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AI prompt library · Sales & negotiation

Sales & Negotiation AI Prompts

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

  1. Choose a template and open Preview & customise.
  2. Fill the named fields with your details and check the completed draft.
  3. 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.

10 starter prompts in Sales & negotiation

Sales & negotiation

Enterprise Discovery Call Prep Kit

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 Chat
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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 Compare
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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 …

Suggested: Multi-Model Compare → Decision Notebook
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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 Council
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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 AI
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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 Compare
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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 AI
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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 AI
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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 Compare
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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 AI
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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.