10 AI prompts for sales that work

Review this call transcript and opportunity data. Create a SPICED Deal Assessment:

**SPICED Deal Assessment**
Evaluated by: [Insert rep's name]

**Situation**
Briefly describe the current state of the customer's business or process.

[Insert direct quote or summary]
[Insert key pain or friction point shared on call]

**Pain**
Capture 1–2 core problems the customer is experiencing. Use their language.

"Our reps spend too much time updating data manually"
"We're not confident in our forecast because CRM is incomplete"

**Impact**
What are the consequences of this pain?

[Insert lost revenue, inefficiencies, or team impact]
[Highlight how this affects KPIs or business outcomes]

**Critical Event**
What's driving urgency? Is there a specific date or goal they're aiming for?

[Insert specific trigger or deadline]

**Decision Criteria**
What are they evaluating and how will they decide?

[Insert how they're comparing solutions or what matters most]
[Include any feature or integration mentions]

**Next Steps**
List clear follow-up actions or needed inputs.

• Confirm pilot scope
• Loop in procurement for approval
• Schedule technical validation

Review this call transcript and draft updates for the following Salesforce fields:

**Next Step**: Enter the specific, sales-rep–owned action required to advance this deal. Clearly state what the rep will do next, such as "Send revised proposal" or "Schedule technical demo." Include timing by referencing a target date or timeframe like "by 5/30" or "next week." You may optionally include brief supporting context (e.g. "after receiving legal's redlines"). Do not capture tasks the prospect is responsible for, vague statements like "follow up," or summaries of past events.

**Situation**: Capture the customer's current environment as it relates to the opportunity. Include relevant details like company size, industry, team structure, current tools or processes, and what triggered their search. Focus on details that create useful context for why this deal exists. Avoid boilerplate company descriptions or marketing fluff.

**Pain**: Describe the specific problems or challenges the customer is trying to solve. Use their language when possible. Highlight friction in their workflow, strategic gaps, or anything that's creating urgency. Don't include surface-level frustrations unless they clearly tie to a business need.

**Impact**: Explain what happens if the problem isn't solved. Capture both measurable impact (missed targets, time lost, deal risk) and internal consequences (leadership pressure, low morale, blocked initiatives). Stay focused on consequences tied directly to the pain.

**Critical Event**: Identify any upcoming deadline or internal trigger that's driving urgency. This could be a launch date, initiative, team expansion, process change, or executive mandate. Include timing when known. Avoid generic phrases like "they want to move fast" unless there's a real milestone behind it.

**Evaluation Plan**: Summarize how the customer is running their evaluation. Include any known steps, decision-makers, validation processes, or trial activities. Make it clear how they plan to decide and who's involved. Don't guess or list completed steps—focus only on what remains.

**Decision Criteria**: Capture what matters most to the customer when choosing a solution. This could include specific capabilities, technical requirements, ease of use, support, pricing, or alignment with existing systems. Use their words if they ranked or emphasized anything. Leave out assumptions or feature lists that weren't discussed.

Review all past calls and emails for this opportunity. Identify and extract:
- Competitors mentioned
- Key objections raised
- Budget discussions
- Decision-making process details
- MEDDIC/SPICED framework elements

For each item found, include the source (call date or email) and exact quote. Format as structured data ready to update Salesforce fields.

You are updating the "Closed Lost Reason" field for this Salesforce opportunity. From the call notes and any linked materials, identify:

1. The primary reason the deal was lost (choose from: Budget, Timing, Competition, Missing Functionality, No Decision, Other).
2. A short explanation in 1–2 sentences, using the prospect's own words where possible.
3. Any supporting links or references mentioned.

Format the output as:

- Category: [choose one]
- Reason: [1–2 sentence summary in prospect's words]
- References: [links or source notes]

You are an AI assistant connected to my recorded sales calls and CRM data. 
Generate a follow-up email draft that meets these requirements:

Tone:
- Professional and human, as if written by a thoughtful sales rep.
- Reflects the actual conversation, not generic phrasing.

Content:
- Subject: "Meeting Recap - [MM/DD/YY]"
- Greeting: "[First Name], below I've shared key takeaways and next steps."
- Two sections with 3 dash-style bullets each:

Section 1: Key Takeaways
- First two bullets: direct customer quotes of their pain/challenges.
- Third bullet: how [Company] helps, tied to those pains.

Section 2: Next Steps
- Bullet 1: Next meeting (include date + purpose).
- Bullet 2: Customer-side action.
- Bullet 3: Seller-side action.

Formatting Rules:
- Each bullet = one sentence, under 20 words.
- Use active voice.
- No conjunctions ("and," "but").
- Use direct quotes where possible.

You are an AI assistant connected to my recorded sales calls and CRM data. 
Create a clear, complete, and structured handoff summary for the post-sales 
or customer success team. 

Goal: Ensure a smooth transition from sales to onboarding by capturing 
all critical context in the customer's own words where possible. 
Be concise but thorough. 

Format the output with these exact section headers and bullet points:

Key Stakeholders
- List all known stakeholders with: name, title, department, and role in buying process. 

Business Problems They Are Trying to Solve
- Summarize the core challenges in the customer's own phrasing. 

Planned Use Cases
- Outline intended use cases, workflows, or initiatives tied to implementation. 

Current Configuration or Progress to Date
- List any setup, integrations, pilots, or validations already completed or discussed. 

Team Size and User Composition
- Total team size and role breakdown (end users, managers, admins). 
- Include license/seat counts if known. 

Milestones and Expectations
- Key dates, internal deadlines, or goals tied to solution rollout. 

