AI Prompts for Sales

Hi team, I'm setting up a new sales outreach tool ([[Tool Name]]) and need to add three DNS records for our sending domain, `[[yourdomain.com]]`, to ensure email deliverability under the 2026 Google & Yahoo guidelines. Can you please help me add the following TXT records? I have the specific values from the tool's documentation ready. 1. **SPF** 2. **DKIM** 3. **DMARC** This is critical for preventing our sales emails from landing in spam folders. Let me know what you need from me. Thanks!

You are a sales manager reviewing a discovery call transcript from Gong. The rep is selling our B2B SaaS product for financial reporting. Read the following transcript and provide: 1. A list of 3-5 key discovery questions the rep asked well. 2. One missed opportunity or question they should have asked. 3. The primary pain point the prospect mentioned. 4. A list of all stakeholders mentioned by name or title. 5. A recommended next step for the rep. [[Paste Gong Call Transcript Here]]

Act as a world-class SDR. Given the following data points about a prospect, write a single, compelling opening sentence for a cold email. The sentence should be casual, concise, and reference one of the most interesting data points: {Recent News Article}, {Company's Recent Hires}, {Prospect's LinkedIn Post}.

Act as a B2B sales development representative. Write a concise, three-paragraph follow-up email to a prospect named {{contact.firstname}} from {{contact.company_name}} who just attended a 30-minute demo of our product, [[Your Product Name]]. In the first paragraph, thank them for their time and reference something specific they mentioned was a challenge, like [[Prospect's Challenge]]. In the second paragraph, briefly reiterate how our product's [[Specific Feature]] directly solves that challenge. Attach the one-page case study about [[Similar Customer]]. In the third paragraph, propose a clear next step: a 15-minute call with one of our technical specialists to discuss their specific integration needs.

Act as a senior sales rep for [[Your Company]]. Write a 120-word cold email to [[Prospect Name]], the [[Title]] at [[Company Name]]. Our ICP is [[Describe Ideal Customer Profile]]. The enriched data for this prospect from ZoomInfo/Orbiform is: - Recent news: [[Paste news item]] - Tech stack: [[Paste tech stack]] - Stated pain point (from form): [[Paste pain point]] The goal of the email is to secure a 15-minute discovery call. Use a confident, concise, and helpful tone. Reference the [[Specific data point]] to show this isn't a generic blast. End with a clear call-to-action. Do not use buzzwords like "synergy" or "revolutionize".

Act as a B2B market analyst. Based on our top 10 best customers listed below, identify the key firmographic and technographic attributes of our Ideal Customer Profile. List the top 5 most predictive attributes. Customers: [List of 10 customer names, industries, employee sizes, and key technologies they use]` **Filled-in Example:** `Act as a B2B market analyst. Based on our top 10 best customers listed below, identify the key firmographic and technographic attributes of our Ideal Customer Profile. List the top 5 most predictive attributes. Customers: 1. Global Logistics Inc (Logistics, 2500 employees, uses Salesforce, SAP, AWS) 2. Trans-Atlantic Shipping (Supply Chain, 1200 employees, uses NetSuite, AWS, Looker) 3. Apex Freight (Transportation, 800 employees, uses Salesforce, GCP, Tableau) ...[[7 more examples]]` ***

Act as a sales operations analyst. Create a 3-tier account scoring model (Tier 1, 2, 3) based on the following criteria: [[Employee size, Industry, Revenue, Technographics, Geography]]. Apply this model to the 5 prospect companies below and assign a tier to each. Criteria: - Tier 1: ... - Tier 2: ... - Tier 3: ... Prospects: [[List of 5 prospect companies with their corresponding data]]` **Filled-in Example:** `Act as a sales operations analyst. Create a 3-tier account scoring model (Tier 1, 2, 3) based on the following criteria: Employee size >1000, Industry is Manufacturing or CPG, uses SAP, located in North America. Apply this model to the 5 prospect companies below and assign a tier to each. Criteria: - Tier 1: Meets all 4 criteria. - Tier 2: Meets 2-3 criteria. - Tier 3: Meets 0-1 criteria. Prospects: 1. Acme Manufacturing (2000 employees, Manufacturing, uses SAP, NA) 2. Beta CPG (500 employees, CPG, uses SAP, NA) 3. Gamma Tech (3000 employees, Software, uses NetSuite, EMEA) ...[[2 more examples]]` ***

