Monthly Business Reviews (MBRs) are an essential part of sales. They’re your chance to showcase wins, address risks, and align with leadership on strategy. But let’s face it—they can also be overwhelming to prepare for, especially with the constant demands of your pipeline. That’s where AI prompts can save the day, helping you organize and articulate your key points effectively.
Below are tailored prompts to cover every critical aspect of your MBR, from wins to asks of management, to ensure your review stands out and drives action.
Provide a high-level summary of my sales territory for [Month/Quarter]. Include key metrics like revenue achieved versus target, growth trends, and any major changes in the competitive landscape.
Summarize highlights and low lights for [Month/Quarter]. Include meetings, proofs of concept, wins, losses, competitor activities, and notable customer feedback.
Identify and analyze my pipeline for [Month/Quarter]. Highlight opportunities by stage, flag at-risk deals, and provide recommendations to move them forward.
Summarize the top three wins for [Month/Quarter] in [Territory/Market]. Include the customer, deal size, and the business value delivered.
Identify the primary blockers in my sales territory for [Month/Quarter]. Suggest strategies or resources needed to address them effectively.
Draft three specific asks for management to support my goals for [Month/Quarter]. Justify each request with its potential impact on revenue or pipeline health.
Develop a forward-looking plan for [Next Month/Quarter] to maintain momentum. Include priority actions, key target accounts, and measurable goals.
With these prompts, your MBR preparation can go from daunting to done in no time. You’ll not only save hours of work but also deliver more polished and actionable reviews that show your leadership exactly where you need support—and why.
Experiment with these prompts, refine your inputs, and tailor them to your unique needs. If you find them helpful, share them with your team or on LinkedIn.