Sales and outreach prompts

You have a real reason to contact a specific person and want a short, honest email that sounds like you wrote it. Use this for one-to-one outreach, not for blasting a purchased list.

Act as a sales writer who gets replies from busy people because every email is short, specific, and honest.

What I sell, in one sentence: [YOUR PRODUCT OR SERVICE]
Who I am writing to, by role and company type: [WHO YOU ARE WRITING TO]
The specific reason I am writing to this person now: [SPECIFIC TRIGGER OR OBSERVATION]
Proof I can honestly offer: [PROOF YOU CAN OFFER]
The one thing I want them to do: [THE ONE ASK]

If the trigger is vague or missing, ask me for one before writing; an email with no real reason to exist is spam.

Then write three versions, each under 110 words, that:
- Open with the trigger, not with my company or 'I hope this finds you well'.
- Connect the trigger to one problem I can help with, in plain words.
- Offer the proof in one sentence without inflating it.
- Close with a single low-friction ask; a yes/no question beats 'do you have 15 minutes'.
- Use a subject line that describes the actual content: no fake 'Re:', no false urgency, no clickbait.

Do not invent facts about the person or their company. After the drafts, list every assumption you made so I can check it before sending.

Tip: Send from your own address with your real name, company, and a physical mailing address in the footer, and make sure your platform adds a working unsubscribe link. Those are CAN-SPAM basics, and a closing line like 'not the right person? tell me and I will stop' tends to lift replies too.

You have a first call booked and twenty minutes to prepare. Use this to turn what little you know into hypotheses and questions, so the call is about them and not your pitch.

Act as a sales coach who prepares reps for discovery calls that uncover the real problem and whether the deal is worth pursuing.

Prospect company, industry, and the role of the person on the call: [PROSPECT COMPANY AND ROLE]
What I know so far and how I know it: [WHAT YOU KNOW SO FAR]
What I sell and the problems it usually solves: [YOUR OFFER]
Call length: [CALL LENGTH]
What a good outcome from this call looks like: [GOOD OUTCOME]

Give me:
1. Three hypotheses about why they took the call, each labeled with your confidence and the facts it rests on. Do not invent facts about the company; mark anything inferred.
2. An agenda with time boxes that leaves at least half the call for them to talk.
3. Eight open questions in a logical order: current situation, what triggered the search, the cost of the problem, what they have tried, who else is involved, how they decide, and timeline.
4. A listen-for list: phrases that signal a funded project versus curiosity.
5. Two ways to ask for a concrete next step, and what to say if they answer 'just send me information'.

Keep it to one page I can read on my phone before the call.

Tip: Paste the prospect's public materials (a job posting, a press release, their about page) into the 'what I know' field and the hypotheses get much sharper. Then delete half the questions; you will only get through four or five.

You are going after a named account and want a brief that separates what is documented from what you are guessing. Use this with a tool that can search the web, or paste the materials yourself.

Act as a sales research analyst who builds account briefs a rep can trust because every claim is sourced.

Target company: [COMPANY NAME]
Materials I am pasting or links you may read: [PASTE PUBLIC MATERIALS OR LINKS]
What I sell and who typically buys it: [YOUR OFFER AND TYPICAL BUYER]
What I most need to learn before I reach out: [WHAT YOU WANT TO LEARN]

Produce a one-page brief with:
1. Company snapshot: what they do, size, structure, recent changes. Cite the source for each fact. If you are working from general knowledge rather than the materials I gave you, say so and mark it 'verify'.
2. Priorities and pressures visible in public statements: growth plans, cost pressure, regulation, hiring patterns.
3. Where my offer plausibly fits, written as hypotheses to test, not conclusions.
4. Likely buying roles and titles based on their structure and job postings. Do not guess at any individual's personal details.
5. Three conversation openers grounded in a specific, sourced observation.
6. What you could not find that I should ask about on the first call.

No filler. If the materials are thin, tell me what to go find instead of padding the brief.

Tip: Use a tool with live web search (Perplexity, or ChatGPT and Gemini with browsing on) and click every source before you repeat it to a prospect. An AI-invented 'recent acquisition' in your first email ends the conversation.

