Generate a structured MAP with milestones, stakeholders, and deadlines aligned to your target close date.
Create a Mutual Action Plan (MAP) for this deal. Deal context: - Prospect: [COMPANY NAME] - Target close date: [DATE] - Key stakeholders: [NAMES AND ROLES] - Deal value: [ACV] - Current stage: [STAGE]
Create a Mutual Action Plan (MAP) for this deal. Deal context: - Prospect: [COMPANY NAME] - Target close date: [DATE] - Key stakeholders: [NAMES AND ROLES] - Deal value: [ACV] - Current stage: [STAGE] - Known requirements: [SECURITY / LEGAL / TECHNICAL / PROCUREMENT] Build a reverse-engineered timeline that includes: 1. All steps needed from both sides 2. Who owns each step 3. Dependencies between steps 4. Buffer time for delays 5. Go-live planning (not just contract signing) Categories to include: - Technical evaluation (POC, security review, integration) - Business validation (ROI, stakeholder buy-in) - Procurement (legal, finance, contract) - Implementation (timeline, resources, training) Format as a shareable document they can edit with me.
COMPANY NAME | DATE | NAMES AND ROLES | ACV | STAGE | SECURITY / LEGAL / TECHNICAL / PROCUREMENT
Create a tailored enablement package your champion can use to sell internally to the economic buyer and key stakeholders.
Create a champion enablement package for my internal sponsor. Context: - Champion: [NAME, TITLE] - Economic buyer: [NAME, TITLE] - Other stakeholders: [WHO ELSE NEEDS TO APPROVE] - Champion's motivati
Create a champion enablement package for my internal sponsor. Context: - Champion: [NAME, TITLE] - Economic buyer: [NAME, TITLE] - Other stakeholders: [WHO ELSE NEEDS TO APPROVE] - Champion's motivation: [WHY THEY WANT THIS] - What they need to prove: [BUSINESS CASE REQUIREMENTS] - Objections they'll face: [LIKELY INTERNAL PUSHBACK] Create: 1. One-pager they can share with their boss 2. Email they can forward to stakeholders 3. Talk track for their internal meeting 4. Responses to likely internal objections 5. ROI calculation framework 6. Competitive comparison talking points Make it easy for them to copy-paste and look good internally.
NAME, TITLE | WHO ELSE NEEDS TO APPROVE | WHY THEY WANT THIS | BUSINESS CASE REQUIREMENTS | LIKELY INTERNAL PUSHBACK
Pull next steps, owners, and timelines from a call transcript and format them as a shareable mutual action plan.
Review this call transcript or summary and extract clear, actionable next steps. For each action item, assign ownership (sales rep vs. prospect) and a timeline. Format as a structured mutual action pl
Review this call transcript or summary and extract clear, actionable next steps. For each action item, assign ownership (sales rep vs. prospect) and a timeline. Format as a structured mutual action plan I can share directly with the prospect. [PASTE TRANSCRIPT OR CALL NOTES]
PASTE TRANSCRIPT OR CALL NOTES
Generate a contact-by-contact multi-threading plan across departments to reduce single-thread risk in a key account.
Create a multi-threading strategy for [COMPANY]. Target account context: - Company size: [EMPLOYEES] - Primary contact: [NAME, TITLE] - [STATUS: responded / meeting booked / ghosted] - My product: [WH
Create a multi-threading strategy for [COMPANY]. Target account context: - Company size: [EMPLOYEES] - Primary contact: [NAME, TITLE] - [STATUS: responded / meeting booked / ghosted] - My product: [WHAT YOU SELL] - Departments affected: [WHO USES/BUYS YOUR PRODUCT] Identify and create outreach for: 1. Champion candidate (end user who feels pain) 2. Economic buyer (controls budget) 3. Technical evaluator (if relevant) 4. Coach (someone who can give you inside info) For each persona, provide: - How to find them (title search, LinkedIn, etc.) - Unique angle based on their role - Whether to reference the primary contact - Sequence timing relative to other threads
COMPANY | EMPLOYEES | NAME, TITLE | STATUS: RESPONDED / MEETING BOOKED / GHOSTED | WHAT YOU SELL | WHO USES/BUYS YOUR PRODUCT
Build a structured buying committee map identifying the economic buyer, champion, and technical evaluators for a specific deal.
