Library/Deal Strategy & Stakeholder Management/Buying Committee & Decision Process Navigation/Map Stakeholder Roles and Build an Engagement Plan
TestedDeal Strategy & Stakeholder ManagementQuick Win (under 10 min)

Map Stakeholder Roles and Build an Engagement Plan

Generate discovery questions and engagement strategies for six stakeholder types in any active opportunity.

About this prompt

This prompt generates discovery questions to identify six stakeholder types at a prospect account — economic buyer, technical buyer, user buyer, champion, coach, and blocker — with guidance on how to get introduced to each, what they care about, how to win them over, and warning signs they're working against you. It's for AEs mapping deal health on any active opportunity. Use it when you've confirmed a deal is real and need to systematically build coverage across the buying committee.This is a more granular companion to the buying committee mapping prompt — use this one when you already know a deal is live and you need to identify and engage specific roles systematically, rather than when you're building the initial committee map. Fill in the company, deal value, current contact, and affected departments, and it generates role-specific discovery questions for each stakeholder type alongside engagement strategies and warning signs. The coach identification questions are the most differentiated section — a coach (someone who gives you inside information about the deal without being a formal champion) is one of the most valuable assets in a complex deal and most reps don't deliberately cultivate them. The blocker section is the most uncomfortable to use but the most important — identifying who might say no and why before they do gives you time to address it. One tip: run this prompt alongside your current deal notes and flag which roles you haven't identified yet — those gaps are your immediate action items.

The prompt

Help me map the stakeholders in this opportunity. Context: ● Company: [PROSPECT] ● Deal size: [VALUE] ● Current contact: [NAME, TITLE] ● Departments affected: [WHO USES YOUR PRODUCT] Generate questio
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Variables to replace

PROSPECT|VALUE|NAME, TITLE|WHO USES YOUR PRODUCT

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

StageDiscovery
SeatAE
DifficultyIntermediate
Time to valueQuick Win (under 10 min)
Works withAI-Agnostic
CategoryDeal Strategy & Stakeholder Management
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