Prompt LibrarySales & Business Development
Prompts for Work · Pack 4

Make every deal
prove it is real.

Ten AI prompt templates that run a working sales cycle — who you reliably win, what is actually happening at the account, the sequence that earns a reply, the questions that find the cost of doing nothing, and the plan that closes it. Below, watch one deal travel all ten.

$15 · 10 prompt templates · lifetime updates
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The scenario

Meridian: a full pipeline that keeps ending in no decision

Meridian Freight Systems sells warehouse and supply-chain software to mid-market distributors. $18M in recurring revenue, $110K average deal, five months from first call to signature. Replies to outbound have fallen from 9% to 3%, and 58% of qualified deals now end in no decision rather than a loss to a competitor — which means the pipeline is full and the quarter is short. Here is how the ten prompts take that from a volume problem to one closed deal at Brightwater Distribution.

3%reply rate, from 9%
58%end in no decision
4.4xpipeline coverage, on paper
No decision

The buyer does not choose a rival. They choose to keep doing what they do now, which costs them nothing this quarter.

Single-threaded

The deal rests on one contact. When that person changes role, the deal does not slow down — it disappears.

Pipeline coverage

Open pipeline divided by the target. Comfortable, and the easiest number in sales to inflate.

The journey

Input → what the prompt does → output

Ten prompts, in order. Each one’s output becomes the next one’s input, building a single running Deal Brief.

1
Target

Ideal Customer Profile & Qualification

Defines who is worth a rep’s time, and says out loud who is not.

ICP Definition · Trigger Events · Disqualification Criteria
Input

“Everyone in distribution with more than fifty trucks.”

Output & framework

“Three of your last six wins share a condition your targeting ignores.”

Won deals — warehouse system past end-of-support — 5 of 8
Won deals — a VP Supply Chain under nine months in seat
Lost deals — bought in a budget cycle, no failure event
Disqualify — under $40M revenue — below the price floor
The analysis · Meridian’s targeting describes a market, not a customer

An ideal customer profile is the set of conditions under which you reliably win — not a description of the companies you would like to sell to. Size and industry are what Meridian screens on today, and both are equally true of the deals it loses.

  • The winning condition is a failure, not a firmographic. Five of the last eight wins had a warehouse system the vendor had stopped supporting. That is a date on a calendar, and it is why those deals closed in eleven weeks against a five-month average.
  • Disqualification is the output nobody writes down. Below $40M in revenue the deal clears procurement but never clears the price floor. Meridian worked nine of them last year and closed one.

The prompt refuses to build a profile from open deals — only closed outcomes count — and it states the sample size it had to work with.

2
Target

Account Research Brief

Turns public material into one reason to call, or a decision not to.

Trigger Check · Buying Group Map · Source Grading
Input

“Brightwater Distribution, six sites. Here is their annual report and their job ads.”

Output & framework

“Their support contract ended in March. The new VP started the same month.”

Trigger present — warehouse support ended March — vendor notice, dated
New VP Supply Chain — six months in seat
Buying group — VP signs · Director of Ops owns it · IT security blocks
Landmines — nothing bought in twelve months, no freeze
The analysis · Research has two honest outcomes — a reason to call, or a decision not to

Every line is graded Sourced, Inference or Unverified, and Sourced means named and dated. A brief that is mostly Inference has not been researched, and the grading makes that impossible to hide behind formatting.

  • Two facts, one date. Brightwater’s warehouse system went out of support in March and a new VP Supply Chain arrived the same month. Separately each is a detail. Together they are a project with a budget.
  • The job ads are evidence. Brightwater is hiring two inventory analysts to support multi-site reporting — which is the work the software does, priced at two salaries.
  • The buying group is mapped by what each person is measured on. The VP is measured on service levels, the Director of Ops on headcount, IT security on nothing going wrong. Three different arguments.

Had no trigger been present, the brief would have said so and recommended leaving the account alone until one appeared. No invented quotes, no “I saw your post” unless the post was pasted in.

3
Reach

Cold Outreach Sequence

Builds five touches on one verifiable fact, then runs the delete test on every line.

The Angle · Five-Touch Sequence · Delete Test
Input

“Write me a sequence for Brightwater. Our reply rate is 3%.”

Output & framework

“Under ninety words, one ask, subject line of four.”

