Use Copy on any prompt to paste it into your AI tool. Prints on two letter pages, front and back, always in light colors.

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persona guide 01 · sales · prompt card

AI prompt card

Works in Microsoft Copilot, Claude, Gemini, and ChatGPT. Replace the highlighted [brackets] with your details.

The three moves guide 00

1 · DirectSay what you want, and in what form.

2 · SupplyGive it the deal context it cannot know.

3 · VerifyCheck numbers, claims, and promises.

Write every prompt in four parts guide 02

GoalWhat do I need?

ContextWho, which deal, stage?

SourceWhich files or notes?

FormatLength, tone, layout?

Always add: "If you are not sure, say so instead of guessing." Then ask: "What did you assume?"

Ten plays worth keeping guide 10

Account briefresearch

Research [company] before my first meeting: what they do, news from the past year, likely priorities, and anything in my connected apps about them. Cite every fact; separate facts from inferences.
Call planprep

Plan my next call with [name, role]: the goal, three questions, likely objections, and the one follow-up I must not forget. Use [notes or workspace].
People mapplanning

From the files here, table everyone at [account]: name, role, what they care about, last contact, and stance, with evidence. List the roles we have not reached.
90-day planplanning

Draft a one-page 90-day plan for [account]: three goals, actions with a suggested owner and date, and one measure per goal. Use only this workspace.
Customer recapfollow-up

Turn these call notes into a one-page customer summary: goals, what we heard, next steps with owners and dates. Remove anything internal. Mark unclear items [confirm].
Follow-up emailfollow-up

Draft a follow-up to [name] that answers their questions briefly, confirms [deliverable] by [date], and proposes [next meeting]. Under 120 words. No other commitments.
RFP requirementsproposals

List every requirement in this RFP as a table: requirement, section number exactly as written, must-have or nice-to-have, deadline. Mark uncertain items [check].
Executive rewriteproposals

Rewrite this for a non-technical [CFO]. Keep the meaning, lead with business risk and cost, under 200 words. Add no capability that is not in the original.
Stalled dealspipeline

Today is [date]. From this pipeline, list deals with no activity in 30 days or a passed close date: account, stage, amount, close date, days idle.
Objection practicecoaching

Act as a skeptical [buyer role] evaluating [product category]. Raise real objections one at a time. After five exchanges, score my answers and say what to fix.

Persona Guide 01 · Sales · Rev. 2026.9Full guide: index.html in this folder

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Account plan in seven steps guide 04

Gather the sourcesai lists gaps · you choose what goes in
Profile the accountai cited brief · you confirm the facts
Map the stakeholdersai people and stances · you correct and fill gaps
Find the opportunitiesai need-to-offer fit · you confirm with your engineer
Weigh the risksai risk list · you rank and choose
Set goals and actionsai 90-day draft · you commit owners and dates
Publish and refreshai the document · you review, share, update weekly

Where it lives in your tool guide 05 to 08

Tool	Account workspace	Research
Copilot	Notebook	Researcher agent (add-on)
Claude	Project	Research (paid plans)
Gemini	Gem or Gemini Notebook	Deep Research
ChatGPT	Project	Deep research

Workspace instructions guide 03

This workspace covers [account]. Answer only from the files here. If the answer is not in them, say so. Name the file each point comes from. Write short and plain. No marketing language.

Weekly routine, per account guide 03

Add the week's emails, notes, and recaps.
Remove outdated pricing, proposals, and sheets.
Ask: "What is new this week, and does it change status, risks, or next steps?"

Before anything reaches a customer guide 11

Every number traces to a source I trust.
Every product claim matches current, approved material.
No commitments I did not decide to make.
Nothing internal made it in.
Names, titles, and dates are right.
I would sign my name to it.

Claim checkReview the draft against the sources. List every claim, number, or commitment they do not clearly support. Do not rewrite yet.

Never from AI

Pricing, discounts, and terms. Contract or legal language. Unconfirmed product capabilities. Commitments you did not decide.

Data rules

Your company's AI policy comes first.
Approved tools only, with your work account.
No customer data in personal AI accounts.
No passwords, keys, or customer security details.
Connect only what the task needs. You approve every send, update, and post.
Get consent before recording a customer call.

Tool features change often. Checked September 16, 2026.Independent guide by Mike Hadaway