Analyze the following news articles and press releases about [[Prospect Company]]. Identify up to 3 potential buying triggers for our product, which is [[brief product description]]. Frame each trigger as a "Reason to Reach Out." Source Material: [[Paste 2-3 recent news articles or press release URLs]]` **Filled-in Example:** `Analyze the following news articles about "Innovate Corp". Identify up to 3 potential buying triggers for our product, which is a cybersecurity platform that automates compliance reporting. Frame each trigger as a "Reason to Reach Out." Source Material: - "Innovate Corp Announces Expansion into European Market" (URL) - "Innovate Corp Appoints New Chief Information Security Officer" (URL)` ***

Act as a competitive intelligence expert. Our main competitor is [[Competitor Name]]. Our key differentiator is [[Your Differentiator]]. Generate 5 questions I can ask a prospect who is also evaluating [[Competitor Name]] that will subtly highlight their weaknesses and our strengths without being negative. The questions should focus on [specific area, e.g., implementation time, data integration, customer support].` **Filled-in Example:** `Act as a competitive intelligence expert. Our main competitor is Legacy Systems Inc. Our key differentiator is our 2-week implementation vs. their 6-month average. Generate 5 questions I can ask a prospect who is also evaluating Legacy Systems that will subtly highlight their long implementation times. The questions should focus on speed-to-value and resource requirements.` ***

Based on the persona of a [[Job Title, e.g., VP of Finance]] at a [[Industry, e.g., mid-market retail company]], what are their top 3-5 professional priorities and biggest daily challenges related to [[your product category, e.g., expense management]]? For each challenge, suggest a metric they are likely measured on.` **Filled-in Example:** `Based on the persona of a VP of Finance at a mid-market retail company, what are their top 3-5 professional priorities and biggest daily challenges related to expense management? For each challenge, suggest a metric they are likely measured on.` ***

Act as a B2B sales rep. Write a 4-sentence cold email to [[Prospect Name]], [[Job Title]] at [[Prospect Company]]. The goal is to book a 15-minute discovery call. - Observation: Reference their recent [[activity, e.g., LinkedIn post, company news]]. - Problem: Connect the observation to a common pain point we solve for [[their persona]]. - Solution: Briefly state how our product, [[Product Name]], addresses that pain point. - CTA: Ask for a brief call to discuss their approach.` **Filled-in Example:** `Act as a B2B sales rep. Write a 4-sentence cold email to Jane Doe, VP of Operations at Global Logistics. The goal is to book a 15-minute discovery call. - Observation: "Saw your post on LinkedIn about scaling warehouse operations for the holiday peak." - Problem: "Many ops leaders I speak with find that scaling headcount while maintaining pick-accuracy is a major challenge." - Solution: "Our platform, OptiPick, uses AI to optimize pick routes in real-time, helping teams increase throughput by 30% without adding staff." - CTA: "Curious to learn how you're approaching this for Q4?"` ***

Write a 300-character LinkedIn connection request note to [[Prospect Name]], [[Job Title]] at [[Prospect Company]]. Reference our shared [[connection, group, or their recent content]] and state why I'm interested in connecting.` **Filled-in Example:** `Write a 300-character LinkedIn connection request note to John Smith, Head of Demand Gen at SaaSify. Reference our shared connection, Sarah Jones. "Hi John - Sarah Jones recommended I reach out. Your work on demand gen at SaaSify is impressive. I'm also in the B2B SaaS space and would be great to connect and follow your work."` ***

