Turn competitive intelligence inputs into a structured risk and counter-action analysis for active deals or account planning.
Based on all conversations about this deal, identify any competitor mentions or signals and provide a competitive assessment. Include: 1. Competitors mentioned or implied — direct references or indire
Based on all conversations about this deal, identify any competitor mentions or signals and provide a competitive assessment. Include: 1. Competitors mentioned or implied — direct references or indirect signals (e.g., mention of a feature they already have, previous vendor experience) 2. Prospect's perception of each competitor — positive associations, frustrations, or concerns mentioned 3. Our positioning relative to each competitor — where we appear stronger, where we appear weaker 4. Talking points to reinforce our differentiation in the next conversation without disparaging the competition If no competitors were explicitly named, infer likely alternatives based on the prospect's profile and the pain points discussed. [PASTE TRANSCRIPTS OR DEAL NOTES]
PASTE TRANSCRIPTS OR DEAL NOTES
Surface the most likely pain points for a target prospect by running their profile through a structured high-performer analysis framework.
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 strategist. Based on the company and role provided, identify likely pain points this prospect is facing. Please: 1. List the top 3–5 challenges someone in this role at this company might face. 2. Explain why each challenge is relevant based on the company’s situation. 3. Connect each pain point to potential business impact (revenue, efficiency, risk, etc.). 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
Create a three-email cold outbound cadence for SDRs with a clear meeting-booking goal at each stage.
You are an SDR writing a cold email cadence. Given: prospect role [Role], company [Company], and two major pain points, create a 3-email sequence aimed at securing a meeting. Format: “Email 1: [conten
You are an SDR writing a cold email cadence. Given: prospect role [Role], company [Company], and two major pain points, create a 3-email sequence aimed at securing a meeting. Format: “Email 1: [content] \nEmail 2: [content] \nEmail 3: [content]”. Required inputs: [Role], [Company], pain points. Constraints: Use personal name placeholders, 80–120 words per email, friendly tone, focus on one key value each, no more than 2 links. Sample bullet in Email 1.*
ROLE | COMPANY | CONTENT
Generate a three-touch inbound email sequence for SDRs to convert cold inbound leads into booked meetings.
You are an SDR designing a follow-up for a cold inbound lead. Given: company [Company] and product focus, create a 3-email sequence. Each email should be a short paragraph (not bullets). Include place
You are an SDR designing a follow-up for a cold inbound lead. Given: company [Company] and product focus, create a 3-email sequence. Each email should be a short paragraph (not bullets). Include placeholders like [Prospect Name]. Required inputs: product name, prospect persona (e.g. CFO), pain. Constraints: Email 1: value intro, Email 2: social proof or case, Email 3: final reminder. Tone friendly but professional. Format: Provide output as “Email 1:\n... \nEmail 2:\n... \nEmail 3:\n...”.
COMPANY | PROSPECT NAME
Analyze account research inputs to identify who controls budget and how purchasing decisions are likely structured.
You are an enterprise account research analyst supporting a strategic seller. Task: Build a budget ownership estimate for the target account. Inputs: - Company: [COMPANY] - Industry: [INDUSTRY] - Geog
You are an enterprise account research analyst supporting a strategic seller. Task: Build a budget ownership estimate 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
Transform an unclear or underdeveloped sales task description into a detailed, context-rich prompt ready for any AI tool.
I have a vague sales task I want AI to help with, but I don't know how to prompt it well. Help me convert this vague request into a high-quality, context-rich prompt. My vague request: '[PASTE YOUR RO
I have a vague sales task I want AI to help with, but I don't know how to prompt it well. Help me convert this vague request into a high-quality, context-rich prompt. My vague request: '[PASTE YOUR ROUGH IDEA, e.g., "write me a follow-up email" or "help me with my pitch"]' To improve this prompt, ask me the following questions first: 1. Who is the recipient/audience? 2. What is the context (what happened before this)? 3. What outcome do I want from this output? 4. What tone or style should it have? 5. What constraints apply (length, format, things to avoid)? After I answer, rewrite my vague request as a well-structured prompt I can use every time for this task.
PASTE YOUR ROUGH IDEA, E.G., "WRITE ME A FOLLOW-UP EMAIL" OR "HELP ME WITH MY PITCH"
Generate approved follow-up questions to send after a professional services partnership presentation to advance the deal.
