This guide explains how to get the most out of the AI prompts in this repository. Whether you're a seasoned consultant or just starting to integrate AI into your sales workflow, these tips will help you maximize results.
- Getting Started
- Prompt Customization Guide
- Best Practices
- Workflow Integration
- Troubleshooting
- Advanced Techniques
| If you need... | Use... | Why |
|---|---|---|
| Deep strategic analysis | Claude | Superior reasoning for complex business scenarios |
| Quick iterations | ChatGPT | Fast turnaround for brainstorming and drafts |
| Research synthesis | NotebookLM | Grounds responses in your uploaded documents |
| Market data | Perplexity | Access to real-time information and sources |
Need to prepare for a first client meeting? → discovery-questions.md
Facing pushback on pricing or scope? → objection-handling.md
Reviewing a partnership agreement? → contract-review.md
Planning your negotiation strategy? → negotiation-frameworks.md
Every prompt contains [VARIABLES] that you should replace with your specific context:
[INDUSTRY] → e.g., "agroindustry", "fintech", "logistics"
[COMPANY_SIZE] → e.g., "$2M-$10M annual revenue"
[DECISION_MAKER] → e.g., "VP of Operations", "CEO", "Head of Procurement"
[REGION] → e.g., "Andean region", "Southern Cone", "Central America"
[PRODUCT/SERVICE] → e.g., "supply chain software", "consulting retainer"
For best results, structure your prompts using CTF:
CONTEXT: Who you are, who the client is, what the situation is
TASK: What specific output you need
FORMAT: How you want the output structured
Example:
CONTEXT: I'm a B2B commercial strategy consultant preparing for a discovery
call with the Director of Supply Chain at a mid-size hospital network in
Ecuador ($15M annual procurement budget). They're evaluating logistics
software vendors.
TASK: Generate 12 discovery questions that uncover their pain points,
decision timeline, budget constraints, and competitive alternatives.
FORMAT: Output as a numbered list, organized by category (Pain Points,
Timeline, Budget, Competition). Add a brief note after each question
explaining what intelligence it's designed to capture.
- Always provide industry context — AI responses improve dramatically with specific industry details
- Specify the decision-maker's role — A CFO cares about different things than a VP of Operations
- Include company size/revenue — This calibrates the complexity of suggestions
- Iterate in the same conversation — Build on previous responses for deeper insights
- Request specific formats — Tables, checklists, email drafts, scripts — be explicit
- Add LATAM cultural context — Mention the country and business culture norms when relevant
- Don't use prompts without customization — Generic prompts produce generic results
- Don't skip the context step — Missing context = irrelevant suggestions
- Don't take outputs at face value — Always validate AI suggestions against your experience
- Don't use a single prompt for everything — Chain multiple prompts for complex tasks
- Don't forget to save winning prompts — Build your personal library of refinements
Time | Activity | Prompt File
---------|--------------------------------|---------------------------
0-5 min | Research client on LinkedIn | (manual research)
5-15 min | Generate discovery questions | discovery-questions.md
15-20 min| Prepare objection responses | objection-handling.md
20-25 min| Draft meeting agenda | negotiation-frameworks.md
25-30 min| Review & personalize all outputs| (manual refinement)
1. Input call notes into AI tool
2. Use negotiation-frameworks.md → "Post-Meeting Analysis" prompt
3. Generate personalized follow-up email
4. Update CRM with AI-generated summary
5. Prepare proposal using contract-review.md templates
1. Export pipeline data from CRM
2. Use discovery-questions.md → "Pipeline Risk Assessment" prompt
3. Generate prioritization matrix
4. Identify stalled deals → use objection-handling.md
5. Update tracking spreadsheet
→ Add more context. Include company name, industry specifics, deal size, and decision-maker role.
→ Explicitly mention the country and add cultural context:
"Consider that in Ecuador, business relationships typically require
2-3 in-person meetings before discussing pricing. The decision-making
process often involves family members if the company is family-owned."
→ Add constraints:
"Provide responses I haven't seen before. Avoid standard questions like
'What keeps you up at night?' Focus on industry-specific, unexpected
angles that demonstrate deep expertise."
→ Adjust the tone modifier:
"Use a collaborative, relationship-first negotiation style appropriate
for LATAM business culture. Focus on long-term partnership value rather
than short-term wins."
Use outputs from one prompt as inputs for the next:
Step 1: discovery-questions.md → Generate industry-specific questions
Step 2: Feed client's likely answers into objection-handling.md
Step 3: Use objection responses to inform negotiation-frameworks.md strategy
Step 4: Generate final proposal outline using contract-review.md
"Act as [DECISION_MAKER_ROLE] at [COMPANY_TYPE].
I will pitch my [PRODUCT/SERVICE].
Challenge me with realistic objections based on the [INDUSTRY] context.
After each exchange, score my response (1-10) and suggest improvements."
"Based on publicly available information about [COMPETITOR],
generate a comparison matrix showing:
- Their likely pricing structure
- Key differentiators vs. our offering
- Probable objections they'll raise about us
- Counter-arguments we can prepare
Format as a battle card I can reference during calls."
"Generate this output in both English and Spanish.
For the Spanish version, use business-formal Latin American Spanish
(not Spain Spanish). Ensure industry-specific terminology is accurate
for the [COUNTRY] market."
Create a simple spreadsheet to measure prompt effectiveness:
| Date | Prompt Used | Client/Deal | Output Quality (1-5) | Result | Notes |
|---|---|---|---|---|---|
Review monthly. Drop prompts scoring < 3, double down on 4-5 rated prompts.
This repository is actively maintained. Check back for:
- New prompt categories (account management, upselling, retention)
- Industry-specific prompt packs
- Community-contributed templates
- AI tool-specific optimizations
Questions? Reach out via LinkedIn or open an issue.