30 ChatGPT Prompts for Sales Call Prep, Discovery, Recaps and CRM Notes

Act as a discovery coach for a [PRODUCT CATEGORY] seller talking to a [PROSPECT TITLE] at [COMPANY SIZE BAND]. Using only [DEAL NOTES], write 10 qualification questions grouped as Metrics, Economic buyer, Decision process, Pain, Champion. Under each question add a one-line why I am asking drawn from my notes. If a group has no fact in my notes, write 2 questions labelled hypothesis and tag each assumed fact [VERIFY]. Do not invent a budget number, a competitor or a date. Output 10 questions, 2 per group; a group with no facts gets 2 hypothesis questions, each tagged [VERIFY].

Compare two question sets for the same deal at [COMPANY NAME]. Set A is for the champion I named: [CHAMPION NOTES]. Set B is for the economic buyer I named: [ECONOMIC BUYER NOTES]. Write 5 questions per set. Each question must use a fact from that person's notes. If a set is missing a name, a goal or a constraint, tag that question [VERIFY] and do not invent the missing fact. End with a 4-row table: Question theme, Champion version, Buyer version, Risk if I mix them up. No fake familiarity in either set.

Complete this discovery opener. I may only fill from my notes. Company: [COMPANY NAME]. Person: [PROSPECT TITLE]. First name: [PROSPECT FIRST NAME]. Why I asked for time: [REASON FOR THE MEETING]. One fact I can cite: [PROSPECT NOTES]. Template: (1) 20-word greeting with their name and company, (2) 30-word purpose of the call, (3) 20-word permission to ask questions, (4) first question. If [PROSPECT NOTES] has no real fact, write [VERIFY] in slot 2 rather than invent a post, award or hire. Do not claim a relationship I do not have. Total under 90 words.

Read my discovery question list for [PROSPECT TITLE] at [COMPANY NAME]: [QUESTION LIST]. Score each question from 1 to 5 on: how open it is, uses a fact from [PROSPECT NOTES], avoids a leading pitch, and is answerable in under a minute. Output a table with columns Question, Scores, Problem, Rewrite. Rewrite the 3 weakest as open questions. Flag any question that assumes a fact I did not give with [VERIFY]. Do not invent a pain, tool or metric to make a rewrite sharper. Keep the table to 8 rows.

Here is the pain [PROSPECT TITLE] named on the last call: [PAIN NOTES]. Build a 5-step question ladder I will use on the next call: (1) confirm the symptom in their words, (2) ask when it shows up, (3) ask who else feels it, (4) ask what they already tried, (5) ask what happens if nothing changes by [TIMEFRAME]. Write the exact question under each step, 20 to 35 words. If my notes skip a symptom, a person or a timeframe, write [VERIFY] on that step. Do not invent a cost of inaction or a quote. Output 5 numbered steps.

Give three replies to this objection from [PROSPECT TITLE] at [COMPANY NAME]: [OBJECTION TEXT]. Context I actually have: [CALL NOTES]. Each reply is 70 to 90 words (about 40 seconds spoken). Style A: clarify the concern. Style B: isolate whether it is the only block. Style C: ask for the criterion behind it. Pick one and give a 2-sentence reason tied to my notes. If a reply needs a feature, a customer story or a number I did not paste, write [VERIFY] instead. Do not invent a discount or a product claim. Do not fake that I know their stack. Output 3 labelled replies, then the pick.

My last call with [PROSPECT TITLE] at [COMPANY NAME] stalled after I mentioned [BUDGET TOPIC]. Here is the last 8 minutes as I wrote them: [CALL NOTES]. Troubleshoot from symptoms. List 5 possible causes that fit the notes (I asked for a number too early, I talked past the economic buyer, I used a feature dump, I skipped their criterion, I named a figure they did not). For each cause write: evidence in my notes, a 25-word recovery question, and a do-not-say line. If the notes do not support a cause, tag it [VERIFY]. Do not invent a reason they went quiet. Do not invent a price or a discount. Output 5 rows.

Rewrite this objection reply twice, once for a CFO and once for an operator at [COMPANY NAME]. Original reply: [DRAFT REPLY]. Facts I may use: [PRODUCT FACTS I MAY USE] and [CALL NOTES]. Each rewrite is 80 to 110 words. The CFO version talks risk, payback period only if I supplied the numbers, and decision timing. The operator version talks workflow, time cost and who does the work. Tag any number, customer name or payback figure I did not supply as [VERIFY]. Do not invent a finance metric. Do not add a product claim outside my facts. Output two labelled drafts plus a 4-line diff of what changed.

