In the world of B2B sales, the game is won through personalization, persistence, and strategic insight. The modern seller is under immense pressure to research prospects deeply, craft bespoke outreach, navigate complex buying committees, and follow up relentlesslyāall while hitting an ever-increasing quota. The most significant bottleneck is not a lack of skill, but a lack of time.
Generative AI has emerged as the ultimate force multiplier, a secret weapon that can automate the most time-consuming parts of the sales cycle and augment the strategic capabilities of every sales professional. However, as our foundational guide on prompt engineering highlights, the quality of the AI’s output is a direct reflection of the quality of the prompt.
This article is your practical, battle-tested arsenal. We are providing 10 advanced, copy-and-paste prompts designed to transform your AI into a world-class Sales Development Representative (SDR) and strategic advisor. Each prompt is built upon the ROIS (Role, Objective, Information, Structure) framework, ensuring you move beyond simple questions to generate truly valuable business assets.
A Quick Refresher: The ROIS Framework
Every prompt in this arsenal follows the ROIS framework to ensure maximum impact and clarity.
- Role: Assigning a professional persona to the AI.
- Objective: Defining a clear, measurable business outcome.
- Information: Providing the specific context and data the AI needs to work.
- Structure: Dictating the exact format of the desired output.
Part 1: Prospecting & Outreach Prompts
This is where the sales cycle begins. These prompts are designed to automate research and craft compelling, personalized outreach at scale.
Prompt #1: The Hyper-Personalized Cold Email Writer
- The Prompt:
Role: Act as a B2B prospecting specialist with expertise in writing concise, high-converting cold emails. Objective: To write a 3-paragraph cold email template to schedule a discovery call with a VP of Marketing. Information: My service is a marketing automation platform that integrates with Salesforce CRM to improve lead scoring. The target company is [Company Name]. The prospect’s name is [Prospect Name]. I have found their recent article on [Article Topic] on their company blog. Structure:
- Paragraph 1 (The Hook): Start with a personalized compliment about their recent article.
- Paragraph 2 (The Problem & Solution): Connect the theme of their article to a common pain point (e.g., low lead conversion) and briefly introduce our solution.
- Paragraph 3 (The CTA): End with a clear, low-friction call-to-action for a 15-minute call to discuss their demand generation strategy.
- Why It Works: This prompt forces the AI to move beyond a generic template. By providing a specific piece of information (the prospect’s article), it generates a truly personalized and relevant hook that dramatically increases the chances of a reply.
Prompt #2: The LinkedIn Connection Message Crafter
- The Prompt:
Role: Act as a B2B social selling expert. Objective: To write a short, non-spammy LinkedIn connection request message. Information: The prospect is a Head of Operations at a logistics company. I have identified that we share a mutual connection, [Mutual Connection’s Name]. My solution helps optimize warehouse inventory management. Structure: Write a message under 300 characters. Mention our mutual connection. Instead of pitching, offer a piece of high-value content, such as a case study or a whitepaper on warehouse optimization.
- Why It Works: This prompt focuses on a value-first approach, which is far more effective on a professional network like LinkedIn. It uses the mutual connection as a warm entry point and offers value before asking for anything in return.
Prompt #3: The Ideal Customer Profile (ICP) Builder
- The Prompt:
Role: Act as a B2B market analyst. Objective: To create a detailed Ideal Customer Profile (ICP) to refine our prospecting efforts. Information: Below are the details of our 5 best and most profitable customers: [Paste a short, anonymized description of 5 customers, including their industry, company size, the pain point we solved for them, and their job title]. Structure: Based on the provided data, generate a single, unified ICP. Include:
- Industry:
- Company Size (by employees and revenue):
- Key Job Titles of Decision-Makers:
- Common Business Pains:
- Trigger Events (events that cause them to seek a solution):
- Why It Works: This uses the AI’s pattern-recognition ability to analyze your best successes and create a data-driven profile of who you should be targeting next, eliminating guesswork from your prospecting.
Part 2: Sales Call & Meeting Prompts
Once you’ve made contact, these prompts help you prepare for and manage the actual sales conversations.
Prompt #4: The Discovery Call Script Generator
- The Prompt:
Role: Act as a sales coach specializing in the SPIN Selling methodology. Objective: To create a list of open-ended discovery questions to uncover a prospect’s key challenges. Information: Our product is a cybersecurity software that protects against AI-powered phishing attacks. The prospect is a Chief Information Security Officer (CISO). Structure: Generate a list of 10 discovery questions. The questions should be categorized by the SPIN framework: Situation, Problem, Implication, and Need-Payoff.
- Why It Works: By specifying a proven sales methodology like SPIN, you guide the AI to generate strategic questions that don’t just ask about the problem, but also explore its deep business implications and the value of solving it.
Prompt #5: The Competitor Battle Card Creator
- The Prompt:
Role: Act as a competitive intelligence analyst. Objective: To create a concise “battle card” to help me prepare for a sales call where the prospect mentioned they are also evaluating a competitor. Information: My product is [Your Product Name]. Our key strengths are [Strength 1, Strength 2]. The competitor is [Competitor’s Name]. Structure: Create a two-column table.
- Column 1: List 3-4 of the competitor’s known weaknesses.
