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Prompt library

Prompts for sales reps.

Prompts for the person on the phone: scripts, discovery, objections, follow-up and personalisation.

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Scale · Automation & Workflow Design
Build an Activity Logging Automation From Email/Calendar
Auto-log every sales email and meeting to the right CRM contact and deal — without reps lifting a finger.
repmanagerAdvanced
Optimize · Cold Email Rewriting
Add Social Proof to a Cold Email Without Sounding Salesy
Weave named clients and outcome numbers into your cold email so they feel like context, not a brag.
foundermanagerrepIntermediate
Structure · Proposals & SOWs
Write the Executive Summary Section of an Agency Proposal
Write the executive summary that makes a busy buyer agree before they read the rest of the proposal.
foundermanagerrepBeginner
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 · 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 a Sales Call Transcript for Objections
Surface every objection raised in a single agency sales call with evidence quotes and severity.
managerrepBeginner
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 · 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 · 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
Tracking · Lead Scoring & Qualification
Design a Budget Confirmation Checklist
Create a 10-point budget confirmation checklist you can walk a prospect through to confirm a deal is financially real before building a proposal.
repmanagerBeginner
Optimize · Discovery Question Design
Generate Budget-Surfacing Discovery Questions
Generates discovery questions that surface budget without ever asking 'what's your budget?' — using value, comparison, and cost-of-inaction framings.
repmanagerAdvanced
Optimize · Follow-Up & Multi-Touch Sequences
Build a 5-Touch Follow-Up Sequence
Generate a full 5-touch follow-up sequence with real subject lines, body copy, and a goal per touch.
repmanagerfounderIntermediate
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
Structure · Pricing & Packaging
Build an Add-On / Upsell Services Menu
Create a menu of fixed-price add-ons reps and account managers can offer to existing clients to expand revenue.
foundermanagerrepIntermediate
Tracking · CRM Setup & Required Fields
Build a Contact Roles Schema for Multi-Stakeholder Deals
Define every stakeholder role on a multi-stakeholder agency deal — champion, decision maker, economic buyer, blocker — and what data to capture for each.
managerrepIntermediate
Optimize · Follow-Up & Multi-Touch Sequences
Build a Follow-Up Plan for a No-Show
Build a follow-up plan that recovers a no-show prospect without sounding annoyed or desperate.
repmanagerIntermediate
Optimize · Follow-Up & Multi-Touch Sequences
Build a Multi-Channel Follow-Up Plan
Design a multi-channel follow-up plan combining email, LinkedIn, voice, and video with real copy per touch.
managerrepAdvanced
Optimize · Follow-Up & Multi-Touch Sequences
Build a Post-Proposal Follow-Up Cadence
Build a post-proposal follow-up cadence with real copy that surfaces objections and pushes to a decision.
managerrepfounderAdvanced
Structure · Offer / Positioning / Messaging
Build a Proof-Point Library (Stats, Cases, Awards)
Turn scattered client wins, stats, awards, and quotes into a tagged, searchable proof-point library reps can drop into proposals and emails.
managerrepBeginner
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
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
Structure · Sales Process & Stage Design
Build a Stage-by-Stage Sales Activity Checklist
Generate a checklist of the exact activities a rep must complete in each pipeline stage to keep deals moving.
repmanagerIntermediate
Scale · Sales Enablement Content
Build a Buyer Persona Enablement Doc
Turn a fluffy marketing persona into a rep-ready doc with real questions, objections, and language.
managerrepIntermediate
Optimize · Discovery Question Design
Generate Champion-Building Discovery Questions
Generates discovery questions that turn a curious prospect into an internal champion — surfacing their personal win, political capital, and willingness to sell internally.
repmanagerAdvanced
Tracking · Data-Capture Checklists
Design a Champion Identification Checklist
Specify the exact CRM fields that prove a contact is a real champion — not just a friendly voice — so reps stop forecasting hope.
managerrepAdvanced
Tracking · Activity Logging & Note Templates
Create a 'Champion Identified' Note Template
Creates a CRM note template reps fill in the moment they identify an internal champion — so the deal stops depending on one rep's memory.
managerrepIntermediate
Tracking · Lead Scoring & Qualification
Build a Champion-Strength Score
Grade how strong your internal champion really is — power, motive, and willingness to sell on your behalf — so you stop confusing friendliness with influence.
repmanagerIntermediate
Optimize · Call Coaching & Talk-Track Fixes
Coach a Rep on Handling Silence on Calls
Find every moment your rep filled silence that should have been left alone — and coach them on the exact pauses that win deals.
managerrepIntermediate
Optimize · Call Coaching & Talk-Track Fixes
Coach a Rep on Listening Skills From a Transcript
Find every moment your rep missed, interrupted, or talked past a prospect signal — and give them the line they should have used to dig deeper.
managerrepIntermediate
Optimize · Call Coaching & Talk-Track Fixes
Coach a Rep on Handling Pricing Conversations
Find every flinch, discount, and apology in your rep's pricing moment — and rewrite them into confident, value-anchored lines.
