Sales & Business Development — Free AI Prompts & Templates
Prompts for prospecting, proposals, follow-ups, competitive analysis, and deal management. Free AI prompts you can copy and paste — 500+ tested examples.
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Cold Outreach Email — Free ChatGPT AI Prompt
Free intermediate AI prompt for sales teams: write a compelling cold outreach email that gets opened. Works in ChatGPT. Tag: sales.
M365
GPT
Claude
PolishWrite a cold outreach email to [PERSONA — CTO / IT Director / CFO] at [COMPANY] about [PRODUCT/SERVICE]. Hook them with a relevant insight about their industry or company. Keep it to 3 short paragraphs: (1) Personalised hook, (2) How we help companies like theirs (one specific outcome), (3) Low-pressure CTA (not asking for a meeting — offering value). Under 100 words total.
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Competitive Battle Card — Free M365 Copilot AI Prompt
Free advanced AI prompt for sales teams: create a competitive comparison for sales conversations. Works in M365 Copilot. Tag: sales.
M365
GPT
Pplx
PolishCreate a battle card comparing [OUR PRODUCT] vs [COMPETITOR]. Include: (1) Feature comparison table, (2) Where we win (3 strengths), (3) Where they win (be honest), (4) How to handle it when prospect mentions competitor, (5) Key differentiators in one sentence, (6) Customer switching stories. Format for quick reference during a call.
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Deal Summary for Pipeline Review — Free M365 Copilot Prompt
Deal Summary for Pipeline Review — free beginner AI prompt: summarise a deal for sales pipeline review. Best on M365 Copilot. Tag: sales.
M365
GPT
Claude
PolishWrite a deal summary for [COMPANY NAME]. Include: (1) Deal value and expected close date, (2) Current stage and next step, (3) Key stakeholders and their positions (champion, decision maker, blocker), (4) Competitive situation, (5) Risks to closing, (6) What we need to win. Keep it to one page for pipeline review.
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Discovery Call Questions — Free ChatGPT AI Prompt
Free intermediate AI prompt for sales teams: prepare structured discovery questions for a sales call. Works in ChatGPT. Tag: sales.
GPT
Claude
PolishCreate discovery questions for a call with [PROSPECT TYPE] evaluating [SOLUTION]. Include: (1) Rapport opener, (2) Current state questions, (3) Impact questions, (4) Vision questions, (5) Process questions, (6) Next steps. Order broad to specific.
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Prospect Research Brief — Free M365 Copilot AI Prompt
Prospect Research Brief — free intermediate AI prompt: research a company before a sales call. Best on M365 Copilot. Tag: sales.
M365
GPT
Pplx
PolishResearch [COMPANY NAME] and prepare a sales briefing. Include: (1) Company overview and recent news, (2) Industry challenges they likely face, (3) Their current tech stack if publicly known, (4) Key decision makers to engage, (5) Potential pain points our solution addresses, (6) Conversation starters based on their recent announcements.
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QBR for Existing Customer — Free M365 Copilot AI Prompt
Free advanced AI prompt for sales teams: structure a QBR presentation for retention and expansion. Works in M365 Copilot. Tag: sales.
M365
GPT
Claude
PolishCreate a QBR outline for [CUSTOMER]. Include: relationship summary, usage metrics, ROI achieved, support summary, roadmap highlights, expansion opportunities, action items. Slide outline with talking points.
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Quarterly Business Review Deck Outline — Free AI Prompt
Free advanced AI prompt for sales teams: structure a QBR presentation for an existing customer. Works in M365 Copilot. Tag: sales.
M365
GPT
Claude
PolishCreate a QBR presentation outline for [CUSTOMER NAME]. Include: (1) Relationship summary and key contacts, (2) Usage and adoption metrics, (3) ROI achieved vs promised, (4) Support ticket summary, (5) Product roadmap highlights relevant to them, (6) Expansion opportunities, (7) Action items and next steps. Format as a slide outline with talking points.
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Sales Email A/B Test — Free M365 Copilot AI Prompt
Free intermediate AI prompt for sales teams: create A/B variants for sales emails. Works in M365 Copilot. Tags: sales, ab-test.
M365
GPT
Claude
PolishCreate 2 email variants for A/B testing. Target: [PERSONA]. Variant A: pain-point focused. Variant B: benefit-led. Same CTA. Include hypothesis and tracking metrics.
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Sales Follow-Up Email Sequence — Free M365 Copilot AI Prompt
Free beginner AI prompt for sales teams: create a multi-touch follow-up sequence after a demo or meeting. Works in M365 Copilot. Tag: sales.
M365
GPT
Claude
PolishCreate a 5-email follow-up sequence after a [DEMO/MEETING] with [PROSPECT NAME] at [COMPANY]. Email 1: Same day thank you + recap. Email 2: Day 3 value-add content. Email 3: Day 7 case study share. Email 4: Day 14 check-in with urgency. Email 5: Day 21 final outreach. Each email under 100 words. Tone: helpful, not pushy.
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Sales Objection Response Guide — Free ChatGPT AI Prompt
Free intermediate AI prompt for sales teams: prepare responses to common sales objections. Works in ChatGPT. Tag: sales.
M365
GPT
Claude
PolishCreate responses for these common sales objections for [PRODUCT/SERVICE]: (1) It is too expensive, (2) We are happy with our current solution, (3) We do not have budget right now, (4) I need to check with my team, (5) Can you send me more information, (6) We tried something similar before and it did not work. For each: acknowledge the concern, reframe with value, and suggest a next step.
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Sales Proposal Draft — Free Claude AI Prompt
Free intermediate AI prompt for sales teams: generate a professional proposal tailored to the prospect. Works in Claude. Tag: sales.
M365
GPT
Claude
PolishDraft a sales proposal for [COMPANY NAME] for [PRODUCT/SERVICE]. Include: (1) Executive summary addressing their specific needs, (2) Proposed solution with key features mapped to their challenges, (3) Implementation timeline, (4) Pricing options with a recommended tier, (5) Case study reference from a similar client, (6) Next steps and call to action.
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Win-Loss Analysis — Free M365 Copilot AI Prompt
Free advanced AI prompt for sales teams: analyse why deals were won or lost. Works in M365 Copilot. Tags: sales, win-loss.
M365
GPT
Claude
PolishAnalyse recent deals. For each: details, decision factors, competitor, what worked or failed, customer feedback. Synthesise: top win reasons, top loss reasons, recommendations.
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