Prompt Library

Sales & Relationships AI Prompts

29 ready-to-use prompts for outreach, follow-ups, discovery calls, proposals, networking, and account management. Copy, customise, and use with ChatGPT, Claude, or your preferred AI tool.

29 prompts6 categoriesNon-pushy approach

Cold Outreach Follow-Up Messages Discovery & Qualification Proposals & Pitches Networking & Relationships Account Management

How to use these prompts

1Copy the prompt – Click the copy button on any prompt card.
2Fill in the [brackets] – Replace placeholder text with your specific details.
3Paste into your AI tool – Works with ChatGPT, Claude, Gemini, Copilot, and others.
4Refine the output – Ask follow-up questions to improve the response.

Always personalise AI-generated messages. Generic outreach gets ignored.

Cold Outreach

Prompts for initial contact with prospects who don't know you yet.

Cold email

Write a cold outreach email:

My business: [what you do]
Target prospect: [their role and company type]
Their likely challenge: [problem you solve]
How I found them: [referral, LinkedIn, event, etc.]
What I want: [meeting, call, reply]
My credibility: [relevant experience or results]

Write an email that:
1. Opens with something relevant to them (not about me)
2. Shows I understand their world
3. Hints at how I might help (without a hard pitch)
4. Has a clear, low-commitment ask
5. Is under 150 words
6. Sounds human, not templated

Avoid: "I hope this finds you well", "I'd love to pick your brain", anything that sounds like every other cold email.

Tip: The goal of a cold email is a reply, not a sale. Make responding easy.

LinkedIn connection request

Write a LinkedIn connection request:

Who I'm connecting with: [their role, company]
Why I want to connect: [genuine reason]
How I found them: [mutual connection, content, event]
What we have in common: [shared interest or context]
My ask: [just connect, or something specific]

Write a connection message that:
1. Is personalised (not generic)
2. References something specific about them
3. Explains why I'm reaching out
4. Is under 300 characters (LinkedIn limit)
5. Doesn't pitch anything
6. Gives a reason to accept

Remember: This is just to connect. Selling comes later (if at all).

Cold call opening

Create a cold call opening script:

Who I'm calling: [role, company type]
Why they might care: [their likely challenge]
My goal: [book meeting, get referral, etc.]
Time I'm asking for: [30 seconds to explain]
My credibility hook: [why they should listen]

Create an opening that:
1. Acknowledges I'm interrupting
2. Gives them a reason to stay on the line (in 10 seconds)
3. Asks permission to continue
4. Pivots to discovery questions
5. Handles "not interested" gracefully
6. Has a clear next step ask

Include:
- The exact opening words
- 2-3 variations to test
- Responses to common objections
- How to leave a voicemail if they don't answer

Outreach sequence

Design a multi-touch outreach sequence:

Target: [who I'm reaching]
Goal: [meeting, demo, conversation]
Channels available: [email, LinkedIn, phone, etc.]
Timeframe: [over how many days/weeks]
What I know about them: [context]
My value proposition: [why they should care]

Create a sequence:
Touch 1 (Day 1): [channel and message]
Touch 2 (Day 3): [channel and message]
Touch 3 (Day 7): [channel and message]
Touch 4 (Day 14): [channel and message]
Touch 5 (Day 21): [channel and message - breakup]

For each touch:
- Which channel
- Key message/angle
- Subject line (if email)
- Call to action

Vary the approach. Don't just send the same message five times.

Referral request

Write a referral request message:

Who I'm asking: [relationship context]
Who I want to be referred to: [type of person/company]
Why they might help: [our relationship, what I've done for them]
How easy I'll make it: [what I'll provide]
What's in it for them: [if anything]

Write a request that:
1. Acknowledges the ask
2. Is specific about who I'm looking for
3. Makes it easy to say yes (or no)
4. Offers to draft the intro message
5. Doesn't pressure
6. Expresses genuine gratitude

Include:
- The ask message
- A draft intro they could forward
- Follow-up if they agree
- Graceful acceptance if they decline

Follow-Up Messages

Prompts for staying in touch and moving conversations forward.