managerrepfounderIntermediate
Optimize · Call Coaching & Talk-Track Fixes
Coach a Rep on Reducing Talk-Time
Find the exact moments your rep talked over the prospect and rewrite them into questions that flip the ratio.
managerrepBeginner
Tracking · Activity Logging & Note Templates
Write a Cold Call Activity Log Template
Generates a fast 30-second cold call log template so reps actually log dials without breaking flow — and managers get real activity data.
managerrepBeginner
Structure · Cold / Discovery / Demo Scripts
Build a Cold Call Objection-Handling Decision Tree
Generate a branching decision tree of word-for-word responses to the top 8 cold call objections your reps actually hear.
repmanagerIntermediate
Structure · Cold / Discovery / Demo Scripts
Write a Cold Call Opener for Agency Outbound
Generate a permission-based cold call opener that earns the first 30 seconds with a marketing director.
repmanagerBeginner
Structure · Comp Plans & Role-Play Scenarios
Write a Cold Call Role-Play Script
Claude plays a busy prospect who picks up a cold call so reps can practice opening lines and the first 30 seconds.
repmanagerBeginner
Scale · Sales Enablement Content
Build a Cold-Outreach Snippet Library
Stock a reusable library of cold-email snippets reps mix-and-match instead of writing from scratch.
managerrepIntermediate
Tracking · Data-Capture Checklists
Write a Competitive Deal Data Capture Checklist
Lock in the CRM fields that must be captured when a competitor is named so battle cards, win-rate, and discounting are all data-driven.
managerrepIntermediate
Structure · Rep Onboarding & Ramp
Write a Competitor Knowledge Brief for New Reps
Generate a structured competitor brief that arms new reps with positioning, traps, and trap-door questions per top rival.
managerrepIntermediate
Tracking · Activity Logging & Note Templates
Build a Competitor Mention Logging Template
Builds a quick log template reps drop into the CRM every time a prospect mentions a competing agency — so leadership can see win/loss patterns.
managerrepBeginner
Tracking · Call/Email Summary to CRM
Convert a Call Recording Into Next-Step Tasks
Pull every commitment, action item, and owner out of a call transcript and format them as ready-to-create CRM tasks.
repmanagerBeginner
Tracking · Call/Email Summary to CRM
Convert a Sales Call Into a Recap Email + CRM Note
Generate the prospect-facing recap email AND the internal CRM note from a single call transcript — both in one pass.
repIntermediate
Optimize · Cold Email Rewriting
Cut a Cold Email Down to 75 Words
Take your bloated 250-word cold email and cut it to 75 words without losing the proof, hook, or CTA.
foundermanagerrepBeginner
Tracking · Dashboard & KPI Spec
Spec a Daily Pipeline Hygiene Dashboard
Spec a daily CRM hygiene dashboard so dirty data never poisons your forecast again.
managerrepBeginner
Tracking · Reporting Cadence & Templates
Write a Daily Stand-Up Report Template
Build a 5-minute daily stand-up report template reps post in Slack before 9am.
managerrepBeginner
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
Optimize · Discovery Question Design
Generate Decision-Process Discovery Questions
Generates discovery questions that map the buying committee, decision criteria, timeline, and approval steps — without sounding like an interrogation.
repmanagerIntermediate
Tracking · Lead Scoring & Qualification
Build a Decision-Process Mapping Worksheet
Map every gate, stakeholder, and approval a prospect needs to clear before signing — and score how complete your map is.
repmanagerAdvanced
Structure · Playbooks & SOPs
Build a Demo / Portfolio Walkthrough Playbook
Build a repeatable playbook for walking prospects through your agency's case studies and live work without losing the room.
foundermanagerrepIntermediate
Scale · Sales Enablement Content
Write a Demo Script Template Library
Build a reusable demo script library so every rep runs the same proven sequence — tailored by persona.
managerrepAdvanced
Tracking · Activity Logging & Note Templates
Build a Demo / Walkthrough Notes Template
Creates a CRM-ready demo notes template that captures reactions, objections, and the exact 'aha' moment so the next call lands.
managerrepBeginner
Scale · Outbound at Volume
Design a List-Building SOP for Outbound at Scale
Document a repeatable list-build SOP that feeds your engine fresh, enriched, deduped, intent-scored leads every week without rep guesswork.
managerrepIntermediate
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 · 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
Optimize · Pricing / Offer Tests
Generate Three Discount Test Variants
Generate three responsible discount test variants for stuck deals with margin floors and explicit decision rules.
managerrepIntermediate
Tracking · Activity Logging & Note Templates
Write a Discovery Call Notes Template
Generates a paste-ready discovery call notes template that forces reps to capture pain, budget, decision-maker, and next step in under 2 minutes.
managerrepBeginner
Structure · Playbooks & SOPs
Write a Discovery Call Playbook for an Agency
Turn a blank doc into a repeatable, agency-specific discovery call playbook your reps actually follow.
