AI Sales Prompts

**Role:** You are a senior B2B sales development representative with 10+ years of experience in personalized outbound prospecting in the [industry] sector. **Context:** I am initiating first contact with a prospect who has no prior relationship with our company. This is the top-of-funnel stage — the goal is to earn a reply, not close a deal. **Task:** Write a personalized cold outreach email to [prospect_name] at [company_name]. **Input:** - Prospect name: [prospect_name] - Company: [company_name] - Industry: [industry] - Recent achievement or news: [specific_achievement_or_news] - Our product/service: [product_or_service] - Goal our solution helps them achieve: [specific_goal] **Output format:** **Subject line:** [One line, max 8 words — curiosity or relevance-driven, no clickbait] **Email body:** 1. **Opening hook** (1 sentence): Reference [specific_achievement_or_news] to show research 2. **Value bridge** (1–2 sentences): Connect their goal to our solution's outcome — not features 3. **Social proof** (1 sentence): One relevant result or reference (use placeholder if no specific data) 4. **Call-to-action** (1 sentence): Single, low-friction ask (e.g., "Worth a 15-min call this week?") **Scope:** - In scope: one personalized cold outreach email with subject line, opening hook, value bridge, social proof, and CTA - Out of scope: follow-up sequence, email automation setup, prospect research, CRM logging **Constraints:** - Maximum 120 words for the email body — brevity is non-negotiable for cold outreach - Use a conversational, peer-to-peer tone — not salesy or formal - Do NOT list product features — focus entirely on the prospect's outcome - Do NOT use generic openers like "I hope this finds you well" or "I wanted to reach out" - Do NOT include an unsubscribe line or legal footer — this is a 1:1 email, not a campaign - Do NOT invent specific data points — use placeholders if evidence is needed

**Role:** You are a senior sales enablement coach specializing in consultative discovery methodology for B2B sales teams. **Context:** I am preparing for a discovery call with a prospect. This is the qualification and needs-assessment stage — the goal is to uncover pain points, decision criteria, and urgency, not to pitch. **Task:** Create a discovery call question script organized into logical conversation sections. **Input:** - Call duration: [duration] minutes - Prospect title: [prospect_title] - Company size: [company_size] - Industry: [industry] **Output format:** For each section, provide: ### [Section Name] ([estimated minutes]) - **Questions:** 3–4 open-ended questions that flow naturally from each other - **Listen for:** Key signals or phrases that indicate pain, urgency, or fit - **Transition:** One sentence to bridge to the next section Sections (in this order): 1. **Rapport & Agenda Setting** 2. **Current State Assessment** 3. **Pain Point Identification** 4. **Impact Quantification** 5. **Decision-Making Process** 6. **Next Steps & Close** **Scope:** - In scope: structured discovery call script with section-by-section questions, listen-for signals, and transitions - Out of scope: product demo script, post-call follow-up emails, CRM data entry templates, qualification scoring model **Constraints:** - Total script must fit within [duration] minutes — allocate time per section proportionally - Every question must be open-ended (no yes/no questions) - Do NOT include product pitching or feature mentions — this is discovery only - Do NOT exceed 4 questions per section — leave room for follow-ups based on answers - Include at least one question per section that uncovers both technical and business requirements - Use language appropriate for a [prospect_title]-level conversation — avoid jargon below their level

**Role:** You are a senior sales proposal writer specializing in outcome-focused B2B proposals that win complex deals. **Context:** We are at the proposal stage of the sales process. Discovery has been completed and key pain points have been identified. The proposal must justify the investment to [decision_maker_titles] who evaluate based on [primary_business_objectives]. **Task:** Write a business proposal for [prospect_company] addressing their need for [solution_category]. **Input:** - Prospect company: [prospect_company] - Solution category: [solution_category] - Key pain points from discovery: [key_pain_points] - Decision-maker titles: [decision_maker_titles] - Primary business objectives: [primary_business_objectives] - Expected ROI timeframe: [timeframe] **Output format:** Structure the proposal with exactly these sections: ### 1. Executive Summary [3–5 sentences: restate their challenge, our solution, and the expected outcome — this must stand alone as a decision document] ### 2. Challenges Identified [Bullet list of 3–5 challenges from discovery, each tied to a business impact] ### 3. Proposed Solution [For each challenge, map a specific deliverable with a one-sentence description of how it addresses the pain point] ### 4. Expected Outcomes [3–5 measurable outcomes with timeframes, tied to [primary_business_objectives]] ### 5. Next Steps [2–3 concrete actions with owners and dates to advance the deal] **Scope:** - In scope: executive summary, challenge mapping, solution alignment, expected outcomes, and next steps for [prospect_company] - Out of scope: pricing or commercial terms, implementation timeline, technical architecture, legal terms and conditions **Constraints:** - Keep the total proposal under 800 words — executives skim, not read - Lead every section with outcomes, not features - Do NOT include pricing or investment breakdown — that belongs in a separate commercial document - Do NOT include implementation timeline details — reference "detailed timeline available upon request" - Do NOT invent metrics or ROI figures — use placeholders or ranges based on [key_pain_points] - Make the proposal scannable: use headings, bullets, and bold for key figures

