Prompt library · Stage 03
Analyze prompts.
Find where it leaks. Call analysis, win/loss, funnel diagnostics, rep performance and forecast gaps.
Competitor / Market Analysis 10
Analyze · Competitor / Market Analysis
Analyze a Lost-to-Competitor Deal Pattern
Take one lost deal apart in detail so the same loss doesn't happen on the next 5 deals like it.
managerrepBeginner
Analyze · Competitor / Market Analysis
Analyze Competitor LinkedIn Activity for Plays
Read a competitor's LinkedIn activity to spot the GTM plays they're running right now.
foundermanagerrepIntermediate
Analyze · Competitor / Market Analysis
Analyze Competitor Messaging on Their Site
Decode a competitor's homepage and services page to see who they're really selling to and how.
foundermanagerrepBeginner
Analyze · Competitor / Market Analysis
Analyze Competitor Wins Against Your Agency
Find the repeatable reasons a specific competitor keeps beating your agency on deals.
foundermanagerIntermediate
Analyze · Competitor / Market Analysis
Build a Competitive Positioning Matrix
Plot your agency against 3-5 competitors on the axes that actually drive buyer decisions.
foundermanagerAdvanced
Analyze · Competitor / Market Analysis
Build a Competitor Battlecard From Public Data
Turn public site copy, posts, and pricing notes into a sales-floor battlecard your reps can actually use on calls.
managerrepIntermediate
Analyze · Competitor / Market Analysis
Build a Competitor Win-Loss Profile
Turn scattered win and loss notes into a single profile of where you beat a competitor and where they beat you.
foundermanagerIntermediate
Analyze · Competitor / Market Analysis
Identify Market Shifts in Agency RFPs
Find out what buyers are actually asking for now by analyzing your recent RFPs side by side.
foundermanagerIntermediate
Analyze · Competitor / Market Analysis
Identify Underserved Buyer Pains in the Market
Find the buyer pains every competitor is ignoring so you can build a wedge around them.
foundermanagerAdvanced
Analyze · Competitor / Market Analysis
Map Competitor Pricing Patterns
Spot the pricing structure a competitor is using so you can decide whether to match, undercut, or differentiate.
foundermanagerIntermediate
Cohort & Channel ROI 10
Analyze · Cohort & Channel ROI
Analyze Cohort Revenue Growth
Measure how revenue per client cohort grows (or shrinks) over time to quantify expansion, contraction, and net dollar retention.
foundermanagerAdvanced
Analyze · Cohort & Channel ROI
Analyze Customer Cohort Retention
Calculate month-over-month retention for each client cohort and surface which intake periods produce the stickiest accounts.
foundermanagerIntermediate
Analyze · Cohort & Channel ROI
Analyze Referral Channel ROI
Quantify the true ROI of referrals (including soft costs) and surface which partners or clients drive the most revenue.
foundermanagerIntermediate
Analyze · Cohort & Channel ROI
Build a Channel-by-Channel ROI Report
Turn spend, leads, and closed-won data into a per-channel ROI report with CAC, payback, and reallocation guidance.
foundermanagerIntermediate
Analyze · Cohort & Channel ROI
Build a Channel Mix Optimization Report
Model an optimal multi-channel budget mix that maximizes pipeline within constraints (total budget, max CAC, payback cap).
foundermanagerAdvanced
Analyze · Cohort & Channel ROI
Compare LTV Across Acquisition Channels
Calculate and compare gross LTV per acquisition channel to find which sources deliver clients who actually stay and expand.
foundermanagerIntermediate
Analyze · Cohort & Channel ROI
Compare Paid vs Organic Lead ROI
Stack paid and organic GTM channels side-by-side on a true ROI basis to decide where the next hire or ad dollar goes.
foundermanagerIntermediate
Analyze · Cohort & Channel ROI
Diagnose a Declining Channel's Performance
Decompose a single channel's ROI drop into the exact metric that broke (spend, leads, conversion, deal size) and prescribe the fix.
foundermanagerAdvanced
Analyze · Cohort & Channel ROI
Identify Compounding ROI Channels
Separate channels whose ROI compounds over time (SEO, content, partnerships) from channels that flatline, and reallocate accordingly.
foundermanagerAdvanced
Analyze · Cohort & Channel ROI
Identify Highest-ROI Lead Channels
Rank lead-gen channels by true ROI (revenue produced / spend) and pinpoint where your next dollar of GTM budget should go.
