AI prompt library for sales teams

25 prompts you can paste into Microsoft 365 Copilot, Copilot in Dynamics 365 Sales, or any AI assistant. Replace the [brackets] with your own details and always review the output before it reaches a customer or your CRM.

Research [Company] using the sources I provide below. Summarize what they sell, who they sell to, recent public announcements, and two or three likely priorities for a [Role] there. Flag anything you are unsure about instead of guessing.

Sources:
[paste notes, links, or CRM record]

Write a cold email to [Name], [Role] at [Company]. Open with one specific observation from this context: [context]. Connect it to one problem we solve: [problem]. Keep it under 90 words, plain language, one clear ask for a short call. No buzzwords, no fake urgency.

Here is our ideal customer profile: [ICP]. Here is a prospect: [prospect details]. Score the fit as strong, partial, or weak, explain why in three bullets, and list the questions I should ask to confirm fit.

Draft three LinkedIn connection notes for [Name], [Role] at [Company], each under 280 characters. Reference [shared context]. Do not pitch in the note. Vary the tone: friendly, direct, and curious.

Based on this account information: [org details], list the roles I should engage beyond my main contact, why each role cares about [our solution], and a one line opening angle for each.

Using the CRM notes, emails, and meeting history below, build a one page call prep: who is attending, what they care about, open questions from last time, deal stage, risks, and my goal for this call.

[paste history]

I am running discovery with a [Role] at a [industry] company about [problem area]. Give me ten open ended questions ordered from broad to specific, plus two follow up probes for the most important ones.

Act as a skeptical [Role] at [Company]. Raise the three objections you would most likely have about [our solution] given this context: [context]. After I answer each one, tell me what was weak about my response.

Create a 30 minute demo agenda for [Company] focused on these stated pains: [pains]. Map each pain to the feature that addresses it, and leave time for questions and next steps.

Turn these meeting notes into a follow up email to [Name]. Include a short recap, the decisions made, action items with owners and dates, and the agreed next step. Keep it skimmable.

[paste notes or transcript summary]

My last email to [Name] about [topic] got no reply after [time]. Write a short, polite follow up that adds one new piece of value: [new info]. Do not guilt the reader. Under 60 words.

I sent a proposal to [Company] on [date] and the deal is in [stage]. Draft a follow up that restates the agreed outcome, asks what is needed to move forward, and offers a quick call to resolve open questions.

Write a respectful final email to [Name] letting them know I will stop reaching out about [topic]. Leave the door open, make it easy to reply with a simple yes or not now, and keep it under 70 words.

Extract the following from these call notes and return them as a table: contact names and roles, pain points, budget mentions, timeline, decision process, competitors mentioned, and next step with date. Write "not mentioned" for anything missing.

[paste notes]

Here is a list of my open opportunities with stage, amount, close date, and last activity date: [paste list]. Flag deals with past close dates or no activity in [X] days, and suggest one concrete next action for each.

Review these contact and account records: [paste records]. Identify likely duplicates, missing required fields, and inconsistent formatting. Suggest a clean version of each record without inventing data.

Rewrite each of these opportunity next steps so it names an owner, a specific action, and a date: [paste next steps]. Flag any that are too vague to fix without more information.

We lost [Company] on [date] because [reason]. Since then, this has changed: [what changed]. Write a short win back email that acknowledges the past decision, shares the change, and asks if it is worth a fresh look.

Write three short SMS messages to restart a conversation with leads who inquired about [offer] but went quiet. Each under 160 characters, conversational, one simple question, and include an easy opt out line.

Here is an export of old leads with source, last activity, and stage: [paste data]. Group them into segments that need different re-engagement messages and explain the angle for each segment.

Review this opportunity: [paste details, notes, and activity]. List the top risks to closing on time, the evidence for each, and what I should do this week to reduce them.

Summarize my commit and best case deals from this list: [paste list]. For each, give a one sentence status, what has to happen to close, and my confidence with a short reason. Do not change any numbers.

Draft a mutual action plan for [Company] from today to the target go live of [date]. Include steps for both sides such as security review, legal, procurement, and kickoff, with owners and dates I can confirm with the buyer.

Review this sales call transcript: [paste]. Tell me what went well, where I talked too much or missed a buying signal, and the two questions I should have asked. Quote the transcript to support each point.

Here is what I did this week: [activities and outcomes]. Help me spot patterns, name one habit to keep and one to change, and set three specific goals for next week.

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