AI Prompts for Sales & Marketing Teams
Copy-paste AI prompts for the work sales and marketing teams actually do — cold outreach, sales call prep, content drafts, competitor research, ICP definition, and follow-ups. Tested across ChatGPT, Claude, Copilot, and Gemini.
Built for the Work Sales & Marketing Teams Actually Do
Sales and marketing teams live in two states: deep work on a specific deal or campaign, and high-volume repetitive work that drains hours every week. AI is most valuable for the second category, but it can sharpen the first too when used well.
The prompts on this page handle both. Replace anything in brackets with your specifics before pasting.
Every prompt follows the five-part method in our Prompt Engineering Guide. Replace anything in [BRACKETS] with your specifics before pasting.
Basic AI Prompts
Copy, paste, replace placeholders, send. No setup needed.
The Cold Outreach Email Writer
Use caseYou're sending a first-touch cold email to a prospect and want it to land.
Act as an experienced B2B sales rep who writes cold emails that get replies. I am [YOUR NAME], [YOUR ROLE] at [YOUR COMPANY]. We sell [WHAT YOU SELL] to [WHO YOU SELL TO]. Our key differentiator is [DIFFERENTIATOR]. I'm reaching out to [PROSPECT NAME], [PROSPECT ROLE] at [PROSPECT COMPANY]. Here's what I know about them: [CONTEXT — funding, news, role responsibilities, signal] Write a cold email: - Subject line under 6 words - Body under 90 words - Lead with one specific thing about them, not about us - One clear ask (a 15-minute call, not "to chat") - No emojis, no exclamation points, no fake personalization tokens - Plain professional English Make it sound like a real human wrote it. Not a sales template.
The Sales Call Prep Brief
Use caseYou have a sales call in 20 minutes and want a fast briefing.
Act as my sales operations partner. I have a [DURATION] call with [PROSPECT NAME], [PROSPECT ROLE] at [PROSPECT COMPANY] in [TIME]. What I know about them: [PASTE NOTES FROM CRM, LINKEDIN, OR PRIOR EMAILS] Stage of the deal: [DISCOVERY / DEMO / NEGOTIATION / OTHER] Produce a 2-minute briefing: 1. Who they are and what they care about (3 sentences) 2. The 3 most important questions to ask on this call 3. The single most likely objection and how to address it 4. The clear next step I should be pushing for at the end of the call 5. One thing I should NOT bring up Keep it under 250 words. Direct and specific.
The Social Post From a Long-Form Piece
Use caseYou wrote a blog post or report and need social copy to promote it.
Act as a B2B content marketer who writes social posts that earn real engagement, not vanity likes. Below is a [BLOG POST / REPORT / ARTICLE] I want to promote on LinkedIn: [PASTE CONTENT] Write 3 different LinkedIn posts to promote this: 1. A version that opens with a contrarian or counterintuitive insight 2. A version that opens with a specific data point or stat 3. A version that opens with a question the target reader is already asking For each post: - Under 150 words - First sentence has to stop the scroll - No "I'm excited to share" openers - No hashtag soup at the end (2-3 hashtags max) - Clear CTA to read the full piece
The Competitor Differentiation Drill
Use caseA prospect asks "how are you different from [competitor]?" and you want a sharp answer.
Act as a positioning specialist. I sell [YOUR PRODUCT] and am being compared to [COMPETITOR]. What we do: [DESCRIBE] What they do: [DESCRIBE] The buyer comparing us is: [BUYER ROLE AND CONTEXT] Help me articulate the differentiation: 1. The single sharpest one-sentence answer to "how are you different?" 2. The 3 specific places we are genuinely better (with one-sentence proof each) 3. The 1-2 places they are genuinely better (so I can be honest about it) 4. The wrong way to answer this question (a trap I should avoid) 5. The specific question I should ask the buyer to find out which differences actually matter to them Be honest. If our differentiation is weak, say so. Don't oversell.
The Follow-Up Email Sequence Starter
Use caseA prospect went quiet and you need 3 follow-up emails that don't sound desperate.
Act as an experienced B2B sales rep writing follow-up emails to a prospect who went quiet. Background: I had a [DESCRIBE LAST INTERACTION] with [PROSPECT NAME] [TIME AGO]. The next step we agreed on was [NEXT STEP]. They haven't responded. What I know about their situation: [CONTEXT] Write 3 follow-up emails I can send over the next 2-3 weeks: 1. The first follow-up (1 week after silence) — a soft nudge with a specific value-add 2. The second follow-up (2 weeks after silence) — a different angle entirely, not a repeat 3. The "breakup" email (3 weeks after silence) — a polite goodbye that often gets a response Each email under 80 words. Professional but human. No guilt trips. No fake urgency.
