Promptifi Taxonomy2,900+ prompts · 16 categories · 160+ subcategories
Browse/Full Taxonomy

The complete
sales prompt index.

Every category, every subcategory, every prompt in the library — organized the way a deal actually moves, from first research to expansion renewal.

2,900+
Total prompts
16
Categories
160+
Subcategories
1,100+
Sales tasks
i.
Phase one

Before the deal

Three categories before you ever have a conversation — research, targeting, and the first touch.

02

Account Research & Buyer Intelligence

Research accounts, map stakeholders, and gather competitive and signal intelligence.

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Company & Account Research
Research companies for financial signals, news, initiatives, and executive priorities.
Stakeholder & Persona Mapping
Map buying committees, identify roles, and build stakeholder engagement plans.
Industry & Vertical Context
Build industry-specific context and vertical expertise for targeted conversations.
Buying Signals & Intent Data
Identify and interpret buying signals from job postings, funding, news, and digital activity.
Competitive Intelligence
Research competitors to build displacement strategies and battlecard-ready intelligence.
Executive & Decision Maker Research
Research executives to understand their priorities, communication style, and decision patterns.
Technology & Infrastructure Research
Reconstruct a prospect's tech stack to identify integration opportunities and pain signals.
Pre-Meeting Account Brief
Build a complete pre-meeting intelligence brief covering pain hypothesis, trigger event, and first questions.
Win/Loss & Opportunity Intelligence
Extract and apply intelligence from won and lost deals to improve future opportunity development.
Social & Digital Signal Monitoring
Monitor LinkedIn activity, social posts, and digital signals for timely outreach triggers.
Financial & SEC Filing Research
Reading 10-Ks, earnings call transcripts, financial filings, and SEC disclosures for pre-call account intelligence.
Alt-Data & Signal Research
G2, Glassdoor, and job posting research to surface hiring signals, sentiment, and account intelligence beyond standard sources.
Patent, Job-Posting & Alt-Data Research
Mine patents, job postings, and alternative data sources for account signals standard research misses.
Executive Media & Podcast Research
Researching executive podcasts, keynote appearances, and public media to build conversation intelligence before outreach.
Podcast / Interview / Media Research
Research executive podcasts, interviews, and media appearances for outreach-ready intelligence.
03

Outreach & Messaging

Write and personalize every type of outbound message across every channel.

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First-Touch & Cold Outreach
Write first-touch cold messages across email, LinkedIn, and phone that earn engagement.
Personalization & Account-Based Messaging
Personalize outreach at account and person level using research signals.
Follow-Up & Multi-Touch Sequences
Build multi-touch follow-up sequences that add value at every step.
No-Response & Re-Engagement
Re-engage prospects who have gone quiet with breakup emails and re-engagement triggers.
LinkedIn & Social Messaging
Write LinkedIn messages, connection requests, and InMail that generate replies from target buyers.
Post-Meeting & Event Follow-Up
Write post-meeting, post-demo, and post-event follow-up emails that advance deals.
Voicemail & Phone Scripts
Build voicemail scripts and phone outreach frameworks that get callbacks.
Referral & Warm Outreach
Leverage referrals and warm introductions to generate higher-quality meetings.
Executive & Senior Stakeholder Outreach
Write C-suite and VP-level outreach that speaks to strategic priorities, not product features.
Thought Leadership & Social Content
Write LinkedIn posts and social content that build pipeline by establishing practitioner credibility.
Inbox Triage & Reply Handling
Categorizing prospect replies, handling OOO responses, routing referrals, and managing negative or objection replies.
Language, Translation & Localization
Translating and localizing outreach for French, German, Spanish, and other markets with regional tone and cultural adaptation.
Email Rewriting & Optimization
Critiquing and improving existing email drafts — shortening, sharpening tone, optimizing CTAs, and upgrading subject lines.
ii.
Phase two

Inside the deal

Four categories that carry a live opportunity from first meeting to signature.

04

Meeting Prep & Discovery

Prepare for meetings, run great discovery, and synthesize everything afterward.

