Sales AI prompts
Prompts for the sales cycle: researching an account, writing outreach, preparing for a discovery call, handling objections and drafting a follow-up or proposal summary.
Search these 93 prompts in the app
93 Sales prompts
- Assess renewal risk and plan expansionRenewal risk signals, a save plan, and expansion opportunities for an account.
- Brief an executive before they join a customer meetingA one-page briefing that tells your executive exactly why they're in the room, what to say, and what not to say.
- Build a launch enablement kit for sales and supportInternal talk tracks, FAQs, and objection handling so customer-facing teams can explain a new feature correctly.
- Build a lead scoring model my sales team will trustA fit-plus-intent lead scoring model with thresholds, decay, and a validation plan tied to actual closed-won outcomes.
- Build a line-item estimate and bid for a construction jobA structured estimate with quantities, labor hours, materials, markup, contingency, and a bid summary you can check before submitting.
- Build a moves management plan for major donor prospectsA prioritized portfolio with each prospect's stage, next move, owner, and timeline from identification to stewardship.
- Build a multi-channel outbound cadence for one buyer personaA day-by-day sequence of emails, calls, and LinkedIn touches with a distinct angle at every step.
- Build a mutual action plan with a buyer to close on timeA shared, dated close plan with the buyer covering every step to go-live, written so the buyer will actually use it.
- Build a phased fee proposal for an architecture or engineering projectA fee build-up by design phase and role, checked against percentage-of-construction benchmarks, with assumptions and exclusions.
- Build a pricing and quote template for my local servicePrices that cover travel, time, and supplies, plus a quote template customers can say yes to quickly.
- Build a sales territory or account planAllocates accounts, sets priorities, and plans coverage and targets for a territory.
- Build a sponsorship package for my publication, newsletter, or podcastA sponsor-ready package with audience proof, tiered inventory, pricing logic, and the terms that protect editorial independence.
- Build a training program for resellers or channel partnersA partner enablement plan that targets the problems partners actually have, with modules, materials, certification, and success metrics.
- Build an account plan for a commercial banking clientA relationship plan that maps the client's financial needs, wallet share, product gaps, and next conversations for a banker.
- Build an ROI case and calculator outlineA transparent, defensible ROI narrative and calculator structure for a buyer.
- Create a competitive battlecardHow to win against a specific competitor: positioning, traps, objections, and proof.
- Decide whether to approve a discount requestA deal desk review of a discount request that weighs margin, precedent, and give-gets, with an approve, counter, or decline recommendation.
- Decide whether to take on a prospective clientA go or no-go assessment of a new inquiry covering fit, budget, red flags, and the questions to ask before writing a proposal.
- Define my ideal customer profile (ICP)Defines the accounts and buyers most likely to buy, succeed, and stay.
- Define product-qualified leads and when sales should reach outPQL criteria based on product usage and fit, with routing rules and outreach that helps self-serve users instead of annoying them.
- Design a sales tracker spreadsheet for my teamA tracker that separates new and existing business, shows each rep's weekly and monthly results by product, and charts the trend.
- Design three engagement options for a client proposalThree tiered packages with different scope, outcomes, and prices, so clients choose how to work with me instead of whether to.
- Diagnose why my outbound emails are not getting repliesAnalyzes your sequence copy and metrics to find the weak step and suggests tests to fix it.
- Draft a repair request after the home inspectionA prioritized repair request or credit proposal from the inspection report, with negotiation reasoning for the other side.
- Draft a sales proposal or business case for a buyerA proposal built around the buyer's problem, solution, value, pricing, and next steps.
- Equip my champion to sell the deal internallyA forwardable internal pitch, one-page summary, and objection answers your champion can use with their leadership.
- Explain a buyer representation agreement to a new buyerA plain-English buyer consultation script covering the written agreement, how my compensation works, and what the buyer gets.
- Explain what changed in my forecast since last weekA clear forecast submission that bridges last week's number to this week's, deal by deal, ready for your VP or CRO.
- Find government contracts that fit my business or expertiseA search plan, list of portals, and bid/no-bid checklist for public contract opportunities that match what you offer.
- Generate leads through social mediaA social selling routine for LinkedIn or X: profile, content, engagement, and outreach.
