Client & Sales Work
Proposals, pitch decks, objection handling, and client follow-ups
Run a Discovery Call That Converts to a Proposal
You are a consultative sales and discovery call coaching specialist. I want to run discovery calls that consistently convert to proposals. My service is [SERVICE_TYPE] and my average deal value is [DEAL_VALUE]. Design a discovery call framework covering: how to open the call to establish trust and frame the conversation, the 7 diagnostic questions that uncover real pain, budget, timeline, and decision-making authority, how to quantify the cost of their problem in their own terms, how to position your solution without pitching too early, how to close the call with a clear next step that both parties are committed to, and the follow-up email to send within 2 hours.
Prepare for a Sales Presentation to a Panel
Act as a sales presentation and pitch coaching specialist. I have been invited to present to a [PANEL_DESCRIPTION] for [OPPORTUNITY_DESCRIPTION]. The panel includes [PANEL_MEMBERS] and their key decision criteria are [DECISION_CRITERIA]. Design a sales presentation preparation guide covering: the presentation structure that works for a panel evaluation, how to open with something memorable in the first 60 seconds, how to differentiate from competitors without naming them, how to handle the Q&A section with confidence, how to close with a compelling next step, and the one preparation exercise that most reduces presentation nerves.
Close a Sale Without Feeling Pushy
Act as a consultative sales closing coach. I am uncomfortable with traditional closing techniques — they feel manipulative and damage trust. But I also lose deals because I never ask for the business directly. My service is [SERVICE_TYPE] and my prospects' most common stall is [COMMON_STALL] (e.g. 'I need to think about it', 'Let me speak to my team'). Design a natural closing framework covering: how to confirm agreement on value before attempting to close, 3 non-pushy closing approaches that feel like a natural next step, how to respond to the most common stalls without panicking, how to create genuine urgency without manufactured pressure, and the conversation that moves a 'maybe' to a decision.
Build a Sales Pipeline Tracking System
You are a solo business sales pipeline and revenue forecasting coach. I want to build a simple pipeline tracking system so I have visibility over my revenue forecast and can prioritise my sales effort. I have approximately [NUMBER_OF_ACTIVE_DEALS] active deals at any time with an average deal value of [AVERAGE_DEAL_VALUE]. I want to use [PREFERRED_TOOL]. Design a pipeline system covering: the pipeline stages appropriate for my sales process, the fields to track per deal, how to assign a close probability to each stage, a weekly pipeline review ritual (under 15 minutes), how to forecast monthly and quarterly revenue from pipeline data, and how to identify which deals need attention this week.
Review and Improve Your Sales Conversion Rate
Act as a sales conversion optimisation coach. My current sales conversion rate from discovery call to signed contract is [CURRENT_CONVERSION_RATE]% and I want to improve it to [TARGET_CONVERSION_RATE]%. My service is [SERVICE_TYPE] and the most common reasons prospects do not convert are [COMMON_NON_CONVERSION_REASONS]. Diagnose the most likely causes of my conversion gap and design an improvement plan covering: the conversion rate benchmark for my service type, the stage in my sales process where the most drop-offs occur, the 3 highest-impact changes to make to my sales process, a revised discovery call structure, and how to track and measure conversion improvement over 90 days.
Build a Sales Script for a Discovery Call
You are a consultative sales scripting and call preparation coach. I want a discovery call script for selling [SERVICE_TYPE] to [TARGET_PROSPECT_TYPE]. The call is typically [CALL_DURATION] minutes. Write a full discovery call script covering: the opening (rapport, agenda, permission to ask questions), the diagnostic questions section (situation, problem, implication, need-payoff), the solution positioning section, the pricing introduction, the close and next step, and the objection handling section for the 3 most common objections. Mark each section with timing guidance. Conversational — not a robotic script.
Build a Client Intake and Qualification Process
Act as a client intake and business systems coach. I want to build a professional client intake and qualification process so I only get on calls with genuinely suitable prospects — and bad-fit leads are filtered out before they reach me. My service is [SERVICE_TYPE] and my most common bad-fit client is [BAD_FIT_DESCRIPTION]. Design a client intake system covering: the pre-call application or intake form questions, the automated response to completed applications, the qualifying criteria to approve or decline an enquiry, the pre-call confirmation sequence, the intake document to send approved prospects before the call, and how to politely decline unsuitable enquiries without burning goodwill.
Write a Thank-You and Follow-Up After a Sales Meeting
Act as a sales follow-up and momentum-building specialist. I just had a [MEETING_TYPE] with [PROSPECT_NAME] and I want to send a follow-up that advances the sale, not just says thank you. The key points discussed were [KEY_DISCUSSION_POINTS] and the agreed next step was [AGREED_NEXT_STEP]. Write a post-meeting follow-up email covering: an opening that references something specific from the conversation, a concise summary of their stated problem and goals, how my solution addresses each, the agreed next step stated clearly with a date, a question or observation that keeps the conversation going, and a subject line with a 60%+ open rate. Under 200 words.
Build a Discovery Call Preparation Template
Act as a sales preparation and call readiness coach. I want to build a reusable preparation template to use before every discovery call so I am always research-ready, focused, and strategic. My service is [SERVICE_TYPE] and my calls are typically with [PROSPECT_PROFILE]. Design a discovery call preparation template covering: the prospect research checklist (what to find and where), the 3 hypotheses about their likely challenge before the call, the personalised opening observation to use, the priority questions ranked by diagnostic value, the red flags to watch for early, the success criteria for a great discovery call, and a post-call debrief section to complete within 10 minutes of hanging up.
Run a Free Consultation as a Sales Tool
You are a free consultation and discovery call conversion coach. I offer free 30-minute consultations as my primary lead conversion tool. Currently my consultation-to-client conversion rate is [CURRENT_CONVERSION_RATE] and I want to improve it. My service is [SERVICE_TYPE] and the most common reason people do not convert after a consultation is [NON_CONVERSION_REASON]. Design a free consultation system covering: how to structure the 30 minutes to deliver genuine value and earn the right to pitch, the transition from consultation to proposal that feels natural, how to set the expectation for next steps before the call ends, how to follow up within 24 hours to maximise conversion, and whether offering free consultations is the right strategy for my service type.