foundermanagerrepBeginner
Conversion / Funnel Analysis 10
Analyze · Conversion / Funnel Analysis
Analyze Conversion Rates by Rep
Compare each rep's stage-by-stage conversion rates to spot coaching gaps and top performer patterns.
managerfounderIntermediate
Analyze · Conversion / Funnel Analysis
Analyze Stage-to-Stage Conversion Rates
Calculate exact conversion rates between every pipeline stage from your real CRM data.
foundermanagerBeginner
Analyze · Conversion / Funnel Analysis
Analyze Time-in-Stage by Deal Type
Measure how long deals sit in each stage broken down by deal type to find what's slowing your cycle.
managerfounderAdvanced
Analyze · Conversion / Funnel Analysis
Build a Funnel Health Diagnostic Report
Produce a one-page funnel health diagnostic with stage rates, velocity, coverage, and a red/yellow/green verdict.
foundermanagerAdvanced
Analyze · Conversion / Funnel Analysis
Compare Conversion Rates by Lead Source
Rank your lead sources by true closed-won conversion rate so you know where to double down.
foundermanagerIntermediate
Analyze · Conversion / Funnel Analysis
Compare Conversion Rates by Service Line
See which of your agency's service lines actually close and which ones are draining sales capacity.
foundermanagerIntermediate
Analyze · Conversion / Funnel Analysis
Compare Inbound vs Outbound Conversion
Settle the inbound vs outbound debate with stage-by-stage conversion math and CAC implications.
foundermanagerIntermediate
Analyze · Conversion / Funnel Analysis
Identify the Biggest Funnel Drop-Off Stage
Pinpoint the single stage leaking the most revenue and quantify the dollar impact of fixing it.
foundermanagerIntermediate
Analyze · Conversion / Funnel Analysis
Identify Bottlenecks in the Sales Funnel
Surface every stage where deals are stalling or dying and rank them by severity.
foundermanagerAdvanced
Analyze · Conversion / Funnel Analysis
Identify Conversion Gains From Recent Changes
Quantify which recent sales-process changes actually moved conversion vs which were noise.
foundermanagerAdvanced
Pipeline Review & Deal Risk 10
Analyze · Pipeline Review & Deal Risk
Analyze Deal Slippage Patterns Across Reps
Compare reps' slippage history to find who consistently pushes close dates and where in the cycle it happens.
foundermanagerIntermediate
Analyze · Pipeline Review & Deal Risk
Analyze a Single Deal for Risk Factors
Paste one deal record and get a clear-eyed risk read with specific weak spots.
repmanagerBeginner
Analyze · Pipeline Review & Deal Risk
Audit Pipeline for Single-Threaded Deals
Find every deal in your pipeline relying on a single contact and quantify the dollar exposure.
managerfounderIntermediate
Analyze · Pipeline Review & Deal Risk
Build a Deal-Risk Scoring Model
Derive a weighted risk score (0-100) per deal from your own pipeline data and house rules.
foundermanagerAdvanced
Analyze · Pipeline Review & Deal Risk
Build a Top-10 At-Risk Deal List
Compress your whole open pipeline into a one-pager: the 10 deals most likely to slip and why.
foundermanagerIntermediate
Analyze · Pipeline Review & Deal Risk
Diagnose Stalled Deals by Stage
Group stalled deals by stage to reveal which part of your sales process is actually broken.
managerfounderIntermediate
Analyze · Pipeline Review & Deal Risk
Identify At-Risk Deals in This Week's Pipeline
Scan your open pipeline for risk signals and return a ranked list with the why.
managerfounderBeginner
Analyze · Pipeline Review & Deal Risk
Identify Deals Missing a Champion
Scan deal records for the signals of a real internal champion vs a friendly contact.
managerrepIntermediate
Analyze · Pipeline Review & Deal Risk
Identify Deals That Need Manager Escalation
Surface the deals where a rep alone won't close it — and the manager needs to step in this week.
managerfounderIntermediate
Analyze · Pipeline Review & Deal Risk
Run a Weekly Pipeline Review Analysis
Turn a raw CSV pipeline export into a structured weekly review with movement, risk, and coaching focus.
foundermanagerBeginner
Call-Transcript & Objection-Pattern Analysis 10
Analyze · Call-Transcript & Objection-Pattern Analysis
Analyze Demo Calls for Engagement Drop-Off
Pinpoint the exact moment a prospect's energy drops in an agency demo or pitch walkthrough.
