Sales Rep Prompt & Workflow Pack — Prospecting, Follow-Up & Call Prep

18 copy-paste AI prompts and 4 end-to-end workflows built for a working sales rep's real week: account research, first-touch outreach, follow-up ladders that aren't "just checking in", one-page call prep, objection handling, and the Friday pipeline cleanup. Written from 25 years in enterprise sales. Works with any major AI chat tool you already use — paste, fill in the brackets, edit like a rep, send.

Your pipeline doesn't need more hours. It needs the admin to stop eating them.

Every rep knows the actual job: research the account, write the emails, prep the call, clean up the CRM notes, chase the quiet deals. The selling is the part you're good at — it's the two hours of desk work around every hour of selling that wears the week down.

This pack hands that desk work to the AI tools you already have, with prompts written by people who know what a rep's week actually looks like. Not generic "write me a sales email" starters — the real tasks, with the real constraints: word counts that respect a prospect's time, facts about your product that come from you (never invented by the tool), and drafts you still read and approve before anything sends. That last part is the pack's rule, printed on page 1: AI drafts, the rep decides.

What's inside:

- The Rep Card — a one-time setup that captures how you sell (your product, your customer, your tone, the facts you can state and the ones you must never state). Paste it into the prompts and the generic edge comes off every draft.

- 4 prospecting & research prompts — the one-page account research brief (facts and guesses labelled, never blended), decision-maker mapping, a trigger-event scan that finds a genuine reason to call — or tells you there isn't one — and the lookalike scorecard built from your own best customers.

- 5 outreach prompts — first-touch email under 90 words, the short-message version, a three-bump follow-up ladder where every bump adds something new (and the last one closes the file politely), voicemail scripts written to be spoken, and the referral ask.

- 3 call-prep & meeting prompts — the one-page call prep, a 10-question discovery set ordered the way real discovery unfolds, and the same-day recap email drafted from your raw notes.

- 2 objection prompts — the objection response coach (what they said, what it probably means, the question to ask before you answer) with coaching notes on the four objections every rep meets weekly — price, the incumbent, "send me information", and bad timing — plus the stalled-deal autopsy that diagnoses before it drafts.

- 4 CRM & pipeline prompts — raw notes turned into clean, structured CRM entries (with the prospect's exact words preserved where they matter), the blunt four-bucket pipeline sweep, the weekly territory plan that cuts honestly when the hours don't fit, and the existing-customer check-in that isn't a pitch in disguise.

- 4 end-to-end workflows — the prospecting sprint, meeting day (before/during/after), stalled-deal revival, and Friday pipeline hygiene — each one chains the prompts in order and tells you what to carry from step to step.

- One fully worked example — a fictional rep, a fictional prospect, the prompts run end to end, so you can see exactly what good output looks like before you run your own accounts through it.

Who it's for: working sales reps — inside, outside, account executives, SDRs — who already use (or have access to) an AI chat tool and want it doing the desk work properly instead of producing generic drafts they have to rewrite anyway. Managers buying for a team: each rep fills in their own Rep Card, so the output sounds like the rep, not like the company newsletter.

Format: instant download — PDF + editable document (DOCX), so you can adapt the prompts, save your filled-in Rep Card with them, and keep the whole pack wherever you keep your playbooks.

FAQ:

Do I need a specific AI tool or subscription?

No. Every prompt is plain text that runs in any major AI chat tool, including free tiers. If you can paste text into a chat box, you can use the pack.

Will these prompts write things that aren't true about my product or my prospects?

They're built not to. The Rep Card limits product claims to facts you supply, the research prompts label guesses as guesses, and the pack's standing rule is that you verify anything about a person or company before you use it. The prompts structure the work; your judgement stays in charge of the facts.

Is this a course? Do I need to watch videos?

No. It's a working document: 18 prompts, 4 workflows, one worked example. Most reps run their first prompt within minutes of download.

Can I use this with my CRM / sales platform?

Yes — the CRM prompts work on text you paste in and copy back out, so they sit alongside whatever CRM or inbox you already use. Nothing to install, nothing to integrate.

What if I'm in a different kind of sales than enterprise?

The tasks are the rep's tasks in any B2B environment — research, outreach, follow-up, prep, objections, pipeline hygiene. The examples lean enterprise because that's the background they were written from, but every prompt adapts through your Rep Card.

This is a digital product delivered by instant download. All sales are final; refunds are not applicable.

Running a business and fielding its inbound leads yourself? The DIY Speed-to-Lead Kit ($39) is the companion system for the other side of the desk — missed-call text-back, the 5-touch follow-up sequence, and appointment reminders for the leads coming in: https://payhip.com/b/Q6USb