Build a competitor displacement checklist for a call with [PROSPECT TITLE] at [COMPANY NAME]. Incumbent they named: [INCUMBENT NAME]. What they said about it: [INCUMBENT NOTES]. My allowed contrast points: [PRODUCT FACTS I MAY USE]. Write 8 checkbox lines covering: what they like, what they will not rip out, switching cost they named, who owns the tool, contract end if they said it, a fair question, a landmine, and a next-step ask. Mark any line with no source in my notes as [VERIFY]. Do not invent a competitor weakness, a contract date or a win story. No trash talk. Output 8 lines.

You are the buyer, a [PROSPECT TITLE] at [COMPANY NAME]. Stay in character using only [BUYER NOTES] and [OBJECTION TO HOLD]. I will paste my reply after you speak. Start with a 40 to 60 word pushback. Then wait. After each of my replies, answer in 40 to 60 words, still in character. If I claim a product fact, a customer or a relationship that is not in the notes, say that is not in what I know and keep going. Do not invent a new company fact or a new objection. If I ask for a detail the notes lack, reply 'I would have to check that' and add [VERIFY] after it. Run 4 turns then stop and list 3 tells I missed.

Complete this recap email from my call notes. To: [PROSPECT TITLE] at [COMPANY NAME]. Notes: [CALL NOTES]. Template fields: subject (6 to 8 words), greeting, 2-sentence summary of what we covered, 3 next steps with owners, 1 open question, sign-off. Keep the body at 110 to 130 words. Use only commitments that appear in the notes. If a next step has no owner or date, write [VERIFY] on that line. Do not invent a quote, a yes, or a meeting that is not in the notes. Do not claim we promised a trial or a demo unless those words appear in the notes. Output subject plus body.

Rewrite my recap so [CHAMPION NAME] can forward it to [INTERNAL AUDIENCE] at [COMPANY NAME] without me on the thread. My recap draft: [DRAFT RECAP]. Call notes: [CALL NOTES]. Write 120 to 150 words in their voice, not mine. Cut seller phrases (circle back, just checking, excited). Keep only facts from the notes. If the notes lack a business outcome the internal reader would need, write [VERIFY] in brackets rather than invent a result. Do not invent a quote from anyone at [INTERNAL AUDIENCE]. No fake familiarity with the internal reader. Output the forwardable email only.

Read my recap draft to [PROSPECT TITLE] at [COMPANY NAME]: [DRAFT RECAP]. Score 1 to 5 on: matches [CALL NOTES], names owners, names dates, length under 150 words, no new pitch. Output a table with columns Criterion, Score, Evidence, Fix. Then rewrite the full email in 110 to 130 words. Flag any commitment, date or quote that is not in the notes as [VERIFY]. Do not invent a next step to make the draft look complete. Do not claim a feature or a result that never came up on the call. End with the rewrite.

Here are the people who joined my call at [COMPANY NAME]: [ATTENDEE LIST]. Here is what I captured: [CALL NOTES]. Build a table with one row per attendee, columns: Name, Role as given, What they said they own, Commitment in their words, Open question, Gap. Maximum 7 rows. If an attendee has no commitment or no role in the notes, put [VERIFY] in Gap. Do not invent a title, a quote or an owner. Do not assign work to someone who did not speak. Output the table plus a 40-word CRM caution listing which attendees have no confirmed commitment.

The prospect went quiet [DAYS QUIET] days after my recap. Recipient: [PROSPECT TITLE] at [COMPANY NAME]. Recap I already sent: [RECAP SENT]. Their last reply before the silence: [LAST REPLY]. Write 3 subject lines labelled A, B and C, pick one with a 1-sentence reason, then write a 90-word follow-up body. Use only those two pastes. If they never named a reason they went quiet or a deadline, write [VERIFY] on that line; do not invent a reason or a deadline. Do not say we have met before unless [LAST REPLY] says so. Do not claim they agreed to a next step unless [RECAP SENT] records it. Output the 3 subjects, the pick, then the body.

Turn these transcript snippets from my call with [PROSPECT TITLE] at [COMPANY NAME] into a CRM activity note. Snippets: [TRANSCRIPT SNIPPETS]. Output a 6-row table with columns Field, Value from snippets, Source line, Gap. Fields: Purpose of call, Pain in their words, People mentioned, Next step, Date if spoken, Risks they named. Quote their words for Pain. If a field is not in the snippets, write [VERIFY] and leave Value empty. Do not invent a close date, an amount or a stage. Do not add a product claim. Keep the whole note under 180 words besides the table.

