AI Prompts for Sales Teams | Okara
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AI Prompts for Sales Teams

Handle objections, craft outbound sequences, and prepare discovery calls without leaking competitive strategy.

Strategy
Objection Handling Playbook
Handle the 10 most common sales objections with proven frameworks.

"Create an objection handling playbook for a B2B SaaS sales team. Cover the 10 most common objections: 'too expensive,' 'we're happy with our current solution,' 'need to think about it,' 'not the right time,' 'need to talk to my boss,' 'your competitor does X,' 'we don't have budget,' 'too complicated to implement,' 'we tried something similar before,' and 'just send me more info.' For each objection: explain the real concern behind it, provide a response using the Feel-Felt-Found framework, give an alternative response using the Isolate-and-Overcome method, include a specific follow-up question to keep the conversation going, and note when to gracefully walk away instead of pushing."

Drafting
Cold Outbound Email Sequence
Write a 5-email outbound sequence that gets replies.

"Write a 5-email cold outbound sequence for a B2B SaaS product that helps mid-market companies automate their expense reporting. Target persona: VP of Finance at companies with 200-500 employees. Email 1 (Day 1): Problem-aware hook with a specific pain point stat. Email 2 (Day 3): Social proof with a brief case study. Email 3 (Day 7): Value-add content (share a relevant insight, not a pitch). Email 4 (Day 12): Direct ask with a specific meeting time suggestion. Email 5 (Day 18): Breakup email. Each email should be under 100 words, have a compelling subject line, and include personalization placeholders. Explain the psychology behind each email's approach."

Strategy
Discovery Call Framework
Structure a discovery call that uncovers real pain points.

"Create a discovery call framework for a 30-minute initial sales call. Include: a 2-minute opening script that builds rapport and sets the agenda, 10 open-ended discovery questions organized by MEDDPICC methodology (Metrics, Economic Buyer, Decision Criteria, Decision Process, Paper Process, Identify Pain, Champion, Competition), specific follow-up probes for when prospects give vague answers, how to transition from discovery to a soft pitch (the 'bridge' technique), a closing framework that secures next steps with a specific date, and a post-call summary template to log in the CRM. Include timing guidance for each section to keep the call on track."

Drafting
Sales Proposal Template
Create a winning proposal that addresses buyer concerns.

"Create a B2B sales proposal template for a $50K+ annual deal. Include: an executive summary that restates the prospect's specific pain points (not your features), a current state vs. future state comparison, your solution mapped to their stated requirements, a 3-tier pricing structure (Good/Better/Best) with clear differentiation, an ROI calculation framework with conservative assumptions, an implementation timeline with milestones, customer success stories from similar companies (template format), risk mitigation section addressing common concerns, team bios for their dedicated contacts, and clear next steps with a decision timeline. The proposal should be scannable in 5 minutes but detailed enough for a thorough review."

Communication
Post-Demo Follow-Up
Write a follow-up email that moves the deal forward.

"Write 3 versions of a post-demo follow-up email for different scenarios: (1) The demo went great and the prospect was enthusiastic — reinforce excitement and propose next steps. (2) The demo was lukewarm with some concerns raised about integration — address the concern directly with a specific solution. (3) The prospect went silent after the demo — a re-engagement email that provides new value without being pushy. Each email should be under 150 words, include a clear single CTA, reference something specific from the demo conversation (use placeholders), and avoid generic phrases like 'just checking in' or 'circling back.' Explain the psychology behind each approach."

Strategy
Competitive Battle Card
Create a battle card for competing against a specific rival.

"Create a competitive battle card template for a sales team, then demonstrate it for a hypothetical CRM product competing against Salesforce in the mid-market segment. Include: competitor overview (strengths, weaknesses, typical pricing), head-to-head feature comparison (honest — include areas where they win), the 3 scenarios where you win and why, the 2 scenarios where you lose and how to mitigate, specific talk tracks for when the prospect mentions the competitor, landmine questions to plant early in the sales cycle that highlight your advantages, customer quotes from companies that switched from the competitor, and a 'do not say' section (claims that will backfire). Keep it to 2 pages max for quick reference during calls."