Act as an Account Executive. Based on the following call notes, draft a follow-up email to the prospect. The email should: 1. Thank them for their time. 2. Summarize the 3 key pain points they mentioned: [[Pain Point 1, 2, 3]]. 3. Reiterate how our solution addresses those pains. 4. Clearly state the agreed-upon next steps. Call Notes: [[Paste a brief, bulleted list of notes from your call]]` **Filled-in Example:** `Act as an Account Executive. Based on the following call notes, draft a follow-up email. 1. Thank them for their time. 2. Summarize the 3 key pain points: Manual reporting taking 10 hrs/week; No visibility into team performance; Worried about data accuracy. 3. Reiterate how our dashboard automates reports and provides real-time, accurate metrics. 4. Clearly state the next step: "I'll send a proposal by EOD Friday as discussed." Call Notes: - Jen spends all of Monday on manual reports. - No way to see which reps are hitting targets mid-quarter. - Data from CRM is often wrong. - Next step: Send proposal with pricing for 50 users.` ***

Write a 3-sentence re-engagement email for a lead who went cold 6 months ago. Reference our last conversation about [[Original Pain Point]]. Introduce a new [[feature, case study, or insight]] that is relevant to that pain point and ask if it's worth a brief chat.` **Filled-in Example:** `Write a 3-sentence re-engagement email for a lead who went cold 6 months ago. Our last conversation was about the high cost of their cloud data warehouse. We just published a case study on how a similar company cut costs by 40%. "Hi [[Prospect Name]], Last we spoke, you mentioned the rising costs of your Snowflake instance were a concern. We just published a case study with [[Similar Company]] on how they cut their data cloud spend by 40% with our platform. Is this still a priority for you?"` ***

Analyze the provided data for [[Prospect Company]] and [[Prospect Name]]. Synthesize the information into a single "Why You, Why Now?" sentence that I can use to open a cold email. Data: - Company: [[Name, recent news/funding]] - Prospect: [[Name, Title, recent LinkedIn post/activity]]` **Filled-in Example:** `Analyze the provided data for FinTech Innovators and its CFO, Mark Johnson. Synthesize it into a "Why You, Why Now?" sentence. Data: - Company: FinTech Innovators just raised a $50M Series B to expand into enterprise. - Prospect: Mark Johnson, CFO, recently posted on LinkedIn about the challenges of scaling financial reporting for enterprise compliance.` **Output Example:** `"Given your focus on scaling financial reporting for enterprise compliance as FinTech Innovators moves upmarket after its $50M Series B, I thought this might be relevant."` ***

Act as a sales assistant. Create a one-page pre-call briefing document for my upcoming meeting with [[Prospect Name]], [[Title]] at [[Company]]. Include the following sections: 1. Company Overview: [[Industry, employee count, recent news]]. 2. Prospect Background: [Role, time at company, key responsibilities based on LinkedIn]. 3. Call Objective: [[e.g., Discover their primary challenges with...]]. 4. Key Discovery Questions: Generate 5 open-ended questions related to [[product category]]. 5. Potential Objections: List 3 likely objections and a one-sentence response for each. Data sources: [Paste LinkedIn profile URL, company website, and any relevant news links]` **Filled-in Example:** `Act as a sales assistant. Create a one-page pre-call briefing document for my upcoming meeting with Sarah Lee, Director of Marketing at RetailNow. Call objective is to discover their challenges with customer retention. Generate 5 discovery questions about their current loyalty program and customer churn.` ***

Analyze the following sales call transcript from Gong. Provide a summary in the following format: - **Key Pain Points Mentioned:** (List up to 3) - **Buying Signals:** (e.g., questions about pricing, implementation, competitor mentions) - **Action Items:** (List all agreed-upon next steps for both sides) - **Red Flags:** (e.g., budget concerns, unclear authority)` `Transcript: [[Paste the full call transcript]]` ***

Read the provided call transcript. Identify every instance where the prospect raised an objection, concern, or hesitation. For each one, quote the prospect's exact words and categorize the objection (e.g., Price, Timing, Competitor, Authority).` `Transcript: [[Paste the full call transcript]]` ***

Based on this discovery call transcript, what is the underlying "Job to be Done" the prospect is trying to accomplish? Frame it in the format: "When [[situation]], I want to [[motivation]], so I can [[expected outcome]]." Also, identify the current "hack" or workaround they are using to solve this problem today.` `Transcript: [[Paste the full call transcript]]` ***