foundermanagerrepIntermediate
Structure · Comp Plans & Role-Play Scenarios
Build a Discovery Call Role-Play Prompt
Claude plays a prospect on a 30-min discovery so reps can practice asking layered questions and uncovering real pain.
repmanagerIntermediate
Structure · Cold / Discovery / Demo Scripts
Build a Discovery Question Bank for an SEO Agency
Generate a layered discovery question bank an SEO seller can use across first calls to surface budget, urgency, and decision process.
foundermanagerrepIntermediate
Optimize · Discovery Question Design
Generate Disqualifying Discovery Questions
Generates discovery questions designed to disqualify bad-fit prospects fast — saving proposal hours and protecting close rate.
repmanagerfounderIntermediate
Tracking · Call/Email Summary to CRM
Extract Champion + Detractor Quotes From a Call
Find every quote in a multi-stakeholder call that signals a champion or a blocker, with attribution and a sentiment score.
repmanagerIntermediate
Tracking · Call/Email Summary to CRM
Extract Competitor Mentions From a Call Transcript
Pull every competitor mention out of a call transcript, classify it (incumbent / shortlist / replaced / informational), and log it to CRM.
managerfounderrepIntermediate
Tracking · Call/Email Summary to CRM
Extract Pricing Objections From a Call Transcript
Find every pricing pushback in a transcript, categorize it (sticker shock, comparison, scope, ROI doubt, timing), and suggest a CRM-tagged response.
repmanagerfounderIntermediate
Structure · Cold / Discovery / Demo Scripts
Build a First-Discovery-Call Agenda Email
Write a pre-call agenda email that reduces no-shows and primes the prospect to come prepared.
repmanagerBeginner
Optimize · Call Coaching & Talk-Track Fixes
Fix a Talk-Track That's Too Feature-Heavy
Take a feature-dump pitch and convert each feature into an outcome line a prospect actually cares about.
managerrepfounderIntermediate
Optimize · Call Coaching & Talk-Track Fixes
Fix a Weak Demo Talk-Track
Rewrite a flat agency demo into a tight, story-led talk-track that actually moves the deal forward.
managerrepfounderIntermediate
Tracking · Forecast / Deal Hygiene Rules
Write a Forecast Submission Template for Reps
Give every agency rep a structured weekly forecast submission template so the manager gets apples-to-apples data every Monday.
repmanagerBeginner
Optimize · Discovery Question Design
Build a Discovery Question Set for a Founder Buyer
Builds a discovery question set tuned for founder-buyers who own the P&L, hate fluff, and decide fast.
repfounderAdvanced
Optimize · Subject-Line & A/B Variants
Generate 10 Subject Line Variants for a Cold Email
Turn one cold email body into 10 inbox-safe, testable subject line variants with per-variant rationale.
foundermanagerrepBeginner
Tracking · Call/Email Summary to CRM
Generate a CRM-Ready Deal Summary From Raw Notes
Take your messy post-call notes (typos, shorthand, brain-dump) and turn them into a clean, structured deal summary ready for the CRM.
repfounderBeginner
Optimize · Subject-Line & A/B Variants
Generate Follow-Up Subject Lines for a Stalled Thread
Resurrect a stalled prospect thread with 7 follow-up subject lines that don't sound desperate or templated.
repmanagerIntermediate
Optimize · Subject-Line & A/B Variants
Generate Question-Based Subject Lines
Get 8 question-format subject lines tuned for replies, not just opens, with a recommended winner per ICP.
repBeginner
Optimize · Subject-Line & A/B Variants
Generate Reply-Bait Short Subject Lines
Get 10 ultra-short subject lines (≤3 words) engineered to bait a reply from busy operators.
repBeginner
Optimize · Subject-Line & A/B Variants
Generate Subject Lines That Reference a Recent Post
Reference a prospect's recent LinkedIn or blog post in the subject line — 8 variants that earn the open without sounding like a stalker.
repmanagerAdvanced
Optimize · Subject-Line & A/B Variants
Generate Subject Lines With a Trigger Event
Turn a real trigger event (funding, hire, launch, redesign) into 8 subject lines that earn the open without being creepy.
repIntermediate
Structure · Sequence / Cadence Design
Create a "Ghosted Prospect" Re-engagement Cadence
Win back ghosted top-of-funnel prospects with a 28-day, low-pressure re-engagement cadence triggered quarterly.
repmanagerIntermediate
Optimize · Objection Handling
Handle a "Bad Past Agency Experience" Objection
Rebuild trust with a burned prospect without spending the whole call defending your industry.
founderrepAdvanced
Optimize · Objection Handling
Handle a "Your Competitor is Cheaper" Objection
Hold your price by reframing scope, risk, and outcome instead of matching the lower quote.
founderrepAdvanced
Optimize · Objection Handling
Handle a "We're Doing It In-House" Objection
Position your agency as a force multiplier for the in-house team — not a threat to their job.
