Use AI to create a clear, step-by-step plan for preparing an important sales call or meeting.
1. Start by telling AI the goal of your upcoming meeting or call, including any key challenges. 2. Ask AI to list the top things you need to learn about the prospect or company before the meeting. 3. Have AI suggest questions to ask during the meeting that show you understand the prospect’s needs. 4. Request AI to draft a simple agenda or outline you can follow to keep the conversation focused. 5. Use AI to prepare quick talking points or reminders based on your past interactions or research. 6. Finally, ask AI to suggest how to wrap up the meeting with clear next steps to move the deal forward. Following these steps helps you walk into any sales conversation organized, confident, and ready to connect.
Try this prompt today
“Help me prepare for a sales call with a prospect in the healthcare industry. List what I should research about their company, suggest questions to ask that show I understand their challenges, create a simple call agenda, provide talking points based on their recent news, and recommend how to close the call with clear next steps.”
June 2, 2026
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