© 2026 Sales Bytes.
Prompt:
Analyze this deal and rate its health:
Account: {COMPANY}
Deal size: {AMOUNT}
Stage: {CURRENT_STAGE}
Days in stage: {DAYS}
Close date: {DATE}
Champion: {CHAMPION_INFO}
Economic buyer: {EB_INFO}
Competitor: {COMPETITOR}
Last activity: {LAST_ACTIVITY}
Notes: {DEAL_NOTES}
Give me:
1. Health score (1-10) with reasoning
2. Top 3 risks to this deal
3. The single most important action to take this week
4. Honest assessment: should this be in the forecast?
💡 Why this works: Every rep has deals in their pipeline that shouldn't be there. Let AI call them out.
Prompt:
Here's my pipeline for this week:
{PASTE_PIPELINE_SUMMARY}
Prepare me for my pipeline review with my manager by analyzing:
1. Which deals are most likely to close this month (and why)
2. Which deals are at risk (and what signals concern you)
3. Gaps in my pipeline (missing stages, low coverage ratio)
4. Three questions my manager will probably ask, and how I should answer
5. What I should proactively flag before they ask
💡 Why this works: Walking into a pipeline review unprepared makes you look junior. Walk in with answers.
Prompt:
Here's my current forecast:
Commit: {COMMIT_DEALS}
Best case: {BEST_CASE_DEALS}
Pipeline: {PIPELINE_DEALS}
Quota: {QUOTA}
Days left in quarter: {DAYS_LEFT}
Analyze:
1. Is my commit realistic given the close dates and deal stages?
2. What's my actual close rate by stage (based on: {HISTORICAL_RATE})
3. How much pipeline do I need to generate to hit quota?
4. Which 'commit' deals should I downgrade?
5. Which 'best case' deals could I pull into commit with the right action?
💡 Why this works: Forecasting is a skill. AI can pressure-test your assumptions.
🔄 Platform tip: Claude is better at probabilistic reasoning and nuanced deal analysis.
Prompt:
This deal has stalled:
- Account: {COMPANY}
- Last activity: {DAYS} days ago
- Last conversation: {SUMMARY}
- What happened: {WHAT_STALLED_IT}
- Champion: {CHAMPION_STATUS}
Create a 5-step recovery plan:
1. A re-engagement message (email or LinkedIn)
2. A new angle or value-add to restart the conversation
3. A creative play to get to another stakeholder
4. A timeline trigger (event, quarter-end, etc.) to leverage
5. A decision: fight for this deal or cut it loose?
💡 Why this works: Stalled deals are either recoverable with the right play or they're dead weight. Know which.
Prompt:
I just {WON/LOST} a deal with {COMPANY}. Here's what happened:
{DEAL_NARRATIVE}
Analyze this deal and give me:
1. The 3 most important factors that led to the {WIN/LOSS}
2. What I did well that I should repeat
3. What I could have done differently
4. Patterns to watch for in similar deals
5. One actionable takeaway for my next deal
Be honest, not diplomatic.
💡 Why this works: Every deal teaches you something. But only if you actually analyze it.
Prompt:
My quota is {QUOTA} for this {MONTH/QUARTER}. My current pipeline:
{LIST_DEALS_WITH_AMOUNTS_AND_STAGES}
Calculate:
1. Total pipeline value and coverage ratio (pipeline / quota)
2. Weighted pipeline (apply stage-based probabilities)
3. How much new pipeline I need to generate
4. The ideal mix of deal sizes to hit the gap
5. How many prospecting activities per week to get there (assume {CONVERSION_RATES})
💡 Why this works: Pipeline math doesn't lie. Know your numbers.
Prompt:
I'm working a complex enterprise deal. Here's the situation:
- Account: {COMPANY}
- Deal size: {AMOUNT}
- Buying committee: {STAKEHOLDERS}
- Our champion: {CHAMPION}
- Their timeline: {TIMELINE}
- Competition: {COMPETITORS}
- Current stage: {STAGE}
- Key risk: {MAIN_RISK}
Build a strategic plan:
1. Power map (who influences whom)
2. Win theme (our core message to this account)
3. Competitive positioning
4. Key milestones and dates
5. What could kill this deal and how to prevent it
💡 Why this works: Enterprise deals need strategy, not just activity.