founderrepAdvanced
Optimize · Objection Handling
Handle a "We're Happy With Our Current Agency" Objection
Crack open incumbent-agency complacency without trash-talking the competitor.
founderrepIntermediate
Optimize · Objection Handling
Handle a "Need to Talk to My Partner" Stall
Get into the room with the actual decision-maker instead of becoming a memo someone else delivers badly.
founderrepIntermediate
Optimize · Objection Handling
Handle a "We Need to Think About It" Stall
Surface the real hesitation behind 'we'll think about it' instead of letting the deal ghost.
repmanagerIntermediate
Optimize · Objection Handling
Handle a "Not the Right Time" Objection
Diagnose whether 'not now' means 'never,' 'Q3,' or 'I'm scared,' then act accordingly.
founderrepIntermediate
Optimize · Objection Handling
Handle a "Send Me More Info" Brush-Off
Turn 'send me more info' from a polite no into a scheduled discovery call.
repmanagerBeginner
Optimize · Objection Handling
Handle a "Too Expensive" Objection on a Sales Call
Reframe price objections into value conversations so you stop discounting your retainer to win.
founderrepIntermediate
Optimize · Objection Handling
Handle a "Why Should We Pick You" Question
Differentiate without bragging by anchoring to the prospect's specific situation and outcome.
founderrepIntermediate
Structure · Comp Plans & Role-Play Scenarios
Create a "Hard No" Objection Role-Play Scenario
Claude plays a prospect delivering a hard 'no' so reps can practice graceful exits, real diagnosis, and reopening doors.
repmanagerAdvanced
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 · 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 · 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 · 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
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 · 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
Optimize · Discovery Question Design
Generate "Implication" SPIN Questions
Generates SPIN-style Implication questions that turn a stated problem into a quantified business cost the prospect can't unsee.
repmanagerAdvanced
Structure · Playbooks & SOPs
Build an Inbound-Lead Response Playbook (Speed-to-Lead)
Build a minute-by-minute playbook for how inbound leads get touched, qualified, and booked before they go cold.
foundermanagerrepIntermediate
Structure · Rep Onboarding & Ramp
Build a Knowledge-Base Reading List for New Hires
Curate a tiered knowledge-base reading list — internal docs, external playbooks, customer stories — that gets a new rep contexted without firehosing them.
managerrepBeginner
Structure · Cold / Discovery / Demo Scripts
Create a LinkedIn Voice-Note Cold Outreach Script
Write a 60-second LinkedIn voice note script that feels personal, references the prospect's profile, and asks a low-friction next step.
repfounderIntermediate
Optimize · Cold Email Rewriting
Make a Cold Email More Specific and Less Generic
Strip the vague filler out of your cold email and replace it with concrete numbers, named outcomes, and proof.
foundermanagerrepBeginner
Structure · ICP & Niche Definition
Map Firmographic + Technographic Filters for Outbound Lists
Translate your ICP into a precise filter set you can paste into Apollo, Clay, ZoomInfo, or LinkedIn Sales Nav.
managerrepIntermediate
Optimize · Proposal / Pitch Optimization
Make a Proposal Match Buyer Language From Discovery
Replace agency jargon throughout a proposal with the exact words and phrases the buyer used in discovery, so it reads like it was written for them.
managerrepIntermediate
Tracking · Forecast / Deal Hygiene Rules
Build a Mid-Quarter Pipeline Cleanup Checklist
Give every rep a 30-minute checklist that flushes dead deals, fixes dirty data, and resets the pipeline halfway through the quarter.
managerrepBeginner
Tracking · Forecast / Deal Hygiene Rules
Build a "Move-It-or-Lose-It" Stuck-Deal Rule
Create a hard rule that forces every stuck agency deal to either advance, downgrade, or drop within a set window.
managerrepIntermediate
Structure · Cold / Discovery / Demo Scripts
Create a Multi-Channel First-Touch Outreach Script
Write a coordinated Day-1 outreach sequence — email + LinkedIn + call — where each touch reinforces the others.
repmanagerfounderAdvanced
Tracking · Data-Capture Checklists
Build a New-Lead Data Capture Checklist
Define the minimum fields that must be true on a brand-new lead before it counts as a qualified opportunity in pipeline.
managerrepBeginner
Structure · Playbooks & SOPs
Build a No-Show Recovery Playbook
Give reps a clear playbook for recovering no-shows fast, without sounding desperate or burning the lead.
managerrepBeginner
Scale · Sales Enablement Content
Write an Objection-Handling Cheat Sheet
Give reps a one-page cheat sheet with the 10 objections they actually hear and the exact words that work.
repmanagerIntermediate
Optimize · Proposal / Pitch Optimization
Optimize a Proposal CTA / Next Steps Section
Replace a vague 'let us know if you have questions' close with a specific, dated next-steps section that makes the buyer's path to yes obvious.
managerrepBeginner
Structure · Cold / Discovery / Demo Scripts
Create a Paid Media Discovery Call Script
Produce a full 30-minute discovery call script tailored to a paid media agency selling to ecomm or B2B prospects.
