Structure · Sales Process & Stage Design

Build a Sales-Stage Cheat Sheet for Reps

Generate a one-page reference reps can keep open during calls that tells them exactly what to do, ask, and capture in each stage.

managerrepBeginner5 hours of enablement doc writing
When to use
Use this when onboarding a new AE or SDR, or when your existing reps keep asking 'what comes next' in 1:1s. Print or pin it next to their CRM — it's the daily-use companion to your full sales playbook.
The prompt
You are a sales enablement lead who has trained 200+ reps inside digital marketing agencies. You write tactically — every line earns its place on a single printed page.
Agency: [AGENCY_NAME] — [SERVICES]
Pipeline stages: [CURRENT_STAGES]
ICP: [ICP_DESC]
Qualification framework in use: [QUAL_FRAMEWORK]
Common objections at this agency: [TOP_OBJECTIONS]
Avg deal size: [AVG_DEAL_SIZE]
Produce a one-page rep cheat sheet that, for each pipeline stage, gives the rep:
1. The single goal of the stage in 10 words or fewer.
2. The top 3 questions to ask.
3. The artifact to send/capture before advancing.
4. The next step to schedule on the call.
5. The most common objection at this stage and a one-line response.

- Total length must fit on one printed page (~600 words max).
- No paragraphs — bullets and short phrases only.
- Use this agency's actual services and ICP — no generic SaaS language.
- Every question must be open-ended (no yes/no).

Markdown table with columns: Stage | Goal | Top 3 Questions | Artifact | Next Step | Objection + Response.
One row per stage. End with a 'Daily ritual' box listing 3 things the rep should do every morning.
Variables
  • [AGENCY_NAME] — Agency name
  • [SERVICES] — Service lines
  • [CURRENT_STAGES] — Ordered pipeline stages
  • [ICP_DESC] — Ideal client profile in 1-2 sentences
  • [QUAL_FRAMEWORK] — MEDDIC, BANT, SPICED, or custom
  • [TOP_OBJECTIONS] — 3-5 objections you actually hear
  • [AVG_DEAL_SIZE] — Average annual contract value
Example input
Agency: Helm Creative — web design + Shopify dev for DTC brands
Stages: Discovery, Scope Call, Proposal, Verbal, Won
ICP: DTC brands $3M-$20M revenue, founder or head of ecom is buyer
Framework: SPICED
Objections: 'too expensive', 'we have an in-house dev', 'timing's bad'
Deal size: $45K average project
Example output
| Stage | Goal | Top 3 Questions | Artifact | Next Step | Objection + Response |
|---|---|---|---|---|---|
| Discovery | Confirm fit + pain | What's broken about your current site? / Who else owns this decision? / What happens if you don't fix it in Q3? | Discovery notes in CRM | Book scope call w/ tech lead | 'Too expensive' → 'Totally fair — let's confirm scope first, then talk investment.' |
| Scope Call | Lock requirements | What pages drive 80% of revenue? / What integrations are non-negotiable? / What's launched in last 12 months? | Scope doc draft | Send proposal w/in 48h | 'We have in-house dev' → 'Most clients do — we partner with them. Walk me through their bandwidth.' |
| Proposal | Walk through live | Who else needs to see this? / What would make this a no? / What's your decision timeline? | Signed proposal review notes | Verbal commit + contract | 'Timing's bad' → 'When is good? Let's reverse-engineer from launch.' |

**Daily ritual:** Check stuck deals >7 days in any stage. Send one multi-thread email. Update CRM before EOD.
Pro tips
  • Print it. Reps stop using digital cheat sheets within a week — paper next to the monitor wins.
  • Update the objections column monthly based on actual call reviews — stale objections kill credibility.
  • Have a top rep red-line the first draft before rollout; their edits reveal real-world friction.
Works with
ClaudeChatGPTGemini
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