OpenAI's starter prompt for working out why a deal stopped moving, using stage history, activity, call transcripts, emails, internal threads and procurement or security notes. It asks for the likely blocker with evidence, earlier attempts, dependencies, the escalation path, the next move with the customer, and missing context. It keeps sourced facts apart from inference and only drafts follow-ups, without sending them or editing the CRM.
Diagnose why [deal or account] is stalled.
Use the opportunity stage history, closed activities, call transcripts, email threads, deal threads, security, legal, or procurement notes, and account context I provide.
Return:
- the most likely blocker and supporting evidence
- prior attempts and what changed
- customer, technical, legal, or procurement dependencies
- escalation path and owners
- the next customer-facing move
- missing context and risks
Separate sourced facts from inference. Draft follow-up language only; do not send it or update CRM records.
Analyze one won or lost deal for lessonsA prompt from Craig Hewitt's Claude Playbook for reviewing one deal right after it closes, whether you won or lost it. You give the company, size, cycle length, decision makers, competitors, your champion, a timeline and the stated outcome. It returns the turning points, what worked and what did not, whether the stated reason was the real one, missed signals, a playbook change and any familiar deal pattern.Sales
Build a full pre-call research briefA prompt from Craig Hewitt's Claude Playbook that prepares a complete brief the day before a sales call with a named person. It asks for a company overview, the person's likely priorities, the top industry pain points, how your product fits, three openers, five discovery questions, likely objections with answers, and a 30-minute agenda to send ahead. You fill in what you sell, your ideal customer and how the lead arrived.Sales
Build a sales quote with a guided agentThis prompt describes an agent for sales reps that builds a quote through a guided chat. It collects the customer and rep names, then adds products one at a time with quantity and an optional discount, and shows line totals and an overall total. After the rep confirms, it creates a reference number and offers to email the quote or keep it as a draft for later.Sales
