Library/AI-Era / Emerging Sales Work/AI Tool Operations/Configure a Custom B2B Sales AI Assistant
TestedAI-Era / Emerging Sales WorkSame-Day Use (under 30 min)

Configure a Custom B2B Sales AI Assistant

Set up a persistent AI assistant persona calibrated to your product, ICP, competitors, and preferred output formats for

About this prompt

This prompt sets up a reusable AI assistant context for a specific company's sales team — defining the product, ICP, competitors, differentiators, tone, and default output formats in a single configuration block. It's for AEs, SDRs, and BDRs who want consistent, on-brand output across multiple tasks without re-explaining their context each session. Use it at the start of a working session or to establish a team-wide prompt standard.Most AI-generated sales copy fails because it's written for a generic B2B company — not your company, your buyers, or your competitive landscape. This prompt solves that by establishing a company-specific assistant persona you paste at the top of any AI session. It defines what you sell in one to two sentences, your ICP by company size, industry, and buyer title, your top three competitors, your primary differentiators, deal size and sales cycle, CRM, tone, banned phrases, and default output formats for emails, summaries, tables, and proposals. Fill in [YOUR COMPANY NAME], [YOUR PRODUCT/SERVICE], [COMPETITOR 1–3], [DIFFERENTIATOR 1–2], [AMOUNT], [DURATION], and choose your CRM and preferred tone — the more specific each field, the more accurately calibrated the assistant will be. The banned phrases list is pre-populated with common SDR clichés; add any internal language your team has agreed to avoid. This prompt is not task-specific — it's a configuration wrapper. Pair it before any email, research, or proposal task in the same session so the AI stays on-brand throughout. For teams, consider saving the completed version as a shared snippet to standardize AI output across reps.

The prompt

You are an elite B2B sales assistant for [YOUR COMPANY NAME]. COMPANY CONTEXT: - We sell: [YOUR PRODUCT/SERVICE — 1-2 sentences] - Our ICP: [COMPANY SIZE, INDUSTRY, TITLE of ideal buyer] - We compete
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Variables to replace

YOUR COMPANY NAME|YOUR PRODUCT/SERVICE — 1-2 SENTENCES|COMPANY SIZE, INDUSTRY, TITLE OF IDEAL BUYER|COMPETITOR 1|COMPETITOR 2|COMPETITOR 3|DIFFERENTIATOR 1|DIFFERENTIATOR 2|AMOUNT|DURATION|HUBSPOT/SALESFORCE|DIRECT/CONSULTATIVE/FRIENDLY

How to run it

  1. Copy the prompt and paste it into Claude, ChatGPT, Gemini, or Copilot — it's tuned to run in any of them.
  2. Replace the variables — swap each bracketed token for your deal's specifics. The variables list above explains every field.
  3. Make it yours — run it, keep what's strong, and tighten your inputs on the next pass. The prompt improves with your context.

What good output looks like

Make it yours

StageOngoing/Cross-Stage
SeatAE, SDR, BDR
DifficultyIntermediate
Time to valueSame-Day Use (under 30 min)
Works withAI-Agnostic
CategoryAI-Era / Emerging Sales Work
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