AI Sales Prompts for Discovery, Follow-Up and Qualification

Copy AI sales prompts for discovery prep, qualification, follow-up and proposals using approved account evidence and clear review steps.

Prepare discovery questions

You have a small account brief and need questions rather than a scripted pitch.

Prepare {{number}} discovery questions from this account brief: {{brief}}. Group them by current process, impact, decision criteria and next step. Add the evidence behind each question. Do not state an inference as fact or ask for information already confirmed.

See a worked example Illustrative

What you add

Number: 6. Brief: reporting is assembled weekly; ownership is unclear; team requested a demo; no budget or timeline recorded.

Example result

Current process: Who assembles the report today, and where does the handoff break? Evidence: weekly process and ownership gap in the CRM note.

Before you use itRemove questions that sound accusatory, expose private research or assume a problem the buyer has not confirmed.

Draft a commitment-based follow-up

A call or email thread contains explicit decisions and next steps.

Draft a follow-up from these approved notes: {{notes}}. Return context, confirmed decision, our commitment with date, their commitment with date, open question and one next action. Mark missing owner or date [NOT SET]. Do not add urgency or a new promise.

See a worked example Illustrative

What you add

Notes: Maya will send the security questionnaire Friday. Buyer will confirm the review owner. No next meeting date was set.

Example result

Maya will send the security questionnaire Friday. Could you confirm who will own the review? Our next meeting date is not set.

Before you use itCompare each sentence with the notes and confirm the recipient, owner and date before sending.

Apply explicit qualification criteria

Your team has documented criteria and needs a traceable recommendation.

Assess this lead against the supplied criteria only. Criteria: {{criteria}}. Evidence: {{evidence}}. Return criterion, evidence, met/not met/unknown and reason. Finish with advance, nurture, disqualify or manual review. Do not infer budget, authority, need or timing.

See a worked example Illustrative

What you add

Criteria: confirmed workflow problem; relevant team; agreed next conversation. Evidence: operations lead requested reporting demo; team size unknown; next call accepted.

Example result

Workflow problem: met. Relevant team: unknown. Next conversation: met. Recommendation: manual review because team fit is unconfirmed.

Before you use itCheck that unknown criteria stay unknown and that disqualification rules were approved before use.

Build a proposal skeleton

Buyer needs, scope and commercial terms have already been approved.

Create a proposal skeleton from approved inputs. Buyer need: {{need}}. Scope: {{scope}}. Deliverables: {{deliverables}}. Exclusions: {{exclusions}}. Timeline and owners: {{timeline}}. Commercial terms: {{terms}}. Return context, proposed approach, deliverables, responsibilities, exclusions, timeline, price table and acceptance step. Mark gaps [NEEDS APPROVAL].

See a worked example Illustrative

What you add

Need: standardize weekly reporting. Scope: discovery and template setup. Deliverables: workshop and reporting template. Exclusions: data migration. Timeline: two weeks after kickoff. Terms: fixed fee pending finance approval.

Example result

Commercial terms: [NEEDS APPROVAL]. Exclusion: data migration is not included.

Before you use itLegal, finance and delivery owners must approve their sections; never let the model fill missing price or contract terms.

Make it your own

Copy a prompt, replace the text in double braces with your details, then adjust the first draft.

Start with the record, not a persona

Use CRM notes, call notes, approved account research and current terms. A model-generated guess about budget or intent is not qualification evidence.

Label	Meaning
Confirmed	Directly supported by a permitted source
Inference	Plausible, but needs a question or review
Unknown	Not present in the source pack
Prohibited	Must not enter the output or workflow

Can these prompts send sales emails automatically?

No. They produce reviewable drafts and decision records. Sending requires your approved systems, consent and compliance process.

Start from a flexible template

Use these prompts with permitted account notes, explicit qualification criteria and approved commercial terms.

Help with {{sales_task}} for {{account_or_contact}}. Approved evidence: {{evidence}}. Known customer need or commitment: {{need}}. Commercial boundary: {{terms}}. Desired next step: {{next_step}}. Return {{format}} and a fact-check table. Mark unsupported details [UNKNOWN]. Do not invent personal facts, purchase intent, authority, budget, deadlines, outcomes or commitments.

Example input

Task: discovery prep. Account: Northstar Studio. Evidence: public pricing page and approved CRM note that the team requested a reporting demo. Need: reporting ownership is unclear. Terms: no custom integration promised. Next step: confirm current process. Format: five questions and evidence notes.

Example output

Question: Who owns the weekly report today? Evidence: CRM note identifies unclear ownership. Unknown: whether the issue affects the whole team.

A quick check

Every account detail has a permitted source
Inference and fact are separate
Commercial terms match the approved record
The next step is proportionate to known intent
A salesperson approves the output before use.

Keep in mind

Prompts cannot establish legal outreach permission
AI cannot determine buyer intent or authority from sparse data
Messages are drafts and are not sent automatically.

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AI Sales Prompts for Discovery, Follow-Up and Qualification

Prepare discovery questions

Your prompt

What you add

Example result

Draft a commitment-based follow-up

Your prompt

What you add

Example result

Apply explicit qualification criteria

Your prompt

What you add

Example result

Build a proposal skeleton

Your prompt

What you add

Example result

Make it your own

Start with the record, not a persona

Can these prompts send sales emails automatically?

Flexible template

A quick check

Keep in mind

Analytics

Your prompt

What you add

Example result

Your prompt

What you add

Example result

Your prompt

What you add

Example result

Your prompt

What you add

Example result

Make it your own

Start with the record, not a persona

Can these prompts send sales emails automatically?

Flexible template

A quick check

Keep in mind

Related guides & workflows

Learn the method

Follow the full workflow