The same five objections keep stalling deals and every rep answers them differently. Use this to build one playbook that treats objections as questions to understand, not obstacles to overcome.

Act as a sales leader who coaches reps to handle objections with curiosity and honesty rather than scripts that talk people into things.

What I sell and who buys it: [YOUR OFFER]
The objections I hear most, in the prospect's own words: [PASTE THE OBJECTIONS YOU HEAR]
What is genuinely true about my pricing, limitations, and where competitors are better: [YOUR HONEST LIMITATIONS]
Competitors that come up and how we actually compare: [COMPETITORS AND HOW YOU COMPARE]

For each objection, give me:
1. What it usually means underneath; a price objection is often a priority or trust objection.
2. One clarifying question to ask before responding, so I learn which version I am dealing with.
3. A two- or three-sentence honest response using only what I told you is true. No claims I cannot back up, no statistics I did not give you, and nothing about a competitor I could not defend in writing.
4. Proof to offer if I have it; where I gave you none, write 'needs a real example'.
5. The version of this objection that should make me stop pursuing the deal, and how to end gracefully.

Format as a table, then offer to role-play the three toughest objections with you as a skeptical buyer.

Tip: Fill in the honest-limitations field carefully; that is what makes the playbook usable. A response that dodges a real weakness gets found out on the next call, and the playbook loses the rep's trust for good.

You sent the proposal, the prospect went quiet, and 'just checking in' is all you have. Use this to build a short sequence where every touch gives them a reason to respond.

Act as an account executive known for follow-ups that prospects thank them for.

What I proposed and the price range: [WHAT YOU PROPOSED]
When I sent it: [DATE SENT]
The last thing the prospect said or did: [LAST PROSPECT SIGNAL]
A deadline, event, or business reason that matters to them: [THEIR TIMELINE OR EVENT]
How warm the relationship is and who else is involved on their side: [RELATIONSHIP CONTEXT]

Build a four-touch sequence over three weeks. For each touch give me the timing, the channel (email, call, or a note through a mutual contact), a subject line, and a body under 90 words. Every touch must add something: a relevant example, an answer to a question they raised, a simpler option, a summary of what happens after they say yes, or a genuine question about what changed. No 'just checking in', no guilt, no manufactured urgency.

End with a respectful close-the-loop email that asks whether the project is paused, dead, or going elsewhere, and makes any of the three easy to say.

Then tell me which touches to skip if they reply early, and what to log in the CRM after each one.

Tip: If the prospect asks you to stop, stop and mark it in your CRM; CAN-SPAM requires honoring opt-outs and your reputation requires it faster. The close-the-loop email usually gets more replies than the other three combined, so send it.

A contract renews in 60 to 90 days and you want to walk in with the customer's outcomes, not your price sheet. Use this for any recurring contract, from software to a service retainer.

Act as a customer success leader whose renewals feel like a review of results rather than a sales pitch.

Account summary: what they bought, why, and the stakeholders by role: [ACCOUNT SUMMARY]
Usage and results data I have, with names removed: [PASTE USAGE AND RESULTS DATA]
Contract terms, renewal date, and any price or package change we plan to propose: [CONTRACT TERMS AND PROPOSED CHANGES]
Known issues, complaints, or unmet promises during the term: [KNOWN ISSUES]
What the customer said their goals were when they signed: [THEIR ORIGINAL GOALS]

Give me:
1. A value recap tying each original goal to evidence from the data. Use only numbers I gave you; where data is thin, say so rather than rounding up.
2. An honest paragraph on the issues, what we did, and what is still open.
3. A timeline working backward from the renewal date: recap, meeting, paperwork, and when to escalate internally if it stalls.
4. How to introduce the price or package change in one plain paragraph, plus the likely pushback and a response to each.
5. Six questions that surface changes on their side: new leadership, budget shifts, competing tools, and what would make them expand.

Flag anything I should confirm with the customer before quoting it back to them.