repmanagerIntermediate
Optimize · Discovery Question Design
Generate 10 Strong Discovery Questions for a Paid Media Prospect
Generates 10 sharp, channel-specific discovery questions tailored to a paid media prospect's stack, spend, and attribution gaps.
repmanagerIntermediate
Structure · Proposals & SOWs
Create a Paid Media Proposal Outline
Produce a tight, channel-specific paid media proposal outline that maps spend, channels, and projected CAC.
foundermanagerrepIntermediate
Optimize · Discovery Question Design
Generate Pain-Discovery Questions for SEO Prospects
Generates pain-first discovery questions tailored to SEO prospects — surfacing traffic decline, ranking volatility, and content velocity gaps.
repIntermediate
Optimize · Cold Email Rewriting
Personalize a Cold Email With LinkedIn Data
Feed in LinkedIn snippets (posts, comments, About section, recent activity) and rewrite your email with real personalization — not just '{first_name}'.
founderrepIntermediate
Optimize · Personalization at Scale
Personalize 50 Cold Emails Using a CSV of Prospects
Take a base cold email and a CSV of 50 prospects and generate 50 personalized variants in one pass — with skips for low-signal rows.
managerrepIntermediate
Optimize · Personalization at Scale
Personalize Follow-Ups Using Discovery Notes
Turn raw discovery call notes (5-20 deals at once) into personalized post-call follow-up emails that quote what the prospect actually said.
repmanagerIntermediate
Optimize · Personalization at Scale
Generate Personalized LinkedIn Connection Notes
Batch-generate ≤300-character LinkedIn connection notes that each reference one specific profile detail — no "I'd love to add you to my network".
repfounderBeginner
Optimize · Personalization at Scale
Generate Personalized Openers From LinkedIn Profiles
Paste a batch of scraped/copy-pasted LinkedIn profile text and get one specific, non-generic opener per prospect — or a SKIP.
repmanagerBeginner
Optimize · Personalization at Scale
Write Personalized P.S. Lines for Cold Emails
Generate a batch of throwaway-but-specific P.S. lines (the last thing prospects actually read) tied to one detail per prospect.
repmanagerBeginner
Optimize · Personalization at Scale
Generate Personalized Subject Lines for a List
Turn a prospect list into 50 subject lines that each reference one specific signal — not just '{{first_name}}, quick question'.
managerrepBeginner
Optimize · Personalization at Scale
Generate Personalized Video Outreach Scripts
Print 10-25 ≤60-second Loom/Vidyard scripts per session — each tied to one specific page or detail the rep can point at on camera.
repfounderIntermediate
Optimize · Personalization at Scale
Generate Personalized Voicemail Scripts at Scale
Produce 20-50 ready-to-read voicemail scripts (≤25 seconds each) personalized to one signal per prospect — for cold-calling SDR teams.
repmanagerIntermediate
Structure · Cold / Discovery / Demo Scripts
Write a Portfolio / Case-Study Walkthrough Demo Script
Turn a case study into a tight, narrative-driven demo script that mirrors the prospect's situation back to them.
repmanagerfounderIntermediate
Tracking · Data-Capture Checklists
Write a Post-Call Data Capture Checklist
Lock down the fields a rep must update in CRM within 24 hours of a discovery call so the deal is forecastable.
managerrepBeginner
Structure · Sequence / Cadence Design
Design a Post-Discovery Follow-Up Cadence
Map a 10-day follow-up cadence that keeps post-discovery momentum alive and moves the deal to proposal.
repmanagerIntermediate
Structure · Playbooks & SOPs
Create a Pre-Call Account Research SOP
Define exactly what reps must research before every sales call so prospects feel known and reps stop winging it.
managerrepBeginner
Tracking · Data-Capture Checklists
Build a Pre-Call Data Capture Checklist
Define the exact fields reps must fill in CRM before any discovery call so every meeting starts with full context.
managerrepBeginner
Tracking · Activity Logging & Note Templates
Write a Pre-Renewal Call Notes Template
Writes a CRM note template for the pre-renewal conversation so AMs log churn risk, expansion signal, and contract terms before the renewal date.
managerrepAdvanced
Tracking · Activity Logging & Note Templates
Create a Pricing Conversation Note Template
Creates a CRM template for any pricing or budget conversation so you log the exact number, who said it, and the path to a yes.
managerrepIntermediate
Tracking · Activity Logging & Note Templates
Create a Proposal Review Call Notes Template
Builds a CRM template for the proposal-review call so you log scope reactions, pricing pushback, and the exact close path.
managerrepIntermediate
Scale · Automation & Workflow Design
Build a Proposal-Sent Auto-Follow-Up Workflow
Auto-trigger a sequenced, human-feeling follow-up cadence the moment a proposal is sent — and stop instantly if the prospect replies.
repmanagerIntermediate
Tracking · Data-Capture Checklists
Design a Proposal-Sent Data Capture Checklist
Specify the CRM fields that must be true the moment a proposal is sent so the deal is properly forecastable from that point on.