**Role:** You are a senior sales strategist specializing in value-based pricing and deal structuring for B2B solutions. **Context:** I am preparing to present pricing to a qualified prospect at the proposal or negotiation stage. I need a pricing strategy that anchors on value, not cost, and that anticipates objections. **Task:** Develop a tiered pricing strategy for presenting [product_or_service] to [prospect_company]. Think step by step: first assess the prospect's value perception, then design the tiers to guide them toward the recommended option. **Input:** - Product/service: [product_or_service] - Prospect company: [prospect_company] - Industry: [industry] - Company size: [company_size] - Current spend on existing solution: [existing_solution] - Budget range: [budget_range] - Urgency level: [urgency_level] - Competitive situation: [competitive_situation] **Output format:** ### Value Assessment [2–3 sentences analyzing what this prospect likely values most based on their industry, size, and competitive situation] ### Pricing Tiers For each tier (Good / Better / Best): - **Name:** [Descriptive tier name] - **Price positioning:** [Relative to budget range — below / at / above] - **Included:** [3–5 items] - **Excluded:** [2–3 items available in higher tiers] - **Strategic rationale:** [1 sentence on why this tier exists in the anchoring sequence] ### Presentation Guidance - How to present the tiers (order, framing, recommended option) - How to handle discount requests (1–2 tactics) - How to handle "too expensive" objection (1–2 responses) **Scope:** - In scope: three-tier pricing structure, value assessment, presentation guidance, and discount/objection handling - Out of scope: specific dollar pricing, contract terms, billing system configuration, revenue recognition rules **Constraints:** - Design the middle tier as the recommended option — use anchoring, not deception - Do NOT suggest bait-and-switch tactics, hidden fees, or misleading comparisons - Do NOT invent specific price points — use relative positioning against [budget_range] - Do NOT recommend discounting below value — suggest value-adds instead of price cuts - Keep the total output under 500 words

**Role:** You are a senior sales engagement specialist with expertise in multi-channel outbound sequences for B2B pipeline recovery. **Context:** A prospect has gone dark after [specific_event]. This is a re-engagement sequence — the goal is to provide enough value to earn a response, then re-enter an active sales conversation. **Task:** Design a multi-touch follow-up sequence to re-engage this prospect. **Input:** - Last interaction: [last_interaction] - Date of last interaction: [date] - Number of touchpoints: [number_of_touchpoints] - Sequence timeframe: [timeframe] - Interest area: [specific_feature_or_outcome] - Reason for going dark: [specific_event] **Output format:** For each touchpoint, provide: ### Touchpoint [N] — [Channel] — Day [X] - **Subject/hook:** [One line] - **Message:** [The actual message text, ready to send] - **Value-add:** [What new value this touchpoint provides — e.g., case study, insight, ROI data] - **Strategic intent:** [One sentence on why this touchpoint at this time] Channels to rotate across: email, LinkedIn, phone (leave voicemail script), and video message. End the sequence with a **breakup email** as the final touchpoint. **Scope:** - In scope: multi-channel follow-up sequence with per-touchpoint messaging, value-adds, and strategic timing - Out of scope: CRM automation workflow, email deliverability setup, prospect re-qualification, new lead generation **Constraints:** - Each email must be under 100 words — respect their time - Each touchpoint must provide unique value — no "just checking in" messages - Do NOT repeat the same value-add or CTA across touchpoints - Do NOT use guilt-tripping, passive-aggressive, or desperate language - Progressively increase directness while maintaining professionalism - Do NOT assume why they went dark — offer value, not assumptions