Map the buying committee for this deal. Deal context: - Company: [PROSPECT] - Deal size: [VALUE] - What we sell: [PRODUCT] - Known contacts: [WHO YOU KNOW] For each stakeholder type, identify: 1. Econ
Map the buying committee for this deal. Deal context: - Company: [PROSPECT] - Deal size: [VALUE] - What we sell: [PRODUCT] - Known contacts: [WHO YOU KNOW] For each stakeholder type, identify: 1. Economic Buyer (budget authority) 2. Technical Buyer (evaluates capabilities) 3. User Buyer (will use daily) 4. Champion (wants you to win) 5. Coach (gives inside info) 6. Blocker (might say no) 7. Influencer (shapes opinion) 8. Legal/Procurement (contract authority) For each person found: - Name and title - Their agenda (what they care about) - How to win them - Risk they pose - Engagement strategy Create a visual org chart with relationships.
PROSPECT | VALUE | PRODUCT | WHO YOU KNOW
Map untapped contacts and generate outreach strategies to expand buying committee coverage before a deal goes dark.
Create a multi-threading strategy for this account. Current state: - Account: [COMPANY] - Current contact: [NAME, TITLE] - Contact status: [ENGAGED / STALLED / RESPONSIVE] - Other people identified: [
Create a multi-threading strategy for this account. Current state: - Account: [COMPANY] - Current contact: [NAME, TITLE] - Contact status: [ENGAGED / STALLED / RESPONSIVE] - Other people identified: [WHO ELSE YOU KNOW ABOUT] - Deal stage: [WHERE YOU ARE] Multi-thread plan: 1. STAKEHOLDER MAP - Who else should we know - Their role in the decision - How to identify them 2. ENTRY STRATEGY - For each new contact - How to get introduced - Value prop for their role 3. MESSAGING - Different messages for different personas - How to coordinate outreach - When to reference other conversations 4. RISK MITIGATION - Don't step on champion's toes - Coordinate internal messaging - Avoid appearing desperate 5. EXECUTION - Sequence of outreach - Timing between touches - Escalation path if blocked
COMPANY | NAME, TITLE | ENGAGED / STALLED / RESPONSIVE | WHO ELSE YOU KNOW ABOUT | WHERE YOU ARE
Generate a structured handoff document covering relationship context, priorities, risks, and success criteria for the CS team.
Based on the deal conversations and notes, generate a clear and structured summary to support a smooth handover from Sales to Customer Success. Include: relationship history, key priorities, potential
Based on the deal conversations and notes, generate a clear and structured summary to support a smooth handover from Sales to Customer Success. Include: relationship history, key priorities, potential risks, success metrics agreed upon, and any practical context needed for onboarding. [PASTE DEAL NOTES]
PASTE DEAL NOTES
Analyze why a deal has stalled and generate targeted re-engagement options based on deal history, likely cause, and current context.
This deal has gone quiet. Based on the deal history and last interactions, help me re-engage this prospect. Provide: 1. A diagnosis — what likely caused the deal to stall (e.g., internal priority shif
This deal has gone quiet. Based on the deal history and last interactions, help me re-engage this prospect. Provide: 1. A diagnosis — what likely caused the deal to stall (e.g., internal priority shift, lack of urgency, unclear next step, wrong contact) 2. A re-engagement angle — what new value, insight, or trigger could reignite the conversation without sounding desperate or pushy 3. A re-engagement message — a short email or LinkedIn DM (under 100 words) using that angle The message should feel fresh and helpful, not like a follow-up for the sake of following up. [PASTE LAST INTERACTION DATE AND NOTES]
PASTE LAST INTERACTION DATE AND NOTES
Generate a structured close plan covering next steps, owners, champion status, competitive risks, and critical path to signature by target date.
Analyse the available sales calls, emails, and previous conversations within this deal. Based on this, outline the critical steps required to close the deal. Include: - Key next steps (what needs to h
Analyse the available sales calls, emails, and previous conversations within this deal. Based on this, outline the critical steps required to close the deal. Include: - Key next steps (what needs to happen next and who owns them) - Remaining hurdles (risks or objections that could delay or derail the deal) - Support and resources needed (additional people, tools, or decisions required) [PASTE DEAL CONTEXT]
PASTE DEAL CONTEXT
Extract stakeholder roles, influence levels, priorities, and concerns from call transcripts to build a clear picture of the buying committee.
