Ready-to-Use Prompts
for Every Sales Stage

Look at web articles, news sources, Salesforce data, and any other tools at your disposal and tell me about <Account Name> as a company.

Cover: size (revenue & employees), business model, funding, acquisitions, leadership changes, pain points, and market pressures.

What are the most significant changes to this account from the last month? Include news, CRM updates, recent comms and transcripts.

Based on who's attending my next meeting, tell me their name and role, concerns, past interactions, and any recent news. Include a draft agenda.

Tell me what products are of interest to this account. Show account progression over last 12 months by month.

Looking at all stakeholders in this deal, give me a table: name, role, influence, what they care about, stance, and engagement strategy.

Can you help answer technical questions about our products?

Create a competitive battlecard for top two competitors in this deal. Focus on most relevant products.

Based on your knowledge of my current opportunity with <Account Name>, include recommendations for actions to de-risk and improve win chances. Add a mutual action plan.

Based on my latest call, draft a follow-up email to my primary contact addressing action items and unanswered questions.

Look over emails, Slack channels, and transcripts to find open action items. Format as a checklist and prioritize by urgency.

Rate my last meeting 1-5. What did I do well? What can I do better? Assess talk/listen balance, question quality, objection handling, positioning, deal progression, next steps.

Are you able to fill out information according to a boilerplate that I upload?