**Role:** You are a senior sales engineer specializing in consultative product demonstrations for B2B enterprise solutions. **Context:** I am preparing a tailored demo for a qualified prospect. This is the evaluation stage — the prospect is actively comparing solutions. The demo must connect our product directly to their specific pain points, not showcase features generically. **Task:** Design a customized demo script for [product_name] tailored to [prospect_company]. **Input:** - Product: [product_name] - Prospect company: [prospect_company] - Industry: [industry] - Pain points: [pain_point_1], [pain_point_2], [pain_point_3] - Number of key features to demonstrate: [number] - Demo duration: [duration] minutes **Output format:** ### Opening Hook ([2 min]) [1–2 sentences referencing their specific challenge to frame the demo around their needs] ### Demo Flow For each feature (up to [number]): #### Feature [N]: [Feature Name] — Addresses [Pain Point] - **Setup:** [One sentence to contextualize why this matters to them] - **Show:** [Specific action to demonstrate — what to click, what to show] - **Tell:** [Key talking point using their industry terminology] - **Pause:** [One question to check engagement and gather feedback] ### Closing ([2 min]) - **Summary:** [Recap which pain points were addressed] - **Call-to-action:** [Specific next step] **Scope:** - In scope: customized demo script with opening hook, feature-to-pain-point mapping, talking points, and closing CTA - Out of scope: demo environment setup, technical deep-dive documentation, post-demo follow-up materials, competitive comparison slides **Constraints:** - Total demo must fit within [duration] minutes — allocate time per feature accordingly - Focus on outcomes ("This eliminates X hours of manual work") not specifications ("This uses REST API v2") - Use [industry]-specific terminology and examples throughout - Do NOT demo more than [number] features — depth over breadth - Do NOT include technical architecture or backend details unless the audience is technical - Do NOT use internal product jargon or codenames — all terminology must be prospect-facing and understandable - Include one question per feature section to keep the demo interactive

**Role:** You are a senior competitive intelligence analyst specializing in B2B sales positioning and ethical win strategy. **Context:** I am in an active competitive evaluation against [competitor_name] for the opportunity at [prospect_company]. The prospect is comparing both solutions side by side. This is the evaluation or shortlist stage. **Task:** Develop a competitive positioning strategy that highlights our differentiation ethically and effectively. Think step by step: first analyze the competitive landscape, then build the positioning framework. **Input:** - Competitor: [competitor_name] - Prospect company: [prospect_company] - Use case: [specific_use_case] - Our differentiators: [key_differentiator_1], [key_differentiator_2], [key_differentiator_3] - Prospect priorities: [priority_1], [priority_2] **Output format:** ### Competitive Landscape Analysis [2–3 sentences on how [competitor_name] typically positions for [specific_use_case] and where they are strong] ### Differentiation Framework For each differentiator: - **Our strength:** [One sentence] - **Why it matters for [prospect_company]:** [One sentence tying to their priorities] - **Discovery question:** [One question that naturally surfaces this advantage without attacking the competitor] ### Handling Competitor Claims For each common claim [competitor_name] makes (up to 3): - **Their claim:** [What they say] - **Our response:** [Factual, professional counter-positioning] ### Messaging Do's and Don'ts - 3 phrases to use - 3 phrases to avoid **Scope:** - In scope: competitive landscape analysis, differentiation framework, claim-response pairs, and messaging guidelines - Out of scope: product feature comparison matrix, pricing intelligence, win/loss data analysis, market share estimates **Constraints:** - Do NOT disparage or make unverifiable claims about [competitor_name] - Do NOT suggest "trap-setting" questions designed to mislead — use discovery questions that surface genuine fit differences - Do NOT assume the prospect's priorities unless explicitly stated in the input - Focus positioning on [priority_1] and [priority_2] — do not dilute with secondary differentiators - Keep the total output under 500 words

**Role:** You are a senior account strategist specializing in B2B customer expansion and account growth. **Context:** I manage an existing customer account. This is a post-sale expansion opportunity — the goal is to identify upsell and cross-sell opportunities that align with the customer's evolving needs and business trajectory. **Task:** Analyze the account profile and recommend expansion opportunities with supporting rationale and conversation starters. **Input:** - Customer: [existing_customer] - Current product/tier: [current_product_tier] - Duration as customer: [duration] - Usage metrics: [usage_metrics] - Growth indicators: [growth_indicators] - Customer's stated future goals: [customer_goals] - Upcoming business event or initiative: [business_event_or_initiative] **Output format:** ### Account Health Summary [2–3 sentences assessing current usage, satisfaction signals, and growth trajectory] ### Expansion Opportunities For each opportunity (up to 4, ranked by priority): - **Opportunity:** [Name/description] - **Rationale:** [Why now, based on usage data or growth indicators] - **Value proposition:** [One sentence tying the expansion to their business outcome] - **Timing:** [When to initiate the conversation and why] ### Conversation Starter Email [Ready-to-send email (under 120 words) for the top-priority opportunity, referencing [business_event_or_initiative]] **Scope:** - In scope: account health assessment, ranked expansion opportunities with rationale, and one ready-to-send outreach email - Out of scope: pricing proposals, contract renewal terms, product roadmap commitments, customer success playbook **Constraints:** - Prioritize opportunities that align with [business_event_or_initiative] — timing matters more than deal size - Do NOT recommend expansion that the customer's current usage data does not support - Do NOT use aggressive upsell language — frame as helping them achieve [customer_goals] - Do NOT include pricing details — focus on value justification only - Limit to 4 opportunities maximum — quality over quantity

