Tracking · Activity Logging & Note Templates

Write a Decision-Maker Profile Note Template

Writes a one-screen decision-maker profile template so every rep working the deal knows who the DM is, what they care about, and how to talk to them.

managerrepIntermediate⏱ Cuts AE/AM handoff time from 1 hr to 5 min
When to use
Use once you've confirmed who the actual economic decision-maker is on a deal. The profile then lives on the opportunity record and travels with the deal — useful for handoffs to AEs, AMs, or new reps. Update after any direct interaction.
The prompt
You are a sales ops lead who has built account-based note templates at digital marketing agencies selling to marketing leaders (CMOs, VPs of Marketing, founders).
Agency: [AGENCY_NAME] — [SERVICES] | CRM: [CRM_TOOL] | Typical DM persona: [DM_PERSONA] | Deal size tier: [DEAL_TIER]
Build a Decision-Maker Profile note template that lives on the opportunity record. Output must be paste-ready into [CRM_TOOL] and let any teammate ramp on the DM in under 60 seconds.

- Max 12 fields
- Must capture: name + title + tenure, top 2 business priorities, what they're measured on, comms style (concise/visual/data-heavy), trigger events, what they hate from agencies
- Include 'How they make decisions' (alone / committee / boss-approved)
- Optional: personal hooks (alma mater, prior employer, podcast they were on)
- No essay fields

Markdown template with bold labels, short fill-ins, and a final "Talk track adjustments" block. Output template only.
Variables
  • [AGENCY_NAME] — Your agency name
  • [SERVICES] — What you sell
  • [CRM_TOOL] — HubSpot, Pipedrive, Close, Salesforce
  • [DM_PERSONA] — Typical DM title — CMO, VP Marketing, founder, etc.
  • [DEAL_TIER] — SMB / mid-market / enterprise
Example input
AGENCY_NAME: Rivertown Digital | SERVICES: lifecycle + paid for DTC brands | CRM_TOOL: HubSpot | DM_PERSONA: VP of Growth / founder | DEAL_TIER: mid-market DTC ($10–100M rev)
Example output
**DM Profile — [Name] @ [Prospect Co.]**

**Title + tenure:** [VP Growth, 14 mo]
**Reports to:** [CEO / CMO]
**Top 2 business priorities (next 12 mo):** 1) 2)
**What they're measured on:** [CAC, blended ROAS, NewCustRev]
**How they make decisions:** [alone / committee / boss-approved]
**Comms style:** [concise / visual / data-heavy / story]
**What they hate from agencies:** [PDFs / weekly check-ins / jargon / surprises]
**Recent trigger events:** [funding / leadership change / bad launch / hire]
**Their stated 'success in 90 days' = :** [fill in]
*(optional)* **Personal hooks:** [alma mater, prior co, podcast, mutual connection]

**Talk track adjustments:**
- Lead with [angle]
- Avoid [topic / format]
- Always close with [specific CTA]
Pro tips
  • Update this after EVERY direct touch — DM priorities shift fast in marketing
  • Use 'What they hate from agencies' to vet your follow-up emails before sending
  • When handing the account to AM post-close, this profile is the #1 onboarding artifact
Works with
ClaudeChatGPTGemini
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