured pricing proposal narrative that connects investment levels to business value for technical and economic buyers.

PROMPT

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

Advanced, Proposal, Business Case, AE, Sales Engineer
Proposal Development
Advanced|AI-Agnostic
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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.

This prompt generates a pricing proposal framework and supporting narrative for sales engineers and AEs presenting commercial terms to technical and economic stakeholders. It's built for late-stage deals where the prospect has completed evaluation and needs to justify the investment internally. Use it when preparing a formal proposal document or pricing discussion ahead of a final negotiation call.
Voicemail & Phone Scripts
Outreach & Messaging
Prospecting1823
Outreach & Messaging

Voicemail That Gets Callbacks Description Format

Generate a short, specific voicemail script designed to earn a callback by leading with relevance over pitch.

PROMPT

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

Quick Win, Voicemail Script, SDR, BDR, Script
Voicemail & Phone Scripts
Basic|AI-Agnostic
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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

This prompt creates a cold voicemail script for SDRs and AEs that prioritizes callback rate over message completeness. It's designed for outbound prospecting into cold or semi-warm accounts where you're unlikely to reach someone live. Use it when your standard voicemail isn't getting returned and you need a tighter, more compelling hook.
First-Touch & Cold Outreach
Outreach & Messaging
Prospecting1851
Outreach & Messaging

Free Audit Cold Email Process Setup Strategy Hidden Problems Offer Value Relevant

Draft a cold outreach email that leads with a free audit offer to expose process gaps prospects don't know they have.

PROMPT

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

Quick Win, Cold Email, Outbound, SDR, AE
First-Touch & Cold Outreach
Basic|AI-Agnostic
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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

This prompt generates a cold email sequence built around a free audit or assessment offer — a proven cold outreach strategy for complex B2B sales. It's designed for SDRs and AEs prospecting into accounts where the pain isn't obvious or urgent yet. Use it when you want to lead with value rather than a product pitch to get an initial conversation booked.
Deal Planning & Opportunity Strategy
Deal Strategy & Stakeholder Management
Evaluation809
Deal Strategy & Stakeholder Management

Storytelling Builder Deal Strategist Demo

Generate a storytelling framework and demo flow that connects your product's capabilities to a specific deal's buyer narrative.

PROMPT

You are a deal strategist for enterprise opportunities. Task: Create a storytelling builder. Inputs: - Account: [COMPANY] - Opportunity summary: [SUMMARY] - Stage: [STAGE] - Stakeholders: [STAKEHOLDER

Deal Strategy Memo, Enterprise, AE, Framework, Strategy
Deal Planning & Opportunity Strategy
Intermediate|AI-Agnostic
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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

This prompt helps AEs and SEs build a story-driven demo strategy tailored to a specific deal — connecting product capabilities to the buyer's situation, pain, and desired outcome through a narrative arc rather than a feature walkthrough. It's designed for reps preparing for a high-stakes demo where a generic product tour won't win the room. Use it during demo prep when you have enough discovery context to build a custom story.
Executive & Senior Stakeholder Outreach
Outreach & Messaging
Prospecting958
Outreach & Messaging

Follow-Up Exec No Response Brief Impact Delegate Ask

Write a short, direct follow-up to a non-responsive executive that surfaces impact and requests a delegate to keep the deal moving.

PROMPT

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

Quick Win, Follow-Up Email, Executive, AE, SDR
Executive & Senior Stakeholder Outreach
Basic|AI-Agnostic
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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

This prompt writes a brief, high-impact follow-up message for an exec who has gone dark, designed to re-engage them or prompt them to hand the deal to an appropriate internal delegate. It's built for AEs working deals where exec sponsorship has stalled and forward momentum is at risk. Use it when you've had at least one prior exec touch and have sent follow-ups that haven't landed.
Customer Feedback & Product Requests
Account Management & Customer Growth
Post-Sale/GrowthPRO1565
Account Management & Customer Growth

Customer Feedback Strategic Insights Extraction

Turn raw customer feedback into prioritized strategic insights that inform retention, expansion, and product positioning.