**Role:** You are a senior sales operations analyst specializing in pipeline management, forecasting, and deal risk assessment. **Context:** I need to assess my sales pipeline health for [time_period] and make data-driven decisions about where to focus effort. This analysis will inform weekly deal reviews and forecast commits. **Task:** Analyze the pipeline data below and provide insights on health, risks, and recommended actions. Think step by step: first assess overall pipeline coverage, then evaluate individual deal risk, then recommend actions. **Input:** - Time period: [time_period] - Number of deals: [number_of_deals] - Total pipeline value: [total_pipeline_value] - Stage breakdown: [stage_breakdown] - Risk criteria: [risk_criteria] - Quota target: [quota_target] - Historical close rate: [historical_close_rate] - Average sales cycle length: [sales_cycle_length] **Output format:** ### Step 1: Pipeline Coverage Assessment [Calculate weighted pipeline value using [historical_close_rate] by stage. Compare to [quota_target]. State whether coverage is sufficient (3x+ = healthy, 2–3x = at risk, <2x = critical)] ### Step 2: Risk Analysis For each at-risk deal category identified by [risk_criteria]: - **Risk pattern:** [What the risk is] - **Affected deals:** [Which deals or deal types match this pattern] - **Impact:** [Estimated revenue at risk] ### Step 3: Recommended Actions For each risk pattern, provide: - **Action:** [Specific step to take] - **Priority:** High / Medium / Low - **Expected outcome:** [What this action should achieve] ### Summary Dashboard | Metric | Value | |---|---| | Weighted pipeline | [calculated] | | Pipeline coverage ratio | [calculated] | | Deals at risk | [count and value] | | Forecast confidence | High / Medium / Low | **Scope:** - In scope: pipeline coverage calculation, deal risk analysis, prioritized action plan, and summary dashboard - Out of scope: individual deal coaching, CRM data cleanup, lead generation strategy, compensation plan alignment **Constraints:** - Base all calculations on the provided data — do NOT invent deal details or assume close rates beyond [historical_close_rate] - Do NOT recommend "add more pipeline" as a primary action — focus on converting existing deals first - Do NOT present forecast figures as certainties — clearly distinguish data-supported conclusions from assumptions - Limit recommended actions to 5 maximum — prioritize by revenue impact - Keep the total output under 600 words

**Role:** You are a senior sales effectiveness analyst specializing in win/loss analysis and competitive learning for B2B sales organizations. **Context:** A deal has concluded and I need to conduct a structured post-mortem. The purpose is to extract actionable lessons that improve future win rates in [similar_segment], not to assign blame. **Task:** Conduct a win/loss analysis for the completed deal. Think step by step: first examine each contributing factor, then identify the root causes, then extract transferable lessons. **Input:** - Deal name: [deal_name] - Company: [company_name] - Outcome: [won_or_lost] - Competitors involved: [competitors_involved] - Decision criteria stated by buyer: [stated_criteria] - Decision-maker feedback: [decision_maker] — "[feedback quotes or paraphrased notes]" - Similar segment for lesson transfer: [similar_segment] **Output format:** ### Factor Analysis For each factor, rate its contribution to the outcome (Strong positive / Neutral / Negative): 1. **Competitive landscape:** [Assessment based on [competitors_involved]] 2. **Product fit:** [How well our solution matched [stated_criteria]] 3. **Sales process execution:** [Timing, stakeholder engagement, responsiveness] 4. **Pricing and terms:** [Competitiveness and perceived value] 5. **Relationship strength:** [Champion presence, trust level] ### Root Cause Summary Top 3 reasons for the [won_or_lost] outcome, ranked by impact: 1. [Reason + supporting evidence from the factor analysis] 2. [Reason + supporting evidence] 3. [Reason + supporting evidence] ### Actionable Lessons for [similar_segment] For each lesson (up to 3): - **Lesson:** [One sentence] - **Specific process change:** [What the team should do differently] ### Future Opportunity Assessment [If lost: Is there a future opportunity? What conditions would need to change? How to position for re-engagement.] [If won: What is the expansion potential? What commitments were made during the sales process?] **Scope:** - In scope: factor analysis, root cause ranking, actionable lessons for [similar_segment], and future opportunity assessment - Out of scope: CRM data audit, sales rep performance review, compensation adjustments, pipeline rebuild strategy **Constraints:** - Base analysis on provided facts and feedback — do NOT speculate beyond the evidence - Do NOT assign blame to individuals — focus on process and strategy - Do NOT list more than 3 root causes — force-rank for clarity - Keep the total analysis under 500 words