Write a follow-up email after presenting to the partnership. Context: - Firm: [FIRM NAME] - Meeting type: [PRACTICE GROUP / PARTNERSHIP / COMMITTEE] - Outcome: [APPROVED / NEEDS MORE INFO / TABLED] -
Write a follow-up email after presenting to the partnership. Context: - Firm: [FIRM NAME] - Meeting type: [PRACTICE GROUP / PARTNERSHIP / COMMITTEE] - Outcome: [APPROVED / NEEDS MORE INFO / TABLED] - Questions raised: [KEY CONCERNS] - Champion: [YOUR INTERNAL ALLY] - Timeline: [NEXT STEPS] Follow-up should: 1. Thank them for the time (partners' time is expensive) 2. Summarize the key points discussed 3. Address specific questions raised 4. Provide any requested documentation 5. Confirm next steps and who owns what 6. Offer to present to individual skeptics Partnership decisions can take time - maintain patience and provide support to your champion.
FIRM NAME | PRACTICE GROUP / PARTNERSHIP / COMMITTEE | APPROVED / NEEDS MORE INFO / TABLED | KEY CONCERNS | YOUR INTERNAL ALLY | NEXT STEPS
Generate a follow-up email that delivers genuine value to a stalled evaluation-stage prospect without resorting to a hollow check-in.
Write a follow-up email to [FILL IN contact name] at [FILL IN company] who is in a consideration stage. Instead of asking "where are you in the process?", share a relevant insight, case study, or piec
Write a follow-up email to [FILL IN contact name] at [FILL IN company] who is in a consideration stage. Instead of asking "where are you in the process?", share a relevant insight, case study, or piece of content that adds genuine value and naturally invites a response. Their pain point: [FILL IN].
FILL IN CONTACT NAME | FILL IN COMPANY | FILL IN
Draft a light, self-deprecating breakup email that re-engages cold prospects with wit instead of another generic follow-up nudge.
Write a "breakup" email for prospects who've gone dark: How long they've been dark: [TIMEFRAME, e.g., "3 weeks"] Initial interest shown: [WHAT THEY ENGAGED WITH] Humor style: [LIGHT/SELF-DEPRECATING/C
Write a "breakup" email for prospects who've gone dark: How long they've been dark: [TIMEFRAME, e.g., "3 weeks"] Initial interest shown: [WHAT THEY ENGAGED WITH] Humor style: [LIGHT/SELF-DEPRECATING/CLEVER] Easy out phrase: "Should I close your file and stop bothering you?" Final compelling reason: [YOUR STRONGEST VALUE PROP WITH METRIC] Leave door open: "If priorities change, I'm here" Company: [YOUR COMPANY NAME]
TIMEFRAME, E.G., "3 WEEKS" | WHAT THEY ENGAGED WITH | LIGHT/SELF-DEPRECATING/CLEVER | YOUR STRONGEST VALUE PROP WITH METRIC | YOUR COMPANY NAME
Generate a detailed go-to-market strategy document covering ICP, motion, playbook, and revenue targets for a defined team and product.
You are a senior B2B go-to-market strategist, sales leader, and revenue growth advisor. Build a comprehensive GTM strategy for: Company: [COMPANY], Product/service: [PRODUCT], Industry: [INDUSTRY], IC
You are a senior B2B go-to-market strategist, sales leader, and revenue growth advisor. Build a comprehensive GTM strategy for: Company: [COMPANY], Product/service: [PRODUCT], Industry: [INDUSTRY], ICP: [ICP], Current GTM motion: [CURRENT GTM MOTION], Revenue target: [REVENUE TARGET], Team size: [TEAM SIZE]. Deliver: (1) ICP definition and segment ranking by revenue potential and ease of acquisition. (2) Channel strategy: sales-led vs. PLG vs. channel/partner with rationale. (3) Messaging architecture by buyer persona covering problem statement, value prop, proof points, and objection handling. (4) Sales motion design covering outbound sequences, inbound conversion, and partner plays. (5) Pipeline generation plan: tactics, channels, and targets for 30/60/90 days. (6) Metrics and success criteria. (7) Top 3 risks and mitigation strategies. Output as a structured GTM playbook with prioritized action items.
COMPANY | PRODUCT | INDUSTRY | ICP | CURRENT GTM MOTION | REVENUE TARGET | TEAM SIZE
Draft a first-touch co-sell outreach email that positions two partners as a unified solution for a shared prospect.