Post-meeting follow-up

Write a follow-up email after a meeting:

Meeting context: [what we discussed]
Key points covered: [main topics]
What they said they needed: [their priorities]
What I committed to: [my action items]
Next step agreed: [what happens next]
Relationship warmth: [formal/friendly]

Write a follow-up that:
1. Thanks them for their time (briefly)
2. Recaps key discussion points
3. Confirms my action items
4. Restates the agreed next step
5. Makes it easy to reply/confirm
6. Is concise (under 200 words)

Send within 24 hours of the meeting.

Tip: Always send a follow-up. It shows professionalism and keeps momentum.

No response follow-up

Write a follow-up when they haven't responded:

Original message: [what I sent]
Days since sent: [how long ago]
Number of follow-ups already: [how many times I've chased]
Relationship: [warm lead, cold prospect, existing contact]
What I want: [response, meeting, decision]
Likely reason for silence: [busy, not interested, wrong timing]

Write a follow-up that:
1. Doesn't guilt-trip or sound desperate
2. Provides a new reason to respond
3. Makes it easy to say "not now" or "not interested"
4. Is shorter than the original message
5. Has a clear but low-pressure ask
6. Preserves the relationship

Give me 3 versions: gentle nudge, add value, graceful exit.

Post-proposal follow-up

Write a follow-up after sending a proposal:

Proposal sent: [when]
What I proposed: [brief summary]
Their timeline: [when they said they'd decide]
Concerns they raised: [objections mentioned]
Competition: [if I know they're comparing]
Relationship strength: [how well we connected]

Write a follow-up that:
1. Checks in without being pushy
2. Addresses a potential concern
3. Offers to clarify or adjust
4. Reinforces key value points
5. Asks about their timeline
6. Keeps the door open

Create versions for:
- Day 3 (gentle check-in)
- Day 7 (add value or address concern)
- Day 14 (decision check)
- Day 21+ (keep relationship warm if no decision)

Reconnecting with old contact

Write a message to reconnect with someone I've lost touch with:

Who they are: [relationship history]
How we know each other: [context]
How long since contact: [timeframe]
Why I'm reaching out now: [genuine reason]
What I want: [catch up, specific ask, rebuild relationship]
What's changed for me: [updates to share]

Write a message that:
1. Acknowledges the time gap naturally
2. References our shared history
3. Shares a genuine reason for reaching out
4. Doesn't immediately ask for something
5. Makes reconnecting feel easy
6. Sounds like me, not a template

Don't apologise for not being in touch. Just reconnect.

Event follow-up

Write follow-up messages after meeting people at an event:

Event: [what/where]
People I met: [describe the types of contacts]
Conversations I had: [brief summary]
What I promised to send: [any commitments]
My goal: [build network, find clients, partnerships]
Timeframe: [send within X days]

Create follow-up templates for:
1. Strong connection (great conversation, clear mutual interest)
2. Potential prospect (they have a need I might help with)
3. Potential partner (collaboration opportunity)
4. General networking (good to know, no immediate opportunity)

Each should:
- Reference something specific from our conversation
- Be personal, not mass-mail
- Have a clear but appropriate next step
- Be sent within 48 hours of the event

Discovery & Qualification

Prompts for understanding prospect needs and qualifying opportunities.

Discovery call questions

Create discovery call questions for:

What I sell: [product/service]
Who I'm talking to: [their role]
Their likely challenges: [problems I solve]
My qualification criteria: [what makes a good fit]
Call duration: [time available]
What I need to learn: [key information]

Create questions covering:
1. Current situation (how things work today)
2. Challenges and pain points
3. Impact of the problem (cost, time, frustration)
4. Previous attempts to solve it
5. Decision process and timeline
6. Budget and priorities
7. What success looks like for them

Include:
- Opening questions to build rapport
- Follow-up probes for deeper understanding
- Questions to uncover urgency
- Qualifying questions (are they a fit?)

Listen more than you talk. This is about understanding, not pitching.

Tip: Great discovery is about curiosity, not a checklist. Follow interesting threads.

