Library/Deal Strategy & Stakeholder Management/Deal Planning & Opportunity Strategy/Identify the Next Best Move on a Live Deal
TestedDeal Strategy & Stakeholder ManagementSame-Day Use (under 30 min)
About this prompt
Reads your deal history and current stage to produce a situation assessment, a primary next action executable within five business days, a backup move addressing a different risk vector, and a warning flag for the hidden threat most likely to kill the opportunity. Built for AEs, deal coaches, and Sales Managers who need to cut through deal complexity and identify what actually needs to happen next. Use it before a deal review, a manager check-in, or when a deal has gone quiet.Deal reviews fail when they produce more questions than decisions. This prompt enforces a different standard: every recommendation must be grounded in [PASTE DEAL HISTORY, CRM NOTES, OR RECENT ACTIVITY HERE], executable within five business days, and defensible in front of a manager. Fill in [ACCOUNT] and [OPPORTUNITY] for context, [CURRENT STAGE] with where the deal actually sits, [COMPETITOR] with who is in play, [KEY CRITERIA] with what the buyer is evaluating against, and [DEAL RISK] with the most visible threat. The backup move addresses a different risk vector than the primary — not a softer version of the same action — so the AE has a genuine contingency rather than a fallback that fails for the same reason. Use this over a general deal strategy framework when you have a specific, time-sensitive deal in need of a decision, not a methodology refresher. Paste actual CRM notes or email excerpts into the deal history field rather than a summary — the AI identifies warning flags more accurately when it can read the raw record of what happened.The prompt
ACCOUNT EXECUTIVE — DEAL STRATEGIST
CONTEXT
- Account: [ACCOUNT]
- Opportunity: [OPPORTUNITY]
- Deal stage: [CURRENT STAGE — e.g., verbal yes, proposal submitted, procurement review]
- Deal history s
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Variables to replace
['ACCOUNT', 'OPPORTUNITY', 'CURRENT STAGE — E.G., VERBAL YES, PROPOSAL SUBMITTED, PROCUREMENT REVIEW', 'PASTE DEAL HISTORY, CRM NOTES, OR RECENT ACTIVITY HERE', 'STAKEHOLDER', 'ROLE', 'COMPETITOR', 'KEY CRITERIA', 'TIMEFRAME', 'DEAL RISK — E.G., INTERNAL CHAMPION LEAVING, BUDGET FREEZE, COMPETING PRIORITY', 'AMOUNT']
How to run it
- Copy the prompt and paste it into Claude, ChatGPT, Gemini, or Copilot — it's tuned to run in any of them.
- Replace the variables — swap each bracketed token for your deal's specifics. The variables list above explains every field.
- 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
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