- Column 2: For each weakness, provide a “pivot” phrase and a corresponding strength of my product.
- Why It Works: This automates competitive research and provides a practical, easy-to-scan tool for a sales rep to use during a call, helping them to navigate difficult questions about the competition with confidence.
Prompt #6: The Post-Meeting Summary & Action Items
- The Prompt:
Role: Act as a highly efficient executive assistant. Objective: To summarize a meeting transcript and create a follow-up email. Information: [Paste the raw, unedited transcript of your sales meeting here]. Structure:
- Provide a concise, bullet-point summary of the key topics discussed.
- Create a clear, numbered list of all “Action Items” and specify who is responsible for each.
- Draft a professional follow-up email to the prospect that includes the summary and action items.
- Why It Works: This is a massive time-saver. It takes a raw transcript and transforms it into structured, actionable information, allowing the salesperson to send a professional follow-up in minutes, not hours.
Part 3: Follow-up & Nurturing Prompts
Persistence is key in B2B sales. These prompts help you follow up with value and re-engage cold leads.
Prompt #7: The “Value-Add” Follow-up Sequence
- The Prompt:
Role: Act as a content marketing strategist for a sales team. Objective: To generate a 3-email follow-up sequence for a prospect who has shown initial interest but has not yet booked a demo. Information: The sequence should be spaced 3 days apart. Each email should provide value and not just “check in.” Our company sells a financial analytics SaaS platform. Structure:
- Email 1: Share a link to a relevant industry report or whitepaper.
- Email 2: Share a short case study of how a similar company achieved results with our platform.
- Email 3: Invite them to a free, upcoming webinar on a relevant topic.
- Why It Works: It transforms the follow-up from a pestering email into a valuable touchpoint, building trust and keeping your brand top-of-mind.
Prompt #8: The Re-Engagement Email for a Cold Lead
- The Prompt:
Role: Act as an expert B2B copywriter. Objective: To write a short, direct re-engagement email for a prospect who went silent 3 months ago after a promising initial conversation. Information: The goal is to either get a response or close the file. Structure: Write a 3-sentence email. The first sentence should provide context. The second should ask if their priorities have changed. The third should be a “break-up” line, like “If I don’t hear back, I’ll assume this is no longer a priority and won’t trouble you again.”
- Why It Works: The “break-up” email is a psychologically powerful sales tactic that often triggers a response due to the fear of loss. The AI can craft this delicate message perfectly.
Part 4: Strategy & Analysis Prompts
(This section would be expanded in a full article to include prompts for analyzing sales funnels and summarizing performance reports.)
Prompt #9: The Sales Funnel Bottleneck Analyzer
- The Prompt:
Role: Act as a senior sales operations analyst with expertise in identifying funnel bottlenecks. Objective: To analyze our sales funnel data to find the biggest point of failure and suggest potential reasons why. Information: Here is our data from last quarter:
- Leads Generated: 2,500
- Marketing Qualified Leads (MQLs): 800
- Sales Qualified Leads (SQLs): 200
- Demos Booked: 60
- Deals Closed: 15 Structure:
- Calculate the conversion rate for each stage of the funnel (Lead to MQL, MQL to SQL, SQL to Demo, Demo to Close).
- Identify the stage with the biggest percentage drop-off.
- Provide 3 potential hypotheses explaining why this bottleneck might be occurring.
- Why It Works: Este prompt usa a IA para fazer a matemĆ”tica de anĆ”lise de funil instantaneamente e, mais importante, para ir alĆ©m dos nĆŗmeros e sugerir razƵes estratĆ©gicas para o problema, guiando sua atenĆ§Ć£o para o ponto que mais precisa de melhoria.
Prompt #10: The Sales Team Performance Report Summarizer
- The Prompt:
Role: Act as a Chief Revenue Officer analyzing a weekly sales report. Objective: To get a high-level, actionable summary from raw sales data. Information: Below is the raw performance data for my sales team this week:
- Anna: 5 deals closed, Total Revenue $55,000
- Ben: 3 deals closed, Total Revenue $75,000
- Carla: 8 deals closed, Total Revenue $48,000
- David: 2 deals closed, Total Revenue $25,000 Structure:
- Identify the top performer by Total Revenue.
- Identify the top performer by Number of Deals Closed.
- Calculate the Average Deal Size for the entire team.
- Provide one key insight or observation from this data that a sales manager should pay attention to.
- Why It Works: Transforma uma lista de dados brutos em um resumo gerencial em segundos. O pedido por um “key insight” (observaĆ§Ć£o principal) forƧa a IA a fazer uma anĆ”lise qualitativa, como apontar a diferenƧa entre o volume de vendas e o valor dos contratos de cada vendedor.
Conclusion: The Salesperson, Augmented
The role of the B2B salesperson is not being replaced by AI; it is being augmented. Generative AI is a tireless, knowledgeable Sales Development Rep that can handle the research, the drafting, and the summarization, freeing the human seller to focus on the tasks that truly matter: building relationships, understanding nuanced customer problems, and strategically closing deals.
By mastering the art of the profitable prompt, you are not just adopting a new tool; you are building a system for efficiency and effectiveness. Start building your own arsenal of sales prompts today. It is the ultimate leverage for the modern B2B seller.
