50 complete promptsRead 4 free before you buyInstant PDF · no account
The book-of-business notebook
Your book of business, defended and growing
The number you carry now lives in accounts you already won. These 50 prompts run the post-sale motion: clean handoffs, honest health checks, QBRs that earn expansion, renewals planned backward from the date, and saves that start before the churn call.
Price
$19.99one-time
Prompts
50 — complete list below
Format
PDF
Delivery
Instant download, plus a link in your receipt email
Account
None required — guest checkout
Ownership
Download once. Yours forever.
Terms
All sales final — inspect the full contents and complete samples first
Post-sale revenue fails on timing. The handoff loses why the customer bought. The health drop goes unread for a quarter. The renewal conversation starts three weeks out, as a quote instead of a value case, and the expansion never comes up because the relationship was in triage.
This notebook is organized by lifecycle moment. Day-one handoffs that carry the promises forward. A health page for triage, saves, and incident comms. The QBR ritual. Renewal season planned backward from the notice deadline. An expansion file, and the advocacy asks a healthy account has earned.
Each of the 50 was pulled from Promptifi's live library of 2,900+ scored prompts and cleared a 70-point floor on Usefulness, Craft & Lift, and Clarity before it earned a page here.
A renewal you start defending at the quote is already lost ground.
Read 4 of the 50, in full
These are complete prompts from the pack, exactly as delivered — not excerpts. Judge the craft before you pay; the other 46 follow the same standard.
Fast, common taskSample 1 of 4
Identify Upsell and Cross-Sell Opportunities
The quick pass that turns purchase history into a next conversation.
Read the full prompt
You are a Sales Representative. Today, your task is to suggest potential upsell or cross-sell opportunities for a customer.
Customer purchase history: [Details about the customer's previous purchases]
Product/service catalog: [Details about our other products/services]
You supply
The customer's purchase history and your catalog of other products or services.
Built into the prompt
Reads what they own against what they could own and surfaces grounded expansion openings, not a generic pitch list.
What comes back
Expansion candidates tied to what the customer already uses.
High-value taskSample 2 of 4
Build a Real Save Play for an At-Risk Account
The prompt that earns the pack back on one red account.
Read the full prompt
I have a red, at-risk account and a hopeful 'just checking in' isn't going to save it. Build me a real save play — the diagnosis, the internal mobilization, and the customer outreach.
The account:
- The customer & what's at stake: [ACCOUNT, ARR, RENEWAL DATE]
- Why it's at risk: [THE PROBLEM — value gap, lost champion, frustration, competitor, budget cut, low adoption]
- How far gone it is: [SALVAGEABLE / ON THE EDGE / LIKELY LOST]
- What I have to work with: [RELATIONSHIPS, EXEC SPONSOR, PRODUCT LEVERS, GOODWILL]
- The timeline: [HOW LONG UNTIL THE DECISION]
Build the save play:
The honest triage — first, is this account actually savable, and is it worth the effort given its value and how far gone it is? Don't let me spend a month heroically saving an account that's already decided to leave — tell me if the realistic move is a graceful exit or a managed downsell.
The root-cause fix — the save has to address the actual reason they're leaving, not just apply attention. Name the core issue and the specific thing that would genuinely change their mind.
The internal mobilization — who I need to pull in on our side (exec sponsor, product, support, leadership) and what each needs to do, fast. Big saves usually require more than just me.
The customer plan — the sequence: how to re-open the conversation, rebuild trust, demonstrate renewed value or fix the problem, and re-earn the renewal. The moves, in order.
The customer-facing outreach — what I actually say to re-engage a frustrated or disengaged customer without being defensive or desperate. Give me the opener that gets a real conversation, not a polite brush-off.
The concession strategy — if saving this requires giving something (a credit, a fix commitment, a price adjustment), the give-get and the line I shouldn't cross to save a deal that isn't worth it.