managerrepIntermediate
Structure · Sequence / Cadence Design
Create a Proposal-Sent Nurture Sequence
Build a 12-day proposal-sent nurture cadence that pressure-tests objections without feeling pushy.
repmanagerfounderAdvanced
Scale · Process Docs & SOP Libraries
Build a Quote / Proposal SOP
Standardize how every quote and proposal gets built, reviewed, and sent so reps stop writing them from scratch.
managerrepIntermediate
Optimize · Re-engagement & Win-Back
Re-engage a Closed-Lost Deal From Six Months Ago
Revive a closed-lost agency opportunity with a candid, change-led outreach that acknowledges the loss.
repmanagerIntermediate
Optimize · Re-engagement & Win-Back
Re-engage a Cold Pipeline From Last Quarter
Run a bulk-but-personalized revival pass on every stalled deal from last quarter in one sequence.
managerrepIntermediate
Optimize · Re-engagement & Win-Back
Re-engage a Demo No-Show
Recover a missed discovery call without guilt-tripping and rebook with friction removed.
repBeginner
Optimize · Re-engagement & Win-Back
Re-engage a Ghosted Prospect After a Proposal
Break a post-proposal silence with a graceful, low-pressure note that surfaces the real blocker.
repBeginner
Optimize · Re-engagement & Win-Back
Re-engage a Lead Who Went Dark After Discovery
Reopen a deal that had a great discovery call and then disappeared by surfacing the most likely real reason.
repIntermediate
Optimize · Re-engagement & Win-Back
Re-engage a Newsletter Subscriber Into a Sales Call
Turn a long-time engaged newsletter reader into a booked discovery call without breaking the newsletter's voice.
founderrepBeginner
Structure · Offer / Positioning / Messaging
Reframe an Agency Service as a Business Outcome
Convert a deliverable-heavy service description into outcome-first language a CFO would actually approve.
foundermanagerrepBeginner
Tracking · Reporting Cadence & Templates
Build a Rep-Level Weekly Self-Report Template
Create a self-report template reps fill in every Friday — turns 1:1s into coaching, not status updates.
repmanagerBeginner
Optimize · Cold Email Rewriting
Rewrite a Cold Email for a Founder vs Marketing Director
Take one email and produce two versions — one for the founder/CEO, one for the marketing director — each speaking to what they actually care about.
foundermanagerrepIntermediate
Optimize · Cold Email Rewriting
Rewrite a Cold Email From a Top-Performer's Template
Take your best rep's highest-converting email and adapt it for a new rep, vertical, or prospect — without losing the structure that made it work.
managerrepAdvanced
Optimize · Cold Email Rewriting
Rewrite a Cold Email to a Specific Agency Prospect
Take your generic outbound email and rewrite it specifically for one named prospect at one named company.
founderrepIntermediate
Optimize · Cold Email Rewriting
Rewrite a Cold Email With a Stronger CTA
Replace your weak 'open to a quick chat?' CTA with a specific, low-friction next step that prospects actually click.
foundermanagerrepBeginner
Optimize · Cold Email Rewriting
Rewrite a Cold Email Using a Trigger Event
Rebuild your cold email around a specific trigger (funding, hire, launch, exec change) so the timing feels obvious.
founderrepIntermediate
Optimize · Follow-Up & Multi-Touch Sequences
Rewrite a Follow-Up Email That Isn't Getting Replies
Diagnose why your follow-up flopped and rewrite it into a version that earns a reply.
repmanagerBeginner
Optimize · Proposal / Pitch Optimization
Rewrite Generic Case Studies to Match the Prospect
Reframe an existing case study so it mirrors the prospect's industry, problem, and KPIs without inventing new facts.
managerrepIntermediate
Optimize · Discovery Question Design
Rewrite Generic Discovery Questions to Be Specific
Takes your existing weak, generic discovery questions and rewrites them into sharp, agency-specific versions that actually move deals.
repmanagerBeginner
Optimize · Follow-Up & Multi-Touch Sequences
Rewrite a Generic Follow-Up Into a Value-Add
Turn a generic 'checking in' email into a value-add touch the prospect actually wants to open.
repmanagerIntermediate
Optimize · Proposal / Pitch Optimization
Rewrite a Pitch Deck Opening Slide
Replace a generic 'welcome to our pitch' opener with a slide that earns the next 20 minutes of the prospect's attention.
foundermanagerrepIntermediate
Optimize · Proposal / Pitch Optimization
Rewrite a Proposal Outcomes Section for Specificity
Replace vague 'increase brand awareness' outcomes with specific, numeric, time-bound results the buyer can hold you to.
foundermanagerrepIntermediate
Optimize · Call Coaching & Talk-Track Fixes
Rewrite a Rep's Opening Pitch
Take your rep's current 60-second opener and rewrite it into a sharper, prospect-first version that earns the rest of the call.
