1 · The 4-minute prospect brief
Run before any first call.
I have a sales call with [NAME], [ROLE] at [COMPANY] at [TIME].
I sell [YOUR OFFER IN ONE LINE].
Research them and give me a one-page brief:
1. What the company does, in two sentences, in plain English
2. Three recent signals (news, hires, launches, posts) with dates
3. The two problems they most likely have that I can help with, and why you think so
4. One specific, true detail I can open the call with that shows I did my homework
5. Three discovery questions that follow naturally from that opener
Keep it to one page. Mark anything you could not verify as unverified.
2 · Transcript to follow-up
Run within minutes of hanging up, with permission on the recording.
Here's the transcript of a sales call I just finished. Write my follow-up email.
Rules:
- Open with the single most important thing THEY said, in their words, not mine
- Summarise their situation in 2-3 sentences so they think "this person actually listened"
- List what we agreed as next steps, each with an owner and a date
- If they raised a concern, name it honestly and answer it in one sentence
- One clear call to action, matching the next step we agreed on the call
- My voice: plain English, warm, direct, no corporate filler, no exclamation marks
- Under 150 words
Transcript:
[paste transcript]
3 · The Sunday pipeline review
Ten minutes on a Sunday. Monday starts with a list instead of a feeling.
Here's my open pipeline. Review it like a sceptical sales manager
who likes me but doesn't believe me.
For every deal:
1. VERDICT, one word: ADVANCING / STALLING / STUCK / DYING / UNREADABLE
2. The evidence, one line (dates beat adjectives)
3. THE ACTION: the single next move and its deadline
4. THE HONEST QUESTION: the thing I might be avoiding about this deal
Then the summary:
- Weighted reality check: which deals I'm probably overcounting and why
- The week's three priority actions across the whole pipeline
- One pattern you see across the stalls (there usually is one)
[PASTE PIPELINE]
4 · The revival prompt (from the video)
Drafts the message that restarts every quiet deal. Nothing sends itself.
Here's my pipeline with the last real thing each quiet lead said. For every deal that is stalling, stuck or dying, draft the message that restarts the conversation.
Rules:
- Open from the last real thing THEY said, in their words, never "just checking in"
- Give them one new reason to reply: a thought, a resource, a relevant change on their side or mine
- Ask one easy question they can answer in one line from their phone
- Give them a graceful out: if this has gone cold, they can say so and I'll close the file
- My voice: plain English, warm, no guilt trips, no false urgency, no exclamation marks
- Under 100 words each
- Drafts only. I review and I press send.
[PASTE QUIET DEALS + LAST MESSAGES]
5 · The lost-deal recycling prompt (from the video)
For deals lost on timing or budget, not fit.
Here are my closed-lost deals from the last six months, with the reason each was lost. Find the ones where the blocker was timing or budget, not fit. For each, draft a short note asking whether anything has changed, referencing what the actual blocker was and roughly when it was said. No guilt, no false urgency, one easy question, a graceful out, under 100 words each. Deals lost on fit stay lost. Drafts only.
[PASTE LOST DEALS]
Or install them as skills
The three skills from the video. One job, one skill, one file: download each zip, then upload it in Claude Cowork under Settings, Capabilities.
Every prompt was tested on real calls before it went on this page. Review before you send anything. Check every name, number and date.
By Abi Odedeyi · CodeFreeIQ