managerrepIntermediate
Analyze · Call-Transcript & Objection-Pattern Analysis
Analyze Discovery Calls for Missed Questions
Find the qualifying questions your reps should have asked but didn't, based on your own discovery framework.
managerIntermediate
Analyze · Call-Transcript & Objection-Pattern Analysis
Analyze a Lost Deal's Final Call
Diagnose exactly why an agency deal died by re-reading the final conversation with fresh eyes.
foundermanagerIntermediate
Analyze · Call-Transcript & Objection-Pattern Analysis
Analyze a Sales Call Transcript for Objections
Surface every objection raised in a single agency sales call with evidence quotes and severity.
managerrepBeginner
Analyze · Call-Transcript & Objection-Pattern Analysis
Compare Rep Talk-Time Across Call Transcripts
Benchmark how much your reps are talking vs. listening across calls — and where it correlates with outcomes.
managerAdvanced
Analyze · Call-Transcript & Objection-Pattern Analysis
Extract Buyer Language Patterns From Call Transcripts
Pull the exact words prospects use to describe pain, goals, and outcomes so marketing and sales stop guessing.
foundermanagerIntermediate
Analyze · Call-Transcript & Objection-Pattern Analysis
Extract Competitor Mention Patterns
See which competitors prospects bring up, in what context, and how reps actually respond.
foundermanagerIntermediate
Analyze · Call-Transcript & Objection-Pattern Analysis
Identify Buyer Pain Patterns Across Discovery Calls
Cluster the recurring pains your ICP describes in discovery so messaging and offers can target the real ones.
foundermanagerIntermediate
Analyze · Call-Transcript & Objection-Pattern Analysis
Identify Common Objection Patterns Across Calls
Cluster objections across a batch of agency calls to see which concerns are systemic vs. one-offs.
foundermanagerIntermediate
Analyze · Call-Transcript & Objection-Pattern Analysis
Identify Pricing Conversation Patterns
Map exactly when, how, and with what reaction price gets introduced across your agency's sales calls.
foundermanagerAdvanced
Forecasting & Gap-to-Quota 10
Analyze · Forecasting & Gap-to-Quota
Analyze Forecast Accuracy by Rep
Score each rep on how accurate their commit number actually is — and surface who consistently sandbags or over-promises.
managerfounderAdvanced
Analyze · Forecasting & Gap-to-Quota
Analyze the Gap to Quota for This Quarter
Quantify the dollar gap between your weighted pipeline and quota, then break it into the exact actions needed to close it.
foundermanagerIntermediate
Analyze · Forecasting & Gap-to-Quota
Build a Best-Case / Worst-Case Forecast Range
Generate a defensible forecast range — worst, likely, best — from your current agency pipeline so leadership can plan hiring and cash with confidence.
foundermanagerIntermediate
Analyze · Forecasting & Gap-to-Quota
Build a Bottoms-Up Quarterly Forecast
Roll up every open deal in your agency pipeline into a defensible quarterly forecast with commit, best-case, and pipeline buckets.
foundermanagerIntermediate
Analyze · Forecasting & Gap-to-Quota
Diagnose a Forecast Miss
Run a post-mortem on a missed quarter to pinpoint whether the miss came from pipeline volume, conversion, slip, or deal size — not gut feel.
foundermanagerAdvanced
Analyze · Forecasting & Gap-to-Quota
Identify Coverage Gaps for Next Quarter
Calculate whether your current pipeline supports next quarter's quota at a healthy coverage ratio — and what's missing if it doesn't.
foundermanagerIntermediate
Analyze · Forecasting & Gap-to-Quota
Identify Pull-Forward Deals to Close the Gap
Surface the 3-7 deals in your agency pipeline that can realistically be pulled into this quarter — with the exact lever to pull on each.
managerrepIntermediate
Analyze · Forecasting & Gap-to-Quota
Run a Mid-Quarter Forecast Reset
Re-baseline your quarter at the halfway mark with fresh pipeline math, an updated commit, and a recovery plan if you're behind.
managerfounderIntermediate
Analyze · Forecasting & Gap-to-Quota
Project Year-End Revenue From Current Pipeline
Extrapolate from your current open pipeline to a year-end revenue projection — including retainer carry-forward and new-business close estimates.
foundermanagerAdvanced
Analyze · Forecasting & Gap-to-Quota
Build a Reverse-Engineered Pipeline Plan
Work backwards from a quota number to the exact pipeline, opportunities, and meetings each rep needs to generate — at your real win rates.
