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.
managerrepBeginner⏱ 5 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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