Prompt library — 24 prompts
Discovery calls, proposals, follow-ups and the awkward conversations nobody enjoys.
Use this before a first call so you're diagnosing, not pitching.
I have a discovery call with [PROSPECT DESCRIPTION — company type, role] about [WHAT THEY REACHED OUT FOR]. Give me 8 questions: 2 to understand their actual current process, 3 to uncover the real cost of the problem (time, money, risk), 2 to understand what they've already tried, and 1 to understand their decision process/timeline.
Use this right after a call while the specifics are still fresh.
Here are my notes from the discovery call: [PASTE NOTES]. Draft a proposal: the problem as they described it (in their words where possible), the approach, what's included and explicitly excluded, timeline, and investment. Keep it free of jargon they didn't use themselves.
Use this within a few hours of a call, before momentum fades.
Write a follow-up email after this call: key points discussed [SUMMARIZE], what I said I'd send [E.G. PROPOSAL, CASE STUDY], and the next step with a specific date if one was agreed. Keep it short — recap, attachment reference, next step. No re-pitching in the email.
Use this when you want to respond thoughtfully rather than reflexively defend the offer.
A prospect raised this objection: [PASTE THEIR EXACT WORDS OR PARAPHRASE]. Help me draft a response that acknowledges the concern honestly (don't dismiss it), gives them real information to evaluate it, and doesn't pressure them. If the objection is actually valid for their situation, say so — don't help me talk them out of a legitimate concern.
Use this once a proposal is verbally agreed and you need the contract-adjacent detail in writing.
Draft a scope of work for [PROJECT/ENGAGEMENT NAME]. Include: deliverables (specific, not vague), timeline with milestones, what's explicitly out of scope, revision limits, and payment terms. Base it on: [PASTE PROPOSAL OR CALL NOTES].
Use this the day a contract is signed, before onboarding momentum stalls.
Write a welcome email for a new client starting [ENGAGEMENT TYPE]. Include: what happens next and when, what I need from them before we start [LIST], how to reach me and expected response time, and where to find [ONBOARDING DOC/PORTAL LINK]. Warm but not overly casual.
Use this before a pricing conversation you're dreading, so you have grounded language ready.
I need to discuss pricing for [OFFER] with a prospect who [DESCRIBE THEIR SITUATION — e.g. hesitant about budget, comparing to a cheaper option]. Give me 3-4 talking points that connect the price to the specific outcome they'll get, not generic value language. Include one honest line for if this genuinely isn't the right fit for their budget.
Use this to prep a case study interview so you leave with usable quotes, not just compliments.
I'm interviewing [CLIENT NAME] for a case study on [PROJECT]. Write 6 questions that get specific, quotable answers: their situation before, what made them choose to act then, what the work actually involved from their side, and the concrete result. Avoid questions that invite generic praise ('how was it working with us').
Use this after a project wraps well, while the client's satisfaction is fresh.
Write a referral request email to [CLIENT NAME], a client I've worked with on [PROJECT/RESULT]. Reference the specific outcome we achieved together, describe in one sentence who I'd be a good fit for next, and make the ask low-effort (offer to draft an intro they can forward).
Use this to reopen a stalled conversation without sounding like an automated drip.
This lead went cold [TIME AGO] after [WHAT HAPPENED — e.g. said budget wasn't right, went quiet after a proposal]. Write a re-engagement email that doesn't apologize for following up, references something specific from the earlier conversation, and gives them a genuine reason to revisit now (not fake urgency).
Use this for warm-ish outreach where you have a real, specific reason to connect.
Write a LinkedIn connection/outreach message to [PROSPECT ROLE/COMPANY TYPE]. Reference something specific about them or their company [WHAT YOU NOTICED], state plainly why you're reaching out, and make it easy to ignore if it's not relevant — no fake personalization, no 'quick question' as a pretext for a pitch.
Use this for genuinely cold outreach where you need it to earn a reply on substance alone.