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Pre-Meeting Preparation
Build a complete pre-meeting prep brief including pain hypothesis, discovery questions, and watch-outs.
Discovery Question Design
Design SPIN, MEDDPICC, and situation-specific discovery questions for any sales scenario.
Discovery Call Execution
Structure and execute discovery calls that surface confirmed pain and advance MEDDIC qualification.
Qualification Framework Execution
Apply MEDDPICC, BANT, CHAMP, and other qualification frameworks to assess deal quality.
Pain & Priority Analysis
Analyze discovery call data to identify confirmed pain, implied consequences, and financial impact.
Objection Handling in Discovery
Handle early-stage objections that surface during discovery without losing the conversation.
Post-Call Synthesis & CRM Update
Synthesize call notes into MEDDIC-aligned CRM entries and deal health summaries.
Recap Email & Next Steps
Write post-discovery recap emails that confirm pain, summarize the call, and advance the next step.
Internal Meeting Debrief & Routing
Produce internal debrief notes and route deals to the right resources based on discovery findings.
Call Coaching & Roleplay
Simulate discovery roleplay scenarios and coach call performance with AI-generated feedback.
Meeting Logistics & Technology
Handle meeting invitations, video conference setup, and the logistics around every call.
In-Person Meeting & Travel Prep
Prepare for in-person meetings including travel plans, agendas, and on-site logistics.
Live Note-Taking & Meeting Capture
Capture live meeting notes, action items, and decisions without losing the conversation.
05

Solution Framing, Demo & Proposal

Frame your solution, deliver demos, build proposals, and prove ROI.

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Solution Mapping & Scope Definition
Map your solution to the confirmed pain and scope the right offering for this account.
Demo Preparation & Customization
Prepare and customize demos that reflect the prospect's confirmed pain and language.
Demo & Presentation Delivery
Structure demo openings, agendas, and presentations that earn the right to present.
Demo & Presentation Follow-Up
Write post-demo follow-ups that reference what resonated and advance to the next stage.
Proposal Development
Build compelling proposals that mirror the buyer's language, pain, and success criteria.
Business Case & ROI Development
Build executive-ready ROI narratives and business cases using the buyer's own numbers.
Proof of Concept & Pilot Management
Structure and manage POCs and pilots that build conviction and accelerate close.
Executive & Stakeholder Presentations
Build and deliver presentations to C-suite and executive buying committees.
Competitive Positioning in Solutions
Frame your solution against competitors without attacking them, focusing on outcome differentiation.
Value Proof & Reference Management
Leverage customer success stories, case studies, and references to prove value in active deals.
Sales Engineering Coordination
Coordinate with sales engineers on demos, technical questions, and evaluation support.
Digital Sales Room & Content Delivery
Build digital sales rooms and deliver deal content buyers actually use.
Technical Validation & Architecture Review
Prepare for technical validation, security reviews, and architecture assessments in enterprise deals.
06

Deal Strategy & Stakeholder Management

Develop deal strategy, manage champions, navigate buying committees, and rescue stalled deals.

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Deal Planning & Opportunity Strategy
Build deal plans and opportunity strategies for complex enterprise sales.
Mutual Action Plan (MAP)
Build shared Mutual Action Plans with milestone tables, ownership, and risk registers.
Champion Development & Multi-Threading
Develop internal champions and build multi-threaded access to economic buyers.
Buying Committee & Decision Process Navigation
Navigate complex buying committees and map the full decision process.
Objection Handling & Risk Reduction
Handle late-stage objections and reduce deal risk with targeted responses.
Deal Inspection & Quality Review
Audit deal quality against MEDDPICC criteria and identify gaps before forecast calls.
Stalled Deal Recovery
Diagnose and recover deals that have gone quiet or stalled without a clear reason.
Internal Deal Alignment & Escalation
Align internal teams and escalate deal support when executive access or resources are needed.
Competitive Deal Strategy
Develop competitive displacement strategies and counter competitive threats in active deals.
Executive & Leadership Engagement
Engage executive and C-suite stakeholders with business-outcome messaging that earns their attention.
Deal Desk & Commercial Approvals
Preparing deal desk submissions, justifying non-standard pricing or terms, routing discount approvals, and tracking approval status.
Internal Politics & Coalition Building
Read internal politics inside the account and build coalitions that carry the deal.
07

Negotiation, Procurement & Closing

Navigate commercial negotiations, procurement, legal, and the final close.