- Get an executive-level meeting on a strategic dealMessages, an agenda, and an internal briefing to secure and prepare an executive-to-executive meeting on a key deal.
- Get past the gatekeeper on cold callsRespectful scripts for reaching decision makers through receptionists and assistants, plus ways to turn them into allies.
- Increase revenue from existing customersUpsell and cross-sell offers, timing, and messages that help customers rather than annoy them.
- Inspect a deal to find the real risk before I commit itA structured deal inspection that tests evidence behind each qualification element and tells you whether the deal belongs in commit.
- Keep a deal moving through security and legal reviewA plan to anticipate security questionnaires, contract redlines, and procurement steps so late-stage deals close on time.
- Map the buying committee and plan multithreading on a dealA stakeholder map showing each person's role, stance, and influence, with a plan to reach the ones you're missing.
- Pitch a project client on an ongoing retainerA retainer offer and pitch that turns a finished project into recurring work, with clear monthly scope and value.
- Pitch for a spot on a corporate client's outside counsel panelA law firm panel or RFP response that addresses the legal department's real criteria: expertise, staffing, rates, budgets, diversity, and security.
- Pitch my product to a retail buyer to win shelf spaceA buyer-focused pitch, sell sheet, margin table, and test proposal for getting a consumer product stocked by a retailer.
- Plan a discovery callCall objectives, an agenda, and a question bank to uncover needs, impact, and buying process.
- Plan an open house that captures and converts buyer leadsAn open house plan with prep timeline, sign-in approach, conversation scripts, safety steps, and a 7-day follow-up.
- Plan prospecting before, during, and after a trade showAn event outreach plan with target lists, pre-booked meetings, booth talk tracks, and post-event follow-up.
- Prepare a commercial insurance submission for underwritersA broker submission that presents a risk clearly, gets underwriter attention, and pre-answers likely questions.
- Prepare a listing presentation that wins the seller appointmentA seller-specific listing presentation outline with pricing story, marketing plan, objection answers, and the close.
- Prepare a price reduction conversation for a stale listingA data-backed diagnosis of why a listing isn't selling and a respectful script to recommend a price or strategy change.
- Prepare a quarterly business review for a freight customerA shipper QBR with on-time, tender acceptance, claims, and dwell metrics, honest root causes, and proposals that grow the account.
- Prepare for a competitive agency pitchA pitch strategy for winning a new client against other agencies, covering the insight, team, credentials, and the questions to expect.
- Prepare for a major gift ask meetingA meeting plan with talking points, a specific ask, likely objections, and follow-up steps for a solicitation conversation.
- Prepare for a renewal negotiation with a customer pushing for a discountA negotiation plan for a renewal call, with your walk-away points, value evidence, and trade-offs to offer instead of discounts.
- Prepare for objections and negotiationLikely objections, the real concern behind each, and honest responses.
- Present a sales forecast to leadership and win buy-inA credible forecast story with categories, a bridge from last forecast, confidence evidence, risks, the ask, and answers to tough questions.
- Present good, better, best repair options to a homeownerA clear, honest explanation of the problem I found on a service call, with tiered options the homeowner can choose from.
- Price a legal matter as a flat or alternative feeTurns past matter data and a scope into a flat, phased, or capped fee proposal with assumptions, change triggers, and margin check.
- Price a quote for a custom manufactured partA transparent cost build-up for a custom part quote covering material, machine time, setup, tooling, and margin, plus the assumptions to state in the quote.
- Price a truckload lane quote that covers my true cost per mileBuilds a lane rate from fully loaded operating cost, deadhead, dwell, and market data, with a floor price and quote options.
- Qualify and prioritize leadsScores and prioritizes leads against clear criteria and recommends next steps.
- Reply to prospect brush-offs and keep the door openShort replies to common email brush-offs that respect the no while finding out if there is a real opportunity.
- Research a prospect before a sales conversationAn account brief: business context, priorities, likely pains, stakeholders, and conversation angles.
- Respond to a request for free work or a spec pitchA reply that protects my time when a prospect asks for unpaid samples, free strategy, or spec work, while keeping the deal alive.
- Respond to an RFP or tenderPlans and drafts a compliant, persuasive response to an RFP.
- Review pipeline health and forecastAssesses deal quality, risks, and forecast confidence, with actions per deal.