Based on the transcript and the role of [Stakeholder Name], analyse how this individual is likely to influence the buying decision. Provide the following: 1. Role Influence: A short explanation of how
Based on the transcript and the role of [Stakeholder Name], analyse how this individual is likely to influence the buying decision. Provide the following: 1. Role Influence: A short explanation of how their position, behaviour, and engagement suggest decision-making power, influence, or blockers. 2. Messaging Strategy: Tailored communication tips — including tone, topics to focus on, value proposition, and potential value drivers or concerns. 3. Next Step Recommendation: How to better engage them in the next touchpoint (e.g., follow-up email, meeting invite, proposal section). Ensure the output is concise, buyer-specific, and based on observable behaviour in the conversation. [PASTE TRANSCRIPT OR STAKEHOLDER NOTES]
STAKEHOLDER NAME | PASTE TRANSCRIPT OR STAKEHOLDER NOTES
Generate a tight executive brief that maps a prospect's vision and obstacles to your solution with supporting proof points — ready for C-suite review.
Using the deal conversations to date, generate a concise executive brief that includes: • The prospect's overarching vision or goal • Their current strategy and related initiatives • Key obstacles dis
Using the deal conversations to date, generate a concise executive brief that includes: • The prospect's overarching vision or goal • Their current strategy and related initiatives • Key obstacles discussed, and how our solution addresses them • Expected outcomes based on the solution proposed Keep it focused, professional, and action-oriented. If any information is missing, note it as 'Info not available' and suggest what the rep should explore in follow-up conversations. [PASTE DEAL NOTES]
PASTE DEAL NOTES
Draft a structured business case that connects your solution to the prospect's stated strategic priorities, initiatives, and obstacles.
Using all conversations related to the deal so far, generate a structured business case that includes: • The prospect's strategic priorities • Relevant initiatives or projects • Key obstacles and how
Using all conversations related to the deal so far, generate a structured business case that includes: • The prospect's strategic priorities • Relevant initiatives or projects • Key obstacles and how our solution addresses them • Quantifiable outcomes or KPIs (including current state, base case, and best case) • Any required resources or support needed to achieve the best-case outcome • A high-level investment summary If any information is missing, mark it as 'Info not available' and instruct the rep to explore it in future conversations. [PASTE DEAL NOTES AND TRANSCRIPTS]
PASTE DEAL NOTES AND TRANSCRIPTS
Build a stakeholder-by-stakeholder summary of challenges, solution expectations, and influence level from transcripts or deal notes.
From all conversations up to this point, identify and summarise the main stakeholders involved in the discussions. For each stakeholder, provide: 1. Title/Role (e.g., Sales Leader, Revenue Operations,
From all conversations up to this point, identify and summarise the main stakeholders involved in the discussions. For each stakeholder, provide: 1. Title/Role (e.g., Sales Leader, Revenue Operations, etc.) 2. Challenges: Their primary pain points or concerns based on what has been discussed. 3. Benefits: The specific value they see or expect from our solution. Format: [Stakeholder Title] - Challenges: [1-2 short lines summarising their key challenges] - Benefits: [1-2 short lines explaining how they expect the solution to help] Focus only on stakeholders mentioned in conversations and summarise as clearly and briefly as possible. [PASTE TRANSCRIPTS OR DEAL NOTES]
STAKEHOLDER TITLE | 1-2 SHORT LINES SUMMARISING THEIR KEY CHALLENGES | 1-2 SHORT LINES EXPLAINING HOW THEY EXPECT THE SOLUTION TO HELP | PASTE TRANSCRIPTS OR DEAL NOTES
Convert raw LinkedIn engagement data into a structured list of named contacts to prioritize for outreach or pipeline follow-up.