Write a partnership/co-sell proposal email to [FILL IN partner company contact] proposing a co-selling arrangement between our two companies. Include: (1) the synergy we see between our solutions, (2)
Write a partnership/co-sell proposal email to [FILL IN partner company contact] proposing a co-selling arrangement between our two companies. Include: (1) the synergy we see between our solutions, (2) the specific ICP we share, (3) a proposed co-selling model, (4) the ask (a 30-minute call to explore). Our product: [FILL IN]. Their product/service: [FILL IN].
FILL IN PARTNER COMPANY CONTACT | FILL IN
Convert a list of scripted discovery questions into conversational language an AE can use fluidly in a live call.
Rewrite these discovery questions to sound conversational and non-interrogative. Reduce "why" questions and increase "how" and "what" questions. For a time-crunched executive version, make them even s
Rewrite these discovery questions to sound conversational and non-interrogative. Reduce "why" questions and increase "how" and "what" questions. For a time-crunched executive version, make them even shorter with more context-setting before each question. Original questions: [FILL IN paste questions].
FILL IN PASTE QUESTIONS
Generate a multi-touch follow-up sequence timed to education budget cycles and end-of-year planning windows.
Write a follow-up email for end-of-year planning season. Context: ● Institution: [DISTRICT / SCHOOL / UNIVERSITY] ● Contact: [NAME, TITLE] ● Our history: [PREVIOUS CONVERSATIONS] ● My solution: [WHAT
Write a follow-up email for end-of-year planning season. Context: ● Institution: [DISTRICT / SCHOOL / UNIVERSITY] ● Contact: [NAME, TITLE] ● Our history: [PREVIOUS CONVERSATIONS] ● My solution: [WHAT YOU SELL] ● Next year timing: [WHEN THEY'D IMPLEMENT] End-of-year follow-up should: 1. Acknowledge end-of-year busyness 2. Plant seed for summer/fall planning 3. Reference any pilot results or interest 4. Offer planning conversation for next year 5. Be respectful of their timeline Spring is when next year's budgets form. Be present but patient.
DISTRICT / SCHOOL / UNIVERSITY | NAME, TITLE | PREVIOUS CONVERSATIONS | WHAT YOU SELL | WHEN THEY'D IMPLEMENT
Turn a prospect's recent press coverage or award into a personalized cold email with a credible, timely opening hook.
Write an email for companies getting positive press: Company: [COMPANY NAME] Achievement: [WHAT THEY'RE RECOGNIZED FOR] Publication/Award: [SOURCE OF RECOGNITION] Quote from coverage: "[RELEVANT QUOTE
Write an email for companies getting positive press: Company: [COMPANY NAME] Achievement: [WHAT THEY'RE RECOGNIZED FOR] Publication/Award: [SOURCE OF RECOGNITION] Quote from coverage: "[RELEVANT QUOTE]" Next challenge after this success: [WHAT COMES NEXT] How [YOUR COMPANY] helps with next phase: [SPECIFIC CAPABILITY] Similar company path: [COMPANY] achieved [SIMILAR SUCCESS] then used us to [NEXT LEVEL] Opening: "Congrats on [ACHIEVEMENT]! [PUBLICATION] nailed it when they said..."
COMPANY NAME | WHAT THEY'RE RECOGNIZED FOR | SOURCE OF RECOGNITION | RELEVANT QUOTE | WHAT COMES NEXT | YOUR COMPANY | SPECIFIC CAPABILITY | COMPANY | SIMILAR SUCCESS | NEXT LEVEL | ACHIEVEMENT | PUBLICATION
Draft a personalized expansion email that connects a customer's current usage to a natural upsell or tier upgrade conversation.
Write an upsell email to [FILL IN customer contact name] at [FILL IN company] proposing they expand their usage to include [FILL IN additional product/tier]. The email should: (1) reference their curr
Write an upsell email to [FILL IN customer contact name] at [FILL IN company] proposing they expand their usage to include [FILL IN additional product/tier]. The email should: (1) reference their current success with us, (2) connect the expansion to a specific business goal they've mentioned, (3) make the ask feel natural, not pushy. Current usage context: [FILL IN].
