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Free Sales Guide

Claude for Sales

AI-powered prospecting, outreach, and closing. 12 prompts to help you sell smarter, not harder.

12
Prompts
4
Sales Stages
2x
Faster Outreach
Stage 1

Prospecting & Research

Find and understand your ideal customers before you reach out.

1

Ideal Customer Profile Builder

Research

Define exactly who you should be selling to.

I sell [YOUR PRODUCT/SERVICE] to [GENERAL MARKET]. Help me build a detailed Ideal Customer Profile. Include: company size, industry, job titles of decision makers, common pain points they face, budget indicators, and buying triggers. Format as a reference document I can use for prospecting.
2

Company Research Brief

Research

Quickly understand a prospect before reaching out.

I'm about to reach out to [COMPANY NAME]. Based on what you know about this company (or similar companies in [INDUSTRY]), create a one-page research brief: What they likely do, their probable pain points, recent industry trends affecting them, and 3 conversation starters that show I understand their world. I sell [YOUR PRODUCT/SERVICE].
3

LinkedIn Profile Analyzer

Research

Turn a prospect's LinkedIn into personalization gold.

Here's information from a prospect's LinkedIn profile: [PASTE RELEVANT INFO - title, company, about section, recent posts, experience]. Analyze this and give me: (1) Their likely priorities based on role, (2) Potential pain points, (3) 2-3 personalized conversation hooks, (4) Best approach angle for selling [YOUR PRODUCT/SERVICE].
Stage 2

Outreach & Follow-Up

Get responses with personalized, value-first messaging.

4

Personalized Cold Email

Outreach

Stand out in crowded inboxes.

Write a cold email to [NAME], [TITLE] at [COMPANY]. They're in [INDUSTRY]. I offer [YOUR SERVICE] and the main benefit is [KEY BENEFIT]. Use this personalization hook: [SOMETHING SPECIFIC ABOUT THEM]. Keep it under 125 words. Lead with value, end with a soft question (not a meeting request). Sound human, not salesy.
5

Follow-Up Sequence

Outreach

Create a 3-touch follow-up sequence that adds value each time.

Create a 3-email follow-up sequence for someone who didn't respond to my initial outreach about [YOUR SERVICE]. Each email should: add new value (not just "checking in"), get progressively shorter, and have a different angle. Email 1: Send 3 days later. Email 2: Send 5 days after that. Email 3: Breakup email 7 days later. Keep each under 75 words.
6

LinkedIn Connection Message

Outreach

Get accepted without being pitchy.

Write a LinkedIn connection request to [NAME], [TITLE] at [COMPANY]. I want to connect because [REASON]. Keep it under 280 characters. No pitch - just a genuine reason to connect. Make it feel like a real person wrote it, not a sales automation.

Pro Tip: The 3x3 Rule

Before any outreach, find 3 things about the person and 3 things about their company. Claude can help you research both in under 2 minutes. Personalization increases response rates by 2-3x.

Stage 3

Discovery & Qualification

Ask better questions and qualify faster.

7

Discovery Question Generator

Discovery

Go deeper than surface-level questions.

Generate 10 discovery questions for a sales call with a [PROSPECT TITLE] evaluating [YOUR PRODUCT/SERVICE]. Mix these types: (1) Situation questions about their current state, (2) Problem questions about challenges, (3) Implication questions about the cost of not solving, (4) Need-payoff questions about the value of solving. Avoid questions they could answer from their website.
8

Call Prep Checklist

Discovery

Never go into a call unprepared again.

I have a discovery call with [NAME], [TITLE] at [COMPANY] in [INDUSTRY]. They reached out because [HOW THEY FOUND YOU / INITIAL INTEREST]. Create a call prep document with: (1) 5 research points to review, (2) 3 goals for the call, (3) 5 key questions to ask, (4) Likely objections and responses, (5) Clear next step to propose.
9

Call Summary & Next Steps

Discovery

Turn messy notes into actionable follow-up.

Here are my notes from a sales call with [PROSPECT]: [PASTE NOTES]. Create: (1) A clean summary of their situation, pain points, and goals, (2) Their buying timeline and budget indicators, (3) Who else is involved in the decision, (4) A follow-up email I can send within 1 hour thanking them and confirming next steps.
Stage 4

Proposals & Closing

Win deals with compelling proposals and handle objections gracefully.

10

Proposal Generator

Closing

Create professional proposals in minutes.

Create a proposal for [CLIENT NAME] at [COMPANY]. Project: [WHAT YOU'RE PROPOSING]. Their main pain points: [FROM DISCOVERY]. Price: [AMOUNT]. Timeline: [DURATION]. Structure: Executive Summary (their problem, your solution), Scope of Work, Timeline, Investment, Why Us, Next Steps. Tone: confident, professional, focused on their outcomes not your features.
11

Objection Handler

Closing

Turn "no" into "let's talk more."

A prospect just said: "[THEIR OBJECTION]". I sell [YOUR SERVICE] at [PRICE POINT]. Give me 3 ways to respond that: (1) Acknowledge their concern genuinely, (2) Reframe the objection, (3) Move the conversation forward. Don't be pushy or dismissive. The goal is understanding, not winning an argument.
12

Deal Revival Email

Closing

Re-engage deals that went cold.

Write an email to revive a stalled deal. Prospect: [NAME] at [COMPANY]. We last spoke [TIMEFRAME] ago about [WHAT YOU DISCUSSED]. They went quiet after [LAST INTERACTION]. Don't be desperate or guilt-trippy. Either: (1) Share something genuinely valuable/relevant to them, OR (2) Give them an easy out so we can both move on. Keep it under 100 words.

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