The timeline — a fast, concrete sequence, because at-risk accounts are won or lost in the early moves.
Be honest at every step — a real save plan, or a clear-eyed call that it's time to let go and protect my time for accounts I can keep.
You supply
The account, ARR, renewal date, why it is at risk, and how far gone it is.
Built into the prompt
Separates honest triage from hope, then builds internal mobilization and customer outreach as one coordinated play instead of a checking-in email.
What comes back
A staged save plan: diagnosis, internal asks, and the outreach itself.
Advanced useSample 3 of 4
Map Buying Committee and Power Dynamics for a Deal
Expansion is a new deal; this maps the politics before you price it.
Read the full prompt
You are an enterprise buying committee strategist.
Your job is to map the human, political, technical, and economic dynamics of a complex B2B deal.
Do not simply list stakeholders. Identify who matters, who is missing, who can block us, who can help us, and what each person needs to believe for the deal to move.
CONTEXT
Company:
[Company]
Opportunity:
[Opportunity]
Solution:
[Solution]
Current stage:
[Stage]
Known pain:
[Pain]
Known contacts:
[Paste names, titles, departments, notes, relationship strength, meeting history, sentiment, influence, concerns]
Known internal politics:
[If any]
Competitors or alternatives:
[Competitors, incumbent, status quo]
Desired next step:
[Next step]
YOUR TASK
Create a complete stakeholder and power map.
For each known stakeholder, assess:
1. Formal Role
What their title suggests.
2. Actual Deal Role
Classify as:
- Economic buyer
- Decision maker
- Decision influencer
- Technical evaluator
- Security approver
- Business owner
- Procurement
- Legal
- Finance
- End user
- Champion
- Coach
- Blocker
- Unknown
3. Influence Level
High, medium, low.
4. Support Level
Strong supporter, mild supporter, neutral, skeptic, blocker, unknown.
5. Motivation
What they personally or functionally care about.
6. Win Condition
What they need to believe in order to support us.
7. Risk
How they could slow, block, or reshape the deal.
8. Best Action
What I should do with them next.
Then identify missing stakeholders:
- Who is almost certainly involved but not yet visible?
- Why they matter
- How to reach them
- What message would resonate
Create a political map:
- Who likely owns the problem?
- Who owns the budget?
- Who owns the risk?
- Who owns implementation?
- Who owns user adoption?
- Who might prefer doing nothing?
- Who benefits if we win?
- Who loses power or budget if we win?
OUTPUT FORMAT
A. Stakeholder Table
Include:
- Name
- Title
- Likely deal role
- Influence
- Support
- Motivation
- Risk
- Best next move
B. Missing Stakeholder Map
C. Power Access Plan
How do we get to the economic buyer or executive sponsor?
D. Champion Development Plan
Who can become a Champion, and how do we test them?
E. Blocker Strategy
Who may resist, why, and how do we neutralize the risk?
F. Multi-Threading Plan
Give:
- Order of outreach
- Message angle per stakeholder
- How to involve current contact without making them feel bypassed
G. Deal Risk Assessment
Single-threaded risk, political risk, technical risk, budget risk, decision risk.
H. Exact Messages
Write messages for:
- Current contact asking who else should be involved
- Potential executive sponsor
- Technical evaluator
- Procurement or finance stakeholder
You supply
Company, opportunity, solution, stage, and every stakeholder you know about.
Built into the prompt
Goes past listing names to influence scores, win conditions per person, blocker strategy, and what each must believe for yes.
What comes back
A power map with multithreading messages, not a contact list.
Context-heavy customizationSample 4 of 4
Prepare a QBR That Drives Account Expansion
The QBR built from your account's own numbers, goals, and risks.
Read the full prompt
ROLE
You are a customer success manager preparing a QBR that delivers value and grows the relationship.
