Prepare for a sales conversation with a clearer view of the buyer and the decision. Use these prompts for discovery, demos, proposals, renewals and negotiation. Enter the actual terms and customer needs so the draft stays grounded in the opportunity.
How to use these prompts
Choose a template and open Preview & customise.
Fill the named fields with your details and check the completed draft.
Copy it into your preferred AI tool, or sign in to prepare a Chat draft in Ortivo.
Copying is free and does not call an AI. Generating an answer requires your own configured provider or an available trial. Review important facts and every draft before use.
Prepare a discovery call brief for {{prospect_company}} meeting with {{stakeholder_titles}} regarding {{our_solution}}. Summarize likely company priorities, 6 diagnostic questions…
Suggested: Web-Enabled ChatRead template
Prepare a discovery call brief for {{prospect_company}} meeting with {{stakeholder_titles}} regarding {{our_solution}}. Summarize likely company priorities, 6 diagnostic questions that uncover budget and urgency, and red flags indicating a stalled deal.
Use only supplied material or sources actually accessed. Distinguish evidence, estimates and assumptions. Do not invent facts, citations, test results or actions performed. Flag missing information and tool limitations.
Sales & negotiation
High-Stakes Objection Handling Playbook
A prospect in {{deal_context}} raised this objection: {{objection_stated}}, likely driven by {{underlying_concern}}. Provide 3 distinct response frameworks: Validate & Reframe, Co…
Suggested: Multi-Model CompareRead template
A prospect in {{deal_context}} raised this objection: {{objection_stated}}, likely driven by {{underlying_concern}}. Provide 3 distinct response frameworks: Validate & Reframe, Cost-of-Inaction Math, and Proof-Backed Social Validation, plus a follow-up question to regain momentum.
Use only supplied material or sources actually accessed. Distinguish evidence, estimates and assumptions. Do not invent facts, citations, test results or actions performed. Flag missing information and tool limitations.
Sales & negotiation
BATNA & Contract Negotiation Strategy
Prepare a negotiation strategy for {{deal_terms}} where our walk-away boundary is {{our_walkaway_point}} and the counterparty holds {{counterparty_leverage}}. Define non-monetary …
Prepare a negotiation strategy for {{deal_terms}} where our walk-away boundary is {{our_walkaway_point}} and the counterparty holds {{counterparty_leverage}}. Define non-monetary tradeables we can offer in exchange for price protection, and script responses to last-minute discount demands.
Use only supplied material or sources actually accessed. Distinguish evidence, estimates and assumptions. Do not invent facts, citations, test results or actions performed. Flag missing information and tool limitations.
Sales & negotiation
MEDDPICC Deal Qualification Audit
Stress-test this {{deal_size}} opportunity targeting {{target_close_date}} based on our current notes: {{deal_notes}}. Grade each MEDDPICC element (Metrics, Economic Buyer, Decisi…
Suggested: AI CouncilRead template
Stress-test this {{deal_size}} opportunity targeting {{target_close_date}} based on our current notes: {{deal_notes}}. Grade each MEDDPICC element (Metrics, Economic Buyer, Decision Criteria/Process, Paper Process, Implicate Pain, Champion, Competition) and highlight the #1 deal-killer risk.
Use only supplied material or sources actually accessed. Distinguish evidence, estimates and assumptions. Do not invent facts, citations, test results or actions performed. Flag missing information and tool limitations.
Sales & negotiation
Quarterly Business Review (QBR) Narrative
Structure an executive QBR narrative for {{client_name}}. Connect their usage data ({{usage_metrics}}) and achieved wins ({{wins_achieved}}) to ROI, address adoption gaps candidly…
Suggested: Single AIRead template
Structure an executive QBR narrative for {{client_name}}. Connect their usage data ({{usage_metrics}}) and achieved wins ({{wins_achieved}}) to ROI, address adoption gaps candidly, and transition naturally into our next-quarter expansion recommendation: {{expansion_pitch}}.
Use only supplied material or sources actually accessed. Distinguish evidence, estimates and assumptions. Do not invent facts, citations, test results or actions performed. Flag missing information and tool limitations.
Sales & negotiation
At-Risk Account Save & Escalation Plan
Build an immediate 30-day save plan for {{account_name}} renewing in {{renewal_window}} showing {{churn_signals}} with champion status {{champion_status}}. Sequence executive outr…
Suggested: Multi-Model CompareRead template
Build an immediate 30-day save plan for {{account_name}} renewing in {{renewal_window}} showing {{churn_signals}} with champion status {{champion_status}}. Sequence executive outreach, quick-win value recovery steps, and commercial restructuring options.
Use only supplied material or sources actually accessed. Distinguish evidence, estimates and assumptions. Do not invent facts, citations, test results or actions performed. Flag missing information and tool limitations.
Sales & negotiation
Executive Proposal Summary (1-Page Business Case)
Write a 1-page internal business case that our champion ({{champion_name}}) can forward directly to their CFO (who cares about {{cfo_priorities}}) to approve a {{investment_cost}}…
Suggested: Single AIRead template
Write a 1-page internal business case that our champion ({{champion_name}}) can forward directly to their CFO (who cares about {{cfo_priorities}}) to approve a {{investment_cost}} investment with an estimated {{payback_period}} payback period.
Use only supplied material or sources actually accessed. Distinguish evidence, estimates and assumptions. Do not invent facts, citations, test results or actions performed. Flag missing information and tool limitations.
Sales & negotiation
Tailored Demo Flow & Storyboard
Design a {{demo_duration}}-minute product demo script tailored strictly to {{prospect_pain_points}}. Lead with the "Aha!" outcome in the first 3 minutes, weave in {{key_differenti…
Suggested: Single AIRead template
Design a {{demo_duration}}-minute product demo script tailored strictly to {{prospect_pain_points}}. Lead with the "Aha!" outcome in the first 3 minutes, weave in {{key_differentiators}} through real workflows, and list features we should intentionally skip to avoid distraction.
Use only supplied material or sources actually accessed. Distinguish evidence, estimates and assumptions. Do not invent facts, citations, test results or actions performed. Flag missing information and tool limitations.
Sales & negotiation
Lost-Deal Win-Back & Post-Mortem Diagnostic
Analyze our loss of {{lost_prospect}} to {{chosen_competitor_or_status_quo}} where the stated reason was {{loss_reason_given}}. Separate polite brush-offs from structural product/…
Suggested: Multi-Model CompareRead template
Analyze our loss of {{lost_prospect}} to {{chosen_competitor_or_status_quo}} where the stated reason was {{loss_reason_given}}. Separate polite brush-offs from structural product/pricing gaps, and draft a low-pressure 90-day check-in note in case their implementation stalls.
Use only supplied material or sources actually accessed. Distinguish evidence, estimates and assumptions. Do not invent facts, citations, test results or actions performed. Flag missing information and tool limitations.
Sales & negotiation
Multi-Threading Stakeholder Outreach Map
We are single-threaded in {{account_context}} through {{current_contact}} and need to engage {{missing_personas}}. Draft a respectful note asking our current contact for internal …
Suggested: Single AIRead template
We are single-threaded in {{account_context}} through {{current_contact}} and need to engage {{missing_personas}}. Draft a respectful note asking our current contact for internal introductions, plus tailored value hooks for each new stakeholder role.
Use only supplied material or sources actually accessed. Distinguish evidence, estimates and assumptions. Do not invent facts, citations, test results or actions performed. Flag missing information and tool limitations.