Write a structured discount approval request that gives your manager the deal context and justification needed to approve fast.
Write an internal discount approval request for my sales manager/deal desk. Include: (1) deal name and value, (2) standard price vs. requested discount, (3) business justification (strategic value, co
Write an internal discount approval request for my sales manager/deal desk. Include: (1) deal name and value, (2) standard price vs. requested discount, (3) business justification (strategic value, competitive pressure, deal terms), (4) what we're getting in return, (5) recommendation. Deal details: [FILL IN].
FILL IN
Create a ten-question product knowledge quiz covering features and use cases to help reps self-assess before calls or coaching sessions.
Test me on product knowledge. Ask me 10 questions about our product (features, use cases, how it solves the ICP's problems). After I answer each, tell me if I'm right, what I missed, and what I should
Test me on product knowledge. Ask me 10 questions about our product (features, use cases, how it solves the ICP's problems). After I answer each, tell me if I'm right, what I missed, and what I should know. Start.
Draft a structured, requirement-by-requirement RFP response section that addresses technical and business criteria clearly.
Draft a response to this specific RFP requirement. Lead with our most relevant capability, connect to their stated objective, and reference a specific case study or metric. Keep it concise — evaluator
Draft a response to this specific RFP requirement. Lead with our most relevant capability, connect to their stated objective, and reference a specific case study or metric. Keep it concise — evaluators skim. Requirement: [FILL IN paste requirement]. Our capability: [FILL IN].
FILL IN PASTE REQUIREMENT | FILL IN
Translate a complex Statement of Work into a clear executive summary a buyer can read and approve in minutes.
Summarize this Statement of Work in plain English for a non-technical executive buyer. Highlight: (1) what we're delivering, (2) what they need to provide, (3) key milestones and go-live date, (4) wha
Summarize this Statement of Work in plain English for a non-technical executive buyer. Highlight: (1) what we're delivering, (2) what they need to provide, (3) key milestones and go-live date, (4) what success looks like. SOW content: [FILL IN paste SOW].
FILL IN PASTE SOW
Generate a structured QBR agenda, executive narrative, and talking points for a quarterly business review with a key account.
You are a world-class expert level customer success manager specializing in creating impactful Quarterly Business Review (QBR) Templates. Given the following context, criteria, and instructions, devel
You are a world-class expert level customer success manager specializing in creating impactful Quarterly Business Review (QBR) Templates. Given the following context, criteria, and instructions, develop a master-level QBR Template that effectively highlights customer performance, progress, and future goals. ## Context The objective is to design a comprehensive and visually appealing Quarterly Business Review Template that allows customer success managers to assess customer performance and provide valuable insights. The template should encompass key metrics, goals, achievements, and actionable recommendations tailored to each customer's individual needs. The focus should be on accuracy, relevance, clarity, and effective communication of information. ## Approach 1. Begin by determining the specific needs of the customer by asking targeted questions, such as: - What key performance indicators (KPIs) are most important for assessing success in your organization? - What specific goals and strategic objectives should the QBR address for this review period? - What notable achievements should be highlighted in the review, and how do they align with the broader company objectives? - Are there any challenges or obstacles faced during this quarter that need to be acknowledged? - What actionable recommendations would be most impactful for the customer's future growth? 2. Utilize insights from relevant reference materials, such as: - The Customer Success Professional's Handbook by Ashvin Vaidyanathan - The Customer Success Economy by Nick Mehta, Allison Pickens, and Maria Martinez - The Lean Product Playbook by Dan Olsen 3. Construct the QBR Template by integrating the gathered information, ensuring it is structured and user-friendly. Inclusion of visual elements such as charts, graphs, or infographics to enhance comprehension and engagement is essential. 4. Focus on making the template actionable, incorporating recommendations that are practical and tailored to the customer's unique circumstances. ## Response Format - A well-organized QBR Template that includes the following sections: - Executive Summary - Key Metrics - Progress Against Goals - Celebrating Achievements - Challenges Faced - Actionable Recommendations - Clear headings, bullet points for clarity, and visually appealing charts or graphs where applicable. ## Instructions - The template should align with customer objectives while maintaining a professional tone. - Ensure the recommendations are detail-oriented, specific, and directly address the customer's needs. - Encourage iterative feedback throughout the creation process to refine the output effectively. This prompt aims to create a comprehensive and impactful QBR Template by adopting a structured approach, incorporating feedback loops, and leveraging expert knowledge from industry best practices.
