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Free guide · Sales and enquiries

7 prompts every sales team should save

Copy them into one shared document. Fill the brackets. Check before anything goes out.

1. Qualify a lead

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Here is a new enquiry: [paste, without name or number]. We sell [products] to [type of customers], usually with a minimum order of [MOQ]. Tell me: is this a likely fit, what is unclear, and the 3 questions I should ask first to judge if it's worth a quote.

What you should get back: whether the enquiry is a likely fit, what is unclear, and 3 questions to ask first.

Helps the team spend time on the right enquiries first.

2. Prepare for a call

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I have a call with a [retailer / distributor / corporate buyer] in [city] who wants [product]. What I know: [notes]. Give me: a 3-line opening, 5 questions to understand their need, the objections they may raise, and one clear next step to ask for at the end.

What you should get back: a 3-line opening, 5 questions, the objections they may raise, and one clear next step to ask for.

Run it before the call, not during.

That's the first part

Read the rest, free

Prompts 3 to 7: handle a price objection, follow up after a quote, re-engage a cold lead, summarise a call and write a proposal intro. Enter your email once and every guide on this site opens.

  • 3. Handle a price objection
  • 4. Follow up after a quote
  • 5. Re-engage a cold lead
  • 6. Summarise a call
  • 7. Write a proposal intro
  • Save all 7 in one shared document

3. Handle a price objection

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A customer says our price for [product] is higher than [competitor / their current supplier]. What we offer that they may not: [quality, finish, delivery, credit terms, after-sales]. Draft a calm reply that explains the value without running down the competitor and without offering a discount.

What you should get back: a calm reply that explains the value, does not run down the competitor and does not offer a discount.

Discounts stay your decision, not the AI's.

4. Follow up after a quote

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I sent a quote for [product and quantity] to a [customer type] on [date]. No reply yet. Write a short, polite WhatsApp follow-up that adds one useful detail: [stock status / delivery slot / new design]. Under 50 words. End with one easy question.

What you should get back: a WhatsApp follow-up under 50 words that adds one useful detail and ends with one easy question.

A follow-up should add something, not just 'checking in'.

5. Re-engage a cold lead

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This customer last ordered or enquired on [date] about [product]. Write a friendly message to restart the conversation around [Diwali / wedding season / new stock / new range]. No pressure, no discount unless I add one: [offer or 'none']. Under 60 words.

What you should get back: a friendly message under 60 words, with no pressure and no discount unless you added one.

Pick a real reason to write. Seasons and new stock work well.

6. Summarise a call

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Here are my rough notes from a sales call: [paste notes, personal details removed]. Turn them into: customer need, products discussed, objections raised, what I promised, and next step with a date. Then draft a short message confirming the next step to the customer.

What you should get back: your notes sorted into customer need, products discussed, objections raised, what you promised and the next step with a date, followed by a short message confirming the next step.

Share the summary in your team group so nothing is lost.

7. Write a proposal intro

Copy this prompt
Write the opening paragraph of a proposal to [customer type] for [product or service]. Their main need: [need]. Why us: [2 or 3 real strengths]. Tone: confident and plain, no big claims. Under 90 words.

What you should get back: an opening paragraph under 90 words, confident and plain, with no big claims.

Only list strengths you can prove. AI will not know which ones are true.

Save all 7 in one shared document

Copy them into one shared document. Fill the brackets. Check before anything goes out.

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