INPUTS
Account: company [NAME] / contract value [ARR] / renewal date [RENEWAL DATE] / health [HEALTH]
Stakeholders: [NAME, ROLE] - priorities: [PRIORITIES]
Last quarter: usage highlights [METRICS] / issues [ISSUES] / feature requests [FEATURE REQUESTS]
Your goals (check any): renewal / upsell / expansion to a new team / reference-case study / other [CASE STUDY]
INPUT HANDLING
- If the account and last-quarter usage aren't provided, ask for those and stop.
TASK
1. Value summary — ROI achieved, key wins, performance vs. goals
2. Discussion topics — successes to highlight, issues to address proactively, future opportunities
3. Expansion talking points — natural upsells, adjacent use cases, new stakeholders to involve
4. Risk mitigation — concerns to pre-empt and how to handle objections
5. Ask strategy — when to make the ask and how to position it
OUTPUT FORMAT
The five sections, plus a QBR agenda (Section | Time | Focus).
CONSTRAINTS
Lead with their wins, use their usage data, and address issues before they raise them. Use only facts from the inputs; flag gaps to fill before the meeting.
You supply
ARR, renewal date, health, stakeholder priorities, last quarter's usage, issues, and your goal for the meeting.
Built into the prompt
Assembles value summary, expansion talking points, and risk mitigation around the goal you declare, renewal, upsell, or new-team expansion.
What comes back
A QBR prep kit you can walk into the room with.
Every one of the 50, by name
The complete contents index — what you see here is what downloads.
01
Day one: the handoff
9
Handoff documents, onboarding emails, and early check-ins that carry the sale's promises forward.
AE To CSM Comprehensive Deal Handoff Document
Customer Handoff Document CSM Transition
Create a CSM Handoff Document for a Customer Transition
Build a Warm AE-to-CSM Handoff That Prevents Early Churn
Write a Warm Customer Onboarding Email With Next Steps
Write a Post-Onboarding Session Thank-You Email
Write a Post-Implementation Health Check Call Script
Draft a Post-Purchase Follow-Up Message
Create a Post-Purchase Customer Satisfaction Survey
02
The health page
10
Book triage, health-drop diagnosis, save plays, incident comms, and AE-CSM alignment.
Prioritize your book by health and assign motions
Diagnose a Health-Score Drop and Intervene
Build a Real Save Play for an At-Risk Account
Churn Save Playbook Description Format
Build a Sales Crisis Communication Plan for a Specific
Handle customer comms during a live P1 incident
Frame a support-ticket escalation without crying wolf
Turn a recovered support issue into loyalty or expansion
Handle AE/CSM friction on a shared account
Build a joint AE/CSM account plan for growth
03
The QBR ritual
5
Agendas, decks, and prep kits that review value and open growth.
QBR Presentation Existing Customer Expansion
Build a QBR Deck for Customer Expansion Conversations
Create a QBR Presentation for a Customer
Prepare a QBR That Drives Account Expansion
Create a QBR or Check-In Meeting Agenda
04
Renewal season
6
Backward-planned runbooks, value-led talking points, pitches, and the price-pushback negotiation.
Write a 3-Email Renewal Outreach Sequence
Write a District Renewal Pitch With Expansion Options
EdTech District Renewal Pitch Current Products Contract Value Usage Level Champion
Prepare a Renewal Negotiation Against a Price Pushback
Cross-sell scans, expansion and timing-based emails, committee power maps, journey plans to the next dollar.
Identify Upsell and Cross-Sell Opportunities
Identify Cross-Sell Opportunities in Existing Accounts
Write an Expansion Email to Open a Upsell Conversation
Write a CSM Expansion Email Introducing an Upsell
Write an Expansion Email to the Economic Buyer
Write a Post-Peak Season Follow-Up Email
Post-Project Completion Follow-Up Email
Map Buying Committee and Power Dynamics for a Deal
Build a Sales Funnel Strategy from Awareness to Expansion
Map Customer Journey from Awareness Through Expansion
Design a Buyer Journey Map Tied to Revenue Outcomes
06
Advocates and allies
9
Referral asks, win stories, case studies, customer speakers, and partner upkeep.