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Commercial Strategy & Pricing
Build commercial strategy and structure pricing to maximize deal value and close probability.
Negotiation Preparation
Prepare for pricing negotiations with concession matrices, counter-move plans, and walk-away scripts.
Negotiation Execution
Execute negotiations with confidence using tested response frameworks and closing scripts.
Procurement & Vendor Registration
Navigate procurement processes, vendor registration, and purchasing workflows.
Legal, Security & Compliance
Address legal, security review, and compliance requirements in enterprise deals.
Contract Finalization & Close
Finalize contracts, resolve last-mile issues, and bring deals across the line.
Discount & Concession Management
Manage discounting requests and concession trades without eroding deal value.
End-of-Quarter & Urgency Creation
Create legitimate urgency and advance end-of-quarter deals without pressure tactics.
Multi-Stakeholder Commercial Alignment
Align multiple buying stakeholders on commercial terms before final contract review.
Win/Loss Documentation & Debrief
Document win and loss reasons and extract patterns to improve future deal outcomes.
Order Form & CPQ Execution
Build order forms, execute CPQ workflows, and assemble accurate quotes for signature.
Tax, Billing & Revenue Recognition
Navigate tax documentation, billing setup, and revenue recognition requirements at close.
Third-Party Marketplace Transactions
Execute deals through AWS, Azure, and GCP marketplaces including private offers and co-sell registration.
iii.
Phase three

After the deal & beyond

Nine categories for everything that keeps revenue running — growth, renewals, operations, partners, and the teams around the deal.

08

Account Management & Customer Growth

Manage renewals, expansions, QBRs, and at-risk accounts post-sale.

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Customer Handoff & Onboarding Alignment
Build handoff briefs and align with CS on successful customer onboarding.
Account Planning & Strategic Growth
Build annual account plans that drive expansion, deepen relationships, and protect revenue.
Renewal Management & Strategy
Score renewal risk and build renewal strategies that close on time and on value.
Expansion, Upsell & Cross-Sell
Identify and execute expansion opportunities that grow account ARR.
Account Health & Risk Monitoring
Monitor account health signals and intervene early on at-risk accounts.
QBR & Executive Business Review
Prepare and deliver QBRs that demonstrate value and advance the executive relationship.
At-Risk Account & Save Plans
Identify at-risk accounts and build save plans before churn signals become churn.
Customer ROI & Success Documentation
Document and communicate customer outcomes to build the business case for renewal and expansion.
Executive Relationship Management
Build and maintain executive relationships that support renewal, expansion, and reference activity.
Customer Advocacy & Reference Development
Develop customer advocates and references that accelerate new deals and renewals.
Reference, NPS & Advocacy Operations
Run reference programs, NPS collection, and advocacy operations that support active deals.
Customer Feedback & Product Requests
Collecting NPS, submitting product feedback, G2 review requests, and maintaining the customer-to-product feedback loop.
Voice-of-Customer & Product Feedback
Collect and route customer feedback, feature requests, and product input from the field.
Contract Lifecycle & True-Ups
Manage contract lifecycles including seat true-ups, overage notices, and amendment workflows.
Contract Management & Amendments
Managing seat true-ups, overage notices, contract amendments, and renewals with commercial contract lifecycle support.
09

Sales Operations, CRM & Productivity

Manage your pipeline, forecast, CRM hygiene, and personal productivity.