The angle — support ended March, peak season starts November
Touch 2 — a peer example — not the same ask in new words
Deleted — “I hope this finds you well” — and four more lines
The breakup — closes the loop, no guilt, no fake finality
The analysis · The buyer reads for four seconds and owes you nothing

The delete test is the method: name the exact sentence that would make a busy person delete the email, then rewrite that sentence and show both versions.

  • The angle is a verifiable fact, not a compliment. “Your warehouse support ended in March and peak season starts in November” can be checked. Fake personalisation is banned outright, along with invented mutual connections.
  • No touch repeats the previous ask. Meridian’s old sequence asked for the same thirty-minute call five times in different words. This one moves from a question, to a peer example, to a specific dated proposal.
  • Unprovable claims are flagged, not softened. The line about cutting late shipments carried [NEEDS PROOF] until a named customer agreed to be referenced.

If the only honest hook is weak, the prompt says the account is not ready and names the trigger to wait for — which is a cheaper outcome than five touches nobody answers.

4
Convert

Discovery Question Framework

Builds the questions that make the buyer do the arithmetic out loud.

Cost of Inaction · Decision Process · Disqualifying Questions
Input

“Thirty minutes with the VP and the Director of Ops on Thursday.”

Output & framework

“Eleven late shipments a month, $4,200 each. They said the number.”

Cost of inaction — $554K a year — their contract, their count
Economic buyer — the VP · budget from the deferred upgrade
Disqualifying question — “what happened last time you bought software?”
Next step — agreed with a date before anyone left the call
The analysis · A buyer who has not counted the cost of doing nothing will not get budget

Cost of inaction is what the current situation costs per year if nothing changes, and it only works when the buyer produces the number. A figure the seller supplies is a figure procurement argues with.

  • The arithmetic is theirs. Eleven late shipments a month at $4,200 in contractual penalties is $554K a year — Brightwater’s contract, Brightwater’s count. Meridian only asked the questions that produced it.
  • Three situation questions, maximum. Anything answerable from the annual report is not asked. The time goes to impact and consequence instead.
  • The last-purchase question predicts more than any other. Brightwater’s previous rollout slipped two quarters on security review — which is why the plan in step 10 starts there rather than ending there.

The prompt also lists what not to ask: the leading questions and the pain-prodding that reads as manipulation to a senior buyer.

5
Convert

Objection Handling

Classifies the objection before answering it, and concedes what is true.

Constraint / Gap / Proxy · Honest Concession · Prevention
Input

“It is more than we budgeted, and we just spent on the upgrade.”

Output & framework

“That is not a price objection. It is a budget-owner objection.”

Classified — proxy — no budget owner established yet
Test question — “if the number were half, who signs?”
Honest concession — year one does cost more than the upgrade
Prevention — this arrives when the economic buyer is met late
The analysis · “Too expensive” is three different problems wearing one sentence

An objection is a real constraint, a missing piece of information, or a proxy for something the buyer has not said — and the response depends entirely on which. Most sales training skips that step and goes straight to a rebuttal, which is why most rebuttals make the deal worse.

  • The test question separates them. “If the price were half, who would sign?” A name means it is price. A pause means no budget owner has been established, which was the case here.
  • Conceding the true part buys the next sentence. Year one genuinely costs more than the upgrade Brightwater just paid for. Saying so plainly is what makes the $554K comparison credible.
  • Prevention is the part that improves the next ten deals. This objection appears whenever the economic buyer is met after the proposal rather than before it.

No rebuttal scripts and no manufactured scarcity. Where the objection is a genuine disqualifier, the prompt recommends withdrawing and names what would have to change.

6
Compete

Competitive Battlecard

One card a rep can read in thirty seconds, honest about where the rival wins.

Where They Win · Buyer Questions · Like-for-Like Price
Input

“We are against Tallgrass, and against doing nothing.”

Output & framework

“Tallgrass wins on integration. Say so, then move the ground.”

They genuinely win — native ERP integration, three weeks faster to deploy
We win — multi-site reporting — with a named customer as proof
Their attack on us — “single-site tool” — true until v4, then not
Price gap — $31K of integration fees outside their list price
The analysis · A card that hides the rival’s strengths gets abandoned after one deal

A battlecard is used live, thirty seconds before a call, by someone who is nervous — so the moment reality contradicts it, the rep stops trusting the whole card.

