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Identify next steps to advance and win the deal
Based on your knowledge of my current opportunity with <Account Name>, include recommendations for strategic actions to de-risk the opportunity and improve our likelihood of winning. Include a mutual action plan.
Identify next best steps for at-risk deals
This deal is at risk due to this customer's lack of urgency. Propose a stronger business case that accelerates action and highlights the costs of delaying.
Capture next steps sent via email
List all next steps and assigned owners mentioned in the latest emails for this deal.
Identify action items that require attention
Look over all emails, Slack channels, and transcripts to identify any open action items that need attention. Format the output as a checklist. Prioritize by urgency.
Personal feedback for career growth
On a rating scale of 1-5, how well did the last meeting go? What did I do well? What can I do better? Assess me on the following rubric: talk/listen balance, question quality, objection handling, positioning, deal progression, and handling of next steps/follow-ups.
Understand your strengths
What have my top contributions been on this deal?
Identify areas for improvement
Analyze my calls with this account and identify areas where I can improve.
Understand team performance
On a scale of 1 to 5, rate how my team did on their last call.
Gamify training for new users or hires
Create a quizlet style quiz on {{product name}} functionality that can be used to train {{end-users/new hires}}
Skills assessment
Based on my call recordings, what are my strongest sales skills and where should I focus my development efforts?
Create a competitive battlecard
Create a competitive battlecard for <Competitor Name> that includes their strengths, weaknesses, pricing, key differentiators, and suggested positioning against them.
Compare your solution to a competitor
How does our solution compare to <Competitor Name>? Focus on the features and benefits that matter most to this customer.
Defend against competitive threats
The customer is considering <Competitor Name>. What are the key risks of choosing them over us, and how should I position our advantages?
Position against "do nothing"
The customer is considering doing nothing or delaying their decision. What are the costs and risks of inaction that I should highlight?
Research competitor mentioned in deals
The customer mentioned <Competitor Name> in our last meeting. Research this competitor and provide talking points for our next conversation.
Develop competitive positioning
Based on this customer's priorities and the competitive landscape, how should I position our solution to win this deal?
Build competitive win strategy
We're competing against <Competitor Name> for this deal. What specific strategies and tactics should I use to win?
Assess deal health and probability
Based on all available information about this opportunity, what's the health of this deal and what's the probability of closing? Include specific reasons for your assessment.
Identify deal risks
What are the biggest risks to closing this deal successfully and on time? Prioritize them by impact and likelihood.
Forecast accuracy check
Given the current state of this deal, is our forecasted close date realistic? What needs to happen to meet our timeline?
MEDDIC qualification review
Using the MEDDIC framework, assess this opportunity: Metrics, Economic Buyer, Decision Criteria, Decision Process, Identify Pain, and Champion. Where are we strong and what's missing?
Deal progression analysis
How has this deal progressed over the last 3 months? Are we moving forward, stalled, or going backwards? What evidence supports this?
Pipeline review preparation
Prepare a summary of this deal for our pipeline review meeting, including status, next steps, risks, and what support is needed.
Create a strategic plan to win this deal
Based on everything you know about this opportunity, create a comprehensive strategy to win this deal. Include stakeholder approach, competitive positioning, and timeline.
Map key stakeholders and influencers
Create a stakeholder map for this deal showing each person's role, influence level, stance toward our solution, and how I should engage with them.
Identify and develop a champion
Who could be my champion in this deal? How should I develop this relationship and what information or tools do they need to sell internally?
Develop economic buyer strategy
Who is the economic buyer for this deal and how do I get access to them? What messaging will resonate most with this person?
Create urgency and accelerate timeline
This deal is moving too slowly. What strategies can I use to create urgency and accelerate the customer's decision timeline?
Navigate complex decision process
This customer has a complex decision-making process. Help me understand the steps involved and how to navigate them effectively.
Differentiate with unique value
What unique value can we provide to this customer that competitors cannot? How should I communicate this differentiation?
Win strategy against specific competitor
We're competing directly against <Competitor Name> in this deal. What's our strategy to outmaneuver them and win?