managerrepfounderBeginner
Optimize · Call Coaching & Talk-Track Fixes
Rewrite a Rep's "What Do You Do" Answer
Replace your rep's vague 'we're a full-service agency' answer with a sharp, memorable line a prospect will actually repeat.
repmanagerfounderBeginner
Structure · Comp Plans & Role-Play Scenarios
Create a Role-Play Scenario for Price Objections
Claude role-plays a prospect pushing hard on price so reps can practice anchoring on value.
repmanagerBeginner
Scale · Sales Enablement Content
Write a Sales Asset Index for Reps
Build a single index that maps every sales asset to the deal stage and persona it's meant for.
managerrepBeginner
Scale · Sales Enablement Content
Build a Sales Battlecard for a Top Competitor
Generate a one-page competitor battlecard reps can quote live on a sales call.
managerrepIntermediate
Structure · Rep Onboarding & Ramp
Build a Sales-Tool / Tech-Stack Onboarding Guide
Produce a tool-by-tool onboarding guide so a new rep can actually use the CRM, dialer, and prospecting stack — not just have logins.
managerrepIntermediate
Tracking · Lead Scoring & Qualification
Score a Deal for Stalling Risk
Detect early signals that a deal is about to stall and get a clear stall-risk score plus the unblock action to take this week.
repmanagerIntermediate
Tracking · Lead Scoring & Qualification
Score a Discovery Call for Sales Readiness
Grade a discovery call transcript on whether the prospect is ready to advance to proposal — and what's missing if not.
repmanagerBeginner
Structure · ICP & Niche Definition
Score an Inbound Lead Against Your Agency ICP
Turn a raw inbound form fill into a 0-100 fit score with a clear next action.
repmanagerBeginner
Structure · Rep Onboarding & Ramp
Create a Shadow-Call Observation Template
Generate a structured shadow-call observation template so ramping reps capture the right reps (not just take messy notes) while listening to senior calls.
managerrepBeginner
Structure · Playbooks & SOPs
Write an SOP for Sending Sales Follow-Up Emails
Codify the rule for when and how reps send follow-up emails so deals don't die from inconsistent touches.
managerrepBeginner
Tracking · Pipeline Stages & Exit Criteria
Document a Stage-Skip Policy
Write the policy that says when and how a deal can legitimately skip a pipeline stage — and who has to approve it.
managerrepIntermediate
Tracking · Data-Capture Checklists
Build a Stakeholder-Mapping Capture Checklist
Force reps to capture every buying-committee role in CRM so multi-threaded deals don't collapse when one contact ghosts.
managerrepAdvanced
Structure · Sequence / Cadence Design
Build a Re-engagement Cadence for Stalled Deals
Wake up stalled mid-funnel agency deals with a 21-day pattern-interrupt cadence.
repmanagerIntermediate
Tracking · Call/Email Summary to CRM
Summarize a Discovery Call Into MEDDIC Fields
Turn a discovery call transcript directly into MEDDIC fields ready to paste into your CRM qualification scorecard.
repmanagerIntermediate
Tracking · Call/Email Summary to CRM
Summarize a Sales Call Transcript Into CRM Notes
Turn a raw sales call transcript into a clean, structured CRM note in under a minute.
repmanagerBeginner
Scale · Sales Enablement Content
Write a Talking-Points Doc for Pricing Conversations
Give reps the exact words to defend price, justify the band, and stop discounting on instinct.
managerrepIntermediate
Optimize · Subject-Line & A/B Variants
Test Curiosity vs Specificity Subject Lines
Generate matched pairs of curiosity-driven and specificity-driven subject lines for a head-to-head A/B.
managerrepIntermediate
Optimize · Pricing / Offer Tests
Test a Performance-Based Pricing Pitch
Design a controlled test of a performance-based pricing pitch against your current fixed-fee offer.
foundermanagerrepAdvanced
Optimize · Subject-Line & A/B Variants
Test Personalization Token Subject Lines
Test whether {first_name}, {company}, {custom_field}, or no token wins on reply rate for your sequence.
managerrepAdvanced
Optimize · Pricing / Offer Tests
Test a "Pilot" Lower-Risk Offer
Design a pilot offer variant that lowers buyer risk without cannibalizing your full retainer revenue.
foundermanagerrepIntermediate
Optimize · Cold Email Rewriting
Translate Agency Features Into Buyer Outcomes
Take the feature-heavy paragraph in your cold email ('we do technical audits, content production, link building...') and rewrite it as outcomes the buyer actually cares about.
foundermanagerrepIntermediate
Structure · ICP & Niche Definition
Translate a Niche Statement Into Outbound Targeting Criteria
Turn a one-sentence niche statement into a concrete account/contact targeting brief your outbound team can execute against today.
managerrepIntermediate
Structure · Cold / Discovery / Demo Scripts
Write a Trigger-Event-Based Cold Call Script
Turn a specific trigger event (funding, hire, ad change, site relaunch) into a cold call script that earns the conversation.