  • Honesty is the feature. Tallgrass deploys faster and integrates natively with the ERP Brightwater runs. A rep who knows that walks away from the wrong deals and spends the week on the right ones.
  • The questions for the buyer have to be fair. “Show me a month-end close across six sites” comes from the complaint pattern in Tallgrass’s own one-star reviews. A gotcha gets rebutted and costs credibility.
  • Price is compared like for like. Tallgrass’s quote excludes $31K of integration work Brightwater would pay in month one. Every figure is labelled Sourced or Unverified.

Nothing goes on the card that Meridian could not show the buyer the source for. Claims without proof are listed separately as [NEEDS PROOF] rather than quietly used.

7
Propose

Proposal & Commercial Terms

Writes the page that survives being forwarded to people who were not in the room.

One-Page Summary · Conservative Case · Exclusions
Input

“Proposal by Friday. Procurement reads it, not the VP.”

Output & framework

“$128K against $554K they are already paying in penalties.”

Conservative case — 60% of penalties avoided — still 2.6x in year one
No best case — it is the first thing a sceptical CFO uses to dismiss it
Exclusions — named explicitly — this prevents the month-three fight
Champion’s version — short enough to forward without editing
The analysis · The proposal is a decision document, not a brochure

A conservative case models the result when things go worse than planned, and it is the only case a finance reader trusts. Meridian’s old proposals led with the best case and were read as marketing.

  • Every number traces to something Brightwater said. The $554K came out of their own contract during discovery. Meridian’s assumptions are labelled as assumptions, for the buyer to confirm or correct.
  • The exclusions section prevents the month-three fight. What is not included is stated in the document the buyer signs, not discovered after the kickoff.
  • One recommendation, two alternatives. A menu of five options is a decision handed back to the buyer, and it is why proposals sit unanswered for three weeks.

If the business case does not hold at conservative assumptions, the prompt says so before the proposal is sent rather than after it is rejected.

8
Persist

Follow-Up & Re-Engagement Cadence

Diagnoses the silence, then writes touches that each carry something new.

Silence Diagnosis · Multithreading · The Direct Message
Input

“Twenty-three days since the proposal. Dana has gone quiet.”

Output & framework

“Four causes, ranked. The top one is not the one the rep assumed.”

Most likely — a competing internal priority — not price
Touch 2 — the peak-season arithmetic, with dates attached
Multithread — reach the VP openly, with a line to Dana saying so
Stop rule — named in advance, so it is not a judgement call
The analysis · “Checking in” costs a touch and buys nothing

Follow-up either carries information the buyer did not have, or it trains them to stop opening your email. Losing to a competitor, losing to no decision and losing to a reorganisation need three different responses, so the diagnosis comes before the writing.

  • The causes are ranked with evidence, not assumed. The rep assumed price. The proposal was opened four times in one afternoon by three different people, which points at an internal priority fight rather than sticker shock.
  • Multithreading is done in the open. The message to the VP goes out alongside a line to Dana telling her it is happening. Doing it quietly is how a champion becomes a blocker.
  • The honest direct message recovers more deals than the four before it. It asks plainly whether this is still real and makes “no” the easiest possible reply.

No invented deadlines and no discount expiring on a date Meridian would ignore. Where the read is that the deal is dead, the recommendation is to close it and record why.

9
Inspect

Pipeline Review & Deal Inspection

Forces every open deal to prove it is real, then re-cuts the forecast on what survives.

Five Evidence Checks · Coverage Re-Cut · Deals to Kill
Input

“$6.2M of pipeline against a $1.4M quarter. We are covered.”

Output & framework

“$4.1M of it has no second contact and no scheduled next step.”

Coverage on paper — 4.4x
Coverage after inspection — 1.5x
Single-threaded — 61% of pipeline value
A dated next step in writing — 12 deals of 34
The analysis · Coverage of 4.4x that is single-threaded is coverage of 1.5x

Pipeline coverage is open pipeline divided by target, and it is the most comfortable number in sales because it is the easiest to inflate. The inspection asks one question of every deal — what evidence exists outside the rep’s optimism — and re-cuts the total on the answers.

  • Two of the four largest deals rest on one contact who started in March. That is not a risk note. It is $1.1M that disappears with one role change, and it is in the commit column.
  • Twenty-two of thirty-four deals have no next step with a date agreed by both sides. That is the same 58% that ends in no decision, visible three months before it happens.
  • The gap gets three named actions, not “increase activity”. Three deals, three people, this week — chosen because together they close the largest share of the shortfall.

The prompt does not invent probabilities to make the arithmetic work, and it names the fields missing from the export that limited the analysis.