Generate a genuine, value-adding LinkedIn comment on a prospect's post that builds familiarity before you send a DM.
[PERSON] at [TARGET COMPANY] posted this: [PASTE POST] Write a comment that: - Adds genuine value - Shows my expertise subtly - Might prompt them to check my profile - Isn't obviously trying to sell M
[PERSON] at [TARGET COMPANY] posted this: [PASTE POST] Write a comment that: - Adds genuine value - Shows my expertise subtly - Might prompt them to check my profile - Isn't obviously trying to sell My expertise: [RELEVANT AREA]
PERSON | TARGET COMPANY | PASTE POST | RELEVANT AREA
Build a first-touch cold email that aligns tone, trigger signal, and CTA to your specific prospect and product.
Write a cold email to [PERSON], [TITLE] at [COMPANY]. Context: - They [SIGNAL] - I sell [YOUR PRODUCT] - We help [TARGET] with [PROBLEM] - Desired outcome: [BOOK MEETING/GET REPLY] Tone: [Direct/Consu
Write a cold email to [PERSON], [TITLE] at [COMPANY]. Context: - They [SIGNAL] - I sell [YOUR PRODUCT] - We help [TARGET] with [PROBLEM] - Desired outcome: [BOOK MEETING/GET REPLY] Tone: [Direct/Consultative/Casual/Formal/Founder/Challenger] Rules: - Under 75 words - Reference something specific about them - Clear ask at the end - Subject line under 5 words
PERSON | TITLE | COMPANY | SIGNAL | YOUR PRODUCT | TARGET | PROBLEM | BOOK MEETING/GET REPLY | DIRECT/CONSULTATIVE/CASUAL/FORMAL/FOUNDER/CHALLENGER
Create a structured mutual success plan with objectives, milestones, and decision path to align stakeholders heading into enterprise discovery.
You are helping an enterprise seller prepare for a live customer meeting. Task: Create a success plan draft. Inputs: - Account: [COMPANY] - Persona(s): [TITLE / STAKEHOLDERS] - Opportunity stage: [STA
You are helping an enterprise seller prepare for a live customer meeting. Task: Create a success plan draft. 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
Generate a structured objection response library covering price, timing, and competitor objections with rebuttal language reps can use immediately.
Create responses for common sales objections. Context: ● My product: [WHAT YOU SELL] ● My typical buyer: [PERSONA] ● My price point: [RANGE] Generate responses for: 1. "We're happy with our current so
Create responses for common sales objections. Context: ● My product: [WHAT YOU SELL] ● My typical buyer: [PERSONA] ● My price point: [RANGE] Generate responses for: 1. "We're happy with our current solution" 2. "It's not a priority right now" 3. "Send me some information" 4. "I need to talk to my team/boss" 5. "Let me think about it" 6. "We tried something like this before and it didn't work" 7. "We're too busy to implement anything new" 8. "Call me back in [future date]" 9. "We don't have budget allocated for this" 10. "I'm not the decision maker" For each objection: ● Empathetic acknowledgment ● Probing question ● Reframe response ● Exit gracefully if real ● Red flag that means stop
WHAT YOU SELL | PERSONA | RANGE | FUTURE DATE
Generate targeted upsell and cross-sell messaging for expansion conversations based on account health and product usage signals.
You are a post-sale revenue strategist supporting retention and expansion. Task: Create a upsell messaging. Inputs: - Customer: [ACCOUNT] - Current footprint: [CURRENT PRODUCTS / USE CASES] - Stakehol
You are a post-sale revenue strategist supporting retention and expansion. Task: Create a upsell messaging. Inputs: - Customer: [ACCOUNT] - Current footprint: [CURRENT PRODUCTS / USE CASES] - Stakeholders: [STAKEHOLDERS] - Business outcomes achieved: [RESULTS] - Risks or gaps: [RISKS / LOW ADOPTION AREAS] - Expansion hypothesis: [UPSELL / CROSS-SELL OPPORTUNITY] Requirements: - Focus on customer value realization first - Keep recommendations grounded in adoption, outcomes, and stakeholder alignment - Make it easy for the account team to turn this into action - Where appropriate, include retention risk signals Output: 1. Summary 2. Recommended actions 3. Messaging or questions to use with the customer 4. Risks to monitor
ACCOUNT | CURRENT PRODUCTS / USE CASES | STAKEHOLDERS | RESULTS | RISKS / LOW ADOPTION AREAS | UPSELL / CROSS-SELL OPPORTUNITY
Generate a structured LinkedIn newsletter outline with headline, sections, and audience-specific framing for thought leadership content.