Create a personalized demo script
Create a demo script tailored to this customer's specific use cases and pain points. Include discovery questions and value statements to use throughout.
Tailor demo for specific audience
Based on who's attending the demo, what should I focus on and what level of technical detail should I include?
Prepare for demo questions
What questions am I likely to get during this demo and how should I respond? Include both technical and business questions.
Create discovery questions for this industry
What are the best discovery questions to ask a <Industry> company in the <Role> role to uncover their key challenges and decision criteria?
Qualify budget and decision authority
Help me ask the right questions to understand this prospect's budget range and who has decision-making authority without being too direct.
Uncover pain points and impact
What questions should I ask to help this prospect quantify the impact of their current challenges and the cost of not solving them?
Create internal deal summary
Create a comprehensive deal summary for my internal team including opportunity overview, key stakeholders, competitive situation, timeline, and support needed.
Request technical support
I need technical support for this deal. Create a request that includes the customer's technical requirements, key questions, and what expertise I need.
Prepare for upcoming meeting
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.
Create meeting agenda
Create an agenda for my meeting with <Contact Name> that achieves our objectives while addressing their priorities and moving the deal forward.
Research meeting attendees
Research the people attending my next meeting and provide background on their role, interests, and how I should tailor my approach for each person.
Develop meeting strategy
What should my strategy be for this meeting? Include key messages, questions to ask, and specific outcomes I should try to achieve.
Prepare negotiation strategy
Help me prepare for contract negotiations with this customer. What's our position, what concessions might we consider, and what are our walk-away points?
Handle specific contract objection
The customer is objecting to <specific contract term>. How should I respond and what alternatives can I propose?
Handle price objections
The customer says our solution is too expensive. How should I respond to reinforce value and explore budget flexibility?
Address timing objections
The customer wants to delay their decision. How can I create urgency and highlight the costs of waiting?
Handle authority objections
The prospect says they need to discuss with their team/boss. How should I respond to maintain momentum and involvement?
Address feature gap objections
The customer needs a feature we don't have. How should I handle this objection and what alternatives can I propose?
Handle competitor preference
The customer prefers <Competitor Name> over our solution. How should I respond to change their perception?
Build trust when customer is skeptical
The customer seems skeptical about our ability to deliver. How can I build trust and credibility?
Address implementation concerns
The customer is worried about implementation complexity and timeline. How should I address these concerns?
Craft personalized outreach email
Write a personalized outreach email to <Contact Name> at <Company> that references their recent <specific trigger event> and offers relevant value.
Re-engage dormant prospects
This prospect hasn't responded to my last few emails. Write a re-engagement email that adds value and prompts a response.
Follow up after meeting
Write a follow-up email after our meeting that summarizes key points, confirms next steps, and keeps momentum going.
Share valuable content
Write an email sharing a relevant resource or insight with this prospect that adds value without being salesy.
Follow up on voicemail
I left a voicemail for this prospect. Write a follow-up email that reinforces my message and provides an easy way to respond.
Plan customer onboarding
Create an onboarding plan for this new customer including key milestones, stakeholders, and success metrics for the first 90 days.
Identify expansion opportunities
Based on this customer's current usage and business goals, what expansion opportunities should we explore in the next 6-12 months?
Measure success and ROI
How should we measure success with this customer and what ROI metrics should we track to demonstrate value?
Turn customer into reference
This customer is having great success with our solution. How can I develop them into a referenceable customer or case study?
Identify missing features for deals
What product features or capabilities are we missing that would help us win more deals in this market segment?
Propose workarounds for gaps
The customer needs <specific feature> that we don't have. What alternative approaches or workarounds can we propose?
Analyze competitive feature gaps
Where do competitors have features that we lack, and how significant are these gaps for winning deals?
Present product roadmap strategically
How should I present our product roadmap to address this customer's concerns about missing features without making commitments?
Position around feature gaps
We don't have a feature the customer wants, but competitors do. How can I reframe the conversation around what really matters?