Analysis
Pipeline Review Template
Structure a weekly pipeline review that drives accountability.

"Create a structured weekly pipeline review template for a sales manager reviewing deals with their team. For each deal in the pipeline, the rep should prepare: deal summary (1 sentence), current stage and days in stage, next concrete action with a date, the 1 biggest risk to this deal closing, what help they need from management, and a commit/upside/long-shot classification. Include: a pipeline health scorecard (coverage ratio, average deal age, stage conversion rates), 3 questions the manager should ask about every deal to test deal quality, a framework for deciding which deals to focus coaching time on, and a template for the follow-up email summarizing commitments made during the review."

Drafting
Customer Case Study Writer
Turn a customer success story into a compelling case study.

"Create a customer case study template and demonstrate it with a hypothetical B2B SaaS customer. The template should follow the Problem-Solution-Results framework with: a compelling headline that leads with the result (not the company name), a customer snapshot sidebar (industry, size, products used), the challenge section (specific pain points with quotes), the solution section (how they implemented your product, timeline, team involved), results section with 3 quantified metrics (e.g., 40% reduction in X, $200K saved, 3x improvement in Y), a customer quote that could stand alone as a testimonial, and a subtle CTA. Keep it to 1 page. Include tips for interviewing customers to extract the best stories."

Communication
QBR Presentation Outline
Structure a quarterly business review that drives expansion.

"Create a Quarterly Business Review (QBR) presentation outline for an existing enterprise customer. The QBR should: open with their business goals (not your product updates), show usage metrics and adoption trends with specific numbers, highlight ROI achieved this quarter with dollar values, address any open support tickets or concerns proactively, showcase 2 features they're not using that align with their stated goals, present a roadmap preview relevant to their use case, propose an expansion opportunity (additional seats, new module, upgraded tier) with a business case, and close with agreed-upon goals for next quarter. Include speaker notes for each slide and timing (45-minute meeting total)."

Communication
LinkedIn Outreach Sequence
Write personalized LinkedIn messages that get accepted.

"Write a 4-touch LinkedIn outreach sequence for connecting with VP-level prospects in the fintech industry. Touch 1: Connection request with a personalized note (under 300 characters) referencing something specific about their profile or company. Touch 2 (Day 2 after acceptance): A value-first message sharing a relevant industry insight — no pitch. Touch 3 (Day 5): A soft ask referencing a mutual connection or shared interest, introducing what you do in one sentence. Touch 4 (Day 10): A direct but respectful meeting request with a specific value proposition. For each message, explain what makes it effective and common mistakes to avoid. Include 3 variations of Touch 1 for different prospect types."

Strategy
Pricing Negotiation Playbook
Handle discount requests without destroying deal value.

"Create a pricing negotiation playbook for a sales team selling a B2B SaaS product with a list price of $50K/year. Cover: the psychology of pricing (anchoring, decoy effect, loss aversion), 5 common discount request scenarios and how to handle each without immediately dropping price, value-based negotiation techniques (trade concessions, not give them), how to use multi-year commitments, payment terms, and scope adjustments as negotiation levers instead of discounts, a discount approval matrix (what reps can approve vs. manager vs. VP), and specific language for holding firm on price while maintaining the relationship. Include a 'never say' list of phrases that weaken your negotiating position."

Analysis
Win/Loss Analysis Template
Analyze why deals are won or lost to improve close rates.

"Create a win/loss analysis template for a sales team to complete after every closed deal (won or lost). Include: deal overview (size, sales cycle length, competitors involved), the decision-making process (who was involved, what criteria mattered most), for wins: the top 3 reasons the customer chose you (ranked) and what almost derailed the deal, for losses: the top 3 reasons you lost and at what stage the deal went sideways, pricing feedback, product gaps mentioned, sales process feedback from the prospect, and a 'what would you do differently' section. Include a quarterly aggregation template that identifies patterns across all deals to inform strategy, training, and product roadmap."

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