I have a discovery call with a [[Prospect Job Title]]. My product helps with [[problem area]]. Based on their role, generate 7 insightful, open-ended discovery questions that will uncover their pains and priorities related to [[problem area]]. Avoid simple yes/no questions.` **Filled-in Example:** `I have a discovery call with a Chief Revenue Officer. My product is a sales forecasting tool that connects to Salesforce. Based on their role, generate 7 insightful, open-ended discovery questions that will uncover their pains and priorities related to forecast accuracy and pipeline visibility.` ***

Act as a seasoned sales coach. My prospect just told me, "[[Prospect's Objection]]". Give me three different ways to respond, using the "Acknowledge, Reframe, Explore" framework. For each response, explain the strategy behind it.` **Filled-in Example:** `Act as a seasoned sales coach. My prospect just told me, "Your price is 20% higher than your competitor." Give me three different ways to respond, using the "Acknowledge, Reframe, Explore" framework.` ***

My prospect is focused on our [[high price]]. Reframe this conversation away from cost and toward value and ROI. My product costs [[$X]] and provides [[Value Prop 1, Value Prop 2]]. The average customer sees [Metric-based outcome, e.g., 30% reduction in costs, 15% increase in revenue]. Draft a short talk track for this.` ***

Act as a negotiation coach. We are in the final stages of a deal. The prospect is asking for a [[e.g., 15% discount]]. I cannot give them the full discount, but I can offer other concessions. Brainstorm 5 non-monetary concessions I can offer in exchange for them signing by the end of the quarter. Examples: extended onboarding, extra user seats, a quarterly strategy review.` ***

Analyze the provided CRM data and call notes for the [[Account Name]] opportunity. Provide a concise deal health summary including: - **Forecast Category:** (Commit, Best Case, Pipeline) - **Confidence Score:** (1-100%) - **Supporting Evidence:** (e.g., "Champion confirmed budget," "Economic buyer is engaged.") - **Risks:** (e.g., "No clear timeline," "Competitor X is in a pilot.") - **Next Action:** (What is the single next action needed to advance the deal?) Data: [[Paste key fields from CRM and last call summary]]` ***

Analyze the following list of 10 deals from my pipeline. Based on the "Last Contacted Date" and "Next Step Date," identify the top 3 deals that are most at risk of stalling and need immediate attention. Pipeline Data: [Paste a list of deals with Amount, Stage, Last Contacted Date, Next Step Date]` ***

This deal with [[Account Name]] seems to be stuck. Based on the history below, recommend three different potential next actions to regain momentum. - Stage: [[Current sales stage]] - Last Step: [[Last completed activity]] - Prospect's last message: "[[Quote]]" History: [[Brief summary of the deal so far]]` ***

Act as an Account Executive writing my weekly forecast update to my manager. Based on the data below, write a 3-paragraph summary covering: 1. Key deals that progressed this week and why. 2. Top 1-2 deals I am committing to close this quarter and the evidence. 3. 1-2 key risks in my pipeline and my plan to mitigate them. Data: [Paste a summary of key deals moved, committed deals with evidence, and at-risk deals]` ***

Act as a B2B sales strategist. I am selling [[Your Product]], which solves [[Problem]]. Below is the "About" section and recent post activity from a prospect's LinkedIn profile. Analyze it and create a markdown table with three columns: "Key Insight" (a direct quote or observation), "Connection to Our Product" (how their statement relates to the problem we solve), and "Open-Ended Question" (a discovery question to ask based on the insight).` `[[Paste LinkedIn Profile Text & Recent Posts Here]]` **Filled-in Example:** `Act as a B2B sales strategist. I am selling "SyncUp," an AI-powered meeting summarization tool that integrates with Slack. It solves the problem of teams being stuck in back-to-back meetings with no clear record of action items. Below is the "About" section and recent post activity from a prospect's LinkedIn profile. Analyze it and create a markdown table with three columns: "Key Insight", "Connection to Our Product", and "Open-Ended Question".` `Prospect: Jane Doe, VP of Engineering at InnovateCo` `About section: "Leading high-performance engineering teams to ship world-class products. Passionate about agile methodologies, developer productivity, and building a culture of asynchronous communication."` `Recent Post: "Great article on the true cost of context switching. InnovateCo is doubling down on focused work in H2. Less time in meetings, more time in code."

