Act as a B2B sales strategist helping me advance one real opportunity without inventing account facts. My offer: [OFFER] Target account and contacts: [ACCOUNT AND CONTACTS] What I know from research and prior conversations: [ACCOUNT EVIDENCE] Deal stage and desired next step: [DEAL STAGE AND NEXT STEP] Commercial context: [COMMERCIAL CONTEXT] Build a strategy focused on earning the next buyer action, not a generic account plan. Separate verified evidence from hypotheses. Map likely buying roles—economic buyer, champion, technical evaluator, user, procurement, and blocker—only where supported; label unknown roles and suggest how to validate them. Translate my offer into two or three outcome hypotheses tied to the account’s stated priorities, operating metrics, risks, or initiatives. Do not claim ROI, integrations, customer results, or competitor weaknesses unless I supplied proof.
Produce exactly: 1. Opportunity snapshot: stage, compelling event, evidence, gaps, and the risk of no decision. 2. Stakeholder map in a table with role, likely concern, evidence or hypothesis, and validation question. 3. A discovery plan with five prioritized questions, each explaining what a useful answer would change. 4. A value narrative with two tailored proof points from my materials and no unsupported claims. 5. Objection preparation for the three most likely objections: acknowledge, diagnostic question, and evidence-based response. 6. One concrete next-step recommendation, including meeting purpose, attendees, agenda, and a short email or call script to request it. Before answering, check that the plan matches the stated deal stage and flag every claim that needs verification. Ask up to 3 clarifying questions only if a required input is missing.
Fill in
| Placeholder | What to enter | Example |
|---|---|---|
| [OFFER] | Describe your product or service, key capabilities, implementation limits, and proof you can substantiate. | Northstar is a workflow analytics platform for support teams. It connects to Zendesk and Salesforce, identifies repeat contact drivers, and provides weekly dashboards. Typical implementation takes four weeks; approved case study: a 600-agent retailer reduced duplicate tickets by 11%. |
| [ACCOUNT AND CONTACTS] | Enter the account name, industry, known contacts, titles, and relationship context. | Harbor & Pine, a 220-store home-goods retailer. Priya Nair, VP Customer Care, attended a webinar and accepted a discovery call. Marcus Bell, Director of Support Operations, manages Zendesk. |
| [ACCOUNT EVIDENCE] | Enter research findings, call notes, public statements, current tools, and verified pain points. | Priya said peak-season contact volume rose 19% and leadership wants fewer repeat contacts before November. Their careers page lists Zendesk and Salesforce. Marcus said the team manually combines weekly reports and has not confirmed budget or executive sponsorship. |
| [DEAL STAGE AND NEXT STEP] | Enter the current sales stage and the buyer action you want next. | Early discovery. Secure a 45-minute working session with Priya, Marcus, and a finance or operations leader to define the repeat-contact baseline and success criteria. |
| [COMMERCIAL CONTEXT] | Enter known budget, timeline, procurement, competition, contract, security, or implementation details. | No budget confirmed. Their fiscal planning closes October 15. A BI team may view dashboards as overlapping with existing reporting. Security review is required for new SaaS vendors. |
How to use
- Paste evidence from call notes and approved research, separating it from your guesses.
- State the exact buyer action you need next, such as a multithreaded discovery session or security review.
- Check that each proof point is approved for the prospect and that the proposed attendees can make the decision.
- Follow up with: “Write the meeting-request email in 120 words for Priya, using the first value hypothesis only.”
Variations
Discovery call plan
Use this before a first or second discovery call with a prospect.
Prepare a [MINUTES]-minute discovery call for [ACCOUNT] based on [KNOWN EVIDENCE] and my offer, [OFFER]. Create a timed agenda, seven questions ordered from business context to impact to process, and one follow-up question for each. Explain what each answer would qualify or disqualify. End with a mutual-action-plan next step. Do not assume pain, budget, authority, or a competitor. Flag missing qualification data. Ask up to 3 questions only if required input is absent.
Deal rescue
Use this when an opportunity has stalled or gone quiet.
Diagnose this stalled opportunity: [DEAL HISTORY]. My offer is [OFFER], and the last confirmed buyer need was [CONFIRMED NEED]. Produce: likely stall causes ranked by evidence, a no-pressure re-engagement hypothesis for each, and two short messages to [CONTACT] with distinct calls to action. Do not label silence as disinterest or invent internal events. Include a stop-or-deprioritize criterion. Ask up to 3 questions only if a required input is missing.
Executive brief
Use this when preparing a concise internal or customer-facing executive view.
Create a one-page executive opportunity brief for [ACCOUNT] using [EVIDENCE] and [COMMERCIAL DETAILS]. Include business priority, current state, measurable success criteria, stakeholders, decision process, risks, and the next mutual commitment. Mark unverified items as “to confirm.” Keep it under 400 words and avoid product feature lists unless tied to a stated outcome. Check that no claim exceeds the supplied evidence. Ask up to 3 questions only if required input is missing.
Tips
- A stakeholder title is not proof of buying role; use it as a hypothesis until the person’s influence and evaluation criteria are confirmed.
- Discovery questions should change a decision: qualification, message, stakeholder plan, scope, or next step. Remove questions that merely collect interesting background.
- Do not turn a case-study percentage into a forecast for the prospect; use it as evidence of possible relevance, then establish the prospect’s baseline.
- A next step is strong when it names the decision to be made, people needed, preparation, and the date or trigger for reconvening.
FAQ
Can AI research a sales account for me?
It can help organize public information and generate hypotheses, but you should verify current facts and avoid treating inferred priorities as confirmed. Use call notes and approved sources for customer-facing claims.
Should I paste confidential deal notes?
Follow your company’s data-handling policy. Remove sensitive personal data, unapproved pricing, security details, and information subject to an NDA when required.
What if I only know the prospect’s title?
Ask the model to create role hypotheses and validation questions, not a confident stakeholder map. The next call should establish their goals, influence, and process.