The task index

Every sales task in the library.

Eighty-two selling moments, each with curated prompts, working guidance, and the channel it lives on. Find the task in front of you and pull the shelf built for it.

Account health review prompts
Account health review prompts
Read usage, engagement, and sentiment into one honest account health call.
Account research prompts
Account research prompts
Company-level digs: funding, hiring, tech stack, and the trigger events worth acting on.
Breakup email prompts
Breakup email prompts
The last email in the sequence — graceful exits that recover a surprising number of deals.
Budget discovery prompts
Budget discovery prompts
Questions and framings that surface the real number without asking for it.
Buyer intent signal prompts
Buyer intent signal prompts
Read the signals: hiring, tech changes, content consumption, and repeat visits.
Champion building prompts
Champion building prompts
Turn a friendly contact into an internal seller with tools, proof, and a plan.
Churn prevention prompts
Churn prevention prompts
Spot the quiet account before it becomes a cancellation notice.
Cold call script prompts
Cold call script prompts
Openers, quick pitches, and closes for dials to prospects who have never heard of you.
Cold email bump prompts
Cold email bump prompts
Short follow-ups that revive a cold thread without apologizing for existing.
Cold email subject line prompts
Cold email subject line prompts
Subject lines that read like a colleague wrote them, tested against open-rate patterns.
Cold introduction email prompts
Cold introduction email prompts
First-touch emails that earn a reply from someone who has never heard your name.
Competitor displacement prompts
Competitor displacement prompts
Rip-and-replace plays: contract-window timing, gap framing, and switch-cost answers.
Concession planning prompts
Concession planning prompts
Build the give-get ladder before the negotiation asks for it.
Contract redline prompts
Contract redline prompts
First-pass redline responses that keep legal review from stalling the close.
CRM hygiene prompts
CRM hygiene prompts
Turn messy notes into clean fields, next steps, and a CRM you can trust.
Deal post-mortem prompts
Deal post-mortem prompts
Structured deal retrospectives that turn one loss into next quarter's edge.
Decision criteria prompts
Decision criteria prompts
Surface how they'll decide — and shape the criteria before a competitor does.
Demo follow-up email prompts
Demo follow-up email prompts
Post-demo recaps that keep every stakeholder moving toward a decision.
Demo prep prompts
Demo prep prompts
Pre-demo research and planning that ties every screen to something they said.
Demo script prompts
Demo script prompts
Talk tracks, transitions, and closes for demos that land the story.
Discount justification prompts
Discount justification prompts
Frame, defend, or decline the discount ask without wrecking the deal or the margin.
Discovery call question prompts
Discovery call question prompts
Question sets that surface pain, process, and money without feeling like an audit.
Discovery recap prompts
Discovery recap prompts
Same-day recap emails that prove you listened and lock the next step.
Executive briefing prompts
Executive briefing prompts
One-page briefs and talk tracks for the meeting where the economic buyer shows up.
Executive outreach prompts
Executive outreach prompts
C-suite messages that respect the altitude: strategic, short, and peer-toned.
Forecasting prompts
Forecasting prompts
Deal scoring, category logic, and commit narratives you can defend upward.
ICP matching prompts
ICP matching prompts
Score any account against your ICP before you spend a sequence on it.
ICP refinement prompts
ICP refinement prompts
Pressure-test the profile against what actually closed, churned, and ghosted.
Inbound lead response prompts
Inbound lead response prompts
Speed-to-lead replies that qualify and book while the interest is still warm.
Incumbent defense prompts
Incumbent defense prompts
Answers for 'we already have a tool' that respect the choice and date-stamp it.
Internal handoff prompts
Internal handoff prompts
Sales-to-CS handoff briefs that transfer the relationship, not just the record.
LinkedIn comment strategy prompts
LinkedIn comment strategy prompts
Comments that get noticed by prospects before you ever send a DM.
LinkedIn connection request prompts
LinkedIn connection request prompts
300-character connection notes that get accepted by prospects, not just recruiters.
LinkedIn InMail message prompts
LinkedIn InMail message prompts
InMails that respect the credit you spent on them — researched, short, and specific.
LinkedIn post prompts
LinkedIn post prompts
Posts that build buyer trust between touches without sounding like content.
LinkedIn profile optimization prompts
LinkedIn profile optimization prompts
Rewrite the profile buyers check before they reply to you.
List building prompts
List building prompts
Build tiered account and contact lists worth the sequences you'll spend on them.
Lookalike prospecting prompts
Lookalike prospecting prompts
Clone your best customers into a ranked list of accounts shaped just like them.
MEDDIC and BANT qualification prompts
MEDDIC and BANT qualification prompts
Run the framework on any deal: scorecards, gap analysis, and next questions.
Meeting booking email prompts
Meeting booking email prompts
Scheduling asks, reschedules, and no-show recoveries that protect the calendar.