I am a sales rep for a cybersecurity firm. I am targeting [[Company Name]]. Analyze the "Risk Factors" and "Management's Discussion and Analysis" sections of their latest 10-K report, pasted below. Identify the top 3-5 stated business risks or strategic initiatives related to data security, supply chain, or digital transformation. Present the output as a bulleted list, with a sub-bullet explaining the risk in simple terms.

Act as a market researcher. I'm providing you with anonymized descriptions of 10 of my best customers. They all bought our project management software. Analyze the common themes and generate a detailed buyer persona for "Pragmatic Priya." The persona should include sections for: Role & Title, Company Size/Industry, Key Challenges, Motivations (What they want), and Watering Holes (Where they get information).

I am a sales rep who is new to selling into the cold chain logistics industry. My product is a real-time temperature monitoring sensor. Generate a list of 10 insightful discovery questions I can ask a Director of Logistics to uncover potential pain points related to spoilage, regulatory compliance (like FSMA), and fleet management. The questions should demonstrate some knowledge of the industry.

Analyze the following 5 job descriptions from [[Company Name]]'s career page. Based on the roles, required skills, and listed tools, create a summary of the company's likely strategic priorities for the next 6-12 months and list the technologies they are using in their sales and marketing stack.

You are a concise and insightful B2B copywriter. Below is the transcript of a podcast interview with [[Prospect Name]], CMO of [[Company Name]]. I sell a content analytics platform that helps marketers prove the ROI of their content.

I am sending a cold email about our automated accounts payable software. The key benefit is reducing invoice processing time by 80%. The target persona is a CFO.

Create a 10-day, 5-step outbound sales cadence outline for a new prospect who fits our ICP but has not engaged. My product is a sales coaching software for remote teams. The cadence should be a mix of email and LinkedIn interactions. For each step, specify the channel, the goal of the touchpoint, and a brief summary of the message.

I need to send a "break-up" email to a prospect who has gone cold. Below is the history of our interaction from my CRM. Draft a concise email that: 1. Briefly summarizes the problem we discussed (improving sales forecast accuracy). 2. Mentions the last action item we agreed on (they were going to review our case study). 3. Acknowledges that the timing might not be right. 4. Closes the file respectfully but leaves the door open for the future.

Let's role-play a sales scenario. I am a sales rep for an expensive, premium marketing automation platform. You are the skeptical CFO of a mid-sized company. Your main objections are: "Your price is 30% higher than your competitor," "We have a homegrown solution that works fine," and "I'm not convinced of the ROI.

Act as a detail-oriented Account Executive. Below is the full transcript of a discovery call I just had with a prospect, "Sarah," from "ACME Corp." The goal is to send a recap email that confirms understanding and sets up the next steps.

I've pasted my messy, unformatted notes from a project kickoff call below. Please review the notes and extract two lists: 1. A list of all clear action items, formatted as "[[Owner]]: [[Task]]." If no owner is mentioned, mark as "[[Owner TBD]]." 2. A list of all open questions that were raised but not answered during the meeting.

Using the discovery call notes provided below, draft a one-page business case document. The document should be written from the perspective of my champion (a Director of Sales Ops) to their CFO. It needs to justify purchasing my product, a sales analytics platform.

I have just closed a deal with [[Company Name]]. I need to write a hand-off memo for our Customer Success Manager, "David." Based on my CRM notes below, draft a concise memo that covers: 1. **Key Stakeholders:** Who are the main points of contact? 2. **Why They Bought:** What were the primary pain points and business goals that led to the purchase? 3. **Implementation Gotchas:** Are there any specific technical requirements or personality types David should be aware of? 4. **Their Definition of Success:** What specific metric or outcome will they use to judge if our product is a success in 12 months?

I am providing a CSV export of 50 sent emails from a recent sales cadence. The data includes columns for "Subject Line," "Email Body," and "Replied" (TRUE/FALSE). Analyze the emails where "Replied" is TRUE and identify common patterns. Provide a summary of what seems to be working in terms of subject line structure, opening lines, call-to-action phrasing, and overall email length.