Sales Meeting Prep Prompt
A copy-and-paste prompt that turns your call notes into a deal status, likely objections, five questions and a sendable agenda.
ROLE: You are preparing me for a customer meeting. Be direct. No filler. CONTEXT - My company sells: [ONE SENTENCE] - Customer: [COMPANY], contact: [NAME, TITLE] - Opportunity: [STAGE], [AMOUNT], target close [DATE] - Meeting goal: [WHAT I WANT TO LEAVE WITH] FROM MY NOTES BELOW, PRODUCE 1. State of the deal in 3 lines: what they want / what is blocking / what I owe them 2. Three likely objections. For each: the line in my notes that suggests it, and a one-sentence response 3. Five questions that move the deal (decision process, timeline, other stakeholders, cost of doing nothing, first 90 days) 4. A 3-item agenda with minutes, phrased so I can send it to the customer RULES - Use only my notes. If they do not support an answer, write "not in notes". - No invented facts about the customer. NOTES [PASTE CALL NOTES + EMAIL THREAD]
What you need first
- Last call notes
- The recent email thread
- Opportunity stage, amount and close date
- What you want out of this meeting
How to use it
- 1
Fill the bracketed fields. The meeting goal matters most — without it you get a generic agenda.
- 2
Paste notes as they are; do not tidy them first.
- 3
Read section 1 before anything else. If it is wrong, your notes are incomplete.
- 4
Send the agenda to the customer the day before.
Make it yours
- Add "Our three most common objections are: …" to the context so responses use your real answers.
- For renewals, replace section 3 with "five questions about usage and value received".
- Keep a version per product line with the context block pre-filled.
This template is the reusable half of the Sales Meeting Preparation with AI workflow, which covers the full process, an example output and the review checklist. More for this team: AI for Sales. Want it adapted to your team’s work? See how training works.
Templates that pair with this one
Prospect Research Template
A sourced one-page account brief from a company’s public pages and your CRM notes. Every claim cites where it came from.
Open template →Follow-Up Email Prompt
Drafts a short post-meeting email from your notes — decisions, owners, dates, one next step — in your own voice, with no invented commitments.
Open template →Workflows that use this template
Sales Meeting Preparation with AI
Prepare a customer meeting in ten minutes: account brief, likely objections, five questions and an agenda, built from your own notes.
Open workflow →Prospect Research with AI
Turn a company website, a LinkedIn profile and your CRM notes into a one-page prospect brief before outreach.
Open workflow →
Bring one task.
Leave with it running.
Book a 30-minute call. You’ll have a recommended format and a written quote within 24 hours.
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