**Role:** You are a senior sales copywriter specializing in high-conversion B2B email templates optimized for deliverability and response rates. **Context:** I need an email template for a specific sales scenario. The email will be used at the [email_purpose] stage of the sales process and must be optimized for [desired_outcome]. **Task:** Create a sales email template targeting [recipient_title] at [company_type]. **Input:** - Email purpose/stage: [email_purpose] - Recipient title: [recipient_title] - Company type: [company_type] - Tone: [tone] - Key benefit to emphasize: [key_benefit] - Personalization element: [personalization_element] - Social proof type: [proof_type] - Desired outcome: [desired_outcome] - Target word count for email body: [word_count] **Output format:** ### Subject Lines - **Option A:** [Primary subject line — max 7 words] - **Option B:** [A/B test variant — different angle, max 7 words] ### Email Body **Opening** (1 sentence): [Personalized reference to [personalization_element]] **Value proposition** (1–2 sentences): [Key benefit framed as an outcome for the recipient] **Social proof** (1 sentence): [Specific [proof_type] reference — use placeholder if no specific data] **Call-to-action** (1 sentence): [Single, clear, low-friction ask] ### Send Guidance - **Optimal send time:** [Day and time recommendation with rationale] - **Follow-up timing:** [When to follow up if no response] **Scope:** - In scope: subject line options, structured email body, send timing guidance, and follow-up recommendation - Out of scope: email automation platform setup, A/B test execution, deliverability optimization, list management **Constraints:** - Email body must be under [word_count] words — shorter emails get higher response rates - Use [tone] tone throughout — match the language a [recipient_title] expects - Do NOT include more than one call-to-action — multiple CTAs reduce response rates - Do NOT use spam-trigger words (free, guarantee, act now, limited time) - Do NOT use generic placeholders like "Dear Sir/Madam" — every element must be personalizable - Keep paragraphs to 2 sentences maximum for mobile readability

**Role:** You are a senior deal strategist specializing in principled B2B sales negotiation and value-based deal closure. **Context:** I am in active negotiation with a prospect. The deal is at the [current_stage_of_negotiation] stage. I need a negotiation plan that protects deal value while finding mutually beneficial terms. **Task:** Prepare a negotiation strategy for this deal. Think step by step: first assess the power dynamics and BATNA (best alternative) for both sides, then design the negotiation approach. **Input:** - Prospect company: [prospect_company] - Deal size: [deal_size] - Concession requested: [concession_requested] - Current negotiation stage: [current_stage_of_negotiation] - Economic buyer: [buyer_name] - Buyer motivation: [buyer_motivation] - Competitive situation: [competitive_situation] **Output format:** ### Power Dynamics Assessment [2–3 sentences analyzing leverage on both sides — who needs this deal more and why] ### Negotiation Boundaries | Boundary | Detail | |---|---| | Ideal outcome | [Best realistic result] | | Acceptable compromise | [What we can live with] | | Walk-away point | [Non-negotiable threshold] | ### Concession Strategy For each concession we can offer (up to 3, in sequence): - **Concession:** [What we give] - **Reciprocal ask:** [What we request in return] - **Framing:** [Exact phrase to use when offering] ### Handling [concession_requested] - **If we can accommodate:** [How to frame it as a trade, not a giveaway] - **If we cannot:** [Alternative offer that addresses the underlying need] ### Key Phrases for Critical Moments - 3 phrases to use when [buyer_name] pushes back - 2 responses to competitive pressure from [competitive_situation] **Scope:** - In scope: power dynamics assessment, negotiation boundaries, concession strategy, and key response phrases - Out of scope: legal contract review, procurement process navigation, finance approval workflows, post-close implementation terms **Constraints:** - All tactics must be principled and transparent — do NOT suggest deceptive urgency, artificial scarcity, or misleading claims - Factor [buyer_motivation] into every recommendation — align offers with what they actually care about - Do NOT recommend conceding without a reciprocal ask — every give must have a get - Do NOT include take-it-or-leave-it ultimatums — maintain a collaborative negotiation posture - Keep the total output under 500 words

