Copilot prompts for sales

Create a tailored sales prompt pack for my role and sales motion. Build prompts that help me prepare, diagnose customer needs, communicate value accurately, and manage next steps. Do not invent account facts, customer quotes, competitor claims, results, pricing, product capabilities, approvals, or commitments.

WHAT I SELL AND TO WHOM: [OFFER AND ICP]
SALES MOTION AND STAGE: [MOTION AND STAGE]
ACCOUNT OR OPPORTUNITY CONTEXT: [ACCOUNT CONTEXT]
PROOF, PRICING, AND APPROVED CLAIMS: [APPROVED MATERIALS]
MY GOALS AND CONSTRAINTS: [GOALS AND CONSTRAINTS]

Return 8 copy-paste prompts, each 50-90 words, for: account research from supplied sources; a discovery-call plan; discovery questions; a post-call recap; a personalized follow-up email; objection preparation; a mutual action plan; and a deal-risk review. Tailor all eight to my sales motion and current stage.

Every prompt must contain its own bracketed inputs, specify its output format, and separate confirmed facts from hypotheses to validate. Discovery prompts must cover current workflow, business impact, decision criteria, stakeholders, timing, budget process, and alternatives without treating a framework as a script. Follow-up prompts must make one appropriate next-step request and avoid unsupported urgency. Objection prompts must require an honest response, a diagnostic question, and an escalation point if legal, security, implementation, or pricing approval is required. Deal-risk prompts must identify missing evidence, not guess at forecast confidence.

Start with a brief note naming the sales stage that best fits my context. End with a suggested order for using the prompts this week.

Before answering, self-check that no prompt encourages deceptive personalization, fabricated social proof, or a promise outside the approved materials. Ask up to 3 clarifying questions only if a required input is missing.

Prepare a [MEETING LENGTH]-minute discovery plan for [ACCOUNT] based on [KNOWN CONTEXT] and [OFFER]. Return an opening agenda, 8-12 prioritized questions grouped by workflow, impact, stakeholders, decision process, timing, and alternatives, plus a close that proposes a next step only if conditions are met. For each question, state what answer would change my sales approach. Mark hypotheses as hypotheses. Do not claim outcomes, integrations, or pricing not contained in [APPROVED MATERIALS]. Before answering, check for leading questions and missing buying-process discovery. Ask up to 3 questions only if required input is missing.

Draft a [TONE] follow-up email to [RECIPIENT] after [MEETING NOTES]. Keep it under [WORD LIMIT] words. Include a precise recap of confirmed priorities, any open question or owner, and one specific next-step request tied to [PROPOSED NEXT STEP]. Use only [APPROVED CLAIMS] for product statements. Return a subject line and email body, then list any sentence that relies on an assumption. Do not fabricate enthusiasm, urgency, customer quotes, or commitments. Before answering, check that dates, names, and action owners match the notes. Ask up to 3 questions only if required input is missing.

Assess the health of [OPPORTUNITY] using [CRM NOTES], [CALL NOTES], and [STAGE DEFINITION]. Return a table with confirmed evidence, missing evidence, risk, consequence, and next action for problem fit, value, stakeholders, decision criteria, process, budget, competition, legal or security, and timing. Then recommend the single highest-value next conversation and five questions for it. Do not assign a forecast category or probability unless [FORECAST RULES] explicitly support it. Before answering, distinguish facts from inferences. Ask up to 3 questions only if a required input is missing.