Build a four-week next-step plan for the deal at [COMPANY NAME] with [PROSPECT TITLE]. Use only [CALL NOTES] and [ALREADY BOOKED TOUCHES]. Week 1 through week 4, each week has: the one move, the owner from my notes, the artefact I send, and the exit check. Write 4 short paragraphs, 50 to 70 words each. If a week has no booked touch or no owner, write [VERIFY] on that week rather than invent a meeting. Do not invent a legal review, a budget cycle or a procurement step I did not hear. Output 4 labelled weeks plus a 5-line risk list.

I need a stage-change checklist before I move the [COMPANY NAME] deal from [CURRENT STAGE] to [NEXT STAGE] in CRM. Evidence I have: [CALL NOTES]. Write 8 checkbox lines a manager would ask: economic buyer identified, pain confirmed in their words, next meeting booked, paper process named, champion agreed to intro, competitor named, close date spoken, mutual plan started. Mark each found only with a quote from my notes. Mark the rest [VERIFY]. Do not invent evidence that the deal moved. Do not fill a close date I did not hear. Output 8 lines and a 3-sentence manager note I can paste.

Compare these two calls in the same account, [COMPANY NAME]. Call 1 notes: [CALL ONE NOTES]. Call 2 notes: [CALL TWO NOTES]. Output a 7-row table with columns Topic, Call 1, Call 2, What changed, What I should ask next. Topics: attendees, pain, urgency, next step, objections, people missing, proof they asked for. If a topic is missing from one call, write [VERIFY] in that cell. Do not invent a change. Do not invent that a person warmed up. End with 5 bullets on what not to repeat.

Write one forecast comment I can paste on the [COMPANY NAME] opportunity, now at [CURRENT STAGE]. Source notes: [CALL NOTES]. Length 60 to 80 words, not counting the quotes. Cover what they confirmed, what is still open, and why the stage remains [CURRENT STAGE]. After each claim add a short quote from my notes or write [VERIFY]. If my notes skip a close date, an amount or a next meeting, leave it as [VERIFY] rather than inventing it. Do not invent that the buyer is committed. Do not fill a close date I did not hear. Output the paragraph only.

You are a sales manager scoring my call with [PROSPECT TITLE] at [COMPANY NAME]. Scorecard I use: [SCORECARD CRITERIA]. Call notes or transcript paste: [CALL NOTES]. Score 1 to 5 on each criterion I listed. Output a table with columns Criterion, Score, Evidence quote, Coaching note. Then name the one skill to work this week in 40 words. If a score needs a quote I did not paste, write [VERIFY] in Evidence rather than invent a line. Do not invent that I asked a question I did not. Do not invent a prospect reaction. Maximum 8 rows.

My talk-to-listen log for the call with [PROSPECT TITLE] looks off. Here are my timestamps and who was speaking: [TIMESTAMP LOG]. Troubleshoot from the log. Output a 6-row table: Minute range, Who spoke, Share of that range, Symptom (monologue, overlap, dead air, short answers), Fix for next call. If a range has no timestamp, write [VERIFY] instead of guessing the minute. Do not invent a timestamp or a quote. Do not invent that they were engaged. End with an 80-word plan for the first 5 minutes of the next call, questions only.

Give three coaching focuses from my call with [PROSPECT TITLE] at [COMPANY NAME]. Notes: [CALL NOTES]. Each focus: name (3 to 5 words), evidence from the notes in one quote, a 60-word drill I can do tomorrow, and the success check. Label them Open questions, Next-step control, Listening. Pick the one with the strongest evidence and give a 2-sentence reason. If a focus has no quote in the notes, tag it [VERIFY] and do not invent the quote. Do not invent a skill gap. Do not invent a prospect feeling. Output 3 cards, then the pick.

Complete this mutual action plan after my call with [PROSPECT TITLE] at [COMPANY NAME]. Notes: [CALL NOTES]. Table columns: Milestone, Owner (them or me), Date they named, Dependency, Status. Write 6 rows covering: problem confirmed, people to include, proof they asked for, paper process, live test they named, go-live they named. If they did not name a date, owner or milestone, write [VERIFY] in that cell. Do not invent a legal step, a budget approval or a go-live. This is a draft I will edit with them, not a contract. Output the 6-row table plus a 50-word email ask to review it.

Draft a numbered debrief I can read in 90 seconds in my 1:1 with [MANAGER NAME] about the [COMPANY NAME] call. Notes: [CALL NOTES]. Forecast note I already logged: [FORECAST NOTE]. Structure: (1) 40-word snapshot, (2) 3 things that worked with evidence, (3) 3 things to change, (4) help I am asking for, (5) what I will do by [FOLLOW UP DATE]. Total 180 to 220 words. If I did not name a forecast change, a risk or a help ask, write [VERIFY] rather than invent one. Do not invent a prospect quote. Do not invent deal value.