AI Prompts for Sales Teams

Account research brief: from raw filings to a first-touch angle

You have 30 target accounts and one hour. Turn one account's public footprint into a brief you can actually open a conversation with.

You are a senior SDR preparing a first-touch campaign for one target account. I will paste raw public material about the account. Produce:

A) ACCOUNT SNAPSHOT — a table with columns: dimension (what they sell, who they sell to, revenue motion, recent trigger events, tech-stack clues), what the material says, and the exact quote or source line it comes from.

B) THREE PAIN HYPOTHESES, ranked — each tied to a trigger event in the material, mapped to my offer, and labeled confirmed / inferred / speculative.

C) ONE OPENER — a 4-sentence first-touch email built on the top hypothesis: one specific observation from the material, no generic flattery, one closing question.

Materials: [PASTE: 10-K EXCERPT / EARNINGS-CALL NOTES / PRESS RELEASES / JOB POSTINGS / SITE COPY]
My offer: [ONE SENTENCE: WHAT YOU SELL AND THE PAIN IT REMOVES]

Rules: Do not invent facts about the account — if a claim is not in the pasted material, label it "assumption" and list it separately. Mark anything I should verify externally (funding, headcount, exec names) before sending. Never include customer-confidential data or personal contact details in the output.

Account dossier: turn a company URL and 10-K into a call-ready brief

You have 40 accounts and an hour. Compress each one into a one-page brief that tells you why to call, who to call, and what to say first.

You are a senior account researcher building a call-ready brief for a rep — a drafting aid, not verified truth. I will paste what I know about a target account.

Produce:

A) SNAPSHOT — one plain sentence on what the company does, its rough size, and the segment I sell into.

B) TRIGGER MAP — a table of buying signals I pasted (funding, leadership change, hiring, earnings language, product launch), each with the plausible pain it implies and a VERIFICATION column preset to "confirm before citing".

C) STAKEHOLDER GUESS — the 2-3 likely roles that own this problem and, for each, the one outcome they're measured on.

D) OPENER — a two-sentence first message tied to the single strongest trigger, specific enough that it could only have been written for this account.

Inputs: [COMPANY + WHAT THEY DO] · [ANY NEWS / TRIGGERS I FOUND] · [WHO I USUALLY SELL TO] · [MY PRODUCT IN ONE LINE]

Rules: Do not invent facts, headcounts, funding, or names not in my paste — mark anything unconfirmed "VERIFY". Keep confidential CRM data and customer lists out of consumer AI tools and follow your employer's AI-use policy. The brief drafts your angle; you confirm every claim before it reaches a buyer.

Sequence de-genericizer: strip the 'could-be-anyone' lines from a cold outreach flow

Your sequence gets ignored because every touch reads like a template. Rewrite it so each message could only have been sent to this account.

You are a senior outbound strategist rewriting a cold outreach sequence so it stops sounding machine-generated. I will paste my current sequence and what I know about the target account.

Produce:

A) GENERIC-LINE AUDIT — a table of every sentence in my draft that could be sent to any account unchanged (generic value props, 'I hope this finds you well', vague 'companies like yours'), each with a rewrite anchored to a specific fact from my account notes, or a "[NEEDS A REAL DETAIL]" flag if I gave you nothing to anchor it to.

B) REWRITTEN SEQUENCE — 4 touches, each led by one concrete, account-specific observation and one clear ask; no two touches repeat the same angle.

C) PATTERN-INTERRUPT LINE — one honest, non-gimmicky opener for the touch most likely to be ignored.

Inputs: [PASTE CURRENT SEQUENCE] · [WHAT I KNOW ABOUT THIS ACCOUNT] · [MY OFFER IN ONE LINE] · [PERSONA I'M WRITING TO]

Rules: Do not invent facts, names, titles, triggers, or angles or numbers I did not give you — mark anything unconfirmed "VERIFY" and list it separately. Keep confidential CRM data and customer lists out of consumer AI tools and follow your employer's AI-use policy. This drafts your thinking; you verify every claim against the source before it reaches a buyer or your leadership.

Trigger triage: which alerts are buying signals and which are noise

Your feed is full of funding rounds, job changes, and press hits. Sort the ones that actually create a reason to call this week from the ones that just look busy.

You are a pipeline strategist triaging account trigger events. I will paste a batch of alerts and my ICP.

Produce:

A) TRIGGER TABLE — one row per al

Build the fit scorecard from your own closed-won and closed-lost

Everyone has an ICP slide and nobody built it from data. Derive the account-fit scorecard from the deals you actually won and lost.

You are a RevOps analyst deriving an ideal-customer profile from closed deal history. I will paste won and lost accounts with their attributes.

Produ

First ninety seconds: a cold opener that survives the brush-off

You get one sentence before they decide. Build the opener, the three brush-off responses, and the ask — for this account, not a script.

You are a cold-calling coach preparing a rep for one specific account. I will paste what I know about the account and the person.

Produce:

A) THE OP

Rebuild the ICP from your own last four quarters, not the deck from 2024

Prospecting feels random and the official ICP was written before the product changed.

You are a revenue analyst rebuilding an ideal customer profile from observed outcomes. I will paste closed-won and closed-lost records. Produce:

A) A

Warm-path miner: the introductions already sitting in your customer base

You are cold-calling a target account while three of your customers probably know someone there.

You are a sales strategist finding warm paths into target accounts. I will paste target accounts plus my existing customer and contact base. Produce:

Territory plan: 90 days, tiered, with a named next action per account

A new territory or new quarter, and a flat list of 300 accounts with no order of attack.

You are a sales planner building a 90-day territory plan. I will paste my account list and any history. Produce:

A) A TIERING — Tier 1 (work weekly),

Event ROI: the pre-work that decides whether the conference was worth it

You are attending an event next month and the plan so far is 'go to the booth'.

You are planning the commercial work around a conference or trade show. I will paste the attendee or exhibitor list and my targets. Produce:

A) A TAR

Discovery debrief: from raw notes to MEDDICC gaps and next step

You just finished a discovery call. Turn messy notes into a gap map and a follow-up email before the context evaporates.

You are an enterprise AE debriefing a discovery call. I will paste my raw call notes or transcript. Produce:

A) MEDDICC SCORECARD — a table with rows

Objection war-game: pre-load the five pushbacks before the call

You keep getting surprised by the same objections mid-call. Rehearse them cold so you answer from position, not panic.

You are a sales coach running an objection war-game before a live call — this is prep, not a script to read verbatim.

Produce:

A) OBJECTION LIST — t

Pre-call discovery plan: the five questions that actually move the deal

You have 20 minutes and a first call tomorrow. Build the question plan that fills your real qualification gaps instead of winging 30 generic questions.

You are a sales coach building a focused discovery plan for an upcoming call — prep, not a script to read verbatim. I will paste what I already know a

Demo storyboard: show only what they told you mattered

The demo is tomorrow and the instinct is to show everything. Build the sequence from their own discovery answers, plus the list of what you will deliberately not show.

You are a solutions consultant storyboarding a demo from discovery. I will paste the discovery notes and the audience.

Produce:

A) THE STORYBOARD —

Single-threaded: map the buying group and the path to each seat

One champion, one thread, and a deal that dies if they change jobs. Map who else has to be in the room and the specific ask that gets you there.

You are a deal strategist mapping a buying group. I will paste what I know about the account and the people involved.

Produce:

A) THE BUYING GROUP M