Generate a detailed outline for a LinkedIn Newsletter article on [TOPIC] targeting [AUDIENCE]. The article should be [1,000-1,500 words] and take [5 minutes] to read. Outline structure: 1. HEADLINE: A
Generate a detailed outline for a LinkedIn Newsletter article on [TOPIC] targeting [AUDIENCE]. The article should be [1,000-1,500 words] and take [5 minutes] to read. Outline structure: 1. HEADLINE: A clear, benefit-driven title (not clickbait) 2. HOOK (150 words): Opens with a story, provocative question, or surprising stat 3. THE PROBLEM (200 words): What most people get wrong about [TOPIC] 4. THE FRAMEWORK (400 words): Your 3-4 step solution or mental model 5. REAL EXAMPLE (200 words): A specific case or story that illustrates the framework 6. THE TAKEAWAY (150 words): What readers should do differently this week 7. CTA (50 words): Simple close with one question For each section, provide: A working headline + 3-5 bullet points of content to include.
TOPIC | AUDIENCE | 1,000-1,500 WORDS | 5 MINUTES
Generate a structured plan and re-engagement email to assess and revive a deal that has gone dark or stalled in evaluation.
I have a dormant deal with [COMPANY]. Last contact: [DATE]. Original opportunity: [BRIEF]. Here's what I know from Jira and email history: [SUMMARY]. Assess: is this dead or dormant? Then draft: 1. A
I have a dormant deal with [COMPANY]. Last contact: [DATE]. Original opportunity: [BRIEF]. Here's what I know from Jira and email history: [SUMMARY]. Assess: is this dead or dormant? Then draft: 1. A revival email to the internal champion [NAME] 2. A follow-up to the partner [NAME] at [PARTNER] 3. A LinkedIn connection request under 300 characters Recommend the softer vs. more direct approach and why.
COMPANY | DATE | BRIEF | SUMMARY | NAME | PARTNER
Generate a solution narrative and integration pitch for e-commerce buyers on Shopify, BigCommerce, or Magento evaluating native or API-based connections.
Create integration-focused pitch for e-commerce platform. Context: - Prospect platform: [SHOPIFY / BIGCOMMERCE / MAGENTO / WOOCOMMERCE] - Our integration: [APP STORE / NATIVE / API] - Integration comp
Create integration-focused pitch for e-commerce platform. Context: - Prospect platform: [SHOPIFY / BIGCOMMERCE / MAGENTO / WOOCOMMERCE] - Our integration: [APP STORE / NATIVE / API] - Integration complexity: [ONE-CLICK / DEVELOPER NEEDED] - My solution: [WHAT YOU SELL] - Integration benefits: [WHAT'S EASY/AUTOMATIC] Position the integration: 1. Installation simplicity (how fast to get started) 2. Data sync capabilities (what flows automatically) 3. No developer required (if true) 4. App store reviews/ratings (if applicable) 5. Other brands on their platform using us 6. Support for their specific platform features Include: - Step-by-step setup overview - Time to value (how fast they see results) - What data we access and why - Security and privacy compliance
SHOPIFY / BIGCOMMERCE / MAGENTO / WOOCOMMERCE | APP STORE / NATIVE / API | ONE-CLICK / DEVELOPER NEEDED | WHAT YOU SELL | WHAT'S EASY/AUTOMATIC
Generate a first-touch cold email for CDOs, network ops leads, or monetization buyers at carriers, ISPs, and MVNOs with vertical-specific framing.
Write a cold email to a [VP of IT / Director of Network Operations / Chief Digital Officer] at a [TELECOM CARRIER / ISP / MVNO] about [YOUR SOLUTION]. The email must: 1. Reference a specific telco cha
Write a cold email to a [VP of IT / Director of Network Operations / Chief Digital Officer] at a [TELECOM CARRIER / ISP / MVNO] about [YOUR SOLUTION]. The email must: 1. Reference a specific telco challenge (network monetization, churn reduction, 5G deployment economics, BSS/OSS modernization, ARPU growth) 2. Use telco-native terminology (ARPU, churn rate, MVNO, BSS, OSS, NPS, subscriber lifecycle) 3. Connect [YOUR SOLUTION] to a metric telcos are directly measured on 4. Propose a focused 20-minute conversation with a technical or business lead Under 120 words. Include subject line. Tone: Technical but commercial.
