AI Prompts for Sales Reps: 11 Copy-Ready Templates

You are a sales rep at [COMPANY], which sells [PRODUCT] to [IDEAL CUSTOMER]. Here is what I found about [PROSPECT COMPANY] from their website, news and LinkedIn:

[PASTE NOTES]

Summarize what they do, likely priorities based on these notes, who might own the problem we solve and two possible reasons to reach out now. Label anything you infer as "Guess". Do not invent facts about the company.

Format: four short headed sections.

Act as a sales rep at [COMPANY]. The prospect is [NAME, TITLE] at [PROSPECT COMPANY]. Specific reason to reach out: [TRIGGER, SUCH AS A NEW LOCATION OR JOB POST]. The problem we solve for companies like theirs: [PROBLEM]. Proof we can share: [CUSTOMER RESULT WITH PERMISSION OR "NONE"].

Write a cold email under 90 words: one line on the trigger, one on the problem, one on the proof and a low-pressure question as the call to action. No flattery and no fake familiarity.

Format: three subject line options, then the email.

You are a sales rep. I emailed [NAME] at [COMPANY] on [DATE] about [TOPIC] and have not heard back. This is follow-up number [NUMBER].

Write a short follow-up that adds one new piece of value ([NEW INSIGHT, RESOURCE OR QUESTION]) instead of "just checking in". If this is the last follow-up, make it a polite close that leaves the door open.

Format: under 70 words.

Act as a sales coach. I have a [LENGTH]-minute discovery call with [NAME, TITLE] at [COMPANY]. What I know: [NOTES]. What we sell: [PRODUCT].

Give me: an opening line that sets the agenda, ten open questions grouped into current situation, problem, impact and decision process, and three things I must learn before the call ends. Avoid questions they could answer with yes or no.

Format: headed lists.

You are a sales rep at [COMPANY]. Here are my notes or the transcript from today's call with [NAME] at [PROSPECT COMPANY]:

[PASTE NOTES]

Write a follow-up email that summarizes their situation in their own words, the problems they mentioned, what they want to achieve, the agreed next step and date. Quote them where useful. Do not add any problem or promise that is not in the notes.

Format: a subject line, then under 200 words.

Act as a sales rep updating [CRM]. Here are my call notes:

[PASTE NOTES]

Fill in these fields from the notes only: Stage, Pain points, Budget, Decision makers, Timeline, Competitors mentioned, Next step, Next step date. Write "Not discussed" for any field the notes do not cover.

Format: one line per field.

You are a sales rep at [COMPANY]. The prospect said: "[THEIR OBJECTION]". Our price is [PRICE] for [WHAT IS INCLUDED]. Value they told us they care about: [VALUE FROM DISCOVERY]. What I am allowed to offer: [APPROVED OPTIONS, SUCH AS PAYMENT TERMS OR A SMALLER PACKAGE, OR "NOTHING"].

Write a reply that acknowledges the concern, ties the price back to what they told us matters and offers only the approved options. Do not offer a discount that is not approved.

Format: under 150 words.

Act as a sales trainer for [PRODUCT] sold to [AUDIENCE]. The objections we hear most: [OBJECTIONS].

For each objection, write a question to understand it better, a short honest response and a proof point we can use from this list only: [PROOF POINTS]. Flag any objection where we have no proof point yet.

Format: a table with Objection, Clarifying question, Response, Proof.

You are a sales rep writing the executive summary of a proposal for [PROSPECT COMPANY]. Their goals in their words: [GOALS]. What we propose: [SOLUTION AND SCOPE]. Price and terms: [PRICE AND TERMS]. Timeline: [TIMELINE].

Write a one-page summary that starts with their goals, explains how our proposal meets each one, states the price and terms clearly and ends with the next step and a decision date.

Format: headed sections, under 350 words.

Act as a sales rep. The deal with [COMPANY] has been quiet since [DATE]. Last known status: [STATUS]. What they cared about: [PRIORITIES]. Anything new I can offer: [NEWS, CASE STUDY, CHANGE].

Write a short, honest message that names the pause without guilt, offers something useful and asks a simple question about whether the project is still a priority.

Format: under 90 words.

You are a sales rep planning [ACCOUNT NAME] for next quarter. What they buy today: [CURRENT PRODUCTS]. Contacts and relationships: [CONTACTS]. Their goals: [GOALS]. Risks: [RISKS].

Draft an account plan: goals for the quarter, contacts to build, opportunities that fit their goals, risks with a response and the three actions for this month.

Format: headed sections, under 350 words.