10
Close

Deal Close & Mutual Action Plan

Works backwards from the buyer’s date and puts both sides on one schedule.

Mutual Action Plan · Critical Path · Negotiation Boundaries
Input

“They need it live before peak season. November 1.”

Output & framework

“Security review is the critical path. It starts this week or the date moves.”

Critical path — security review — three weeks, starts 22 Sep
Budget meeting — 6 Oct — the VP presents, not the rep
Trade before price — term, start date, scope, a reference
If it is no — two questions, and the trigger that justifies returning
The analysis · At this stage closing is scheduling, not persuasion

A mutual action plan is one schedule both sides agree to, worked backwards from the buyer’s own date, with an owner against every step including theirs.

  • Brightwater’s last rollout slipped two quarters on security review. That is why the questionnaire sits in week one of the plan rather than turning up in week six as a surprise.
  • The confirmation message exists to get corrected. Sending the plan and asking the buyer to fix the dates is what converts Meridian’s assumption into Brightwater’s commitment.
  • Price is the last thing traded. Term length, start date, scope and a reference all move first, and the walk-away is decided before the call rather than during it.

No manufactured deadlines. If Brightwater needs more time for a legitimate reason, the plan reworks the dates around it and states what the delay costs them.

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The finale · what prompt 10 produces

The deal package, unedited

The nine prompts above produce the thinking — who to work, what is happening there, what it costs them to do nothing, and which deals are real. The tenth turns it into three documents that go to the buyer. All three below came out of the Brightwater Deal Brief.

Brightwater Distribution — mutual action plan

$128,000 · year one
Decision by 24 Oct · live by 1 Nov
StepOwnerDateDepends on
Security questionnaire returnedMeridian22 SepBrightwater IT sends the form
Reference call with a peer distributorMeridian26 SepCustomer consent confirmed
Security review completeBrightwater IT10 OctQuestionnaire
Business case into the budget meetingDana, Dir. Operations3 OctFinal pricing
Budget approvalVP Supply Chain6 OctBusiness case
Legal review and redlinesBoth17 OctApproval
SignatureVP Supply Chain24 OctLegal
Implementation kickoffBoth28 OctSignature
Live ahead of peak seasonBrightwater1 NovKickoff
Critical path, shaded. Brightwater’s last rollout slipped two quarters on security review, so it starts in week one. If the questionnaire is not returned by 22 September, the 1 November go-live moves and the plan says so rather than absorbing it quietly.

Multi-site inventory visibility — recommendation

Prepared for procurement
and the budget meeting, 6 Oct
The situation

Six distribution centres report separately. Month-end consolidation takes four days. Eleven shipments a month miss the contractual window with your largest retail customer.

What it costs today

$554,400 a year in service-level penalties, from your own contract terms and your own shipment count.

Recommendation

Multi-site inventory and exception reporting across all six sites, live before peak season, with the existing ERP left in place.

If nothing changes

Peak season adds volume to the same process. The penalty exposure rises; the four-day close does not shorten.

Year one: $128,000 · penalties avoided at a conservative 60%: $332,640
Net year one: $204,640 · return: 2.6x — modelled at 60%, not at full recovery.
Not included: ERP customisation, data cleansing beyond the twelve-month history, hardware at the two leased sites, training beyond the two scheduled sessions. Assumptions to confirm: six sites in scope, eleven late shipments a month, $4,200 average penalty — all taken from what you told us on 9 September.

The forwardable summary

Written for Dana to send,
in her words, not ours
Subject: Inventory visibility — what I am asking for on 6 October

We are paying roughly $554K a year in service-level penalties on the retail contract. Eleven shipments a month miss the window, and the cause is that the six sites do not see each other’s stock until the month-end close, four days later.

I am asking for $128K to fix it before peak season. On a conservative estimate — 60% of those penalties avoided, not all of them — that returns $332K in the first year. The ERP stays as it is.

Two things worth knowing. Security review is the long pole and IT has the questionnaire now. And if we do not decide by 24 October, it will not be live before peak, which means we run this peak the way we ran the last one.

Happy to walk through the numbers before the meeting.

Why this exists. The champion presents the business case, not the seller — so the seller’s job is to write something they can send without editing it, in language that survives being read by their CFO.

Meridian and Brightwater are fictional, so every number here is ours to show you. The prompts produce the structure; the figures come from whatever you paste in.

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Feed the Deal Brief in and it builds a real .pptx with native, editable charts. Or take both generators together in the bundle, $25.

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