You will be working with LinkedIn analytics data to extract the names of people who have liked or commented on posts. Here are the steps to follow: 1. The data you will be working with is provided in
You will be working with LinkedIn analytics data to extract the names of people who have liked or commented on posts. Here are the steps to follow: 1. The data you will be working with is provided in the [LINKEDIN ANALYTICS DATA] variable. This contains information about various LinkedIn posts, including details on likes and comments. 2. First, parse the data to identify the relevant sections containing information about likes and comments for each post. This may involve splitting the data into chunks by post, and then further splitting each post chunk to extract the likes and comments sections. 3. Within the likes and comments sections, look for patterns that indicate a person's name, such as strings with a capitalized first letter followed by a space and capitalized second letter (e.g. "John Doe"). You may need to account for variations like middle initials or suffixes. 4. As you identify names in the likes and comments, store them in a list or other data structure, being careful to avoid duplicates. 5. Once you have extracted all the names, format them into an output string like this: Names of people who liked or commented: [Name 1] [Name 2] [Name 3] ... Make sure to replace [Name 1], [Name 2], etc. with the actual names you extracted, each on a new line. If there are no names found in the data, simply output: No names found in the provided data. Let me know if you need any clarification on these instructions!
LINKEDIN ANALYTICS DATA | NAME 1 | NAME 2 | NAME 3
Turn a third-party article or resource into a LinkedIn post with your own professional commentary to build credibility and visibility.
Write a short LinkedIn repost for [ARTICLE/RESOURCE LINK]. My goal: drive engagement with CISOs and data protection leaders, not just report news. Emphasize: lessons learned and actionable intelligenc
Write a short LinkedIn repost for [ARTICLE/RESOURCE LINK]. My goal: drive engagement with CISOs and data protection leaders, not just report news. Emphasize: lessons learned and actionable intelligence. Keep it under 5 sentences. Reference the key root causes visible in the data (unclassified sensitive data, weak encryption, third-party access). Don't make it sound like a vendor post.
ARTICLE/RESOURCE LINK
Generate referral and warm introduction messaging for SDRs and AEs targeting specific B2B personas across multiple channels.
You are a B2B revenue marketer building assets that support enterprise sales. Task: Produce a referral program messaging. Inputs: - ICP: [INDUSTRY, COMPANY SIZE, PERSONA] - Core problem: [PAIN] - Offe
You are a B2B revenue marketer building assets that support enterprise sales. Task: Produce a referral program messaging. Inputs: - ICP: [INDUSTRY, COMPANY SIZE, PERSONA] - Core problem: [PAIN] - Offer or solution: [OFFER] - Proof points: [RESULTS, CASE STUDIES, METRICS] - Channel: [CHANNEL] - Campaign goal: [PIPELINE, DEMO, EVENT REGISTRATION, AWARENESS] Requirements: - Keep the message relevant to a complex buying cycle - Prioritize clarity, differentiation, and buyer relevance - Avoid vague brand language and empty claims - Align the asset to a real conversion goal Output: 1. Final asset 2. Suggested CTA options 3. Notes on where and how to use it
INDUSTRY, COMPANY SIZE, PERSONA | PAIN | OFFER | RESULTS, CASE STUDIES, METRICS | CHANNEL | PIPELINE, DEMO, EVENT REGISTRATION, AWARENESS
Generate a structured competitive analysis that maps rival positioning, identifies weaknesses, and surfaces displacement opportunities.
You are a high-performing B2B sales strategist. Objective: Use the information I provide to complete the task below with strong judgment, practical business language, and a clear final answer. Task: Y
You are a high-performing B2B sales strategist. Objective: Use the information I provide to complete the task below with strong judgment, practical business language, and a clear final answer. Task: You are a market intelligence analyst. Your task is to analyze the competitive landscape for the company provided. Please: 1. Identify key competitors in the space. 2. Summarize how the company differentiates itself. 3. Highlight any competitive threats or risks. 4. Suggest questions a sales rep could ask to uncover dissatisfaction with current solutions. Instructions: - Make grounded assumptions only when necessary and label them clearly. - Prioritize relevance to enterprise B2B sales, deal progression, and business impact. - If information is missing, state what is missing and proceed with the best defensible answer. - Keep the reasoning internal and present only the useful result. - Use clear headings and bullets. Output format: 1. Executive summary 2. Main analysis 3. Recommended next moves 4. Open questions / assumptions
Generate a structured sales business plan covering territory strategy, pipeline targets, and close path for a rep or team.