Compile feature requests from deals
Analyze my recent deals and compile the most common feature requests that could impact our win rate if developed.
Research company background
Research <Company Name> and provide insights on their business model, recent news, challenges, and growth opportunities.
Find recent company news
What significant news or developments about <Company Name> have happened in the last 3 months that might impact our sales approach?
Research key contact
Research <Contact Name> at <Company> and provide background on their role, interests, and recent activities that could inform my outreach.
Analyze industry trends
What are the key trends and challenges in the <Industry> industry that could create opportunities for our solution?
Research company financials
What can you tell me about <Company Name>'s financial health, recent performance, and ability to invest in new solutions?
Map organizational structure
Help me understand the organizational structure at <Company Name> and identify key decision makers for our type of solution.
Research company partnerships
What partnerships or vendor relationships does <Company Name> have that might influence their technology decisions?
Find trigger events
What recent changes at <Company Name> (leadership, funding, expansion, etc.) create opportunities for our outreach?
Research technology stack
What technology stack does <Company Name> use and how does our solution integrate with their existing systems?
Research company culture and values
What can you tell me about <Company Name>'s culture, values, and priorities that should inform my sales approach?
Respond to RFP requirements
Help me respond to this RFP section by highlighting our strengths and differentiators while addressing all requirements comprehensively.
Answer technical questionnaire
Review this technical questionnaire and provide accurate, compelling responses that demonstrate our capabilities.
Highlight competitive advantages in RFP
How should I position our unique advantages in this RFP response to differentiate from competitors?
Ensure RFP compliance
Review my RFP response to ensure I've addressed all requirements and haven't missed any mandatory elements.
Create executive summary for RFP
Write a compelling executive summary for our RFP response that captures attention and positions us to win.
Clarify RFP requirements
Some requirements in this RFP are unclear. Help me formulate good clarifying questions to ask the customer.
Design custom solution
Based on this customer's specific requirements and constraints, design a solution that addresses their key use cases and business objectives.
Create solution architecture
Help me create a high-level architecture diagram and implementation plan that shows how our solution fits into their environment.
Map solution to business requirements
Create a mapping that shows how each component of our solution addresses their specific business requirements and use cases.
Design phased implementation
The customer wants to implement in phases. Help me design a phased approach that delivers value quickly while building toward the full solution.
Address integration requirements
How does our solution integrate with their existing systems, and what technical considerations should we address?
Address security and compliance
How does our solution meet this customer's security and compliance requirements? What evidence should I provide?
Create customer success story
Tell the story of how <Similar Customer> achieved <specific results> with our solution, focusing on challenges, implementation, and measurable outcomes.
Craft value proposition
Create a customized value proposition for this customer that clearly connects our capabilities to their specific business outcomes and priorities.
Build business case with ROI
Help me build a compelling business case that quantifies the ROI and business impact of our solution for this specific customer.
Create emotional connection
How can I connect with this customer on an emotional level and make them feel confident about choosing our solution?
Highlight cost of inaction
What are the costs and risks of this customer not solving their current challenges? How can I make this compelling?
Tailor message for different stakeholders
How should I tailor my value message for different stakeholders (technical, financial, executive) in this deal?
Position as strategic partner
How can I position our company as a strategic partner rather than just a vendor for this customer?
Demonstrate competitive advantage
What story can I tell that demonstrates our unique competitive advantages in a way this customer will remember?
Use data to support story
What data and metrics can I use to support my value story and make it more credible and compelling?
Connect to bigger industry trends
How can I connect our solution to bigger industry trends and position it as essential for this customer's future success?
Create compelling vision of future
Help me paint a compelling picture of what this customer's business could look like after successfully implementing our solution.
Learn product features and benefits
Explain our product's key features and how they solve common customer problems. Include competitive advantages and positioning.
Practice sales skills
Help me practice and improve my questioning techniques, objection handling, and closing skills with role-play scenarios.
Test my knowledge
Quiz me on our products, competitive positioning, and sales methodology to help reinforce my learning.