PROMPT

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: [

Advanced, Voice of Customer, CSM, AM, Analysis
Customer Feedback & Product Requests
Advanced|AI-Agnostic
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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

This prompt analyzes customer feedback — from surveys, calls, support tickets, or QBR notes — and extracts the strategic signals most relevant to retention risk, expansion opportunity, and competitive positioning. It's built for AEs, CSMs, and revenue leaders who need to move from raw feedback to actionable intelligence. Use it after a round of customer conversations, a QBR cycle, or a NPS survey collection.
Expansion, Upsell & Cross-Sell
Account Management & Customer Growth
Post-Sale/GrowthPRO3668
Account Management & Customer Growth

Customer Expansion Revenue Design Systematic

Build a structured expansion revenue plan that identifies upsell and cross-sell opportunities within your existing accounts.

PROMPT

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

Advanced, Land and Expand, Expansion Plan, AM, CSM
Expansion, Upsell & Cross-Sell
Advanced|AI-Agnostic
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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

This prompt helps AEs and account managers build a repeatable, systematic plan for growing revenue within current customers. It maps expansion triggers, relevant product motions, and the right timing for upsell and cross-sell conversations. Use it when preparing for a QBR, territory planning, or when you've been handed a book of accounts to grow.
Pain & Priority Analysis
Meeting Prep & Discovery
Discovery1429
Meeting Prep & Discovery

Open Questions Prioritization From Discovery Notes

Rank your unanswered discovery questions by deal impact so you know exactly what to pursue next.

PROMPT

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

Quick Win, MEDDIC, Discovery, AE, Checklist
Pain & Priority Analysis
Intermediate|AI-Agnostic
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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

This prompt takes raw discovery notes and surfaces the highest-priority open questions still standing in the way of a qualified deal. It's built for AEs and SDRs who leave discovery calls with a list of unknowns and need to decide what to chase before the next meeting. Use it immediately after a discovery call to build your follow-up agenda.
Champion Development & Multi-Threading
Deal Strategy & Stakeholder Management
Evaluation2702
Deal Strategy & Stakeholder Management

Stakeholder Influence Map Deal Strategy

Generate a stakeholder influence map and deal strategy that identifies who matters, how they're aligned, and how to advance the opportunity.

PROMPT

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]

Quick Win, Stakeholder Map, Enterprise, AE, Deal Strategy Memo
Champion Development & Multi-Threading
Intermediate|AI-Agnostic
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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

This prompt helps AEs map the power dynamics, relationships, and influence patterns across the stakeholders in a complex deal, then build a strategic plan for moving the opportunity forward. Use it in multi-stakeholder enterprise deals where internal politics or misalignment are slowing progress. It's designed for mid-to-late stage deals where you have enough stakeholder knowledge to work with.
Discovery Question Design
Meeting Prep & Discovery
Discovery407
Meeting Prep & Discovery

Website To Discovery Agenda Converter

Turn publicly available website content into a tailored discovery agenda with relevant questions and hypotheses for your first call.

PROMPT

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

Quick Win, Discovery, Meeting Agenda, AE, Inbound
Discovery Question Design
Basic|AI-Agnostic
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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

This prompt analyzes a prospect's website and generates a structured discovery call agenda customized to their business, market, and likely challenges. It's built for AEs and SDRs preparing for a first or second call with a new prospect. Use it when you want to walk in with an agenda that signals genuine research, not a generic template.
Customer Handoff & Onboarding Alignment
Account Management & Customer Growth
Onboarding/Handoff654
Account Management & Customer Growth

Proactive Customer Question Response Email

Draft a timely, credible email response to a customer's inbound question that answers clearly and advances the relationship.

PROMPT

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

Quick Win, Customer-facing, Onboarding, AM, CSM
Customer Handoff & Onboarding Alignment
Basic|AI-Agnostic
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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

This prompt generates a professional, on-point email response when a prospect or customer reaches out with a question mid-cycle or post-sale. It's designed for AEs, CSMs, and reps who need to respond quickly without sacrificing quality or missing a relationship-building opportunity. Use it whenever a question comes in that deserves more than a one-line reply.
Champion Development & Multi-Threading
Deal Strategy & Stakeholder Management
DiscoveryPRO212
Deal Strategy & Stakeholder Management

Champion Identification Prep Enterprise Meeting

Prepare a structured approach to identifying and qualifying a champion before or during an enterprise discovery meeting.

PROMPT

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

Advanced, Champion Building, Account Brief, AE, Enterprise, Meeting Prep
Champion Development & Multi-Threading
Advanced|AI-Agnostic
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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

This prompt helps AEs prepare to identify, test, and develop a champion inside a target enterprise account. Use it before a first or second meeting when you don't yet have a confirmed internal advocate. It's built for enterprise sales cycles where multi-threading and internal influence are critical to advancing a deal.
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