Needs assessment framework

Create a needs assessment framework:

My offering: [what I provide]
Client type: [who I serve]
Key decision factors: [what matters to buyers]
Common objections: [typical concerns]
Competitors: [who else they consider]

Build a framework to assess:
1. Current state
   - How they handle this today
   - What's working and not working
   - Resources currently allocated

2. Desired future state
   - What they want to achieve
   - How they'll measure success
   - Timeline for change

3. Gap analysis
   - What's preventing them from getting there
   - Skills, tools, or resources missing
   - Risks of not addressing this

4. Fit assessment
   - Is this a problem I can solve?
   - Are they ready to act?
   - Can they afford the investment?

Make it conversational, not interrogational.

Qualification scorecard

Create a lead qualification scorecard:

My ideal customer: [description]
Sales cycle length: [typical time to close]
Deal size: [average value]
Must-have criteria: [non-negotiables]
Nice-to-have criteria: [preferences]
Disqualifying factors: [deal-breakers]

Create a scorecard to rate leads:

Criteria categories:
1. Budget (can they afford it?)
2. Authority (are they the decision-maker?)
3. Need (do they have a real problem?)
4. Timeline (are they ready to act?)
5. Fit (are they right for us?)

For each criterion:
- Questions to assess it
- Scoring guide (1-5)
- What each score means
- Red flags to watch for

Total score interpretation:
- Hot lead (pursue aggressively)
- Warm lead (nurture)
- Cold lead (deprioritise)
- Disqualify (don't pursue)

Objection responses

Prepare responses to common objections:

What I sell: [product/service]
Price point: [cost]
Common objections I hear:
1. [Objection 1]
2. [Objection 2]
3. [Objection 3]
4. [Objection 4]

For each objection, provide:
1. Why they might be saying this (real concern behind it)
2. Acknowledgment response (validate, don't dismiss)
3. Clarifying question (understand better)
4. Response framework (address the concern)
5. Pivot to value (reconnect to their needs)
6. Check for resolution (did that address it?)

Also include responses for:
- "It's too expensive"
- "We need to think about it"
- "We're happy with our current provider"
- "Now's not the right time"
- "Send me some information"

Be helpful, not defensive. Objections are requests for more information.

Proposals & Pitches

Prompts for creating compelling proposals and presentations.

Proposal structure

Create a proposal for:

Client: [who it's for]
Project/service: [what I'm proposing]
Their key challenges: [problems to solve]
What we discussed: [context from conversations]
Budget indication: [if known]
Competition: [who else they're considering]
Decision timeline: [when they'll decide]

Create a proposal structure:
1. Executive summary (one page, key points)
2. Understanding of their situation
3. Proposed approach/solution
4. Scope and deliverables
5. Timeline and milestones
6. Investment (pricing)
7. Why us (differentiators)
8. Next steps
9. Terms and conditions summary

For each section, provide:
- What to include
- Length guidance
- Key messages to land

Lead with their needs, not our capabilities.

Tip: Proposals should summarise conversations, not introduce new information.

Executive summary

Write a proposal executive summary:

Client: [company name]
Their challenge: [main problem]
Impact of the problem: [why it matters]
Proposed solution: [what we'll do]
Key benefits: [outcomes they'll get]
Investment: [price]
Timeline: [duration]
Why us: [key differentiator]

Write an executive summary that:
1. Opens with their situation (shows we understand)
2. States the opportunity or problem clearly
3. Summarises our recommended approach
4. Highlights 3 key benefits
5. States the investment
6. Ends with a confident recommendation
7. Fits on one page

This should stand alone. Busy executives might only read this.

Pricing presentation

Help me present pricing effectively:

What I'm selling: [product/service]
Price: [amount and structure]
Value delivered: [what they get]
ROI or savings: [if calculable]
Competitor pricing: [if known]
Their budget: [if known]
Concerns they might have: [price sensitivity]

Create:
1. Value recap before price (remind them why)
2. Price presentation (how to frame it)
3. Price anchoring (context that makes it reasonable)
4. Options/packages (if offering tiers)
5. ROI framing (investment vs cost)
6. Response to "that's more than we expected"
7. Payment terms or flexibility
8. What's included/excluded clarity

Present price confidently. If you seem uncomfortable, they'll negotiate harder.