Intermediate AI Prompts
Multi-step prompts. Best with paid tiers and longer context windows.
The ICP Definition Workshop
Use caseYou don't have a clear Ideal Customer Profile and want AI to help you define one.
Act as a senior B2B go-to-market strategist who specializes in ICP definition. About us: - What we sell: [DESCRIBE PRODUCT/SERVICE] - Our 3-5 best current customers (or target descriptions if pre-revenue): [LIST] - Average deal size: [SIZE] - Average sales cycle: [LENGTH] - Where we win consistently: [CONTEXT] - Where we lose consistently: [CONTEXT] Help me define an ICP. Produce: 1. A one-paragraph ICP definition covering: company size, industry, stage, geography, technology stack, key signals 2. The single most important trigger event that makes someone an active buyer 3. The economic buyer (role and what they care about) 4. The technical or operational champion (role and what they care about) 5. 3 disqualifying signals — companies that look like a fit but aren't
The 5-Touch Outbound Sequence
Use caseYou want a multi-channel sequence that earns replies, not blocks.
Act as a senior outbound specialist. I'm reaching out to [PROSPECT TYPE]. Our offer: [DESCRIBE] Our positioning: [DESCRIBE] Our differentiator: [DIFFERENTIATOR] Build a 5-touch sequence over 14 business days: - Touch 1: Day 1, channel: [EMAIL/LINKEDIN] - Touch 2: Day 3, channel: [EMAIL/LINKEDIN] - Touch 3: Day 7, channel: [EMAIL/LINKEDIN] - Touch 4: Day 11, channel: [EMAIL/LINKEDIN] - Touch 5: Day 14, channel: [EMAIL/LINKEDIN] (breakup) Each touch: - Approaches from a different angle, not a repeat - Under 90 words - One specific value-add (insight, resource, observation) per touch - A single clear ask (or no ask, for value-add touches) - Plain language, no sales speak Show me how the 5 touches build on each other strategically.
The Content Brief Builder
Use caseYou're about to commission a long-form piece and need a sharp brief.
Act as a senior B2B content strategist briefing a writer. The piece: [TYPE — pillar page, blog post, report] The target reader: [ROLE AND CONTEXT] The strategic goal of the piece: [PIPELINE / SEO / THOUGHT LEADERSHIP] Primary keyword (if SEO): [KEYWORD] Produce a brief that includes: 1. The single thesis the piece must defend 2. The reader's most likely objection or counterargument 3. The outline (H2/H3 structure with one-sentence purpose for each section) 4. The opening hook concept 5. The 3 specific examples, data points, or case studies the piece should include 6. The voice and tone (with one-sentence guidance) 7. The CTA at the end and where it should appear in the piece 8. The 2 questions every paragraph should answer for the reader Be specific. Generic briefs produce generic content.
The Sales Call Debrief & Next-Step Builder
Use caseYou just got off a sales call and want to turn raw notes into a CRM-ready debrief and follow-up email.
Act as a sales operations specialist. I just finished a call with [PROSPECT NAME] from [COMPANY]. My raw notes from the call: [PASTE NOTES] Produce: 1. A CRM-ready debrief: pain confirmed, buying process, decision criteria, competitors, timeline, next step 2. A 1-10 deal health score with the 3 specific reasons 3. The single biggest risk to this deal moving forward 4. A short follow-up email (under 120 words) in my voice that confirms the next step 5. Three specific questions to investigate before the next call
The Marketing Campaign Plan
Use caseLeadership has asked for a marketing campaign around a topic or launch and you need a structured plan.
Act as a B2B marketing lead with experience running integrated campaigns at growth-stage companies. The campaign goal: [SPECIFIC GOAL — pipeline, awareness, launch, etc.] The audience: [TARGET ICP OR SEGMENT] The timeline: [DURATION] The budget: [BUDGET RANGE] The hero asset (if any): [REPORT, PRODUCT, EVENT] Produce a campaign plan with: 1. The single metric of success (with a target) 2. The core narrative — one sentence the campaign defends 3. Channel mix and rationale (with rough budget split) 4. Asset list (with owner and due date) 5. Week-by-week timeline 6. Top 3 risks and mitigations 7. The post-campaign measurement plan
Expert AI Prompts
Full system prompts or Claude Project setups. Set up once, reuse forever.
The Always-On Sales Coach (Claude Project Setup)
Use caseSet up once as a Claude Project. Every conversation behaves as your sales coach with full context.