Draft a Referral Request Message to a Customer
Write a Referral Request Email to a Satisfied Customer
Ask For Referral Description Format
Write a Referral Request Email to a Happy Customer
Customer Win Story Document Deal Details
Build Case Study Outline from Raw Customer Notes (Step 1 of
Coach a customer to speak at your event
Frame a partner program tightening that sticks
Run re-engagement of a dormant partner or exit
How Promptifi vets a pack
Every prompt starts in Promptifi's live library of 2,900+ scored prompts. Each is graded on three dimensions, with a frontline SDR/AE fit check on top. The 50 in this pack were selected from the topical pool with a quality floor of 70 — no filler to round out a count.
Scored dimensionUsefulness
Would a working rep reach for this on a real deal?
Protects you from prompt-shaped filler that reads well and does nothing.
Scored dimensionCraft & lift
Does the prompt encode judgment — structure, constraints, decision logic?
Protects you from one-liners you could have typed yourself.
Scored dimensionClarity
Are the inputs explicit and the output shape predictable?
Protects you from vague prompts that need ten retries to land.
From context to customer-ready, in five moves
01
Pick the prompt
Find the task in the contents index.
02
Fill the brackets
Drop in your account, persona, and context.
03
Paste into your AI tool
ChatGPT, Claude, Gemini, or Copilot.
04
Judge and edit
You stay the editor — the output is a draft.
05
Ship it
Send, log, or present. Repeat tomorrow.
Promptifi supplies the prompts. The work happens in your own AI tool — nothing you paste ever passes through Promptifi, and nothing runs on your behalf.
Is this your pack?
Use this pack when
You carry a book and renewals keep sneaking up on you
Health scores drop and you find out at the renewal call
Your QBRs review usage but never open the expansion conversation
You inherit accounts through handoffs that lose why the customer bought
If the account already churned and you are working closed-lost lists. 50 Win-Back Prompts
Before you buy
Why buy this instead of asking an AI tool for renewal prompts?
Because post-sale work is calendar work, and a chat model does not keep a calendar. This pack sequences the whole motion by lifecycle moment, handoff to advocacy, with each of the 50 prompts scored on Usefulness, Craft & Lift, and Clarity above a 70-point floor.
What exactly is included?
Fifty prompts across six lifecycle moments in a PDF: handoffs and onboarding, health triage and saves, QBRs, renewal season, expansion plays, and advocacy asks. Every prompt is named in the contents list on this page.
Which AI tools does it work with?
ChatGPT, Claude, Gemini, Copilot, or any assistant that accepts pasted text. You paste prompts into your own tool; nothing runs through Promptifi and no customer or contract data reaches us.
How much customization do the prompts need?
[BRACKET] placeholders from a closed vocabulary hold your specifics: account, ARR, renewal date, health, usage. The runbooks and scripts are already structured; you load the account and go.
How is it delivered, and do I need an account?
No account needed. The PDF downloads from the thank-you page immediately after checkout, and the same link sits in your Stripe receipt email permanently. One-time purchase, no subscription.
What about refunds and updates?
All sales are final and the file you download is the product; updates are not included. The full contents list and complete samples above are shown so you can judge it before buying.
Is this for CSMs or account managers?
Both, plus AEs who keep their book after the sale. The prompts name the moment, not the job title: whoever owns the renewal runs the runbook, and whoever spots the expansion opening runs the file.
Every pack is a one-time purchase. Browse the full shelf on the packs index.
Run the book on purpose
Fifty prompts, six lifecycle moments, one PDF. Hand off cleanly, triage honestly, run QBRs that earn growth, plan renewals backward from the date, and ask for the referral once you have earned it. The book stops surprising you.
$19.99 one-time50 promptsInstant PDF downloadNo account neededCurated to close deals