Tip: Start 90 days out, not 30; the recap is worthless if the customer's budget was set last quarter. And never let the value recap contain a number you cannot trace to a report you could show the customer.

Someone you know is connected to someone you want to meet. Use this to write a request that is easy to say yes to and a forwardable note that does the work for them.

Act as a networking coach who writes introduction requests that busy people actually forward.

Who I want to meet, by role and company: [WHO YOU WANT TO MEET]
The mutual contact and how we know each other: [MUTUAL CONTACT AND YOUR RELATIONSHIP]
Why I want the introduction and what I would ask for in a first conversation: [YOUR REASON AND ASK]
Why the conversation could be worth the other person's time: [WHAT IS IN IT FOR THEM]

If the 'what is in it for them' answer is weak, ask me to strengthen it before writing; that is the part that makes or breaks the request.

Write two messages:
1. A note to my mutual contact, under 120 words, that asks permission rather than assuming, gives them an easy out, and explains in one sentence why the other person would not regret the conversation.
2. A forwardable blurb, under 80 words, in the third person, that my contact can paste as-is: who I am, why I want to talk, what I am asking for, and how little time it needs. No hype and no superlatives about me.

Then suggest how to make the introduction cheap for my contact: offer to draft it, ask for a double opt-in, and commit to reporting back how it went.

Tip: Ask for a double opt-in: your contact checks with the other person before connecting you. It costs you a day and protects the relationship you already have, which is worth more than the one you are chasing.

You just got off a call and have a transcript or scribbled notes. Use this before the details fade, so the CRM is accurate and the customer gets a recap the same day.

Act as a sales operations specialist who turns call notes into clean records without adding anything that was not said.

My notes or transcript, with personal details I do not need removed: [PASTE YOUR CALL NOTES OR TRANSCRIPT]
Deal stage before this call: [DEAL STAGE]
The CRM fields I need filled (for example: pain, budget, authority, timeline, competition, next step): [CRM FIELDS TO FILL]

Produce three things:
1. CRM entry: each field filled with a short phrase and a supporting quote from the notes. If the notes do not cover a field, write 'not discussed'; do not infer budget, authority, or timeline from tone.
2. Recap email to the customer, under 150 words: what we discussed, what they told me matters, what I committed to, what they committed to, and the agreed next step with a date. Write it so they can forward it internally.
3. My internal next steps: tasks with owners and dates, open questions to resolve before the next call, and one risk to the deal the notes suggest.

List any places where the notes were ambiguous and I should confirm with the customer rather than guess. Suggest a new deal stage only if the notes clearly justify it.

Tip: If you record calls, get consent the way your state requires (several states require every party to agree), and check that your AI note-taker's data policy is approved by your company before transcripts go anywhere near a consumer chatbot.

Someone filled out a form, downloaded a guide, or asked for a quote, and you need to reach them fast without sounding like a robocall. Use this for inbound leads only.

Act as an inside sales trainer who writes scripts for responding to inbound leads quickly, respectfully, and within US calling and texting rules.

What I sell: [YOUR OFFER]
How the lead raised their hand and what they asked for: [HOW THE LEAD CAME IN]
The exact consent language the form captured for calls and texts: [CONSENT LANGUAGE CAPTURED]
My goal for the first contact: [FIRST CONTACT GOAL]

Write:
1. A live call opener under 30 seconds that gives my name and company, references exactly what they requested, and asks whether now is a good time.
2. A voicemail under 20 seconds with one clear reason to call back and my number said twice.
3. A first text under 160 characters that identifies me and my company, references their request, and tells them how to opt out.
4. A three-step cadence over five business days across call, text, and email, and when to stop.

Rules: only write the text if the consent language covers marketing texts, and tell me plainly if it does not. Nothing for autodialed or prerecorded calling. Honor stop requests immediately, and remind me to check the National Do Not Call Registry for anyone who did not request contact.

Tone: helpful and brief, like a person answering their question.

Tip: TCPA consent rules for marketing texts and calls are strict and lawsuits are common, so confirm your consent language with counsel before you scale any of this. For a true hand-raiser, calling back within minutes matters more than the script.