WinDeals.aiWinDeals.ai
PromptsPlaybooksBy RoleFor TeamsLearn

Prompts

  • Browse All
  • By Sales Stage
  • Most Popular
  • Submit a Prompt

Playbooks

  • All Playbooks
  • Enterprise Deal
  • SMB Velocity
  • Outbound Prospecting
  • Renewal & Expansion

Resources

  • By Role
  • For Teams
  • Learn
  • Categories

Company

  • About
  • Privacy
  • Terms
© 2026 WinDeals.ai. All rights reserved.
WinDeals.ai
All Prompts
Prompts for Teams →

All Prompts

Referral Request

You are a customer success professional who generates referrals naturally by creating mutual value. I want to ask a happy customer for referrals. Help me do this strategically and tactfully. CUSTOMER CONTEXT: - Customer name: [Name/Company] - How long they've been a customer: [Duration] - Results they've achieved: [Outcomes] - Relationship strength: [Strong/Good/Developing] - Their role: [Title] - Last interaction: [When and what] Create a referral request strategy: 1. TIMING CHECK Is now the right time to ask? - Recent win or positive outcome? - Renewal just completed? - They've given positive feedback? - Not in the middle of an issue? Assessment: [Yes/No and why] 2. VALUE-FIRST APPROACH Before asking, give something: - Industry insights to share - Introduction you can make for them - Resource that helps them - Recognition (case study, testimonial opportunity) Suggestion: [What to lead with] 3. REFERRAL REQUEST FRAMEWORK EMAIL VERSION: - Subject line - Context reminder (recent win) - Specific ask (not 'anyone you know') - Make it easy for them - What's in it for them - No pressure opt-out [Provide full email] CALL/MEETING VERSION: - How to bring it up naturally - Exact phrasing - How to describe ideal referral - How to handle objections [Provide conversation script] 4. IDEAL REFERRAL PROFILE Help them understand who to refer: - Similar role/industry - Specific challenges - Company characteristics - Why it would help that person [One-paragraph description] 5. MAKING IT EASY What to provide them: - Draft introduction email they can forward - One-pager about us - Specific value for the referred company Templates: [Provide] 6. FOLLOW-UP CADENCE - If they say yes: What next? - If they're unsure: How to make it easier - If they say no: How to stay graceful - After introduction: How to thank them 7. REFERRAL INCENTIVE (Optional) - When to offer and when not to - What to offer that feels right - How to frame it Provide as a complete referral playbook.

ProspectingRenewal
by WinDeals.ai
0 0

Negotiation Trade Framework

You are an experienced sales negotiator who protects margin while making deals happen. I'm in contract negotiation and they're asking for concessions. Help me think through strategic trades. THEIR REQUESTS: [List what they're asking for: discount, payment terms, add features, reduce scope, extended trial, etc.] DEAL CONTEXT: - Deal size: [Value] - Margin: [If known] - Strategic importance: [High/Medium/Low] - Competition: [Are they comparing to others?] - Timeline: [Urgency on both sides] Create a negotiation strategy: 1. REQUEST ANALYSIS For each request they made: - Cost to us (real financial impact) - Precedent risk (will others ask?) - Why they're asking (real reason) - How important is it to them? 2. TRADEABLE VARIABLES What can we give that costs us little but has high perceived value? - Payment terms flexibility - Service/support add-ons - Training credits - Implementation timeline - Contract length - Success guarantees - Quarterly business reviews For each: cost to us vs. value to them 3. NEGOTIATION TACTICS TACTIC 1: Unbundle and Re-anchor [How to break apart their requests and reset expectations] TACTIC 2: If/Then Framework 'If you can commit to X, then we can do Y' [Provide 3-5 specific if/then trades] TACTIC 3: Higher Authority When to say 'I need to check with my VP' [What to hold back for that] 4. CONCESSION SEQUENCING What to give up, in what order: - Give first: [Low-cost, high-value items] - Trade for: [What to ask in return] - Hold firm on: [Non-negotiables] - Final card: [Last resort concession] 5. SCRIPTS How to respond to: - 'Your competitor is 30% cheaper' - 'We need you to match their price' - 'This wasn't in the budget' - 'Can you throw in X for free?' - 'We need better terms or we'll walk' For each: Exact language to use 6. WALK-AWAY POINT - When to walk - How to walk (professionally) - Leaving the door open Provide as a negotiation playbook with scripts.

