Welcome to Lesson 4 of Learn AI with Arti! By now, you’ve mastered the basics of crafting effective prompts and avoiding common mistakes. In this lesson, we’ll level up by exploring advanced techniques to streamline your sales workflow. From detailed account planning to handling complex objections, advanced prompts can help you work smarter and scale your impact.
Let’s turn AI into your go-to assistant for tackling even the most challenging sales tasks.
What Are Advanced Prompts?
Advanced prompts are refined instructions designed to handle more complex, multi-step tasks. They go beyond simple requests like “write an email” to deliver comprehensive, tailored outputs that save time and effort.
These prompts integrate:
- Structured Inputs: Use bullet points or sections to guide the AI.
- Layered Context: Add detailed information to tailor the response.
- Output Specifications: Clearly define the format, tone, or structure you need.
Why Advanced Prompts Matter
As your sales scenarios grow more intricate, so does the need for precision and depth in your AI interactions. Advanced prompts:
- Handle Complexity: Break down multi-layered tasks into manageable outputs.
- Save Time: Streamline workflows that would otherwise require hours of manual effort.
- Enhance Collaboration: Create shareable, consistent outputs like account plans or proposal templates.
Examples of Advanced Prompts for Sales Workflow
Here are some advanced prompts tailored to specific sales challenges:
1. Account Planning
Develop comprehensive plans that align with your customer’s goals.
Create a detailed account plan for [Customer Name]. Include:
- Their top three strategic priorities based on recent news or press releases.
- Key stakeholders and their roles in decision-making.
- Potential challenges they may face in adopting [Solution].
- Recommendations for engagement strategies over the next quarter.
2. Handling Complex Objections
Overcome objections with data-driven, persuasive responses.
Analyze objections commonly raised by mid-market SaaS companies considering [Solution]. Suggest three counterarguments that emphasize ROI and time-to-value. Use examples or metrics to support each argument.
3. Proposal Development
Save time by drafting executive summaries or key proposal sections.
Draft an executive summary for a proposal to [Company Name]. Highlight:
- The customer’s primary challenge of [Challenge].
- How [Product/Service] addresses this challenge with measurable outcomes.
- A call to action for the next step in the sales process.
4. Competitive Positioning
Analyze competitors and craft strategies to differentiate your solution.
Compare [Product] to [Competitor Product] for a [specific use case]. Summarize the key differences, highlight our advantages, and suggest how to position [Product] as the better choice.
How to Scale Your Workflow Using Advanced Prompts
Step 1: Break Down Complex Tasks
Instead of tackling everything at once, break your workflow into smaller, actionable steps.
Example:
- Initial Prompt: Summarize the customer’s goals and challenges.
- Follow-Up Prompt: Suggest engagement strategies tailored to their priorities.
Step 2: Use Reusable Templates
Develop templates for recurring tasks like follow-up emails, account plans, or objections handling.
Example Template for Email Follow-Ups:
Draft a follow-up email for [Prospect Name] after our [Meeting/Demo]. Include:
- A reminder of key points discussed.
- How [Solution] addresses their [specific challenge].
- A call to action to schedule the next meeting.
Step 3: Automate with Batch Prompts
Handle repetitive tasks at scale by batching similar prompts.
Example:
Generate personalized outreach emails for the following three companies: [Company A], [Company B], and [Company C]. Each email should include a tailored opening based on their recent news and a call to action for a discovery call.
Exercise: Create an Advanced Prompt
Take a complex sales challenge you’re facing and turn it into an advanced prompt. Use the following structure:
- Task: What do you need the AI to do?
- Context: Provide detailed background information.
- Specifications: Define the format and structure of the output.
Example Prompt:
Develop a three-step strategy to re-engage a stalled opportunity with [Customer]. Include insights into their potential objections, suggested talking points, and recommended follow-up actions.
Key Takeaways
- Advanced prompts help you handle complex sales scenarios with precision and efficiency.
- Structuring tasks into manageable steps ensures clarity and actionable outputs.
- Reusable templates and batch prompts can streamline repetitive workflows at scale.
Next Lesson: AI-Powered Sales Frameworks
In Module 2, we’ll explore how to use AI prompts to implement proven sales methodologies like SPIN Selling, MEDDIC, and Challenger Sales. You’ll learn how to adapt these frameworks to your unique sales process and drive better results.