Prompt:
It's {DATE} and I need to close {AMOUNT} by end of quarter. Here are my open deals:
{PASTE_DEALS}
Create an end-of-quarter plan:
1. Rank deals by likelihood to close this quarter
2. For each 'closeable' deal, what's the specific accelerator?
3. Creative incentives I could offer (without discounting too much)
4. Daily action plan for the remaining days
5. What to say to prospects to create legitimate urgency
💡 Why this works: End-of-quarter is a skill. Plan it, don't panic through it.
Prompt:
Here's a snapshot of my pipeline data:
{PASTE_CRM_DATA}
Identify:
1. Deals with close dates in the past (need updating)
2. Deals with no activity in 30+ days
3. Deals stuck in the same stage for too long
4. Missing fields that matter (champion, next step, close date)
5. Duplicate or conflicting entries
Give me a prioritized cleanup list I can knock out in 30 minutes.
💡 Why this works: Dirty CRM data = bad forecasts = bad decisions. Clean it weekly.
Prompt:
I'm competing against {COMPETITOR} in a deal with {COMPANY}. Here's what I know:
- What the prospect has told me about the competitor: {INFO}
- What I know about {COMPETITOR}'s product: {PRODUCT_INFO}
- The prospect's key criteria: {CRITERIA}
Give me:
1. {COMPETITOR}'s likely pitch and positioning
2. Where we win on their criteria (be honest)
3. Where we're weaker and how to mitigate
4. Trap questions I can ask that expose {COMPETITOR}'s weaknesses
5. The narrative we should own in this deal
💡 Why this works: Win deals by controlling the narrative, not by feature comparison.
Prompt:
Help me build my QBR (Quarterly Business Review) pipeline presentation. Here's my data:
- This quarter results: {RESULTS}
- Next quarter pipeline: {PIPELINE_SUMMARY}
- Key wins: {WINS}
- Key losses: {LOSSES}
- Trends I'm seeing: {TRENDS}
Create an outline with:
1. Executive summary (what happened and why)
2. Pipeline health analysis
3. Top 5 deals to highlight
4. Territory/market insights
5. What I need from leadership
6. Forecast and confidence level
💡 Why this works: A polished QBR earns trust and resources from leadership.
Prompt:
Act as my sales manager and coach me on this deal:
{PASTE_FULL_DEAL_CONTEXT}
Ask me the 5 toughest questions about this deal, one at a time. After I answer each one, tell me whether my answer is strong or weak, and what I should do about it. At the end, give me an overall assessment and the 3 most important actions to take this week.
Don't go easy on me.
💡 Why this works: Not every rep has a great manager. AI can fill the coaching gap.
🔄 Platform tip: Claude maintains the coaching conversation more naturally across multiple turns.
Prompt:
Here are my 'commit' deals for this month:
{PASTE_COMMIT_LIST}
For each deal, challenge me:
1. Is there a signed timeline from the buyer? (If no → Upside)
2. Have all decision-makers been engaged? (If no → Upside)
3. Is there a clear event driving the close date? (If no → Upside)
4. Has procurement/legal started? (If no → Upside)
5. Verdict: Commit, Upside, or Pipeline
Be conservative. It's better to under-commit and over-deliver.
💡 Why this works: Reps over-commit by nature. Stress-test every deal before calling it commit.
Prompt:
I'm quoting a deal for {COMPANY}. Details:
- Product: {PRODUCT}
- List price: {LIST}
- Deal size: {SIZE}
- Competition: {COMPETITORS}
- Buyer's budget: {BUDGET_INFO}
- Strategic value of this account: {STRATEGIC_VALUE}
Help me optimize pricing:
1. What discount (if any) is justified?
2. Creative packaging options
3. Terms that add value without cutting price
4. How to present the price for maximum impact
5. What to do if they counter
💡 Why this works: Strategic pricing is an art. Don't default to 'give a discount.'
Prompt:
My biggest deal this quarter has these risks:
{LIST_RISKS}
For each risk:
1. Probability (high/medium/low)
2. Impact if it happens
3. Mitigation plan
4. Early warning signs to watch
5. Who on my team can help address it
Also: what's the ONE risk I'm probably not seeing?
💡 Why this works: The risk you don't plan for is the one that kills the deal.