**Role:** You are a senior product marketing strategist specializing in B2B value proposition development and competitive differentiation. **Context:** I need a value proposition that can be used across sales materials — pitch decks, one-pagers, and verbal conversations. This is a sales enablement asset developed during the positioning and early-stage outreach phase. It must resonate with [target_persona] in the [industry] industry. **Task:** Craft a compelling value proposition for [product_or_service] that clearly differentiates from [main_competitor]. **Input:** - Product/service: [product_or_service] - Target persona: [target_persona] - Industry: [industry] - Problem solved: [specific_problem] - Main competitor: [main_competitor] - Impact metric: [impact_metric] - Customer example: [customer_example] **Output format:** ### Core Value Proposition Using the formula: "For [target customer] who [need], our [product category] provides [key benefit] unlike [competitive alternative]." [One polished sentence following this formula] ### Supporting Pillars For each pillar (exactly 3): - **Pillar:** [One-phrase benefit] - **Proof point:** [Evidence from [customer_example] or [impact_metric]] - **Differentiator vs. [main_competitor]:** [One sentence on why we win here] ### Messaging Variants - **Elevator pitch** (30 seconds / 50 words): [Verbal version for conversations] - **Email-ready** (1 sentence): [For inclusion in outbound emails] - **Headline** (max 10 words): [For presentations or landing pages] **Constraints:** - Lead with outcomes, not features — every statement must answer "so what?" for the buyer - Do NOT use jargon that [target_persona] would not use in their own vocabulary - Do NOT make unsubstantiated claims — every benefit must link to [impact_metric] or [customer_example] - Do NOT reference [main_competitor] by name in the customer-facing messaging variants — differentiation should be implicit - Keep the core value proposition to one sentence maximum

**Role:** You are a senior enterprise sales strategist specializing in complex, multi-stakeholder B2B deal navigation. **Context:** I am managing a complex sales opportunity involving multiple decision-makers. This is the evaluation or negotiation stage. I need to understand the political landscape and develop a targeted engagement strategy for each stakeholder. **Task:** Create a stakeholder map for this opportunity and develop engagement strategies. Think step by step: first categorize each stakeholder by role and disposition, then identify gaps, then design targeted engagement. **Input:** - Prospect company: [prospect_company] - Solution being sold: [solution_being_sold] - Known stakeholders: [known_stakeholders] **Output format:** ### Stakeholder Map For each stakeholder: | Field | Detail | |---|---| | Name & title | [From input] | | Role | Economic buyer / Technical buyer / Champion / Influencer / Blocker | | Disposition | Supporter / Neutral / Resistor | | Priorities | [What they care about most — business or personal] | | Key concern | [Their likely objection or hesitation] | | Engagement owner | [Who from our team should engage them] | | Key message | [One sentence tailored to their priorities] | ### Power Dynamics [2–3 sentences on how these stakeholders influence each other and where the real decision power sits] ### Gap Analysis [List any missing stakeholder roles — e.g., "No identified champion" or "No access to economic buyer"] ### Engagement Plan For the top 3 priority stakeholders: - **Action:** [Specific next step] - **Information to provide:** [What they need to see] - **Goal:** [What we want them to do after engagement] **Scope:** - In scope: stakeholder role mapping, power dynamics analysis, gap identification, and top-3 engagement plans - Out of scope: org chart creation, personal relationship coaching, internal politics manipulation, executive briefing content **Constraints:** - Do NOT suggest circumventing or undermining any stakeholder — even blockers must be engaged respectfully - Do NOT assume stakeholder dispositions without evidence from the input — mark assumptions explicitly - Do NOT create engagement plans for more than the 3 highest-priority stakeholders — focus effort - Keep the total output under 500 words

**Role:** You are a senior financial analyst specializing in B2B solution ROI modeling and business case development. **Context:** I am building a business case to justify the investment in our solution for a prospect at the proposal or negotiation stage. The ROI analysis must be credible, conservative-first, and tailored to their specific cost structure. **Task:** Build a customized ROI analysis for [prospect_company] considering their implementation of [solution_name]. **Input:** - Prospect company: [prospect_company] - Solution: [solution_name] - Current state costs: [current_state_costs] - Inefficiency metrics: [inefficiency_metrics] - Savings area 1: [savings_area_1] - Savings area 2: [savings_area_2] - Revenue opportunity: [revenue_opportunity] - Process area for productivity gains: [process_area] - Risk factor: [risk_factor] - Projection timeframe: [timeframe] - Implementation cost: [implementation_cost] - Ramp period: [ramp_period] **Output format:** ### Executive Summary [3–4 sentences: total projected ROI, payback period, and the single most compelling financial argument] ### Cost-Benefit Breakdown | Category | Conservative | Realistic | Optimistic | |---|---|---|---| | Cost savings: [savings_area_1] | | | | | Cost savings: [savings_area_2] | | | | | Revenue gains: [revenue_opportunity] | | | | | Productivity: [process_area] | | | | | Risk reduction: [risk_factor] | | | | | **Total benefit** | | | | | Implementation cost | [implementation_cost] | [implementation_cost] | [implementation_cost] | | **Net benefit** | | | | ### Payback Period [Calculation showing when cumulative benefits exceed implementation cost for each scenario] ### Assumptions & Methodology [Bulleted list of 3–5 key assumptions underpinning the calculation] **Scope:** - In scope: three-scenario cost-benefit analysis, payback period calculation, executive summary, and assumptions list - Out of scope: detailed implementation project plan, vendor comparison, procurement justification document, CFO presentation deck **Constraints:** - Always lead with the conservative scenario — credibility over optimism - Do NOT invent specific dollar figures — use ranges or multipliers based on the input data - Do NOT include intangible benefits that cannot be estimated from the provided metrics - Do NOT present a single-scenario projection — always show conservative, realistic, and optimistic ranges to maintain credibility - Clearly label all assumptions — the prospect must be able to challenge or adjust them - Account for [ramp_period] — benefits should ramp over time, not appear on day one - Keep the executive summary under 80 words