FILL IN CUSTOMER CONTACT NAME | FILL IN COMPANY | FILL IN ADDITIONAL PRODUCT/TIER | FILL IN
Draft a personalized email to an existing customer introducing a new feature or product and connecting it to their specific use case or business goal.
Write an email to existing customer [FILL IN contact name] at [FILL IN company] about our new [FILL IN product/feature]. The email should: (1) connect the new capability to a goal or challenge they've
Write an email to existing customer [FILL IN contact name] at [FILL IN company] about our new [FILL IN product/feature]. The email should: (1) connect the new capability to a goal or challenge they've shared with us previously, (2) not feel like a mass marketing email, (3) offer a brief demo or explanation, (4) make the adoption path feel easy. Customer context: [FILL IN].
FILL IN CONTACT NAME | FILL IN COMPANY | FILL IN PRODUCT/FEATURE | FILL IN
Run a structured thematic analysis across win/loss feedback data to surface patterns by product, segment, and competitive driver.
Conduct a comprehensive voice-of-customer analysis for [PRODUCT] in [SEGMENT] from [FEEDBACK_DATA]. Include: thematic clustering of feedback, sentiment analysis by segment, NPS driver analysis, featur
Conduct a comprehensive voice-of-customer analysis for [PRODUCT] in [SEGMENT] from [FEEDBACK_DATA]. Include: thematic clustering of feedback, sentiment analysis by segment, NPS driver analysis, feature request prioritization framework, churn risk signal identification, competitive comparison from customer comments, roadmap input synthesis, and customer communication strategy for closing the loop.
PRODUCT | SEGMENT | FEEDBACK_DATA
Draft a short, relevant follow-up email that uses a new feature, case study, or insight as a reason to re-engage a cold prospect.
Draft a "quick update" follow-up: What's new: [NEW FEATURE/CASE STUDY/INSIGHT] When it became available: [TIMEFRAME] Why it matters to them: [SPECIFIC RELEVANCE TO THEIR INDUSTRY/ROLE] Company who ben
Draft a "quick update" follow-up: What's new: [NEW FEATURE/CASE STUDY/INSIGHT] When it became available: [TIMEFRAME] Why it matters to them: [SPECIFIC RELEVANCE TO THEIR INDUSTRY/ROLE] Company who benefited: [NAME] saw [SPECIFIC RESULT] Soft CTA: "Thought you should know in case priorities have shifted" Position as FYI, not pushy sales
NEW FEATURE/CASE STUDY/INSIGHT | TIMEFRAME | SPECIFIC RELEVANCE TO THEIR INDUSTRY/ROLE | NAME | SPECIFIC RESULT
Draft a LinkedIn post built on a real professional experience that builds credibility and drives engagement with your target audience.
Write a LinkedIn post sharing a personal story about [EXPERIENCE]. Story: [WHAT HAPPENED] Lesson: [WHAT I LEARNED] Relevance: [WHY IT MATTERS TO MY AUDIENCE] Rules: - Be vulnerable but not oversharing
Write a LinkedIn post sharing a personal story about [EXPERIENCE]. Story: [WHAT HAPPENED] Lesson: [WHAT I LEARNED] Relevance: [WHY IT MATTERS TO MY AUDIENCE] Rules: - Be vulnerable but not oversharing - Connect to professional context - Don't make it a humble brag - Under 200 words
EXPERIENCE | WHAT HAPPENED | WHAT I LEARNED | WHY IT MATTERS TO MY AUDIENCE
Structure a compelling before-after narrative that maps your solution directly to the prospect's stated pain points for demos and presentations.
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 storyteller. Your task is to craft compelling business stories. 1. Define the customer problem. 2. Show consequences of inaction. 3. Introduce solution contextually. 4. Highlight measurable outcomes. 5. Keep it concise and credible. Output a story usable in sales conversations. 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
Draft a LinkedIn direct message that bridges a recent comment interaction into a direct, low-friction connection request or conversation starter.
Write a LinkedIn DM to [PERSON] after I've been commenting on their posts for [TIMEFRAME]. Goal: Move from commenter to conversation Rules: - Reference shared interest - Be direct about wanting to con
Write a LinkedIn DM to [PERSON] after I've been commenting on their posts for [TIMEFRAME]. Goal: Move from commenter to conversation Rules: - Reference shared interest - Be direct about wanting to connect - Don't pitch - Under 60 words
PERSON | TIMEFRAME