Sales & Customer Success

6 resources

Templates for cold outreach, discovery calls, proposals, QBRs, onboarding, and customer communications.

templateintermediate

Client Proposal Template Builder

Create winning proposals that convert prospects into clients

A framework for prompting AI to write client proposals that address pain points, showcase value, and close deals. Includes templates for services, consulting, and project-based work.

12 min
frameworkintermediate

Business Coaching Content Framework

Create personalized client content that transforms at scale

A framework for coaches and consultants to prompt AI for client worksheets, session summaries, action plans, and personalized content that maintains your unique methodology.

13 minFeatured
frameworkbeginner

Job Description Builder Framework

Write job postings that attract qualified candidates

A structured approach to prompting AI for job descriptions that are inclusive, compelling, and optimized for both humans and ATS systems.

10 minFeatured
templateintermediate

Objection Handling Script Builder

Turn "no" into "yes" with prepared responses to common objections

A framework for prompting AI to create objection handling scripts. Prepare for price, timing, competitor, and authority objections with empathetic, effective responses.

11 min
frameworkintermediate

Customer Success QBR Prep Framework

Run quarterly business reviews that strengthen relationships and drive renewals

A framework for prompting AI to prepare QBR materials. Create executive summaries, success metrics, roadmap presentations, and renewal conversations.

13 min
frameworkbeginner

Cold Outreach Framework

Write personalized outreach that gets responses

A framework for crafting cold emails and LinkedIn messages that feel personal at scale. Covers research prompts, personalization hooks, and multi-touch sequences.

10 min
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Apply these frameworks to your work

These resources teach the patterns. AskSmarter.ai helps you apply them to your specific context and goals.

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