THE AI SALES PLAYBOOK
Ready-to-run playbooks for researching accounts, writing outreach, preparing calls, and moving deals forward.
Know what to ask. Give AI the right context. Get something you can work with.
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Account context · buyer role · your offer
Northstar announces two new locations. Source: supplied company announcement, 14 Sep. Fictional account.
Evidence first. No invented buying intent.A growing footprint may make access reviews harder to coordinate. This is a hypothesis to explore, not a confirmed pain.
Keep assumptions separate from facts.“How are access reviews changing as the new locations come online?”
Check the source and date before the conversation.A sourced brief, three hypotheses, and questions to validate them.
Run the prompt in your own AI tool. Review before use.Illustrative playbook preview · No live AI runs here
Verified signal · buyer role · approved proof
Use the supplied new-location announcement, rather than a generic claim that the buyer needs software.
Fictional account example.For an IT director: is consistency across locations becoming a priority? Leave room for the buyer to say no.
Relevance is a hypothesis until confirmed.“Saw the new-location announcement. How are you handling access reviews as the footprint grows?”
Review the facts and wording before sending.A short first-touch email grounded in their context.
Run the prompt in your own AI tool. Review before use.Illustrative playbook preview · No live AI runs here
Meeting goal · buyer context · prior notes
Prior notes: the buyer asked how access reviews would work across new locations. No budget or timing confirmed.
Fictional meeting notes.Who owns the process? What breaks today? How would the team recognize an improvement?
Unknown does not mean unqualified.Validate the current process, explore impact, identify the people involved, then agree on a useful next step.
Adapt the plan to the buyer’s answers.A focused agenda, discovery questions, and gaps to explore.
Run the prompt in your own AI tool. Review before use.Illustrative playbook preview · No live AI runs here
Call notes · commitments · account context
Meeting note: buyer will share the current review checklist. No delivery date was agreed.
Fictional call example.“You mentioned sharing your review checklist. What timing would work for you?”
Do not invent a deadline.Next action: buyer to share checklist. Due date: unconfirmed. Seller action: confirm timing in follow-up.
Review commitments before updating the CRM.A buyer-ready recap plus a factual CRM update.
Run the prompt in your own AI tool. Review before use.Illustrative playbook preview · No live AI runs here
Current deal notes · qualification criteria
Buyer interest is recorded. Decision process, budget owner, and success criteria remain unconfirmed.
Fictional opportunity example.Decision process: no buyer-confirmed steps or stakeholders recorded. Ask how a decision like this is made.
A gap is a question to investigate.Confirm the decision process, identify the budget owner, and agree on measurable success criteria.
Seller reviews and prioritizes the actions.Evidence gaps and specific next actions to investigate.
Run the prompt in your own AI tool. Review before use.Illustrative playbook preview · No live AI runs here
YOUR FREE RESEARCH PLAYBOOK
The prompt below includes the inputs, output structure, and review rules. Replace the variables and run it in your approved AI tool.
Act as a B2B account researcher preparing me for a first conversation.
Account: {{COMPANY}}
Buyer role: {{BUYER_ROLE}}
Our offer and ideal customer: {{OUR_OFFER_AND_ICP}}
Sales objective: {{OBJECTIVE}}
Approved source material, including URLs and dates: {{PASTE_SOURCE_MATERIAL}}
Use only the supplied material. Return:
1. A concise account brief with a source and date for each factual claim.
2. Three possible business priorities relevant to the buyer and our offer. Label each as a hypothesis unless buyer-confirmed.
3. Five discovery questions that validate or disprove those hypotheses.
4. A list of missing information and conflicting or potentially outdated evidence.
Do not invent facts, citations, buying intent, or pain. Say when the inputs do not support an answer. Keep the brief under 400 words. Before using it, I will check sources, dates, names, and buyer relevance.A SMALL CHANGE TO YOUR DAY
Start with the task in front of you, even if you don’t know how AI can help yet.
Fill in the variables. Each one tells you what your AI needs to know.