- Revive a stalled deal that has gone quietDiagnoses why a deal stalled and gives you a sequence of messages that restart the conversation.
- Revive stalled deals in my team's pipelineA triage of stuck opportunities into revive, re-qualify, or close-out, with a tailored re-engagement message for each one worth saving.
- Run a loss review on a deal I just lostAn honest look at why the deal was lost, what signals you missed, and what to change on the next one.
- Run a mock cold call with a tough prospectA realistic cold call role-play with a skeptical buyer, followed by scored feedback on your opener, discovery, and close.
- Run a win-back campaign for closed-lost opportunitiesSegments old lost deals by loss reason and writes outreach that gives each group a real reason to talk again.
- Score my discovery call transcript against MEDDPICCFinds what you learned and what you missed on a discovery call, with the questions to ask next.
- Script a product demo that sellsA demo flow built around the buyer's use case, with talking points and wow moments.
- Set fair, achievable quotas across my sales teamA quota allocation that adds up to your target, accounts for territory potential and ramp, and is explainable to every rep.
- Take over open deals from another rep without losing momentumA transition plan for picking up accounts or open deals from another rep without losing momentum or trust.
- Turn a customer win into proof points for outreachExtracts short, credible proof points from a customer success story for use in emails, calls, and objection handling.
- Turn a SaaS pilot or proof of concept into a paid contractA pilot plan with agreed success criteria, a conversion path to a paid contract, and the check-ins that keep it on track.
- Turn a trigger event into a timely outreach angleExplains what a company news event likely means for your buyer and writes outreach tied to it.
- Turn sales call notes into CRM deal updates and next stepsConverts rough notes into structured CRM fields, a short call summary, and dated next steps.
- Work backward from my quota to a weekly activity planTurns your quota and conversion rates into the weekly calls, emails, meetings, and pipeline you actually need.
- Write a clean SDR-to-AE handoff for a booked meetingA concise handoff note that gives the account executive context, qualification, and what the prospect expects.
- Write a clear scope of work with inclusions, exclusions, and allowancesA client-ready scope of work that spells out what is and is not included, so fewer disputes and surprise change orders follow.
- Write a client intake call script for my law firmA phone and web-form intake script that qualifies callers, captures conflict data, and avoids giving legal advice or forming an accidental attorney-client relationship.
- Write a corporate sponsorship proposal with benefit tiersA sponsorship pitch that ties a company's goals to your event or program, with priced tiers and clear deliverables.
- Write a deal desk request to approve a discountAn internal approval request that justifies a discount or non-standard terms with the business case and trade-offs.
- Write a fast reply to an inbound demo requestA same-hour response to an inbound lead that books the meeting and qualifies before the call.
- Write a group room block proposal with clear attrition and cancellation termsA group accommodation proposal covering rates, block, cut-off, attrition, and cancellation terms that protect the hotel.
- Write a proposal to win a new property management clientAn owner-focused management proposal with a rental analysis, fee structure, services, and onboarding plan.
- Write a sales call scriptCold call, follow-up, or demo call scripts that sound natural and handle common responses.
- Write a sales one-pager for a product or solutionA scannable one-page leave-behind that sales can send after a call, built around the buyer's problem and proof.
- Write a sales playbook section and coaching guideDocuments a repeatable sales motion and how managers coach it.
- Write a statement of qualifications for a public-sector design contractA qualifications-based submittal for an architecture or engineering selection, organized around the agency's evaluation criteria.
- Write an auction or marketplace listing for a collectible or antiqueAn accurate, buyer-ready listing with a clear title, honest condition notes, identification details, and references to check.
- Write appointment-setting messages for real estate seller leadsRespectful email, text, and phone outreach that books appointments with potential home sellers, with follow-ups and compliance reminders.
- Write meeting confirmations that reduce prospect no-showsA short reminder sequence that confirms value, agenda, and attendance for booked sales meetings.
- Write my elevator pitchA crisp 15-, 30-, and 60-second pitch for a business, product, or yourself.
- Write personalized cold outreach that gets repliesA short, relevant multi-touch outreach sequence — email and LinkedIn.
- Write personalized opening lines for a batch of prospectsTurns your research notes on a prospect list into relevant, non-creepy first lines and the angle behind each.
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