01
Capture the known facts
Spend three minutes recording the prospect context, call trigger, offer, proof, boundaries, and desired outcome. Separate confirmed information from guesses.
Made for Entrepreneurs
Prepare for a Sales Call in 10 Minutes
Also useful for: people in Entrepreneurs
10 min
Beginner
Sales
Get More Clients
Need More Customers
Build a practical pre-call checklist that keeps the conversation focused on fit, value, and the right next step.
We'll use them to write your prompt.
Completed ✓
Make Your Play
Give us the situation. We’ll build the prompt.
Enter the call ready to uncover the real need, use relevant proof, protect your offer boundaries, and guide the conversation toward a specific outcome.
Your answers save as you type.
What you'll do
This is the plan inside your prompt. Add your details first. Then follow these steps with ChatGPT or Claude.
02
Build the call brief
Use the compiled prompt to turn the facts into a focused brief that distinguishes confirmed details from assumptions.
03
Run the two-minute readiness check
Review the brief for accuracy, relevance, and a clear close. Practice the lines that matter most.
Make Your Play
Prepare for a Sales Call in 10 Minutes
Tell us what the prompt needs to know
Start with the questions below. Each answer personalizes the playbook and builds the prompt you’ll use at the end.
Your situation
Describe the prospect, the business, the contact's role, and any known situation or problem.
0/10000
State why the call was scheduled and what happened before it.
Explain what you're offering, who it helps, and the core result it supports.
0/10000
List truthful examples, results, experience, or customer feedback that may support the conversation.
0/10000
List what is included, what is excluded, and any promises or concessions you won't make.
0/10000
Name the specific next step you want if the prospect is a good fit.
This playbook was updated. Review your inputs before copying.
What you'll do
Check a step when you finish it.
01
Capture the known facts
Spend three minutes recording the prospect context, call trigger, offer, proof, boundaries, and desired outcome. Separate confirmed information from guesses.
02
Build the call brief
Use the compiled prompt to turn the facts into a focused brief that distinguishes confirmed details from assumptions.
03
Run the two-minute readiness check
Review the brief for accuracy, relevance, and a clear close. Practice the lines that matter most.
Fill in the fields above to generate your prompt preview.
Assembled prompt
Beginner instructions
Set a 10-minute timer. Add short, factual notes to each input. If something is unknown, write “Unknown” rather than guessing.
Paste the compiled prompt into an AI assistant. Read the opening, questions, boundary, and closing aloud once before joining the call.
Advanced instructions
Replace broad proof points with examples that match the prospect’s industry, problem, or stage. Add one disqualifying condition to the offer boundary and one fallback next step if the prospect isn’t ready to buy.
Use this when
You have a sales call starting soon and need to organize what you know without doing a full research session.
You'll need
- Prospect context
- Call trigger
- Offer summary
- Proof points
- Offer boundaries
- Desired call outcome
You'll get
- A single call objective selected
- Confirmed facts separated from assumptions
- Five discovery questions prioritized
- Relevant proof points selected
- Offer limits stated plainly
- A specific next-step request prepared
By the end of this playbook
You will have:
- A single call objective selected
- Confirmed facts separated from assumptions
- Five discovery questions prioritized
- Relevant proof points selected
- Offer limits stated plainly
- A specific next-step request prepared
Examples
Progress 1 of 3