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CRM Hygiene & Activity Logging
Maintain clean CRM data with structured activity logging and deal hygiene.
Pipeline Management & Inspection
Inspect and manage pipeline health with structured audits and risk assessments.
Forecasting & Commit Management
Build credible forecast narratives and manage commit accuracy across your pipeline.
Reporting & Performance Analytics
Build sales performance reports and analyze activity data to identify coaching opportunities.
Territory & Quota Management
Manage territory coverage, quota allocation, and account prioritization.
Weekly Planning & Personal Productivity
Plan weekly priorities, manage time, and optimize personal selling productivity.
Call & Email Performance Review
Review and improve call and email performance using AI-powered coaching analysis.
Performance Improvement & Self-Coaching
Build self-coaching habits and performance improvement plans for individual rep development.
Internal Communication & Coordination
Write internal communications, deal escalations, and cross-functional coordination messages.
Sales Enablement & Content Usage
Apply sales enablement content effectively and create field-ready collateral.
Sales Tech Stack Hygiene
Syncing Gong to CRM, managing 6sense, maintaining sales tech integrations, and keeping the stack clean and operational.
Compensation, Quota & Commission Tracking
Track commissions, verify quota credit, and resolve compensation questions with sales ops.
Personal Admin & Calendar Management
Handle scheduling, calendar management, expenses, and the administrative work around selling.
Learning, Ramp & Certification
Completing product certification, ramp modules, skill development, and professional learning as a sales rep.
Wellness & Burnout Prevention
Managing end-of-quarter burnout, cold call fatigue, and sustaining energy and motivation in high-pressure sales environments.
10

Channel, Partner & Indirect Sales

Recruit, enable, co-sell with, and manage channel partners and resellers.

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Partner Recruitment & Qualification
Recruit and qualify channel partners against partner program criteria.
Partner Onboarding & Program Entry
Onboard new channel partners and complete program registration requirements.
Partner Enablement & Training
Enable channel partners with training, content, and sales tools to increase productivity.
Co-Selling & Joint Account Planning
Build joint account plans and co-selling motions with channel and alliance partners.
Deal Registration & Partner Pipeline
Manage deal registration workflows and track partner pipeline accurately.
Partner Performance Management
Measure and manage channel partner performance against program targets.
Partner QBR & Relationship Management
Conduct partner QBRs and maintain strong channel relationships.
Partner Incentives, MDF & Programs
Manage partner incentives, MDF requests, and program benefit communications.
Co-Marketing & Demand Generation
Build co-marketing campaigns and joint demand generation activities with channel partners.
Channel Conflict & Escalation Management
Manage channel conflict situations and escalate appropriately to preserve partner relationships.
Alliance & SI / GSI Management
Manage alliances with system integrators and GSIs including joint pursuits and delivery alignment.
ISV & Integration Partner Management
Manage ISV and integration partnerships from technical alignment to joint go-to-market.
Reseller & Distributor Operations
Manage reseller and distributor relationships, orders, and program operations.
15

AI-Era / Emerging Sales Work

AI tool operations, agent oversight, PLG/PQL, prompt engineering, video scripts, and modern sales workflows.

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AI Tool Operations
Managing AI prompt libraries, auditing AI output quality, maintaining AI tool configurations, and day-to-day AI workflow operations.
AI Agent Oversight
Monitoring AI agent conversation logs, reviewing agent-driven outreach, and maintaining human-in-the-loop governance for sales agents.
PLG / PQL Sales Motion
Identifying product-qualified leads from usage data, triggering PLG sales motions, and converting free-to-paid product users.
Prompt Engineering & Optimization
Building personal prompt libraries, writing system prompts, optimizing prompt performance, and developing reusable AI workflows.
Video, Multimedia & Presentation Scripts
Writing Loom and Vidyard video sales scripts, multimedia outreach, and AI-assisted presentation and demo script creation.
Founder-Led & Early-Stage Selling
Founder-led cold outreach, founder discovery calls, early-stage sales motions, and pre-sales-hire AI-assisted selling.
Advanced CRM & Systems Work
Build CRM automations, custom reports, and system workflows beyond day-to-day hygiene.
Long-Form Content & Thought Leadership
Writing whitepapers, industry research reports, ebooks, and long-form AI-assisted thought leadership content for sales.
Sales Methodology & Framework Application
Applying MEDDPICC, SPIN, Challenger, and other structured sales methodologies as AI-assisted frameworks in live deals.
Deal & Account Intelligence
Building AI-assisted deal scoring, account scoring, intent signal aggregation, and predictive deal intelligence systems.
Hiring, Compensation & Performance
AI-assisted sales hiring evaluation, compensation modeling, performance benchmarking, and rep development frameworks.
Sales Playbook Building
Authoring sales playbooks, building stage-specific plays, documenting segment-specific motions, and maintaining living playbook systems.