**Role:** You are a senior competitive intelligence analyst specializing in actionable sales enablement materials for field sales teams. **Context:** The sales team needs a quick-reference battlecard for deals where [competitor_name] is in the evaluation. This must be usable during live calls — concise, scannable, and immediately actionable. **Task:** Develop a sales battlecard for competing against [competitor_name] in [market_segment]. **Input:** - Competitor: [competitor_name] - Market segment: [market_segment] - Our differentiation areas: [area_1], [area_2], [area_3] - Reference customer win: [reference_customer] - Recent competitive intelligence: [recent_intel] **Output format:** ### Competitor Snapshot | Field | Detail | |---|---| | Positioning | [One sentence] | | Target customers | [Who they sell to] | | Pricing model | [How they charge] | | Key strength to acknowledge | [One honest strength] | ### Our Differentiation For each area ([area_1], [area_2], [area_3]): - **Our advantage:** [One sentence] - **Why it matters to the buyer:** [One sentence] - **Discovery question:** [One question that surfaces this advantage naturally] ### Handling Their Claims For the top 3 claims [competitor_name] makes: - **They say:** [Claim] - **We say:** [Factual, professional response] ### Proof Point [2–3 sentences about the [reference_customer] win: what the situation was, why they chose us, what the outcome was] ### When to Compete vs. Walk Away - **Compete when:** [2 conditions where we have advantage] - **Walk away when:** [1–2 conditions where they are a better fit] **Scope:** - In scope: competitor snapshot, differentiation framework, claim-response pairs, proof point, and compete/walk-away criteria - Out of scope: product feature development, pricing intelligence gathering, win/loss analysis, market research report **Constraints:** - Keep the entire battlecard under 500 words — it must fit on one page - Do NOT disparage [competitor_name] — acknowledge their strengths honestly, then differentiate - Do NOT include information the sales rep cannot verify or source — no rumors or speculation - Do NOT suggest misleading discovery questions — questions must be genuine and ethical - Update all claims and responses to reflect [recent_intel]

**Role:** You are a senior sales performance coach specializing in consultative deal closure for complex B2B sales cycles. **Context:** I have a deal at a critical decision point. I need to select the right closing approach based on the buyer's signals, timeline, and competitive pressure. This is the closing or late-negotiation stage. **Task:** Recommend the most effective closing technique for this deal. Think step by step: first evaluate the buying signals and readiness, then match the optimal closing technique, then script the approach. **Input:** - Prospect company: [prospect_company] - Deal stage: [deal_stage] - Buying signals observed: [buying_signals] - Decision timeline: [timeline] - Remaining concerns: [concerns] - Competitive context: [competitive_context] **Output format:** ### Readiness Assessment [2–3 sentences evaluating how ready the prospect is to close based on [buying_signals] and [concerns]] ### Recommended Technique - **Technique:** [Name — e.g., summary close, assumptive close, concession close] - **Why this fits:** [2–3 sentences explaining why this technique matches the situation] - **Alternatives considered:** [1–2 other techniques and why they are less suitable here] ### Closing Script - **Opening statement:** [Exact phrase to transition into the close] - **Core close:** [The key question or statement] - **If they say yes:** [Immediate next step to lock in the commitment] - **If they hesitate:** [Follow-up question to surface the remaining blocker] - **If they say no:** [Graceful response that keeps the door open] ### Deal Advancement Path [If immediate close is not possible: 2–3 specific actions to advance the deal toward close within [timeline]] **Scope:** - In scope: readiness assessment, closing technique recommendation, scripted approach with contingencies, and deal advancement path - Out of scope: contract drafting, legal review process, implementation planning, post-sale onboarding **Constraints:** - Do NOT recommend high-pressure or manipulative techniques — all approaches must be consultative and buyer-centric - Do NOT suggest artificial urgency or scarcity unless there is a genuine deadline in [timeline] - Do NOT script more than one closing approach — commit to the best fit - Factor [competitive_context] into the urgency assessment but do not use competitors as a fear tactic - Keep the total output under 400 words

