Three jobs every rep keeps putting off.
You're a salesperson. You know what good prep looks like, what a real follow-up sounds like, and what listening back to your last ten calls would tell you. You also know there isn't time for any of it.
These three Claude prompts do that work, in the gaps between meetings. Paste, edit two lines for your context, run.
Walk in prepared.
The discovery call starts in eight minutes. You've got the company name and the contact's LinkedIn open in two tabs you haven't read. This prompt builds the brief in the time it takes you to refill your coffee.
I have a sales call with [Name, Title] from [Company] in [X] minutes. Read the company's website and the contact's LinkedIn. URLs below. Company URL: [URL] LinkedIn URL: [URL] Give me a one-page pre-call brief with these sections. 1. What this company actually does, in one sentence a customer would recognize. 2. Their stage, rough revenue range, and how they make money. 3. Three triggers from the last 90 days. Funding, hires, launches, product changes, public statements. 4. The three pain points most likely on this contact's plate, based on their title and the company's stage. 5. Three specific things I can reference in the first five minutes of the call to show I did the work. Specific to this company, not generic. 6. Two discovery questions that go past what the website tells me. Skip anything that sounds like a generic sales-training tip. I want what's true about this company, today.
Paste into Claude with web access enabled. Edit the bracketed lines for your call.
Send it before it goes cold.
It's 4pm. You've had three calls today and zero follow-ups sent. The longer you wait, the colder the next step gets. This prompt writes a real one from your notes in 90 seconds.
I just got off a sales call. Write the follow-up email. What we talked about: [Paste your call notes. Bullets are fine. Quote real things they said where you can.] The prospect: - Name: [X] - Company: [X] - Their role: [X] The state of the deal: - Where we are: [discovery / demo / negotiation / etc.] - What I committed to send: [X] - What I asked them to do: [X] - Next step we agreed on, with date and time: [X] Write the email with these constraints. 1. Subject line specific enough they'd open it on mobile. No "Following up" or "Great chat." 2. First line references something specific they said, in their words. 3. The three or four things from the call that matter, as a short scannable list. 4. The next step, named explicitly, with date and time. 5. One yes-or-no question at the end to drive a reply. Keep the whole email under 150 words. Skip the formal opener. Skip the AI-sounding sign-off. Sound like someone who was actually on the call.
Paste into Claude. Replace the bracketed lines with your notes and details.
Find what's killing your close.
You keep losing for the same reason. You can feel the pattern in your last ten calls. You don't have three hours to listen back. This prompt finds the pattern in ten minutes.
I'm attaching transcripts from my last 10 sales calls. Read all of them, then give me four things. 1. The top five objections I heard, ranked by frequency. For each one: - The exact words different prospects used, verbatim - Where in the call it tends to come up - Whether I handled it well, partially, or poorly 2. The three questions prospects ask that aren't in my current pitch flow. The gaps I keep filling on the fly. 3. Two patterns in the prospects who said yes versus the ones who said no. Real patterns, not generic ones like "the yeses were more senior." 4. One concrete change to my next call that addresses the most common unaddressed objection. Specific change. Specific moment. Specific words to use. Stay close to the transcripts. Don't generalize when a specific quote tells the story.
Drop the transcripts in as attachments. Run the prompt. Read the answer end to end.
Don't do this.
- Don't paste the brief prompt without both URLs. The whole value is Claude reading the actual pages. Without them you get a guess.
- Don't send the follow-up without re-reading it. Claude gets you 90% there. The last 10% is making sure it sounds like you, not the model.
- Don't run the audit on calls you already think you understand. Run it on the deals that confused you. That's where the pattern is hiding.
- Don't run any of these once. Run them twice with different framing. The second pass is always sharper.
Turn it into a Claude Skill.
A prompt you have to find again is a prompt you'll stop using. The fix is to turn it into a Claude Skill. Once it's live, Claude loads it automatically when you describe the task. You stop pasting. You start asking.
Here's the ten-minute version.
1. Write the SKILL.md file.
A skill is a folder with one required file in it. Open a plain text editor. Paste the template below. Drop in one of the prompts from this guide where the placeholder is. Save it as SKILL.md (capital letters, no other extension).
--- name: pre-call-brief description: Use whenever the user is preparing for a sales call and provides a company URL and a contact's LinkedIn URL. Triggers on "I have a sales call with [name]," "build me a pre-call brief," or any mention of preparing for a discovery, demo, or prospect call. --- # Pre-call brief [Paste the full prompt from THE BRIEF section above] ## When to use Before any external sales call where the user provides a company URL and contact LinkedIn URL. ## What to return The six numbered sections from the prompt, in order. Specific to the company and contact, not generic.
The description is the most important line. It's how Claude decides when to load the skill. Be specific about the trigger phrases. Vague description, the skill never fires.
2. Put the file in a folder. Zip the folder.
Folder name matches the skill name. So pre-call-brief/SKILL.md inside. Then zip the folder. The zip is what you upload.
3. Upload it in Claude.
In Claude.ai, go to Settings → Customize → Skills. Upload the zip. The skill is live across every new conversation in that account from that point forward.
Test it. Open a new chat and say "I have a sales call with Mary at Acme in ten minutes, here's the company URL and her LinkedIn." Claude loads the skill automatically and runs the brief. No prompt to find. No paste.
Build the brief one first. It's the highest-frequency use case. Once that one's saved you five hours, you'll build the other two the same week.