Discovery call agenda
Build a 30-minute discovery call agenda for a sales rep meeting <persona>. Include: opener (2 min), 6 discovery questions ranked by value, demo trigger, objection prep, next-step language.
#sales#discovery#agenda
Discovery call agenda β for an inbound team
Build a 30-minute discovery call agenda for a sales rep meeting <persona>. Include: opener (2 min), 6 discovery questions ranked by value, demo trigger, objection prep, next-step language.
Audience: an inbound team.
#sales#discovery#agenda#team
Discovery call agenda β for an outbound team
Build a 30-minute discovery call agenda for a sales rep meeting <persona>. Include: opener (2 min), 6 discovery questions ranked by value, demo trigger, objection prep, next-step language.
Audience: an outbound team.
#sales#discovery#agenda#team
CRM update from a call transcript
Read the call transcript below. Output a CRM update: contacts identified, current stage, decision criteria, next-step owner and date, risks. Keep it under 150 words. Transcript:
<paste>
#crm#update#sales-ops
CRM update from a call transcript β for an inbound team
Read the call transcript below. Output a CRM update: contacts identified, current stage, decision criteria, next-step owner and date, risks. Keep it under 150 words. Transcript:
<paste>
Audience: an inbound team.
#crm#update#sales-ops#team
CRM update from a call transcript β for an outbound team
Read the call transcript below. Output a CRM update: contacts identified, current stage, decision criteria, next-step owner and date, risks. Keep it under 150 words. Transcript:
<paste>
Audience: an outbound team.
#crm#update#sales-ops#team
Pricing experiment design
Design a pricing experiment for <product>: hypothesis, segments, control vs treatment, primary metric, guardrails, expected sample size, and a fair shutdown rule. Avoid one-shot anecdotes.
#pricing#experiment#strategy
Pricing experiment design β for an inbound team
Design a pricing experiment for <product>: hypothesis, segments, control vs treatment, primary metric, guardrails, expected sample size, and a fair shutdown rule. Avoid one-shot anecdotes.
Audience: an inbound team.
#pricing#experiment#strategy#team
Pricing experiment design β for an outbound team
Design a pricing experiment for <product>: hypothesis, segments, control vs treatment, primary metric, guardrails, expected sample size, and a fair shutdown rule. Avoid one-shot anecdotes.
Audience: an outbound team.
#pricing#experiment#strategy#team
Support reply that resolves and educates
A customer reports: "<issue>". Write a support reply that (1) acknowledges, (2) gives a clear fix, (3) prevents the next time, (4) ends warmly. Max 150 words. Match a calm, helpful tone.
#support#reply#service
Support reply that resolves and educates β for an inbound team
A customer reports: "<issue>". Write a support reply that (1) acknowledges, (2) gives a clear fix, (3) prevents the next time, (4) ends warmly. Max 150 words. Match a calm, helpful tone.
Audience: an inbound team.
#support#reply#service#team
Support reply that resolves and educates β for an outbound team
A customer reports: "<issue>". Write a support reply that (1) acknowledges, (2) gives a clear fix, (3) prevents the next time, (4) ends warmly. Max 150 words. Match a calm, helpful tone.
Audience: an outbound team.
#support#reply#service#team
Forecast scenarios for the quarter
Build three forecasts for next quarter's <metric>: base, upside, downside. For each: assumptions, leading indicators, and the tripwire that would make me revise. Stay grounded; no hopium.
#forecast#scenarios#finance
Forecast scenarios for the quarter β for an inbound team
Build three forecasts for next quarter's <metric>: base, upside, downside. For each: assumptions, leading indicators, and the tripwire that would make me revise. Stay grounded; no hopium.
Audience: an inbound team.
#forecast#scenarios#finance#team
Forecast scenarios for the quarter β for an outbound team
Build three forecasts for next quarter's <metric>: base, upside, downside. For each: assumptions, leading indicators, and the tripwire that would make me revise. Stay grounded; no hopium.
Audience: an outbound team.
#forecast#scenarios#finance#team
Customer health score
Define a customer health score using <data>: inputs, weighting, thresholds for green/yellow/red, recommended action per state. Note one input that could be gamed and how to mitigate.
#health-score#cs#metric
Customer health score β for an inbound team
Define a customer health score using <data>: inputs, weighting, thresholds for green/yellow/red, recommended action per state. Note one input that could be gamed and how to mitigate.
Audience: an inbound team.
#health-score#cs#metric#team
Customer health score β for an outbound team
Define a customer health score using <data>: inputs, weighting, thresholds for green/yellow/red, recommended action per state. Note one input that could be gamed and how to mitigate.
Audience: an outbound team.
#health-score#cs#metric#team
Investor update email
Write a monthly investor update email for <company>. Sections: highlights, lowlights, KPIs, asks. Honest about misses, specific about asks. Keep it under 350 words.
#investor#update#email
Investor update email β for an inbound team
Write a monthly investor update email for <company>. Sections: highlights, lowlights, KPIs, asks. Honest about misses, specific about asks. Keep it under 350 words.
Audience: an inbound team.
#investor#update#email#team
Investor update email β for an outbound team
Write a monthly investor update email for <company>. Sections: highlights, lowlights, KPIs, asks. Honest about misses, specific about asks. Keep it under 350 words.
Audience: an outbound team.
#investor#update#email#team
Hiring scorecard for a role
Build a hiring scorecard for <role>: 5 outcomes, 4 competencies, 3 anti-patterns. For each item, define what "exceeds" looks like with a specific example. Add a kill criteria section.
#hiring#scorecard#interview
Hiring scorecard for a role β for an inbound team
Build a hiring scorecard for <role>: 5 outcomes, 4 competencies, 3 anti-patterns. For each item, define what "exceeds" looks like with a specific example. Add a kill criteria section.
Audience: an inbound team.
#hiring#scorecard#interview#team
Hiring scorecard for a role β for an outbound team
Build a hiring scorecard for <role>: 5 outcomes, 4 competencies, 3 anti-patterns. For each item, define what "exceeds" looks like with a specific example. Add a kill criteria section.
Audience: an outbound team.
#hiring#scorecard#interview#team
Renewal save plan
A customer is at risk of churning. Context: <paste>. Build a save plan: root cause, three concessions ranked by cost, the talk track, the partner-team asks, and the timeline.
#churn#renewal#cs
Renewal save plan β for an inbound team
A customer is at risk of churning. Context: <paste>. Build a save plan: root cause, three concessions ranked by cost, the talk track, the partner-team asks, and the timeline.
Audience: an inbound team.
#churn#renewal#cs#team
Renewal save plan β for an outbound team
A customer is at risk of churning. Context: <paste>. Build a save plan: root cause, three concessions ranked by cost, the talk track, the partner-team asks, and the timeline.
Audience: an outbound team.
#churn#renewal#cs#team
Ops SOP from messy practice
Watch how this is currently done (transcript below) and write a clean SOP: trigger, inputs, steps, decision points, outputs, owner, escalation path. Flag the two riskiest steps. Transcript:
<paste>
#sop#ops#documentation
Ops SOP from messy practice β for an inbound team
Watch how this is currently done (transcript below) and write a clean SOP: trigger, inputs, steps, decision points, outputs, owner, escalation path. Flag the two riskiest steps. Transcript:
<paste>
Audience: an inbound team.
#sop#ops#documentation#team
Ops SOP from messy practice β for an outbound team
Watch how this is currently done (transcript below) and write a clean SOP: trigger, inputs, steps, decision points, outputs, owner, escalation path. Flag the two riskiest steps. Transcript:
<paste>
Audience: an outbound team.
#sop#ops#documentation#team