foundermanagerAdvanced
ICP-Fit & Lead-Quality Analysis 10
Analyze · ICP-Fit & Lead-Quality Analysis
Analyze Inbound Lead Quality vs ICP
Score last month's inbound leads against your ICP so you know whether your top-of-funnel is attracting the right agency clients.
foundermanagerIntermediate
Analyze · ICP-Fit & Lead-Quality Analysis
Audit Outbound List for ICP Accuracy
Audit an outbound prospect list before SDRs touch it so you don't waste sequence sends on accounts that will never close.
managerrepBeginner
Analyze · ICP-Fit & Lead-Quality Analysis
Build a Lead-Quality Trend Report
Generate a month-over-month lead-quality trend report for your agency that leadership can actually read in 60 seconds.
foundermanagerIntermediate
Analyze · ICP-Fit & Lead-Quality Analysis
Compare Best-Fit vs Worst-Fit Client Outcomes
Contrast outcomes from your A-tier and D-tier agency clients to prove (with numbers) why ICP discipline matters.
foundermanagerAdvanced
Analyze · ICP-Fit & Lead-Quality Analysis
Compare Inbound vs Outbound ICP Fit
Compare ICP fit across your agency's inbound and outbound motions to decide where to invest the next dollar of growth budget.
foundermanagerAdvanced
Analyze · ICP-Fit & Lead-Quality Analysis
Diagnose Why ICP-Fit Leads Aren't Converting
Diagnose why your A-tier agency leads are stalling or losing so you can fix sales execution, not blame the leads.
foundermanagerAdvanced
Analyze · ICP-Fit & Lead-Quality Analysis
Identify ICP Expansion Opportunities From Existing Wins
Spot adjacent segments your agency is already winning in so you can responsibly expand ICP without diluting it.
foundermanagerAdvanced
Analyze · ICP-Fit & Lead-Quality Analysis
Identify ICP Mismatches in Current Pipeline
Pinpoint which active opportunities in your pipeline don't match your agency's ICP so you can disqualify fast and protect rep capacity.
foundermanagerIntermediate
Analyze · ICP-Fit & Lead-Quality Analysis
Identify Patterns in Disqualified Leads
Find the repeating reasons your agency disqualifies leads so you can stop the bad-fit traffic at the source.
foundermanagerIntermediate
Analyze · ICP-Fit & Lead-Quality Analysis
Score Recent Closed-Won Deals for ICP Fit
Grade your last 90 days of closed-won agency deals against ICP to see whether you're winning the right clients or just any client with a budget.
foundermanagerIntermediate
Win/Loss Analysis 10
Analyze · Win/Loss Analysis
Analyze Lost Deal Reasons for Patterns
Cluster messy CRM loss-reason text into clean themes ranked by frequency and ACV impact.
managerfounderBeginner
Analyze · Win/Loss Analysis
Analyze Lost-to-Competitor Deals for Patterns
Diagnose where specific competitor agencies are beating you and what consistently tips deals their way.
foundermanagerAdvanced
Analyze · Win/Loss Analysis
Analyze Won Deals for Replicable Plays
Reverse-engineer your wins into 3-5 named plays your reps can run again on similar accounts.
managerrepAdvanced
Analyze · Win/Loss Analysis
Build a Win/Loss Interview Guide
Generate a tailored win/loss interview guide for a specific recent deal, with open-ended questions mapped to your hypothesis.
foundermanagerIntermediate
Analyze · Win/Loss Analysis
Build a Win/Loss Quarterly Summary
Roll up a quarter of win/loss findings into a 1-page executive summary your leadership team can act on in 10 minutes.
foundermanagerIntermediate
Analyze · Win/Loss Analysis
Compare Win Rates Across ICP Segments
Slice your deal data by ICP segment to see where your win rate is real, where it's noise, and where to double down.
foundermanagerIntermediate
Analyze · Win/Loss Analysis
Compare Won vs Lost Deal Profiles
Side-by-side profile of your won vs lost deals so you can see exactly where the two cohorts diverge.
managerfounderIntermediate
Analyze · Win/Loss Analysis
Diagnose Why a Specific Big Deal Was Lost
Run a structured post-mortem on a single high-stakes loss using the CRM trail and any buyer interview notes you have.
foundermanagerrepAdvanced
Analyze · Win/Loss Analysis
Identify Common Traits of Won Deals
Extract the shared characteristics of your closed-won deals so you can target more accounts that look like them.