MSA review prompts
MSA review prompts
Plain-English MSA summaries and risk flags before legal eats the timeline.
Multi-threading prompts
Multi-threading prompts
Add stakeholders to the deal without going around your champion.
Multi-thread mapping prompts
Multi-thread mapping prompts
Map the buying committee: roles, influence, stance, and the missing seats.
Mutual action plan prompts
Mutual action plan prompts
Co-authored close plans anchored to the buyer's go-live, not your quarter.
Negotiation prompts
Negotiation prompts
Concession strategy, give-gets, and walk-away language for the final stretch.
Not-a-priority objection prompts
Not-a-priority objection prompts
Responses that engage the priority they named instead of arguing with it.
Objection handling prompts
Objection handling prompts
Acknowledge, reframe, redirect — responses for pricing, timing, competitor, and status quo.
Pain documentation prompts
Pain documentation prompts
Three-layer pain docs: business, technical, and personal stakes in one page.
Personal brand planning prompts
Personal brand planning prompts
A content lane and cadence that makes prospects recognize your name.
Pipeline review prompts
Pipeline review prompts
Inspection questions and deal audits that find the truth before the QBR does.
Post-cold call follow-up prompts
Post-cold call follow-up prompts
Emails that land minutes after the call and turn a conversation into a next step.
Price objection prompts
Price objection prompts
Live responses for 'too expensive' that find the real objection underneath.
Pricing framework prompts
Pricing framework prompts
Structure options, anchors, and tiers so the middle one wins.
Procurement handling prompts
Procurement handling prompts
Navigate security reviews, vendor forms, and procurement without losing months.
Product storytelling prompts
Product storytelling prompts
Before-and-after narratives that make the product the obvious ending.
Proposal and pricing email prompts
Proposal and pricing email prompts
Emails that frame the number, anchor the value, and pre-empt the procurement stall.
Prospect research prompts
Prospect research prompts
Person-level research: role pressures, posting history, and the angle that opens the door.
QBR preparation prompts
QBR preparation prompts
Business reviews that prove value delivered and open the expansion door.
Re-engagement prompts
Re-engagement prompts
Revive dormant deals and cold accounts with a reason, not a check-in.
Referral email prompts
Referral email prompts
Asks that make the introduction easy: forwardable notes and mutual-contact plays.
Renewal and win-back prompts
Renewal and win-back prompts
Renewal openers, save plays, and win-back emails for churned or dormant accounts.
Rep performance review prompts
Rep performance review prompts
Evidence-based rep reviews: metrics, skills, and a development plan that sticks.
ROI calculation prompts
ROI calculation prompts
Build the business case in the CFO's math, with assumptions they can audit.
Root-cause drill-down prompts
Root-cause drill-down prompts
Five-whys analysis for pipeline problems, stalled deals, and misses.
Sales coaching 1:1 prompts
Sales coaching 1:1 prompts
Deal coaching, call reviews, and 1:1 agendas that develop reps, not just deals.
Sales sequence prompts
Sales sequence prompts
Full multi-touch cadences: email, call, and LinkedIn steps that escalate with intent.
Send-off email prompts
Send-off email prompts
Graceful closing notes for lost deals, role changes, and account transitions.
Slack and Teams nudge prompts
Slack and Teams nudge prompts
Short internal pings that get deal support moving without the meeting.
Stakeholder pushback prompts
Stakeholder pushback prompts
Handle the blocker, the skeptic, and the rival project without losing the room.
Team enablement prompts
Team enablement prompts
Turn one rep's win into the whole team's playbook: training, docs, and drills.
Technical deep-dive prompts
Technical deep-dive prompts
Prep for the architecture review where the technical buyer decides.
Term sheet response prompts
Term sheet response prompts
Respond to commercial terms with structure: accept, counter, or trade.
Territory planning prompts
Territory planning prompts
Segment the patch, tier the accounts, and decide where the hours go.
Thought leadership draft prompts
Thought leadership draft prompts
Longer-form takes that stake out a position your market remembers.
Timeline qualification prompts
Timeline qualification prompts
Find the real deadline — the event that makes 'someday' become a date.
Timing objection prompts
Timing objection prompts
Answers for 'call me next quarter' that create urgency without inventing it.
Trade-off framing prompts
Trade-off framing prompts
Present hard choices — scope, speed, price — so the buyer picks, not stalls.
Trigger event research prompts
Trigger event research prompts
Hunt the events that create buying windows: funding, hires, moves, mandates.
Upsell and cross-sell prompts
Upsell and cross-sell prompts
Expansion plays grounded in usage: the right moment, the right add-on, the right framing.
Voicemail script prompts
Voicemail script prompts
Fifteen-second voicemails that earn a callback or set up the email that follows.
Warm follow-up email prompts
Warm follow-up email prompts
Follow-ups for prospects who know you — demo attendees, event contacts, old threads.
Win/loss analysis prompts
Win/loss analysis prompts
Interview guides and pattern analysis for why you actually win and lose.