Closing
by WinDeals.ai
0 0

Pilot Program Design

You are a sales strategist who uses pilot programs to de-risk enterprise deals and accelerate purchase decisions. A prospect is interested but hesitant to commit to a full contract. Design a pilot program proposal. SITUATION: - Hesitation reason: [Budget, uncertain ROI, risk aversion, need to prove value, political hurdles] - Full deal value: [Annual contract value] - Timeline pressure: [Their urgency level] - What they need to see: [Success criteria] OUR SOLUTION: - Product: [What we're selling] - Typical implementation: [Timeline, resources needed] - Proven outcomes: [What customers achieve] Design a pilot program: 1. PILOT SCOPE - Duration: [Recommended timeframe] - Participants: [Team size/scope] - Limited feature set vs. full product - Investment required: [Pilot pricing] 2. SUCCESS METRICS - 3-5 measurable outcomes - How we'll measure them - What 'success' looks like - Benchmark: current state vs. pilot results 3. PILOT STRUCTURE - Week-by-week plan - Milestones and checkpoints - Support we'll provide - Their commitments needed 4. RISK MITIGATION - What could go wrong - How we'll prevent it - Guardrails and safeguards - Exit criteria (for both sides) 5. PILOT-TO-PURCHASE PATH - If pilot succeeds, what happens next? - How pilot investment applies to full contract - Expansion roadmap - Timeline to decision 6. PROPOSAL FRAMING - How to position the pilot (not as a discount/concession) - What we need from them - Mutual commitments Provide as a formal pilot proposal document I can send.

Closing
by WinDeals.ai
0 0

Champion Development

You are a sales professional who excels at developing internal champions who sell for you when you're not in the room. I have a contact who seems interested but isn't yet a true champion. Help me develop them. CURRENT STATE: - Contact: [Name, title] - Engagement level: [Interested but passive / Engaged but not advocating / Wants to help but doesn't know how] - Their situation: [What you know about their goals, pressures, incentives] - Challenges they face: [Political, resource, priority constraints] DEAL CONTEXT: - What we're selling: [Product/solution] - Value we bring: [Key outcomes] - Internal obstacles: [What's in the way] Develop a champion enablement plan: 1. CHAMPION QUALIFICATION Are they actually champion material? - Do they have a problem we solve? - Do they have influence/credibility internally? - Do they have access to power? - What's in it for them personally? Assessment: [Help me evaluate] 2. MUTUAL ACTION PLAN Co-create a plan with them: - Their internal selling process - Who they need to convince - Obstacles they'll face - How you'll support them Template: [Provide structure] 3. ENABLEMENT TOOLKIT What to give them: - Executive summary (one-pager) - ROI calculator - Comparison/FAQ - Customer stories - Presentation deck For each: what it should contain 4. COACHING FRAMEWORK How to coach them to sell internally: - Questions they'll get (and answers) - Objections they'll hear (and responses) - Who to approach in what order - What NOT to say Provide: Coaching conversation guide 5. CHAMPION MOTIVATION What's in it for them? - Career advancement - Problem solved - Political capital - Quick win How to position: [Scripts] Output as a partnership plan document they can see.

RenewalDiscovery
by WinDeals.ai
0 0

Multi-Threading Strategy

You are a strategic enterprise sales professional skilled at multi-threading complex deals. I'm working a deal where I currently only have access to one contact. Help me build a multi-threading strategy. CURRENT SITUATION: - Current contact: [Name, title, department] - Relationship strength: [Strong/Medium/Weak] - Deal stage: [Discovery/Evaluation/Negotiation] - Company size: [Employees] - Deal size: [Value] KNOWN STAKEHOLDERS (if any): [List any other names/roles you've heard mentioned] Create a multi-threading plan: 1. STAKEHOLDER MAP Who else needs to be involved? - Economic Buyer - Technical Evaluator - End Users - Legal/Security - Procurement - Executive Sponsor For each: likely title, their concerns, influence level 2. ACCESS STRATEGY For each stakeholder, how do I get introduced? - Through current contact (script to ask) - Direct outreach (LinkedIn message) - Through my exec sponsor - At a group meeting 3. CONVERSATION STARTERS For each new contact, what to lead with: - Discovery questions specific to their role - Value message tailored to their priorities - Reference to mutual contact/context 4. RELATIONSHIP BUILDING PLAN - Who to prioritize first (and why) - Cadence of touchpoints - Value to provide each person - How to stay coordinated across threads 5. RED FLAGS - Signs you're being blocked from other stakeholders - How to navigate if current contact resists intros Provide as an actionable playbook with specific scripts and tactics.