VP OF IT / DIRECTOR OF NETWORK OPERATIONS / CHIEF DIGITAL OFFICER | TELECOM CARRIER / ISP / MVNO | YOUR SOLUTION
Generate a first-touch cold email targeting CSOs, VPs of Operations, or CleanTech buyers with industry-specific messaging and subject lines.
Write a cold email to a [DIRECTOR OF SUSTAINABILITY / VP OF OPERATIONS / CHIEF SUSTAINABILITY OFFICER] at a [CORPORATE / UTILITY / MANUFACTURER] about [YOUR CLEAN ENERGY / SUSTAINABILITY TECH SOLUTION
Write a cold email to a [DIRECTOR OF SUSTAINABILITY / VP OF OPERATIONS / CHIEF SUSTAINABILITY OFFICER] at a [CORPORATE / UTILITY / MANUFACTURER] about [YOUR CLEAN ENERGY / SUSTAINABILITY TECH SOLUTION]. The email must: 1. Reference a specific regulatory driver or voluntary commitment (e.g., Scope 3 reporting, net zero pledge, IRA incentives, SEC climate disclosure rule) 2. Connect [YOUR SOLUTION] to a measurable sustainability or financial outcome 3. Use language common in ESG/sustainability circles (GHG emissions, Scope 1/2/3, carbon credits, TCFD, materiality assessment) 4. Propose a capabilities briefing or brief assessment call Under 120 words. Include subject line. Tone: Technically credible and mission-aligned.
DIRECTOR OF SUSTAINABILITY / VP OF OPERATIONS / CHIEF SUSTAINABILITY OFFICER | CORPORATE / UTILITY / MANUFACTURER | YOUR CLEAN ENERGY / SUSTAINABILITY TECH SOLUTION | YOUR SOLUTION
Organize your sales content, playbooks, and performance tracking into a structured, maintainable system for ops and sales leadership.
You are a world-class sales-operations and enablement content expert specializing in Sales Asset Management. Given the following context, criteria, and instructions, create a robust and effective Sale
You are a world-class sales-operations and enablement content expert specializing in Sales Asset Management. Given the following context, criteria, and instructions, create a robust and effective Sales Asset Management system. ## Context The Sales Asset Management system should streamline and organize sales assets to improve efficiency and effectiveness. The output must provide a user-friendly platform for sales teams to access and utilize sales materials such as presentations, case studies, and product information. This system aims to enhance sales efforts and improve customer engagement. Key success factors include seamless integration with existing systems, efficient asset search and retrieval, and user feedback. ## Approach 1. Initiate an interaction to determine the specific needs of the user regarding the Sales Asset Management system. 2. Ask insightful questions to gather details about current processes, challenges faced, preferred technologies, and specific asset types needed. 3. Develop a structured outline based on user input, incorporating insights from referenced materials and best practices in the industry. 4. Design the asset management system with a focus on usability, integration capabilities, and feedback mechanisms. 5. Ensure consideration of how technology and data analytics can be leveraged to enhance the platform's effectiveness and user experience. ## Response Format - Begin with an overview of the proposed Sales Asset Management system. - Include a detailed outline of features, capabilities, and user engagement strategies. - Provide examples of potential sales assets to include and how they will be categorized and accessed. - Summarize how the system will integrate with existing tools utilized by the sales team. - Incorporate a section outlining potential metrics for success and user satisfaction criteria. ## Instructions - Collect information from the user through 5 targeted questions that provide clarity and depth on their needs. - Structure the final output in a clear, logical format that allows for easy navigation and understanding of the proposed system. - Use insights from relevant reference material to strengthen the proposal and ensure alignment with best practices. - Create an actionable plan that emphasizes steps for implementation and ongoing improvement based on user feedback. Example Questions to Ask: 1. What specific sales materials do you currently utilize, and what challenges do you face in accessing them? 2. How would you describe the current workflow for your sales team regarding asset retrieval and usage? 3. Are there any existing systems you currently use that must be integrated into the Sales Asset Management platform? 4. What key features would you prioritize to improve the user experience for your sales team? 5. How do you currently measure the effectiveness of your sales resources, and what metrics would be meaningful to you going forward? By approaching this systematically, develop a Sales Asset Management plan that is comprehensive, user-focused, and tailored to the unique needs of the sales team.
Structure a persona-specific value narrative that connects your solution directly to a prospect's stated or inferred pain points.
