I am an account executive selling [PRODUCT AND ICP]. My sales motion, deal constraints, and approved claims are [SALES CONTEXT]. Create a pack of 6 copy-ready prompts for the day-to-day work described in [PRIORITY TASKS], using information from [ACCOUNT OR DEAL MATERIAL]. Choose the six most relevant tasks from account research, territory prioritization, discovery preparation, discovery call analysis, mutual action plan, follow-up email, stakeholder mapping, proposal review, objection preparation, forecast review, and renewal or expansion planning. Each prompt must be 120–180 words and include a “paste these inputs” line. Build the prompts around sales discipline: - Account research must distinguish verified facts from hypotheses and produce questions, not fabricated personalization. - Discovery must identify business problem, affected workflow, impact, current alternative, decision criteria, decision process, stakeholders, timeline, and consequences of inaction. - Follow-ups must recap only agreed facts, assign owners and dates, and contain one clear next step. - Objection preparation must test whether the objection is a real blocker, a missing stakeholder, or missing value evidence. - Forecast review must separate stage labels from evidence of customer commitment, including next meeting, multithreading, technical validation, commercial path, and target close date. Output the six prompts in a numbered list, then provide a compact pre-call and post-call checklist. Avoid pressure tactics, false urgency, unsupported ROI claims, or claims about competitors that are not in my inputs. Ask up to 3 clarifying questions only if a required input is missing. Before answering, check that every prompt asks for a buyer-relevant outcome and that no prompt instructs the AI to invent company facts, customer quotes, pricing approvals, or legal terms.
Fill in
| Placeholder | What to enter | Example |
|---|---|---|
| [PRODUCT AND ICP] | Describe your product, ideal customer profile, buyer roles, and use cases. | Security questionnaire automation for SaaS companies with 200–2,000 employees; buyers are security leaders and sales operations |
| [SALES CONTEXT] | Provide sales cycle, pricing or approval boundaries, positioning, competitors, and process requirements. | Annual contracts from $18k to $60k; average cycle 75 days; approved claim is 35% less time spent on questionnaires based on customer study |
| [PRIORITY TASKS] | List the sales tasks where you want the strongest prompts. | Account research, discovery preparation, follow-up emails, mutual action plans, and forecast review |
| [ACCOUNT OR DEAL MATERIAL] | Paste verified account research, CRM notes, call notes, emails, and stakeholder details. | NorthstarHR has 650 employees, posted a security operations role, and told us their sales team handles 40 questionnaires per quarter |
How to use
- Paste verified deal notes and state the buyer-relevant outcome for the next conversation.
- Use research output as hypotheses to test, not facts to repeat to the prospect.
- Check follow-up drafts against the call record, particularly owners, dates, pricing, and commitments.
- Follow up with: “Create a mutual action plan for this deal, with customer-owned and seller-owned milestones.”
Variations
Discovery plan
Use this before a first or second discovery call.
Prepare a discovery plan for [ACCOUNT] selling [PRODUCT], using [VERIFIED RESEARCH] and [CURRENT DEAL CONTEXT]. Produce a 30-minute agenda, 10 questions in a logical sequence, and a note-taking template. Cover current workflow, business impact, desired outcome, decision criteria, stakeholders, process, timeline, and competing priorities. For each question, state the signal it is meant to uncover and a useful follow-up. Mark all account information not supported by the research as a hypothesis. Do not write a pitch script.
Call follow-up
Use this immediately after a customer meeting.
Write a follow-up email after my meeting with [ACCOUNT], using [CALL NOTES]. The recipient is [RECIPIENT ROLE], and the agreed next step is [NEXT STEP]. Keep it under 180 words. Include a factual recap of their priorities, decisions or open questions, action items with owners and dates, and one clear request. Do not add benefits, commitments, pricing, or dates not in the notes. Then list any contradictions or missing details in the notes that I should resolve before sending.
Forecast inspection
Use this to inspect whether a late-stage opportunity is truly forecastable.
Inspect the forecast quality of [OPPORTUNITY] using [CRM DATA AND NOTES]. The intended close date is [CLOSE DATE]. Score evidence for pain, champion, economic buyer, decision process, technical validation, commercial path, competition, and next meeting. Separate verified evidence from seller assumptions. Output: forecast category recommendation, reasons, top three risks, exact customer-facing next steps, and conditions that would justify moving the close date or stage. Do not treat a verbal positive signal as a commitment without process evidence.
Tips
- Personalization should start with a testable account hypothesis tied to a role or business event, not an AI-written compliment about the company.
- A discovery call is incomplete without a view of how the customer will decide, not merely what problem they have.
- Write next steps as an owner, action, and date; “circle back” has no forecast value.
- Use AI-generated ROI language only when the inputs include the customer’s baseline, the calculation, and an approved assumption.
FAQ
Can AI research prospects for me?
It can organize provided research and create hypotheses, but verify company facts before using them in outreach or a call.
Can I use AI to write sales emails?
Yes. Give it call notes, recipient role, and one specific next step, then confirm every factual claim before sending.
How can AI improve forecasting?
Use it to inspect gaps between CRM stage and customer evidence, then turn those gaps into concrete next steps.