RenewalDiscovery
by WinDeals.ai
0 0

LinkedIn Connection Message

You are an expert at social selling who gets 60%+ LinkedIn connection acceptance rates. Write a personalized LinkedIn connection request message. TARGET PROFILE: - Name: [Name] - Title: [Their title] - Company: [Company] - What caught your attention: [Recent post, mutual connection, career move, company news, shared interest, etc.] YOUR CONTEXT: - Your role: [Your title] - Your company: [Your company] - Why connecting makes sense: [Shared challenge, industry, interest, or value you can provide] REQUIREMENTS: 1. 250 characters max (LinkedIn limit is 300) 2. Reference something specific about THEM (not generic) 3. No sales pitch - focus on connection/value 4. Give a reason they'd want to connect 5. Make it feel human, not templated BAD EXAMPLE: 'Hi [Name], I'd love to connect and share how we help companies like yours...' GOOD EXAMPLE STRUCTURE: - Personal observation about them - Relevant commonality or reason - Value hint (optional) - Simple ask Provide 2 variations: one warm/casual, one professional/formal.

Prospecting
by WinDeals.ai
0 0

Silent Prospect Re-engagement

You are a persistent but professional sales professional who excels at re-engaging quiet prospects. Situation: A prospect has gone silent after [indicate stage: initial meeting / proposal sent / verbal yes / etc.] CONTEXT: - Last interaction: [Date and what happened] - Where we left it: [Last status] - What I've tried: [Previous follow-up attempts, if any] - Relationship strength: [Cold/Warm/Strong] - Deal size/importance: [Context] Create a re-engagement strategy: 1. ROOT CAUSE ANALYSIS Why might they have gone quiet? - Lost urgency - Internal blocker - Budget freeze - Champion left - Chose competitor - Forgot about it For each scenario, what's your next move? 2. RE-ENGAGEMENT EMAIL OPTIONS Provide 3 different approaches to test: OPTION A: The Value Nudge - Remind them of pain/opportunity - Share new relevant insight - [Provide full email] OPTION B: The Permission-Based Breakup - Acknowledge the silence - Give them an out - Make it easy to re-engage - [Provide full email] OPTION C: The New Trigger - Reference external change (industry news, their company news) - Create fresh relevance - [Provide full email] 3. MULTI-CHANNEL APPROACH Beyond email: - LinkedIn message approach - Phone voicemail script - Video message idea 4. TIMING STRATEGY - When to send each touchpoint - How many attempts before moving on - What changes between each attempt 5. KNOW WHEN TO WALK AWAY - Signals it's truly dead - How to close the loop professionally - How to leave door open for future Provide all scripts/messages ready to use, with notes on when to use each approach.

ProspectingFollow-Up
by WinDeals.ai
0 0

Post-Call Follow-Up

You are a professional sales executive writing a follow-up email after a discovery call. I just completed a discovery call. Help me write a concise, professional follow-up email. CALL DETAILS: - Attendees: [Names and titles] - Date: [Date] - Duration: [Length] KEY DISCUSSION POINTS: [Paste your notes - can be messy bullets, include: - Pains they mentioned - Current state/challenges - Goals they shared - Questions they asked - Concerns raised - What resonated - Any commitments made] NEXT STEPS AGREED: [What was agreed to happen next] Write a follow-up email that: 1. SUBJECT LINE - References the call - Creates open urgency - Under 60 characters 2. EMAIL BODY STRUCTURE - Thank them (1 sentence, specific) - Key takeaways: What you heard (3-4 bullets of THEIR words) - What we discussed: Brief recap of solution fit - Value reminder: One sentence on impact - Next steps: Clear, with dates and owners - CTA: What you need from them 3. TONE - Professional but conversational - Consultative, not salesy - Assumes the sale (confident they'll move forward) - No filler or fluff 4. LENGTH - 125-175 words max - Scannable structure - White space between sections 5. ATTACHMENTS/LINKS - What should be included (if anything) - Brief description of each Provide the complete email ready to send. Use placeholder [NAMES] where I need to customize.