managerrepIntermediate
Analyze · Win/Loss Analysis
Run a Win/Loss Analysis on Last Quarter's Deals
Turn a quarter of CRM deal data into a structured win/loss readout with patterns, themes, and 3 prioritized actions.
foundermanagerIntermediate
Churn / Retention & Expansion Signals 10
Analyze · Churn / Retention & Expansion Signals
Analyze NPS / Feedback for Churn Signals
Read every NPS comment and verbatim like a leading indicator instead of a vanity metric.
foundermanagerBeginner
Analyze · Churn / Retention & Expansion Signals
Analyze Renewal Patterns Across Service Lines
See which of your service lines actually renew, which leak, and which earn the right to be repriced.
foundermanagerAdvanced
Analyze · Churn / Retention & Expansion Signals
Analyze Retention Patterns by Client Cohort
Group clients into cohorts by sign-up quarter, channel, or service line and see which ones actually stick.
foundermanagerIntermediate
Analyze · Churn / Retention & Expansion Signals
Build a Churn-Risk Scoring Model
Turn your messy account-health intuition into a weighted 0–100 churn score every AM can apply consistently.
foundermanagerAdvanced
Analyze · Churn / Retention & Expansion Signals
Build a Quarterly Retention Report
Generate a board-ready retention report that connects gross retention, net retention, and the moves behind both.
foundermanagerIntermediate
Analyze · Churn / Retention & Expansion Signals
Build a Save-Play List for At-Risk Clients
Turn a red-flagged client list into a sequenced playbook with the right move, owner, and deadline for each.
managerrepIntermediate
Analyze · Churn / Retention & Expansion Signals
Diagnose Why a Specific Client Churned
Run a structured post-mortem on a single churn to extract the lessons your team can actually use.
foundermanagerIntermediate
Analyze · Churn / Retention & Expansion Signals
Identify Churn Risk Signals in Active Clients
Scan your active client roster for early churn warning signs and rank them by urgency and revenue at risk.
foundermanagerIntermediate
Analyze · Churn / Retention & Expansion Signals
Identify Expansion Signals in Existing Accounts
Surface the clients who are quietly telling you they're ready to spend more — before a competitor asks first.
managerrepIntermediate
Analyze · Churn / Retention & Expansion Signals
Identify Upsell-Ready Accounts From Usage Data
Mine delivery and performance data to find the accounts whose results already justify a bigger scope.
managerrepIntermediate
Rep Performance Diagnostics 10
Analyze · Rep Performance Diagnostics
Analyze a Rep's Activity vs Outcomes
See whether a rep's activity volume is actually converting into pipeline and closed business — or just looking busy.
managerIntermediate
Analyze · Rep Performance Diagnostics
Analyze Rep Performance by Lead Source
Find out whether a rep's results are about them or about the leads they're getting — broken down by channel.
managerfounderIntermediate
Analyze · Rep Performance Diagnostics
Audit a Rep's CRM Hygiene
Find every messy, stale, or misreported deal in a rep's CRM so your forecast and performance data can be trusted.
managerBeginner
Analyze · Rep Performance Diagnostics
Build a Rep Coaching Diagnostic Report
Generate a structured diagnostic of a rep's performance designed to feed directly into a 1:1 coaching plan.
managerIntermediate
Analyze · Rep Performance Diagnostics
Build a Rep Performance Review Doc
Generate a fair, evidence-based performance review document for a sales rep — ready to share in a formal review.
managerfounderAdvanced
Analyze · Rep Performance Diagnostics
Compare Rep Performance Across Stages
See exactly which pipeline stage each rep is strongest and weakest at, so you stop generalizing about "good" or "bad" reps.
managerfounderIntermediate
Analyze · Rep Performance Diagnostics
Diagnose a Rep's Pipeline Coverage Problem
Determine whether a rep's pipeline coverage will support their quota — and if not, exactly which stage is starving.
managerrepIntermediate
Analyze · Rep Performance Diagnostics
Diagnose Why a Rep is Missing Quota
Pinpoint the most likely reason a sales rep at your agency is missing quota, ranked by evidence.
foundermanagerIntermediate
Analyze · Rep Performance Diagnostics
Identify Skill Gaps From a Rep's Call Recordings
Surface the specific selling skills a rep is missing, drawn directly from transcripts of their real discovery calls.
managerAdvanced
Analyze · Rep Performance Diagnostics
Identify Strong Plays From a Top Rep
Extract the specific, repeatable moves your top rep makes — so they can be turned into team standards later.
managerfounderAdvanced
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