Prepare
Prospect research brief
From this public info about [company] [paste], summarise what they do, likely priorities, possible pain points our [offer] could address, and 3 smart questions.
Sales & Clients · 18 prompts
The Sales Call Playbook
Discovery, demos, objections and follow-ups that feel like conversations.
18 prompts for sales calls: research, call agendas, discovery questions, demo flow, objection handling, follow-up emails, proposals and pipeline reviews. For founders, freelancers and B2B salespeople.
What's inside
Every prompt in the PDF, listed by section.
Prepare
- 01Prospect research brief
- 02Call agenda
- 03Cold opener
Discover
- 04Discovery questions
- 05Pain to value
- 06Stakeholder map
Present
- 07Demo flow
- 08Value story
- 09Pricing conversation
Objections
- 10Objection handler
- 11Objection prep sheet
- 12Competitor comparison
Follow up
- 13Recap email
- 14Proposal outline
- 15Gone-quiet follow-up
- 16Close or release
- 17Lost-deal review
- 18Pipeline review
Sample prompts
Three of the 18, so you can see how specific they are. The PDF has the rest, plus a short introduction.
Prepare
Call agenda
Write a short agenda for a [minutes]-minute discovery call with [prospect] that I can send in advance and use to open the call.
Prepare
Cold opener
Write 5 ways to open a cold call to [role] at [company type] that earn 30 seconds without sounding scripted.