Follow-Up
by WinDeals.ai
0 0

Build vs Buy Objection

You are a strategic sales consultant who helps buyers make build vs. buy decisions. I'm facing this objection: 'We can just build this internally.' CONTEXT: - What we sell: [Product/service description] - Their technical capability: [What you know about their eng team] - Their core business: [What they actually do] - Timeline they need it: [If discussed] Create a consultative framework to work through this objection: 1. DISCOVERY QUESTIONS FIRST Don't immediately counter - understand their thinking: - Why do they think building is better? - Have they built similar things before? - What's their true timeline and resource availability? - Questions to ask: [Provide 5-7 specific questions] 2. TOTAL COST OF OWNERSHIP ANALYSIS Help them calculate true cost: - Initial build cost (engineering time) - Ongoing maintenance and updates - Opportunity cost (what else could eng team build) - Time to market vs. buying - Provide framework: [Build simple calculator] 3. RISK FACTORS Highlight non-obvious risks: - Technical debt and maintenance burden - Feature parity and staying current - Compliance and security requirements - Integration complexity - Sample language: [Provide talking points] 4. CORE COMPETENCY ARGUMENT - Is this their differentiator? - Should engineering focus here or on core product? - Sample language: [Provide exact wording] 5. HYBRID OPTION - Can they use our platform and customize? - Reduce scope of internal build - Sample language: [Provide proposal structure] 6. PROOF POINTS - Companies that tried to build and switched to us - Time/cost comparisons - What to say: [Provide examples] Present as a conversation guide, not a pitch deck. Include questions to ask throughout, not just statements to make.

Objection Handling
by WinDeals.ai
0 1

Price Objection Handler

You are a senior sales professional skilled at handling pricing objections consultatively. I received this objection: '[Insert specific objection, e.g., This is too expensive, We don't have budget, Your competitor is cheaper]' DEAL CONTEXT: - Our price: [Price] - Competitor price (if known): [Price] - Value discussed so far: [What they've acknowledged] - Their business impact: [Pain/opportunity size] Create a consultative response that: 1. ACKNOWLEDGE & ISOLATE - Validate their concern (don't dismiss it) - Confirm this is the only remaining concern - Sample language: [Provide exact wording] 2. REFRAME TO VALUE - Shift conversation from cost to investment - Reference their stated pains/goals - Sample language: [Provide exact wording] 3. QUANTIFY THE COST OF INACTION - What's the cost of NOT solving this? - Opportunity cost calculation - Sample language: [Provide exact wording] 4. BREAK DOWN THE INVESTMENT - Per user/per day/per transaction cost - Compared to the problem cost - Sample language: [Provide exact wording] 5. OFFER OPTIONS (Not Discounts) - Phased approach - Reduced scope with expansion path - Payment terms - Sample language: [Provide exact wording] 6. TRIAL CLOSE - Test if price was the real objection - Sample language: [Provide exact wording] Provide the full response as a conversational script I can adapt, not a formal document. Include tonality notes (when to pause, when to ask vs. tell).

Objection Handling
by WinDeals.ai
0 1

Value Alignment

You are a value-based sales consultant who excels at building business cases. Help me translate discovered pains into quantified business value. PAINS THEY MENTIONED: [Paste notes from discovery call - include specific pain points, current processes, challenges, metrics they shared] OUR SOLUTION: - What we do: [Product description] - Key capabilities: [List 3-5 main features/capabilities] - Typical outcomes: [Common results customers see] Create a value alignment document: 1. PAIN → CAPABILITY MAPPING For each pain they mentioned: - Restate their pain in their words - Map to our specific capability - Explain the connection clearly 2. QUANTIFIED IMPACT For each pain, estimate: - Current cost (time, money, opportunity) - Potential improvement with our solution - Calculate ROI (be conservative) - Timeline to value 3. BUSINESS OUTCOMES (Not Features) Translate to outcomes they care about: - Revenue impact - Cost savings - Risk reduction - Time savings - Competitive advantage 4. PROOF POINTS - Similar customer example - Relevant metric/case study - Industry benchmark 5. NEXT STEP FRAMING - One-sentence summary of the opportunity - What they should do next - What good looks like in 3/6/12 months Format: Professional one-pager suitable for forwarding to executives.

ClosingDiscovery
by WinDeals.ai
0 0

Decision Process Mapping

You are a seasoned enterprise sales professional who excels at navigating complex B2B buying cycles. Help me map the complete decision-making process for this opportunity: DEAL CONTEXT: - Company size: [e.g., 500 employees, $50M revenue] - Deal size: [e.g., $50K annual contract] - Product type: [e.g., SaaS platform, professional services] - Industry: [Industry] Map out: 1. BUYING COMMITTEE - Economic Buyer (budget authority) - Champion (internal advocate) - Decision Makers (need to approve) - Influencers (opinions matter) - Users (will use the product) - Blockers (potential objectors) For each role: - Likely title/department - Their primary concern - What they need to see to say yes 2. DECISION CRITERIA - Technical requirements - Business case elements - Risk factors they'll evaluate - Success metrics they care about 3. BUYING PROCESS STAGES - Typical timeline for this company size/deal - Required steps (legal, security, procurement) - Common bottlenecks - Skip-able vs. mandatory gates 4. COMPETITIVE DYNAMICS - Who else are they likely evaluating - Build vs. buy considerations - Status quo bias factors 5. RECOMMENDED STRATEGY - Who to engage when - Key questions to ask each stakeholder - Landmines to avoid - Documents/materials needed at each stage Present as a visual workflow I can use to track progress.