Write a cold email to [PROSPECT ROLE] at [COMPANY TYPE]. One specific observation about their situation, one sentence on the problem I help with, and one low-commitment ask (not 'let's hop on a call'). Under 100 words. No subject-line clickbait.
Use this when you have a mutual connection but need to make the ask easy to say yes to.
I'd like an intro to [TARGET PERSON/COMPANY] through [MUTUAL CONNECTION]. Write a short message I can send the connector: why I'm interested in meeting this person specifically, and a one-line forwardable blurb they can use to make the intro easy.
Use this to send alongside a formal contract so the client actually understands what they signed.
Summarize this contract/SOW in plain language for the client: [PASTE CONTRACT TEXT]. Cover: what we're delivering, what they're responsible for providing, payment schedule, and how changes or cancellation work. Flag anything unusually strict so I can decide whether to soften the summary.
Use this for a regular cadence check-in so clients aren't left wondering what's happening.
Write a mid-project check-in email to [CLIENT NAME]. Cover: progress since last update [SUMMARIZE], anything I need a decision on, and what's coming next with a date. Keep it factual and brief — this is a status update, not a relationship-management email.
Use this when there's a genuine next step for a client, not just a revenue target to hit.
I want to propose [NEXT OFFER/EXPANSION] to a current client after [WHAT'S BEEN DELIVERED SO FAR]. Help me draft talking points that connect this specifically to a result they've already seen or a gap that's come up in our work — not a generic 'have you considered' pitch.
Use this right after a client expresses satisfaction, while it's easy for them to say yes.
Write a testimonial request email to [CLIENT NAME] after [PROJECT/RESULT]. Make it easy: reference the specific outcome, ask 2-3 guiding questions instead of an open 'write something nice', and offer to draft something from their own past comments for them to edit.
Use this to close out a client relationship cleanly, whatever the reason for ending.
A client wants to end the engagement / isn't renewing. Context: [WHAT HAPPENED]. Help me draft how to handle this conversation professionally — acknowledging their decision, confirming what's still owed on either side, and leaving the door open without being pushy about it.
Use this before a negotiation call so you walk in with options, not just a position.
I'm negotiating [SCOPE/PRICE/TIMELINE] with [CLIENT/PROSPECT]. Their position is [WHAT THEY'VE ASKED FOR]. My constraints are [WHAT YOU CAN AND CAN'T FLEX ON]. Help me identify 2-3 possible trade-offs that could work for both sides, and one line for if I need to hold firm.
Use this to draft one section at a time for a formal RFP without losing specificity to boilerplate.
Draft the [SPECIFIC SECTION — e.g. approach, relevant experience] of an RFP response for [PROJECT DESCRIPTION]. Base it on: [YOUR RELEVANT EXPERIENCE/APPROACH NOTES]. Match a professional, specific tone — no filler language, back every claim with a concrete example.
Use this right after a call to keep CRM notes consistent without manual re-typing.
Here's a rough transcript or my notes from a sales call: [PASTE]. Summarize it for CRM logging: prospect's stated problem, budget/timeline signals mentioned, objections raised, and agreed next step with owner and date.
Use this to build a lightweight qualification step before a full discovery call.
I want a short qualification framework for inbound leads for [OFFER]. Give me 4-5 questions that reveal fit (budget range, timeline, decision-maker status, current situation) that can go in a form or a first-reply email without feeling like an interrogation.
Use this as a leave-behind after a call or as a proposal attachment.
Write a "why work with us" one-pager for [SERVICE/COMPANY]. Cover: what makes the approach different [YOUR ACTUAL DIFFERENTIATOR], who it's genuinely not a fit for (this builds credibility), and 2-3 proof points [REAL RESULTS OR EXPERIENCE]. No superlatives without evidence attached.
Use this ahead of a renewal so the conversation is grounded in results, not just a calendar reminder.
A client's engagement is coming up for renewal. Results so far: [SUMMARIZE WHAT'S BEEN DELIVERED]. Help me draft talking points for the renewal conversation that lead with the actual outcomes delivered, address anything that underdelivered honestly, and propose the next term clearly.