You are an expert assistant for this task. Task: Write a sales business plan for [rep/team/territory], including target market analysis, account strategy, pipeline generation, opportunity progression,
You are an expert assistant for this task. Task: Write a sales business plan for [rep/team/territory], including target market analysis, account strategy, pipeline generation, opportunity progression, revenue goals, and 30/60/90-day actions. Make it highly detailed and execution-ready, include prioritization frameworks, likely pitfalls, recommended metrics, owner suggestions, and practical next steps for the next 30 to 90 days. Instructions: - Be clear, specific, and practical. - If information is missing or uncertain, say so directly instead of guessing. - Think step by step internally, but present only the final answer. - Use plain English and avoid filler. - Tailor the output to the user's stated context, constraints, and goals. - Follow the requested structure exactly. Output format: - Start with a concise executive summary or top-line answer. - Then use clearly labeled sections and bullet points where helpful. - End with recommended next steps or key takeaways.
REP/TEAM/TERRITORY
Generate a LinkedIn post that builds pipeline by connecting your offer to a specific persona's pain with proof.
You are a B2B revenue marketer building assets that support enterprise sales. Task: Produce a thought leadership post. Inputs: - ICP: [INDUSTRY, COMPANY SIZE, PERSONA] - Core problem: [PAIN] - Offer o
You are a B2B revenue marketer building assets that support enterprise sales. Task: Produce a thought leadership post. Inputs: - ICP: [INDUSTRY, COMPANY SIZE, PERSONA] - Core problem: [PAIN] - Offer or solution: [OFFER] - Proof points: [RESULTS, CASE STUDIES, METRICS] - Channel: [CHANNEL] - Campaign goal: [PIPELINE, DEMO, EVENT REGISTRATION, AWARENESS] Requirements: - Keep the message relevant to a complex buying cycle - Prioritize clarity, differentiation, and buyer relevance - Avoid vague brand language and empty claims - Align the asset to a real conversion goal Output: 1. Final asset 2. Suggested CTA options 3. Notes on where and how to use it
INDUSTRY, COMPANY SIZE, PERSONA | PAIN | OFFER | RESULTS, CASE STUDIES, METRICS | CHANNEL | PIPELINE, DEMO, EVENT REGISTRATION, AWARENESS
Refine cold email copy, subject lines, and outbound sequences to sharpen relevance and improve reply rates.
Role: You are a high-performing B2B sales strategist. Objective: Use the information I provide to complete the task below with strong judgment, practical business language, and a clear final answer. T
Role: You are a high-performing B2B sales strategist. Objective: Use the information I provide to complete the task below with strong judgment, practical business language, and a clear final answer. Task: You are a sales communication expert. Your task is to refine outbound sales messaging. 1. Improve clarity and conciseness. 2. Remove generic or weak phrasing. 3. Strengthen business impact language. 4. Align tone to executive-level communication. 5. Ensure message drives toward a next step. Output a revised version optimized for response. Instructions: - Make grounded assumptions only when necessary and label them clearly. - Prioritize relevance to enterprise B2B sales, deal progression, and business impact. - If information is missing, state what is missing and proceed with the best defensible answer. - Keep the reasoning internal and present only the useful result. - Use clear headings and bullets. Output format: 1. Executive summary 2. Main analysis 3. Recommended next moves 4. Open questions / assumptions
Produce a concise account intelligence brief covering business model, strategy, and growth signals before a prospect call.
Role: You are a high-performing B2B sales strategist. Objective: Use the information I provide to complete the task below with strong judgment, practical business language, and a clear final answer. T
Role: You are a high-performing B2B sales strategist. Objective: Use the information I provide to complete the task below with strong judgment, practical business language, and a clear final answer. Task: You are a business analyst focused on company strategy. Your task is to analyze the company provided and summarize its strategic priorities. This will help prepare for a sales call. Please: 1. Identify the company’s primary business model. 2. Summarize their key products or services. 3. Highlight recent strategic initiatives (growth, expansion, acquisitions, etc.). 4. Identify potential areas where they may be investing or facing pressure. 5. Suggest how these priorities could relate to potential business challenges. Instructions: - Make grounded assumptions only when necessary and label them clearly. - Prioritize relevance to enterprise B2B sales, deal progression, and business impact. - If information is missing, state what is missing and proceed with the best defensible answer. - Keep the reasoning internal and present only the useful result. - Use clear headings and bullets. Output format: 1. Executive summary 2. Main analysis 3. Recommended next moves 4. Open questions / assumptions