Pitch deck outline

Create a pitch deck outline:

Audience: [who I'm presenting to]
Purpose: [what I want them to do after]
Time available: [presentation length]
Their knowledge level: [what they already know]
Key concerns: [what they care about]
My differentiator: [why us]

Create a slide-by-slide outline:

For each slide:
- Slide title
- Key message (one main point)
- Supporting content (bullets, visuals)
- Speaker notes (what to say)

Standard flow:
1. Opening hook
2. Their situation/challenge
3. Impact of the problem
4. Our approach/solution
5. How it works
6. Proof/credibility
7. Investment
8. Next steps
9. Q&A

Keep it to 10-12 slides max. Less is more.

Case study for proposal

Write a case study to include in a proposal:

Client I'm proposing to: [industry, size, situation]
Case study client: [who the example is about]
Their challenge: [what they faced]
What we did: [our solution]
Results achieved: [outcomes with numbers]
Relevance: [why this matters to the prospect]

Write a case study that:
1. Matches the prospect's situation
2. Opens with the challenge (relatable problem)
3. Describes our approach briefly
4. Focuses on results (quantified where possible)
5. Includes a client quote if available
6. Is concise (half page to one page)
7. Ends with relevance to their situation

The prospect should see themselves in this story.

Networking & Relationships

Prompts for building and maintaining professional relationships.

Networking conversation starters

Create conversation starters for networking:

Event type: [conference, meetup, dinner, etc.]
Attendee profile: [who's likely there]
My goals: [what I want from networking]
My business: [what I do - for context]
Topics I can discuss: [my expertise areas]

Create conversation starters:
1. Opening lines that aren't "what do you do?"
2. Questions that spark interesting conversations
3. Ways to find common ground
4. How to transition from small talk to substance
5. Graceful ways to exchange details
6. How to exit a conversation politely

Include:
- Openers for different situations (standing alone, joining a group, at the bar)
- Follow-up questions that show genuine interest
- Ways to offer value in the conversation
- How to be memorable without being salesy

Tip: Be interested, not interesting. Ask questions and listen.

LinkedIn engagement strategy

Create a LinkedIn engagement strategy:

My goals: [build network, generate leads, establish expertise]
Target audience: [who I want to connect with]
My expertise: [what I know about]
Time available: [hours per week]
Current network size: [connections]
Content I could share: [ideas, experiences, insights]

Create a strategy covering:
1. Profile optimisation checklist
2. Content strategy (what to post, how often)
3. Engagement approach (commenting, sharing)
4. Connection building (who to connect with, how)
5. Direct outreach (when and how)
6. Groups and communities to join
7. Weekly routine (what to do each day)
8. Metrics to track

Focus on being helpful, not promotional. Generosity builds networks.

Thank you message

Write a thank you message for:

Situation: [what they did for me]
Who they are: [relationship context]
Impact on me: [why it mattered]
Reciprocity: [what I might do in return]
Tone: [formal/casual]

Write a thank you that:
1. Is specific about what I'm thanking them for
2. Explains the impact or meaning
3. Is genuine, not over-the-top
4. Doesn't ask for anything else
5. Offers future reciprocity naturally
6. Is appropriately brief

Create versions for:
- Introduction they made
- Advice they gave
- Opportunity they provided
- Reference or testimonial
- Time they spent helping me

Introduction request and offer

Create templates for introductions:

Context: [my networking situation]
Who I want to meet: [types of people]
What I can offer: [value I bring]
My credibility: [why people should introduce me]

Create templates for:

1. Asking for an introduction:
- How to make the request
- Information to provide
- Making it easy for them

2. Offering to make an introduction:
- How to offer without being pushy
- What information to share about both parties
- The actual introduction email format

3. The double opt-in introduction:
- Asking permission from both parties
- The introduction email itself
- Follow-up to ensure they connected

Make introductions feel natural, not transactional.