**Role:** You are a senior enterprise account executive specializing in champion-led selling and internal advocacy development for complex B2B deals. **Context:** I have identified a potential internal champion at the prospect company. They show interest but are not yet actively advocating for our solution internally. This is the relationship-building and internal selling stage. **Task:** Develop a strategy to cultivate [contact_name] into an active internal champion for our solution. **Input:** - Contact: [contact_name], [contact_title] at [prospect_company] - Interest area: [interest_area] - Scope of influence: [scope_of_influence] - Reference company for peer connection: [reference_company] - Political challenge: [political_challenge] **Output format:** ### Champion Readiness Assessment [2–3 sentences evaluating [contact_name]'s current champion potential: interest level, influence, and gaps to address] ### WIIFM (What's In It For Me) [2–3 sentences articulating the personal and professional win for [contact_name] if they champion this initiative — career visibility, efficiency gains, team recognition, etc.] ### Enablement Plan For each of the next 3 interactions: #### Interaction [N]: [Purpose] - **Format:** [Meeting / email / shared resource] - **Goal:** [What we want to achieve] - **Action:** [Specific thing to do or deliver] - **Material to provide:** [Talking points, one-pager, ROI summary, or peer introduction] ### Internal Selling Support - **Business case talking points:** [3 bullet points [contact_name] can use with their leadership] - **Peer connection:** [How to introduce them to a champion at [reference_company]] - **Political navigation:** [1–2 tactics to help [contact_name] navigate [political_challenge]] **Scope:** - In scope: champion readiness assessment, WIIFM articulation, 3-interaction enablement plan, and internal selling support materials - Out of scope: executive sponsor engagement, formal partnership agreements, product customization requests, internal change management **Constraints:** - Frame every recommendation around [contact_name]'s personal win — not just our deal - Do NOT suggest asking them to do anything that puts their internal credibility at risk - Do NOT overload them with materials — one asset per interaction maximum - Do NOT assume they will advocate without enablement — provide them with ready-to-use talking points - Keep the total output under 450 words

**Role:** You are a senior sales strategy director specializing in territory design, account segmentation, and go-to-market planning for B2B sales organizations. **Context:** I am building a strategic territory plan for the upcoming [time_period]. I need to prioritize accounts, allocate effort, and identify whitespace opportunities to maximize quota attainment. **Task:** Create a strategic territory plan for [territory_name]. Think step by step: first segment the accounts, then prioritize, then allocate resources and define activity targets. **Input:** - Territory: [territory_name] - Scope: [geographic_or_vertical_scope] - Time period: [time_period] - Total accounts: [number_of_accounts] - Strategic accounts: [number_of_strategic] - Existing customers: [number_of_existing] - Prospects: [number_of_prospects] - Prioritization criteria: [prioritization_criteria] - Market conditions: [market_factors] - Competitive presence: [competitor_strength] - Underserved segment: [underserved_segment] **Output format:** ### Territory Snapshot | Metric | Value | |---|---| | Total accounts | [number_of_accounts] | | Strategic accounts | [number_of_strategic] | | Existing customers | [number_of_existing] | | New prospects | [number_of_prospects] | | Market conditions | [market_factors summary] | ### Account Segmentation & Prioritization Segment accounts into 3 tiers using [prioritization_criteria]: - **Tier 1 (high-touch):** [Criteria, number of accounts, engagement model] - **Tier 2 (medium-touch):** [Criteria, number of accounts, engagement model] - **Tier 3 (low-touch/automated):** [Criteria, number of accounts, engagement model] ### Quarterly Activity Targets | Activity | Tier 1 | Tier 2 | Tier 3 | |---|---|---|---| | Meetings per quarter | | | | | Proposals per quarter | | | | | Outreach sequences | | | | ### Whitespace Opportunity [2–3 sentences on the opportunity in [underserved_segment]: why it's underserved, estimated potential, and how to approach it] ### Competitive Strategy [2–3 sentences on how to position against [competitor_strength] in this territory] ### Success Metrics [4–5 KPIs to track territory performance, with target values where possible] **Scope:** - In scope: account segmentation, tiered engagement model, quarterly activity targets, whitespace analysis, and success metrics - Out of scope: individual account plans, hiring or headcount planning, compensation design, CRM territory configuration **Constraints:** - Base all segmentation on [prioritization_criteria] — do NOT add criteria that are not in the input - Do NOT spread effort equally across tiers — Tier 1 should get disproportionate attention - Do NOT ignore [number_of_existing] existing customers — retention and expansion are part of territory planning - Do NOT create activity targets that are unrealistic for one rep — assume a single territory owner - Do NOT recommend prioritizing short-term quota attainment over long-term customer relationships — territory plans must be sustainable - Keep the total output under 600 words