repmanagerIntermediate
Tracking · Call/Email Summary to CRM
Turn an Email Thread Into a CRM Activity Log
Compress a long back-and-forth email thread into a chronological CRM activity log a teammate can scan in 60 seconds.
repmanagerfounderBeginner
Tracking · Call/Email Summary to CRM
Turn a Slack DM Sales Conversation Into a CRM Update
Convert a sprawling Slack Connect or DM thread with a prospect into a clean CRM update with commitments, sentiment, and next steps.
founderrepIntermediate
Tracking · Attribution & Source Tracking
Write UTM Naming Conventions for Outbound Campaigns
Lock down a UTM convention reps and freelancers can follow without breaking your attribution.
managerrepBeginner
Tracking · Pipeline Stages & Exit Criteria
Build a Verbal vs Written Commitment Threshold per Stage
Spell out exactly what counts as a verbal commit vs a written commit at each stage so forecasts stop slipping.
managerrepIntermediate
Structure · Cold / Discovery / Demo Scripts
Write a Voicemail Script for Agency Outbound
Generate a 20-second voicemail that triggers a callback or sets up the email follow-up that follows.
repBeginner
Tracking · Activity Logging & Note Templates
Build a Voicemail / Touch Logging Template
Builds a one-line touch log template that captures voicemails, LinkedIn DMs, and emails so reps actually count their multi-channel work.
managerrepBeginner
Optimize · Discovery Question Design
Build a Discovery Question Set for Web Design Prospects
Builds a discovery question set tailored to web design prospects — surfacing scope risk, stakeholder paralysis, conversion goals, and platform/tech-stack realities.
repfounderIntermediate
Structure · Offer / Positioning / Messaging
Generate a "Why Us vs Other Agencies" Differentiator List
Produce a ranked, evidence-backed list of differentiators reps can drop into proposals and discovery rebuttals.
foundermanagerrepIntermediate
Scale · Sales Enablement Content
Build a "Why Us / Why Now" Narrative Doc
Codify the single agency narrative every rep uses to answer 'why you' and 'why now' the same way.
foundermanagerrepAdvanced
Tracking · Forecast / Deal Hygiene Rules
Design a "Why Will This Close" Justification Template
Force every Commit-bucket deal to come with a written justification covering decision maker, evidence, timeline, and risk.
repmanagerIntermediate
Optimize · Re-engagement & Win-Back
Write a Win-Back Sequence for a Lost-to-Competitor Deal
Stay top-of-mind through a competitor's typical pain points so you're the obvious next call.
managerrepAdvanced
Optimize · Follow-Up & Multi-Touch Sequences
Write a Bump Email for a Stalled Thread
Write a short, value-adding bump email that revives a stalled thread without sounding desperate.
repBeginner
Scale · Partner / Referral Programs
Write a Client Referral Ask Sequence
Write a 3-touch referral ask sequence that gets happy clients to send qualified intros without feeling weird.
foundermanagerrepBeginner
Optimize · Follow-Up & Multi-Touch Sequences
Write a Follow-Up Email Referencing a Specific Call Detail
Write a follow-up email that opens with a hyper-specific call detail the prospect will instantly recognize.
repBeginner
Optimize · Follow-Up & Multi-Touch Sequences
Write a Last-Touch Email With No CTA Pressure
Write a final-touch email that pure-gives — no ask, no calendar link — to leave a high-trust impression.
repfounderIntermediate
Structure · Offer / Positioning / Messaging
Write a One-Line "What Do You Do?" Pitch
Generate a memorable one-line pitch your whole team can use at events, in DMs, and on LinkedIn intros without sounding scripted.
foundermanagerrepBeginner
Scale · New-Market / Service-Line Expansion
Write Outbound Messaging for a New Vertical
Write a 4-touch outbound sequence tuned to a specific vertical's pain, buyer, and proof — not your generic 'we help brands grow' deck.
managerrepIntermediate
Scale · Outbound at Volume
Write an Outbound Reply-Handling Playbook
Write the playbook reps use to triage every reply — interested, objection, unsub, out-of-office, wrong-person — in under 60 seconds without losing pipeline.
managerrepIntermediate
Scale · New-Market / Service-Line Expansion
Write a Pitch for a New Geographic Market
Draft a localized sales pitch that positions your agency credibly in a new city or country without sounding like a tourist.
founderrepIntermediate
Scale · Partner / Referral Programs
Write a Referral Partner Recruitment Email
Write a cold recruitment email that gets adjacent agencies and consultants to opt into your referral program.
foundermanagerrepIntermediate
Optimize · Follow-Up & Multi-Touch Sequences
Write a "Should I Close Your File?" Breakup Email
Write a permission-based breakup email that resurrects 15-25% of dead threads without burning the relationship.
repmanagerBeginner
Scale · Outbound at Volume
Write an SOP for Daily Outbound Activity Standards
Codify exactly what every outbound rep does between 8am and 5pm so volume is predictable, coachable, and not personality-dependent.
managerrepBeginner

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