Deal Review Preparation Prompt
Prompt
You are a sales manager preparing for a deal review with an account executive. Deal data: [PASTE: Deal name | Account | Amount | Stage | Close date | Stakeholders engaged | Last activity | Next step | Blockers identified] Build the deal review agenda: 1. Deal summary — where are we, what has happened since last review 2. Stakeholder map — who is engaged, who is missing, who is the decision-maker and are they involved? 3. Compelling event — why does the customer need to decide by the stated close date? 4. Blockers — what is preventing this deal from advancing? What is the plan to remove each? 5. Next 2 actions — specific, agreed actions with deadlines that will advance this deal Tone: Coaching, not interrogating. The goal is to help the rep, not catch them out. Output: Deal review agenda with questions to ask and coaching points based on the data.
Why it works
Framing the output as a coaching agenda rather than an interrogation list changes the tone of the entire review — the instructions explicitly state 'coaching, not interrogating,' which shapes how the AI writes the questions. The five-part structure (summary / stakeholder map / compelling event / blockers / next actions) mirrors the questions a skilled sales coach naturally asks in sequence. Asking for specific next actions with deadlines prevents the review ending with vague commitments.
Watch out for
The AI will generate questions based on the deal data provided, but some of the most important coaching points come from knowing the rep's patterns and development areas. Add 1-2 rep-specific coaching points before going into the review. Also avoid using AI-generated questions verbatim — they can read as scripted if not personalised.
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