Relationship nurturing

Create a relationship nurturing system:

Key relationships: [types of contacts to nurture]
Touchpoint frequency: [how often to reach out]
Value I can provide: [how I help my network]
Time available: [realistic capacity]
Tools I use: [CRM, calendar, etc.]

Design a system for:
1. Categorising contacts (inner circle, active network, broader network)
2. Appropriate touchpoint frequency for each
3. Reasons to reach out (not just "checking in")
4. Ways to add value between asks
5. Important dates to remember
6. Content to share that's relevant
7. How to track interactions
8. Re-engagement for dormant relationships

Include touchpoint ideas:
- Congratulations (promotions, news)
- Sharing relevant content
- Making introductions
- Offering help
- Genuine check-ins

Nurturing is about giving, not just staying visible.

Account Management

Prompts for managing and growing existing client relationships.

Client check-in

Prepare for a client check-in:

Client: [company and contact name]
Relationship length: [how long we've worked together]
Current work: [what we're doing for them]
Last interaction: [when and what]
Known concerns: [any issues]
Expansion opportunities: [other ways we could help]
Relationship health: [strong/neutral/at risk]

Prepare:
1. Agenda for the check-in
2. Questions to understand their current priorities
3. How to address any concerns
4. Way to explore additional needs (without hard selling)
5. Value recap (remind them of results)
6. Next steps to agree

Keep it focused on them. This isn't a sales call.

Tip: Regular check-ins prevent surprises. Don't wait for problems to reach out.

Upsell or cross-sell conversation

Prepare an expansion conversation:

Client: [who]
Current engagement: [what they buy from us]
Additional need identified: [opportunity]
How I know about this need: [context]
New solution: [what I want to propose]
Value to them: [why it helps]
Relationship strength: [trust level]

Create a conversation approach:
1. Opening (transition from regular business)
2. Exploring their situation (confirm the need)
3. Introducing the idea (not a hard pitch)
4. Explaining the value
5. Addressing likely concerns
6. Proposing next steps
7. Graceful acceptance if not interested

This should feel helpful, not salesy. We're solving a problem, not pushing product.

Difficult client conversation

Prepare for a difficult conversation with a client:

Client: [who]
Issue: [what's wrong]
Their likely perspective: [how they see it]
Our perspective: [how we see it]
What we want: [desired outcome]
Relationship value: [importance of this client]
Risk: [what could go wrong]

Prepare:
1. Opening (acknowledge the situation)
2. Understanding their view (listen first)
3. Presenting our perspective (factual, not defensive)
4. Finding common ground
5. Proposing solutions
6. Agreeing on next steps
7. Rebuilding trust

Key phrases to use and avoid:
- Use: [constructive language]
- Avoid: [defensive or blaming language]

The goal is resolution, not winning.

Client success story request

Ask a client for a testimonial or case study:

Client: [who]
What we achieved together: [results]
Relationship strength: [how well we get on]
What I want: [testimonial, case study, reference, video]
How it will be used: [website, proposals, etc.]
What's in it for them: [exposure, etc.]

Write a request that:
1. Thanks them for the partnership
2. Shares the specific results we achieved
3. Explains what I'm asking for
4. Makes it easy (offer to draft, schedule, etc.)
5. Explains how it will be used
6. Offers something in return if appropriate
7. Accepts "no" gracefully

Include:
- The ask email
- Draft testimonial they could edit
- Interview questions if doing a case study
- Follow-up if they agree

Contract renewal conversation

Prepare for a renewal conversation:

Client: [who]
Contract end date: [when]
Current arrangement: [what they pay for]
Value delivered: [results and outcomes]
Any issues during the term: [problems]
Changes I want to propose: [price, scope, terms]
Their alternatives: [competition, in-house]
Risk of non-renewal: [likelihood]

Prepare:
1. Value recap (what we've achieved)
2. ROI framing (worth the investment)
3. Proposed changes (if any)
4. How to present price increase (if applicable)
5. Response to objections
6. Multi-year or expanded option
7. Process to finalise renewal

Start renewal conversations early. Don't wait until the deadline.

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