A read-only prompt for an assistant connected to a CRM; the page lists HubSpot, Salesforce, Pipedrive and Attio. It pulls your commit deals closing in a chosen period and writes an update of under 200 words with the commit total, open pipeline, deals at risk and what changed since your last update. It uses only CRM numbers and lists the deals it used.
Write my forecast update for my deals in the [Commit] forecast category that close in [this month]. If my CRM has no forecast category, use deals in the stages [stage names] instead.
Include: the commit total and each commit deal with its amount, my total open pipeline, commit deals at risk and why, and any close dates, amounts or stages that changed since [the date of my last update], if the CRM shows them. Keep it under 200 words. Use only numbers from my CRM, and list the deals you used. Read only: don't change anything in my tools.
Write a 200-word brief for a booked sales callPrompt A from Pipe Playbook turns the history you already have on a booked call into a brief of under 200 words. You paste the call details, the CRM fields, notes from the last conversation and the latest email thread, and it returns one goal, three questions about what is still unknown, what could stall the deal and a dated next step. It marks gaps as unknown and labels guesses as inferences so you can check or delete them.Sales
Diagnose why a sales deal has stalledOpenAI'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.Sales
Research a list of accounts and draft cold emails for reviewAn Agents Handbook prompt for Claude Cowork that researches a list of accounts against your ideal customer profile, scores each for fit and writes nothing for poor fits. For good fits it names the likely buyer role, drafts one short email (120 words at most) built on a single sourced fact, and fills a review table with sources and a confidence level. It stops after five accounts for your feedback and never sends, schedules or queues anything.Sales
Score a sales call from its transcriptThis prompt rates a sales call from its transcript on a 1 to 10 scale across sales basics and how well the pitch fit the seller's business. You paste a short description of the selling company along with the transcript. It lists the main mistakes and ten coaching tips.Sales
Write a five-touch outreach sequenceThis prompt drafts a short cadence aimed at one person's role at a target company, with two emails, a LinkedIn note, a voicemail, and a last nudge. You add what your company does and what the buyer probably cares about. Each touch stays brief and low on hype.Sales
Write budget variance commentaryThis prompt writes a short note, under 200 words, explaining how actuals compare with plan and the prior period. It names the three biggest drivers, separates timing effects from lasting ones, and lists three items to confirm with owners.Business automation