Use your own AI tool. Check the result, then keep what works for next time.
BETTER CONTEXT. A MORE USEFUL START.
You could build the process yourself. Promptifi gives you a sales-specific starting point: required inputs, connected steps, defined outputs, and checks before you use them.
AN OPEN-ENDED REQUEST
“Managing access can be a challenge. Our solution helps streamline your processes. Would you have 15 minutes to connect?”
A product pitch. Little reason for this buyer to care.
A DEFINED SALES JOB
“Saw the announcement about your new locations. How are you handling access reviews as the footprint grows? If consistency across sites is a priority, would a short overview of our approach be useful?”
A relevant opening. A question the buyer can answer.
Fictional example showing the intended difference in structure, not a measured performance result.
FIVE WAYS TO PUT AI TO WORK
Start with a single task. Explore a complete process when you need one. Find a useful next step at any level.
A clear instruction with the context and output spelled out.
##INLINE2####INLINE3##Carry the research into the message, then into the call plan.
##INLINE5####INLINE6##Follow the inputs, sequence, and review checks for a whole job.
##INLINE8####INLINE9##Setup recipes for actions in your own connected tools.
##INLINE11####INLINE12##Instructions for recurring work, configured in your AI tool.
##INLINE14##Promptifi provides the playbooks and setup instructions. You run the AI, schedules, and connected actions in your own tools.
ChatGPT · Claude · Gemini · Copilot · Grok · Perplexity
ONE GOOD ROUTINE. EVERY WEEK.
The value isn’t just a better answer today. It’s a repeatable way to handle the sales work that comes back tomorrow.
Take a weekly pipeline review. Give it a schedule, the right inputs, and clear rules for what deserves your attention.
Setup recipes for your tools. Promptifi does not run this routine or access your CRM.
Change the inputs. See how the review rules respond.
NS-104Close date slipped30 Sep → 14 OctAC-208Next step missingNo action recordedTwo fictional opportunities match the review rules. Verify the evidence before acting.
Include deal IDs, the changes, and proposed follow-up questions. The seller decides what to do.
CURRENTThis week’s exportAvailablePREVIOUSLast week’s exportMissingOne required input is unavailable. A meaningful comparison cannot be made.
Flag the missing export. Do not invent changes, report new risk, or produce a misleading comparison.
DATESNew close-date slipsNoneACTIONSNew missing next stepsNoneBoth fictional exports are present. No close-date slips or newly missing next steps match the rules.
Record completion without an attention alert. Do not manufacture an insight to fill a report.
Illustrative rules and fictional data. Configure the schedule and data access in a compatible external tool.
A USEFUL START. ROOM TO GO FURTHER.
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Clear inputs. Visible steps. Your judgment. Inspect the examples before subscribing. Check facts and commitments before using any AI output.
See all plans and current detailsBEFORE YOU START
You can. You can also build the inputs, sequence, output structure, and review checks yourself. Promptifi gives you a sales-specific starting point for that work, including connected steps and recurring setup recipes when the job calls for them. Your AI tool still generates the response.
Prompts for individual tasks, prompt chains for connected steps, workflows for complete jobs, and setup recipes for automated workflows and scheduled tasks. Tool-specific guides help you implement them in the tools you use.
No. You run prompts in your own AI tool and configure schedules or connected actions in compatible external tools. Their subscriptions, permissions, and setup requirements are separate. The interactive examples here are illustrations, not live AI or CRM connections.
Promptifi covers ChatGPT, Claude, Gemini, Copilot, Grok, and Perplexity. Choose guidance for the tool and capability you use; not every tool supports every workflow or scheduled action. Check the resource’s requirements before setting it up.
You can try the homepage examples without an account and browse the free library. Free includes a selection of prompts and up to 10 saved favorites. Pro provides full prompt text, broader playbook access, and unlimited saves. The pricing page lists the current plan details.
YOUR NEXT SALES TASK IS A GOOD PLACE TO START
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