Gemini sales prompts built from your CRM paste, not a fantasy pipeline
Paste call notes, deal stages, and account research. Gemini drafts prep, emails, and mutual close plans with [VERIFY] on missing names. You send after you check.
In short: This page contains 15 copy-paste ready prompts, organized into 5 categories with a description and pro tip for each. The first 5 prompts are free instantly, no signup needed. Hand-curated and tested by the AI Academy team.
Call prep
3 promptsDiscovery call brief
1/15✨ What it does
Gemini preps a discovery brief from [NOTES] and [PAINS], tagging unknown stakeholders [VERIFY]. Research stakeholders on LinkedIn, then run the call.
Account: [ACCOUNT]. Contact: [CONTACT]. Notes: [NOTES]. Posting pains if any: [PAINS]. Prep: hypotheses, 8 questions, landmines, success criteria. Tag unknown stakeholders [VERIFY].
Pro tip: Hypotheses must say hypothesis. Gemini should not state them as facts.
Demo storyline
2/15✨ What it does
Gemini outlines a demo flow from [CAPS] and [PAINS], tagging missing integrations [VERIFY]. Confirm integrations with SE before you promise them live.
Product capabilities: [CAPS]. Prospect pains: [PAINS]. Demo length: [MINUTES]. Outline demo flow: scene, feature, proof point from [CAPS] only. Tag missing integration [VERIFY].
Pro tip: Proof points need a customer name from your paste or [VERIFY].
Executive meeting prep
3/15✨ What it does
Gemini preps an exec brief from [CONTEXT] toward [GOAL], tagging unknown priorities [VERIFY]. Validate priorities with your champion before the room.
Executive: [TITLE]. Deal context: [CONTEXT]. Goal: [GOAL]. Prep one-page brief: their metrics language, 3 talking points, risk, ask. No invented exec priorities.
Pro tip: Exec titles without names get generic output. Paste the name when you can.
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Outreach and follow-up
3 promptsFollow-up after silence
4/15✨ What it does
Gemini drafts a 120-word follow-up from [SUMMARY] and tags unproven value [VERIFY]. Add proof or cut the value line before send.
Last touch: [DATE]. Thread summary: [SUMMARY]. New value: [VALUE NOTE]. Draft follow-up under 120 words referencing [SUMMARY]. Tag if value unproven [VERIFY].
Pro tip: Silence follow-ups need one new fact. Without [VALUE NOTE], keep it to a bump.
Post-call recap email
5/15✨ What it does
Gemini drafts a post-call recap from [NOTES] with action owners or [VERIFY]. Send within two hours while [NOTES] are fresh.
Call notes: [NOTES]. Attendees: [NAMES]. Draft recap: decisions, action items with owners, next meeting. Tag missing owner [VERIFY].
Pro tip: Every action item needs an owner from [NAMES] or [VERIFY]. Unowned items do not ship.
Breakup email draft
6/15✨ What it does
Gemini drafts a breakup email from [HISTORY] and [REASON], tagging vague reasons [VERIFY]. Clarify [REASON] internally before you burn the account.
History: [HISTORY]. Reason to pause: [REASON]. Draft respectful breakup offering door open. No guilt trips. Tag if reason too vague [VERIFY].
Pro tip: Breakup emails are brand. Partner review if the deal was large.
Deal strategy
3 promptsMEDDPICC gap scan
7/15✨ What it does
Gemini scores MEDDPICC from [NOTES] and lists questions for each [VERIFY] gap. Run those questions on the next call.
Deal notes: [NOTES]. Score MEDDPICC fields from notes only. Mark missing fields [VERIFY] and one question to fill each gap.
Pro tip: Empty notes produce empty scores. Paste raw CRM fields, not your optimism.
Mutual close plan
8/15✨ What it does
Gemini drafts a mutual close plan from [NOTES], tagging unknown legal steps [VERIFY]. Legal confirms procurement path before you share the plan.
Close date target: [DATE]. Steps from notes: [NOTES]. Draft mutual close plan table: step, owner, date, dependency. Tag unknown legal step [VERIFY].
Pro tip: Close dates in the paste are targets. Gemini should not treat them as signed.
Competitive displacement story
9/15✨ What it does
Gemini drafts a displacement story from [WINS PASTE] and tags missing proof [VERIFY]. Swap in a case study name you can share under NDA rules.
Incumbent: [INCUMBENT]. Our wins: [WINS PASTE]. Account pains: [PAINS]. Draft displacement narrative with proof from [WINS PASTE] only. Tag missing proof [VERIFY].
Pro tip: Never name a customer in writing unless your paste says you may.
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Account planning
3 promptsAccount plan one-pager
10/15✨ What it does
Gemini writes an account one-pager from [HISTORY] and [GOALS], tagging missing revenue [VERIFY]. Sync numbers with CRM before the QBR.
Account: [ACCOUNT]. Revenue history: [HISTORY]. Contacts: [CONTACTS]. Goals: [GOALS]. One-page plan: whitespace, risks, next 3 moves. Tag missing revenue [VERIFY].
Pro tip: Whitespace ideas must tie to a contact or [VERIFY]. Random upsell lists fail QBRs.
QBR with customer agenda
11/15✨ What it does
Gemini drafts a customer QBR agenda from [NOTES] and [METRICS], tagging unverified metrics [VERIFY]. Customer approves agenda before you book the room.
Customer: [CUSTOMER]. Last QBR notes: [NOTES]. Metrics: [METRICS]. Draft customer-facing QBR agenda and success story outline. Tag unverified metric [VERIFY].
Pro tip: Success stories need a metric from [METRICS] or they stay outline only.
Renewal risk memo
12/15✨ What it does
Gemini writes a renewal risk memo from [USAGE] and [REL NOTES], tagging missing usage [VERIFY]. Pull usage report, then escalate using the exec ask line.
Renewal date: [DATE]. Usage notes: [USAGE]. Relationship notes: [REL NOTES]. Risk memo: signals, mitigation, exec ask. Tag if usage data missing [VERIFY].
Pro tip: Renewal memos without usage data are opinion. Pull the report first.
Enablement
3 promptsObjection handling sheet
13/15✨ What it does
Gemini tables objections against [PLAYBOOK PASTE] and tags silent playbook rows [VERIFY]. Marketing fills [VERIFY] rows before you train the team.
Objections heard: [LIST]. Approved responses from [PLAYBOOK PASTE]. Table: objection, response, proof point, leave-behind doc. Tag if playbook silent [VERIFY].
Pro tip: Do not invent approved messaging. Silent playbook means [VERIFY].
Call scoring rubric
14/15✨ What it does
Gemini scores [PASTE] on [CRITERIA] with quotes or [VERIFY] and adds coaching bullets. Manager reviews scores before the 1:1.
Call transcript excerpt: [PASTE]. Rubric criteria: [CRITERIA]. Score each criterion with quote or [VERIFY]. Coaching note in 3 bullets.
Pro tip: Short excerpts score poorly. Paste at least five minutes of dialogue.
Weekly pipeline narrative
15/15✨ What it does
Gemini writes a pipeline narrative from [DEAL PASTE] with amounts or [VERIFY]. Update CRM before standup so the narrative matches reality.
Week: [WEEK]. Deals: [DEAL PASTE]. Write pipeline narrative for standup: commits, slips, new risks, asks. Every amount from paste or [VERIFY].
Pro tip: Slipped deals need a reason from the paste. Gemini will not invent competitor news.
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