Discovery
by WinDeals.ai
0 0

Discovery Pain Mapping

You are a consultative sales expert skilled at discovery conversations. Generate a comprehensive discovery question framework for this persona: PERSONA DETAILS: - Role/Title: [e.g., VP of Sales, Head of Marketing] - Company type: [e.g., B2B SaaS, 100-500 employees] - Known challenges: [Insert if any] Create discovery questions across these dimensions: 1. OPERATIONAL PAIN (Current State) - What's broken in their day-to-day? - Manual processes or inefficiencies - Questions: [5 questions] 2. FINANCIAL PAIN (Cost of Inaction) - What's this costing them? - Lost revenue or wasted spend - Questions: [5 questions] 3. STRATEGIC PAIN (Future State) - Where are they trying to go? - What's blocking their goals? - Questions: [5 questions] 4. PERSONAL PAIN (Individual Impact) - How does this affect them personally? - Career implications - Questions: [3 questions] 5. IMPLICATION QUESTIONS - What happens if they don't solve this? - Questions: [4 questions] For each question, include: - The question itself - What you're listening for in the answer - Possible follow-up based on their response Format as a conversation map, not a rigid script.

Discovery
by WinDeals.ai
0 0

Cold Email Personalization

You are an expert SDR who writes cold emails with 40%+ open rates and 15%+ reply rates. Write a personalized cold email using this framework: TARGET INFORMATION: - Recipient name: [Name] - Title: [Title] - Company: [Company name] - Company info: [Recent news, funding, initiatives, or challenges] - Industry: [Industry] OUR PRODUCT: - What we do: [Brief product description] - Who we help: [Target persona] - Key outcome: [Primary benefit] EMAIL REQUIREMENTS: 1. Subject line: Personalized, curiosity-driven, under 50 characters 2. Opening line: Reference something specific about them/their company (NOT generic) 3. Relevance bridge: Connect their world to our solution without being pushy 4. Social proof: Brief mention of similar company/role we've helped 5. Low-friction CTA: Ask for 15 min, not a demo 6. Length: 75-100 words max 7. Tone: Helpful consultant, not salesperson DO NOT: - Use 'I hope this email finds you well' - Talk about 'reaching out' - Lead with our product features - Make it about us MAKE IT: - About them and their challenges - Specific and personalized (not template-y) - Easy to skim (short paragraphs, white space) - Valuable even if they don't reply

Prospecting
by WinDeals.ai
0 0

Account Prioritization

You are a data-driven sales strategist specializing in account-based selling. I have a list of target accounts and need to prioritize them by likelihood to convert. ACCOUNT LIST: [Paste your list of companies with any known data: company name, size, industry, recent news, engagement signals, etc.] Analyze each account and score them (1-10) based on: 1. FIT SCORE - Matches our ICP - Company size and budget capacity - Industry alignment 2. INTENT SIGNALS - Recent funding or growth - Hiring patterns (especially in relevant departments) - Technology changes or initiatives - Known pain points in their space 3. ACCESSIBILITY - Existing connections or warm intros - Company openness to vendors - Decision-maker visibility Provide output as: - Ranked list (highest priority first) - Score breakdown for each account - Specific reasoning for top 5 - Recommended approach angle for each top account Format: TABLE with columns: Rank | Company | Total Score | Fit | Intent | Access | Next Action

ResearchProspecting
by WinDeals.ai
0 0

ICP Definition

You are a senior sales strategist with 10+ years of experience in B2B SaaS sales. Your task: Define a clear Ideal Customer Profile (ICP) for our product. Product context: - Industry: [Insert your industry, e.g., HR tech, fintech, martech] - Product type: [Insert product type, e.g., CRM, analytics platform] - Typical contract value: [Insert ACV range] Provide a comprehensive ICP including: 1. FIRMOGRAPHICS - Company size (employees and revenue) - Industry verticals - Geographic focus - Company stage (startup, growth, enterprise) 2. TECHNOGRAPHICS - Current tech stack they likely use - Technical maturity level - Integration requirements 3. PAIN POINTS - Operational challenges - Financial pressures - Strategic gaps 4. BUYING TRIGGERS - What events prompt them to search for solutions - Budget cycles - Key initiatives that align with our product 5. NEGATIVE INDICATORS (who to avoid) Format as a clear, actionable profile that an SDR can use for targeting.

Prospecting
by WinDeals.ai
0 0
Back to first page