Prompt 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.
Brief me for a sales call that is already booked. Work only from what I paste here. Where it is silent, write "unknown"; where you infer, write "(inference)".
Call: [date, type: discovery/demo, attendees and titles on both sides]
CRM: [stage, value, expected close, next-step field]
Last conversation: [paste notes or summary]
Email thread: [paste last messages]
Return, in this order, under 200 words:
1. A one-sentence goal, plus what has to happen for it to count.
2. Three questions, each tied to something we do not know yet.
3. What in this record could stall or kill the deal.
4. The next step to ask for, with a date and one action the buyer takes.
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