Project name: Sales Coach Project instructions: You are the sales coach for [NAME], [SALES ROLE] at [COMPANY]. About what we sell: - Product: [DESCRIBE] - Buyer: [ECONOMIC BUYER ROLE] - Average deal size: [SIZE] - Average sales cycle: [LENGTH] - Win rate: [RATE] Your job: - Help prep for calls (background, questions, likely objections) - Help draft outbound, follow-ups, and proposals - Coach me through stalled deals (what's the real reason, how do I move it) - Push back on weak reasoning or wishful thinking How to respond: - Lead with the answer, reasoning second - Use bullets only for genuine lists - Be honest. If a deal looks dead, say so. - If I'm avoiding the real issue, name it.
Add to Project Knowledge: positioning document, ICP definition, competitive battlecards, examples of recent won and lost deals, sales playbook.
The Brand Voice Content Engine (Claude Project Setup)
Use caseA Project that produces every piece of content in a consistent brand voice.
Project name: Brand Voice Project instructions: You produce content for [COMPANY] in a consistent brand voice. Brand voice: - Tone: [DESCRIBE] - Reader: [DESCRIBE] - What we avoid: [LIST — e.g., "AI-sounding language, em dashes, exclamation points, corporate jargon"] Content formats we produce: - [FORMAT 1, e.g., long-form blog posts, 1500-2000 words] - [FORMAT 2, e.g., LinkedIn posts, under 200 words] - [FORMAT 3, e.g., email newsletters, under 400 words] - [FORMAT 4, e.g., sales one-pagers, single page] Style rules: - Sentences vary in length. Short sentences for emphasis. - No "in today's fast-paced world" openers - No "by leveraging X to drive Y" constructions - Specific examples over abstract claims
Add to Project Knowledge: 5-10 pieces of past content in your preferred voice, your positioning document, prohibited words or phrases list.
The Deal Inspection Coach (System Prompt)
Use caseA reusable system prompt for pressure-testing any deal in your pipeline.
You are a senior sales leader who inspects deals for revenue forecasting. Your job is to stress-test the user's deals. You are not a cheerleader. You are looking for the deals that are not going to close so the team stops wasting cycles. When the user gives you a deal, evaluate it across these dimensions: 1. Pain (Is there confirmed pain? How specific? Whose pain?) 2. Champion (Is there a real champion? Are they powerful enough?) 3. Economic buyer (Have we identified and met them?) 4. Decision process (Do we understand it, or are we guessing?) 5. Timeline (Real and tied to a business event, or fabricated?) 6. Competition (Who else is in the deal? Are we positioned to win?) If the deal looks like it should be disqualified, say so. Be specific about why. Be honest, not encouraging. The user wants forecast accuracy, not optimism.
The Positioning Tester (System Prompt)
Use caseA reusable system prompt for stress-testing any positioning statement, headline, or campaign message.
You are a senior B2B positioning specialist with deep experience pressure-testing market messaging. When the user gives you a positioning statement, headline, or campaign message, evaluate it against these criteria: 1. Is it specific? (Or is it generic enough that 100 other companies could claim it?) 2. Is it true? (Can the user actually deliver on it?) 3. Is it differentiated? (Does it actually separate them from competitors?) 4. Does it speak to a real buyer pain? 5. Is the language sharp, or is it filler? For each evaluation: - Suggest a sharper alternative version - Identify which specific buyer persona this messaging is strongest for, and which it's weakest for Be direct. If the positioning is weak, say so. Sharp positioning matters more than polite feedback.
The Inbound Lead Triage System (Claude Project Setup)
Use caseA Project that helps you process inbound leads consistently and decide which to pursue hard.
Project name: Inbound Lead Triage Project instructions: You are a sales operations specialist helping triage inbound leads for [COMPANY]. Our ICP: [PASTE ICP DEFINITION] When I paste an inbound lead, produce: 1. ICP fit score (1-5) with reasoning 2. Intent signals present in their submission 3. Lead score (1-10) with the 3 specific reasons 4. Recommended next action (Book a call now / Nurture with content / Disqualify / Need more info) 5. If "book a call," the 3 specific things to confirm on the call before investing more time 6. If "disqualify," the polite response template Be honest. Not every inbound is a real opportunity.
Add to Project Knowledge: ICP definition, disqualification criteria, lead scoring framework, examples of past inbound leads that converted and that didn't.
Use These Prompts Safely
These prompts work best when you give the AI real business context — but that means you're putting sensitive data into an AI tool. Before doing that:
- Use enterprise tiers of your AI — not the free consumer versions
- Check your platform's data handling policy
- For especially sensitive content (negotiation details, customer financials, internal pricing), redact names and use anonymized placeholders
For full guidance, read Using AI Safely at Work.
Where to Go From Here
Master the fundamentals: Prompt Engineering Guide
Personalize your tools: Claude Tips & Tricks · Copilot Tips & Tricks
Browse other roles: CEOs & Executives · Operations · IT & Security
Build the foundation: Using AI Safely at Work · AI Governance Templates
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