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.
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
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