Sales & Customer Success
12 prompt examples
Prompts for cold outreach, discovery calls, proposals, QBRs, onboarding sequences, and customer communications.
Pricing Objection Handling Talk Track AI Prompt
Pricing objections can derail a strong deal fast. You hear “too expensive” and your reply comes out vague. Then the call drifts, and momentum drops. A...
Mutual Action Plan for Enterprise Deals AI Prompt
Enterprise deals stall when nobody owns the next step. You might have interest and budget, yet timelines slip. Stakeholders go quiet. Legal and securi...
Customer Health Score Summary Report AI Prompt
It’s hard to turn messy customer data into a clear health score summary your team can act on. You might have usage metrics, support tickets, NPS score...
Sales Demo Follow-Up Summary Email AI Prompt
Following up after a sales demo is harder than it looks. You need to recap the value, address concerns, outline next steps, and keep the conversation ...
Cross-Sell Opportunity Analysis Email AI Prompt
Cross-selling is tough when you don’t know what to highlight or how to tailor the message. Many sales and customer success teams send emails that feel...
Upsell Follow-Up Email Template AI Prompt
Upsell follow-up emails are hard to write because you must stay helpful, not pushy. You need the right context, the right angle, and the right tone. I...
Customer Escalation Response Email AI Prompt
Handling customer escalations is stressful and time‑sensitive. You need to calm the situation, show ownership, and outline clear next steps. But when ...
Customer Renewal Justification Email AI Prompt
Renewal emails are hard because you must prove value fast. Clients skim messages, miss your impact, and stall decisions. When your email lacks structu...
Sales Discovery Call Questions Script AI Prompt
Discovery calls often drift. You jump in, ask broad questions, and leave with thin notes and no clear next steps. Prospects feel interrogated. You mis...
Customer QBR Agenda and Deck Outline AI Prompt
Quarterly Business Reviews often sprawl, miss customer goals, and fail to drive clear next steps. It’s hard to align stakeholders, highlight the right...
B2B Cold Outreach Email Sequence AI Prompt
Cold outreach fails when your emails sound generic and miss the buyer’s context. It’s hard to tailor value props, choose the right tone, and structure...
Customer Onboarding Welcome Email Sequence AI Prompt
New customers often stall after sign-up. They don’t know the next step, miss key setup tasks, or ignore vague welcome emails. You need onboarding mess...
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