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Role-based

SALES PLAYBOOKS

For Account Executives, SDRs, Sales Managers, and Revenue Operations

Prospect Research & Prep

Prompt
Research [prospect name] at [company name] before my sales call. Find:
- Company overview and recent news
- Prospect's LinkedIn profile summary
- Any mutual connections or shared backgrounds
- Recent company announcements or funding
- Competitor landscape for their industry

Compile a 1-page brief I can review in 5 minutes.
Tools used

Web Search, LinkedIn, News Search, Tavily

What it does

Arms you with relevant talking points and context before every sales call, increasing your confidence and conversion rates.

CRM Contact Enrichment

Prompt
Enrich the contact data for [contact list or CSV file]. For each contact, find:
- Verified email address
- LinkedIn profile URL
- Current job title and company
- Company size and industry
- Recent company news

Update the records and flag any contacts that need verification.
Tools used

Web Search, LinkedIn, HubSpot/Salesforce/Pipedrive, File Upload

What it does

Automatically fills in missing contact details so your CRM stays current and your outreach is more personalized.

Follow-Up Email Sequence

Prompt
Write a 4-email follow-up sequence for prospects who attended our demo but haven't responded. 

Context: [brief product description]
Tone: Professional but friendly
Goal: Re-engage and book a next step

Space emails 3 days apart. Include subject lines and make each email shorter than the last.
Tools used

Text Generation (built-in)

What it does

Creates a ready-to-send drip campaign that nurtures lukewarm prospects without you writing every email from scratch.

Pipeline Health Report

Prompt
Generate a weekly pipeline report from [HubSpot/Salesforce/Pipedrive]. Include:
- Deals created this week
- Deals moved to next stage
- Deals closed (won and lost)
- Deals stalled for 14+ days
- Pipeline value by stage
- Recommended follow-ups for stalled deals

Send the summary to [email address] every Friday at 4 PM.
Tools used

HubSpot/Salesforce/Pipedrive, Gmail/Outlook, Python Code Execution

What it does

Gives sales managers a quick snapshot of team performance and flags deals that need attention.

Proposal Response Assistant

Prompt
Help me respond to this RFP/proposal request: [paste request details]

Research the company and industry context, then draft:
1. An executive summary
2. Answers to their specific questions
3. A pricing section outline
4. Relevant case studies or testimonials to include

Make it persuasive and tailored to their stated needs.
Tools used

Web Search, Tavily, Google Docs, File Upload

What it does

Accelerates proposal writing by handling research and first-draft content, cutting response time from days to hours.

Post-Meeting Recap & Next Steps

Prompt
Based on my sales call with [prospect name] at [company], draft a follow-up email that:
- Thanks them for their time
- Summarizes key discussion points: [bullet points]
- Confirms next steps: [what you agreed to]
- Includes any promised attachments or resources
- Has a clear call-to-action

Send it from my [Gmail/Outlook] account.
Tools used

Gmail/Outlook, Google Drive (for attachments)

What it does

Ensures every prospect receives a professional, timely follow-up that keeps deals moving forward.