Build value propositions for my product. Context: ● My product: [WHAT YOU SELL] ● What it does: [FUNCTIONALITY] ● Who uses it: [END USERS] ● Problems it solves: [TOP 3 PAIN POINTS] ● Outcomes it deliv
Build value propositions for my product. Context: ● My product: [WHAT YOU SELL] ● What it does: [FUNCTIONALITY] ● Who uses it: [END USERS] ● Problems it solves: [TOP 3 PAIN POINTS] ● Outcomes it delivers: [RESULTS] ● Differentiators: [WHY US VS ALTERNATIVES] Create value propositions for: 1. One-liner (10 words max) 2. Elevator pitch (30 seconds) 3. Email opener (one sentence) 4. Website headline 5. Cold call opener 6. Exec summary intro Then adapt for different personas: ● Economic buyer (ROI focused) ● Technical evaluator (capability focused) ● End user (ease of use focused) ● Champion (internal justification) Test each against: "So what?" and "Why you?"
WHAT YOU SELL | FUNCTIONALITY | END USERS | TOP 3 PAIN POINTS | RESULTS | WHY US VS ALTERNATIVES
Generate vertical-specific cold emails targeting property managers, VP of IT, and facilities heads in real estate and PropTech accounts.
Write a cold email to a [PROPERTY MANAGER / VP OF REAL ESTATE / CTO OF PROPTECH COMPANY / HEAD OF FACILITIES] about [YOUR REAL ESTATE / FACILITIES / PROPTECH SOLUTION]. The email must: 1. Open with a
Write a cold email to a [PROPERTY MANAGER / VP OF REAL ESTATE / CTO OF PROPTECH COMPANY / HEAD OF FACILITIES] about [YOUR REAL ESTATE / FACILITIES / PROPTECH SOLUTION]. The email must: 1. Open with a current real estate market pressure (rising operating costs, ESG reporting requirements, tenant experience expectations, smart building mandates) 2. Use property-specific language (NOI, cap rate, tenant retention, HVAC efficiency, occupancy optimization) 3. Reference a comparable property type or portfolio that achieved a measurable result 4. Propose a brief conversation or site-specific assessment Under 120 words. Include subject line. Tone: Operationally grounded and credible.
PROPERTY MANAGER / VP OF REAL ESTATE / CTO OF PROPTECH COMPANY / HEAD OF FACILITIES | YOUR REAL ESTATE / FACILITIES / PROPTECH SOLUTION
Prepare for annual compensation and quota-setting conversations with reps using a structured, fair, and motivating communication framework.
I'm preparing for the annual compensation and quota-setting conversation with my sales rep [REP NAME]. Help me structure a fair, transparent, and motivating discussion. 1. PERFORMANCE SUMMARY: How do
I'm preparing for the annual compensation and quota-setting conversation with my sales rep [REP NAME]. Help me structure a fair, transparent, and motivating discussion. 1. PERFORMANCE SUMMARY: How do I present this year's performance (attainment, activities, quality of pipeline) in a way that's constructive? 2. QUOTA RATIONALE: How do I explain next year's quota in a way that feels fair and achievable? 3. COMP PLAN WALKTHROUGH: What are the key points to cover when walking through the new comp plan? 4. MANAGING DISAPPOINTMENT: If they're unhappy with the quota or comp, how do I respond without caving or dismissing their concerns? 5. MOTIVATION CLOSE: How do I end the conversation with them feeling energized, not defeated? Rep context: [ATTAINMENT, STRENGTHS, CONCERNS]. Quota change: [INCREASE/DECREASE %].
REP NAME | ATTAINMENT, STRENGTHS, CONCERNS | INCREASE/DECREASE %
Build a structured QBR agenda with executive narrative, key talking points, and meeting objectives for an enterprise account review.
You are helping an enterprise seller prepare for a live customer meeting. Task: Create a qbr preparation. Inputs: - Account: [COMPANY] - Persona(s): [TITLE / STAKEHOLDERS] - Opportunity stage: [STAGE]
You are helping an enterprise seller prepare for a live customer meeting. Task: Create a qbr preparation. 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
Analyze deal variables to predict the likely buying window and generate a deal strategy with a defined path to decision.
You are a deal strategist for enterprise opportunities. Task: Create a buying window prediction. Inputs: - Account: [COMPANY] - Opportunity summary: [SUMMARY] - Stage: [STAGE] - Stakeholders: [STAKEHO
You are a deal strategist for enterprise opportunities. Task: Create a buying window prediction. 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