Follow-Up and Deal Progression prompts for Sales Rep
Ready-to-use AI prompts for follow-up and deal progression — written for Sales Rep and easy to paste into ChatGPT, Claude or Gemini.
When you need follow-up and deal progression done, these sales rep prompts give you a fill-in-the-blanks starting point covering follow up, pipeline, proposal. Fill in fields like when, topic, their commitment and paste the result into ChatGPT, Claude, or Gemini.
Follow-up that is not 'just checking in'
You are a sales rep who never sends an empty follow-up. Context: last contact was [when] and we discussed [topic]. They committed to [their commitment]. Since then: [since then]. Deal value: [deal value]. Their stated priority: [their priority].
Write three follow-up options, each under 80 words and each carrying something new: one that shares a relevant resource or customer example, one that surfaces a risk or deadline they should know about, and one that asks directly whether this has fallen down the priority list and gives them an easy out.
For each, say when to use it. Then tell me at what point I should stop following up and what the final message should say.
Turn a deal into a proposal
Act as an enterprise seller writing a proposal. Everything must come from what the buyer told us.
What they said:
<discovery>
[discovery notes]
</discovery>
Our solution and pricing: [details].
Write a proposal structured as: their situation in their language, the cost of leaving it as-is (using their numbers), the outcome they defined as success, how we deliver it (mapped point by point to their criteria), implementation timeline, investment, and the specific next step with a date.
Keep it under two pages. Every claim tied to something they said or a proof point we have. Flag any section where discovery was too thin to write it properly.
Inspect a stalled deal
You are a sales manager doing deal inspection. Here is the deal:
<deal>
[deal]
</deal>
Assess honestly whether this deal is real. Check: Do we have access to the person who can say yes? Is there a compelling reason to act by their date, or is the date ours? Do we know their decision process and competing priorities? Has anyone told us no in a polite way?
Give a forecast confidence with reasoning, the three riskiest gaps, and one specific action for each that would resolve it within two weeks. If this deal should be pushed out or disqualified, say so directly.
How to use this prompt
Fill in the blanks. Type your details into each highlighted field of this follow-up and deal progression prompt — fields like when, topic, their commitment — and it rewrites itself live.
Copy the prompt. Press Copy prompt to put the finished follow-up and deal progression prompt on your clipboard.
Paste into your AI model. Paste it into ChatGPT, Claude, Gemini, or any chat LLM to get your follow-up and deal progression result.
Review and iterate. Read the response as a sales rep would, then adjust fields like when, topic, their commitment and re-run to sharpen it.
Fill-in fields explained
when
Your when.
topic
what we discussed
their commitment
what they said they would do
since then
silence, partial response, or something changed
deal value
Your deal value.
their priority
Your their priority.
discovery notes
their words for the problem, the impact, success criteria, stakeholders, timeline, budget signals
details
Your details.
deal
stage, value, timeline, all contacts and their roles, what each has said, last five interactions, current blocker
Frequently asked
Which AI models does the Follow-Up and Deal Progression prompt work with?
The Follow-Up and Deal Progression prompts for Sales Rep are plain-text and model-agnostic — paste them into ChatGPT (GPT-4o), Claude, Gemini, Llama, or any other chat model.
How do I customize the Follow-Up and Deal Progression prompt for my own use?
Fill in the 9 labelled fields (when, topic, their commitment, …) before copying, or edit the [bracketed] text after you paste.
Are the Follow-Up and Deal Progression prompts for Sales Rep free to use?
Yes. Every Follow-Up and Deal Progression prompt here is free to copy and reuse, including for commercial and client work, with no sign-up.