Customer Preferences and Communication Style
- Notes on collaboration style, decision-making, and communication preferences. 

Risks, Concerns, or Open Questions
- Potential blockers, open questions, or concerns raised that may impact adoption.

You are a sales coach analyzing this recorded discovery call and the associated 
opportunity in Salesforce. Use the MEDDICC framework to evaluate qualification 
and provide practical, actionable coaching. 

MEDDICC stands for:
M — Metrics: measurable outcomes the prospect wants
E — Economic Buyer: final decision-maker
D — Decision Criteria: requirements used to evaluate solutions
D — Decision Process: steps, stakeholders, and timeline
I — Identified Pain: business-level problems to solve
C — Champion: internal advocate

Output Format: 
Use these exact section headers and bullets.

1) What You Did Well
- Call out strong MEDDICC moments (specific quotes, effective questions, or signs of engagement).
- Highlight any progress made in qualification or deal control.

2) Missed Opportunities
- Identify MEDDICC elements that were incomplete, unclear, or missing. 
- Reference the moment/quote where depth was needed. 
- Suggest 1–2 better follow-up questions.  
Example: "When the prospect said they wanted to go live quickly, ask what criteria they'll use to evaluate speed."

3) Next Call Plan
- List outstanding MEDDICC gaps.
- For each gap, suggest 1–2 targeted follow-up questions.  
Examples:  
  - Metrics: "What measurable results would define success in 6 months?"  
  - Champion: "Who inside your team is most invested in solving this?"  
  - Decision Criteria: "What factors will your team use to compare vendors?"

Optional: Call Score
- Assign a 1–5 score based on MEDDICC completeness and call quality.
- 5 = strong qualification and deal momentum.  
- 1 = little qualification, weak control.  

Goal: Deliver concise, specific feedback that helps the seller qualify the opportunity, 
gain control, and move the deal forward.

You are creating a short internal summary for executives. 
Goal: help them quickly understand the customer's problem, 
how our solution helps, and what success looks like.

Tone:
- Factual, concise, executive-level.
- Use the customer's own words from calls/transcripts wherever possible.
- Do not speculate or add filler.

Sources:
- Customer calls/transcripts
- Sales rep notes
- Supporting docs (case studies, internal decks)

Format the output in markdown with these exact headers:

# Proposal to improve [business area]
Developed by: [Prospect's stakeholder name] with [Your Team Name]

## Problem
- List 2–3 specific issues in the customer's own phrasing.
- Example: "We can't trust our pipeline data going into forecast meetings."

## Solution
- Explain how our solution addresses those issues.
- Focus on clear outcomes.
- Example: "Automatically updates Salesforce fields after calls."

## Success Metrics
- Share 2–3 measurable outcomes the customer will use.
- Example: "Reduce rep time spent on admin by 25 minutes per call."

## Social Proof
- Include anonymized proof points from other customers.
- Example: "Improved data hygiene within one month."

## Next Steps
- List concrete action items to advance this deal.
- Example: "Confirm pilot scope, define success criteria, set onboarding."

Constraints:
- Max length: 3,500 characters.
- Use headings, spacing, and bullets for clarity.
- Stick strictly to facts — no assumptions or filler.

You are evaluating a sales opportunity using our internal qualification framework. 
Your task: determine which quadrant the deal falls into (Fast Close, Education, Nurture, or Disqualify) 
and provide a structured evaluation to inform deal strategy. 

Use only information from the customer call transcript, CRM notes, or supporting docs. 
Do not invent details. 

Output Format (use these exact headers and structure):

# Quadrant
- State which quadrant the deal falls into (Fast Close, Education, Nurture, or Disqualify).
- Provide one sentence explaining why.

# Conversation Summary
- Summarize buyer's situation, goals, and tone in 3–5 bullet points.
- Highlight only the themes that affect deal quality or momentum.
- Do not restate the entire conversation.

# Scoring Criteria
For each dimension, score 1–5 (5 = strongest).  
Include: Score, Evidence, Interpretation.  
Use direct quotes wherever possible.  

**Problem Fit**
- Score: [1–5]
- Evidence: [Direct quote or fact]
- Interpretation: [Why this matters]

**Buying Readiness**
- Score: [1–5]
- Evidence: [Direct quote or fact]
- Interpretation: [Why this matters]

**ICP Fit**
- Score: [1–5]
- Evidence: [Direct quote or fact]
- Interpretation: [Why this matters]

# Conclusion
- Summarize why this deal falls into the chosen quadrant.
- Connect the scores, evidence, and context into a concise rationale.
- Highlight key strengths, gaps, or risks.
- End with 2–3 bullet points outlining recommended next steps.

You are analyzing this sales opportunity to prepare a structured deal inspection summary. 
Use the customer's own words from calls, CRM notes, or related docs. Do not invent details.  

Output Format: Use these exact section headers and bullets.  

# Customer Pain & Fit  
- What problem is the customer trying to solve?  
- How does our solution directly address it?  
- Use 1–2 direct quotes where possible.  

# Urgency & Impact  
- How urgent is this problem for the customer?  
- What happens if they don't solve it?  

# Stakeholders  
- List decision-makers and influencers.  
- Note if we have a champion and their level of influence.  

# Risks & Objections  
- Concerns or objections raised (include quotes if possible).  
- Unspoken risks that could stall the deal.  

# Next Steps & Commitments  
- The agreed next step.  
- Prospect commitments (who, what, by when).  

# Deal Risks  
- What could cause this deal to slip?  
- How we are mitigating those risks.