How to use these
These are the prompts we’d hand a rep on day one. They cover the work around the call: research, openers, objection prep, follow-up and review. They work in any assistant your company approves. Swap in your details where you see [brackets].
- Approved tools only. Keep customer data and anything confidential out of tools your company hasn’t cleared.
- Check what you’ll say. AI gets facts wrong. Verify anything you plan to say out loud.
- AI drafts, you finish. The last version is always in your own words, read out loud.
- Fifteen minutes, then dial. Prep that runs longer is avoidance with better tools.
Research the account
The 90-second account brief
Before a call block, for your top accounts only.
Here is what I have on [company]: [paste their homepage text, two recent news items and the person's LinkedIn summary]. Give me a brief I can read in 90 seconds: 1. What the company sells and to whom, in one line. 2. Anything that changed in the last 90 days (hiring, funding, launches, leadership). 3. What a [title] here is most likely measured on. 4. One problem [my product] could plausibly help with, and why. Mark anything you are guessing with (guess). Use only what I pasted.
Then: check every line you plan to say out loud. A wrong fact ends a call faster than any objection.
What this person is judged on
When you know the title but not the job.
I'm calling a [title] at a [industry] company with about [number] employees. List the three numbers this person is most likely judged on this year, and for each, one thing that usually gets in the way of hitting it. Keep each line under 20 words. No jargon.
Then: pick the one problem you can actually help with. That's your reason for calling.
Find the reason it's worth calling now
When the account looks cold and you need a hook.
From these notes on [company]: [paste news, job posts, press releases]. Which one of these events is most likely to create a problem a [title] would care about this quarter? Explain in two sentences, then write the one-line observation I could open with. If none of them is a strong reason to call, say so.
Then: if the answer is "none", move the account down a tier and dial the next one.
Write the reason for calling
Three openers, under 25 words
After the brief, before the first dial.
From this brief: [paste brief]. Write three reasons for calling [name, title]. Rules: - Under 25 words each. - Plain spoken English, the way a person talks on the phone. - No flattery, no "I hope you're well", no product name in the first sentence. - Each one ends with a short question.
Then: read all three out loud. Rewrite the one you'd actually say in your own words.
Make it sound spoken, not written
When your opener reads like an email.
Here is my opener: "[paste]". Rewrite it so it sounds like a person talking on the phone: shorter sentences, simple words, nothing a listener would have to reread. Keep my meaning. Give me two versions, one more direct and one warmer.
Then: say both out loud. Your ear is the judge, not the screen.
The insight opener
When you have a real pattern from similar customers.
Here is a pattern I've seen with [type of company] (real, from my own deals): [describe it]. Turn it into a two-sentence opener that shares the pattern and asks whether it's true for them. Use only the facts I gave you. Do not add statistics.
Then: never let AI invent the pattern. If you can't name where it came from, don't say it.
Prepare for objections
Predict the three objections
Before a block on a new segment.
I sell [product] to [title] at [type of company]. The reason I'm calling is [reason]. List the three objections they are most likely to give me in the first 30 seconds, and what each one usually means underneath. Don't write my answers.
Then: write your own answers and rehearse them out loud in Practice mode.
Pressure-test my answer
When an answer feels shaky.
Act as a busy [title] who did not want this call. I just said: "[your answer to the objection]". Reply with the one line a real person would most likely say back. Then, stepping out of the role, tell me in one sentence what made my answer easy to wave off.
Then: fix that one thing and say the new version out loud three times.
Roleplay the prospect
Ten minutes before a block, as a warm-up.
Let's roleplay a cold call. You are [name], a [title] at [company]. You're busy and a little skeptical, but fair. I'll say my lines; you reply in one or two sentences, like a real person on the phone. Throw one objection at me in the first three turns. Don't coach me until I type "end". Then give me three notes. Ready? Ring ring.
Then: say your lines out loud even while you type them. The point is the mouth, not the keyboard.
Voicemail and follow-up
A voicemail under 25 seconds
Before the block, so you're not improvising at the beep.
Write a voicemail for [name, title] about [reason]. Under 60 words (about 25 seconds spoken). Say who I am, one specific reason, that I'll send a short email, and my number once. No pitch.
Then: time yourself reading it. Over 25 seconds, cut.
The Day 1 email, under 90 words
Right after the voicemail.
Write the email that follows my voicemail to [name]. Under 90 words. Subject line under 5 words. First line references the call. One problem, one question, no attachments, no calendar link. My notes: [paste].
Then: rewrite the first line yourself. That's the line they'll read.
The break-up email
Day 10, after no reply.
Write a short, friendly last email to [name] after several tries. Under 60 words. Make it easy to say "not now" or point me to the right person. No guilt, no "just checking in".
Then: send it and move on. The list is long.
Review the call
Score my call transcript
After a block, on one call that mattered.
Here is a transcript of my cold call: [paste]. Score it on: (1) how fast I gave a reason for calling, (2) whether I asked a question in the first 30 seconds, (3) how I handled the first objection, (4) whether I ended with a clear ask. For each, quote the exact line and give one better line I could have said.
Then: only use recordings your company and the law allow, and keep customer data in approved tools.
Find the moment it turned
When a good call went sideways.
Here is the transcript: [paste]. Find the single moment where the prospect's interest changed, up or down. Quote it, say what I did just before it, and what to do differently next time. One paragraph.
Then: rehearse that moment out loud before your next block.
One change for the next block
End of day, in two minutes.
Today's block: [dials] dials, [connects] connects, [conversations] conversations, [meetings] meetings. What went well: [one line]. What went badly: [one line]. Give me exactly one specific change to make in my next block, something I can check I did. Not a list.
Then: write it at the top of tomorrow's call sheet.
Run the week
Read my weekly numbers
Friday, 20-minute review.
My week: dials [n], connects [n], conversations [n], meetings booked [n], meetings held [n], opportunities [n]. Where is the biggest drop between two steps, compared with a typical B2B cold calling funnel? What is the most likely cause, and what one thing should I test next week? Tell me if my numbers are too small to judge.
Then: change one thing only, so next Friday you can tell whether it worked.
Tier tomorrow's list
Before you build tomorrow's block.
Here are [number] accounts with these columns: [paste, no personal phone numbers or private data]. Sort them into Tier 1 (clear reason to call now), Tier 2 (good fit, no trigger) and Tier 3 (weak fit). One-line reason for each Tier 1.
Then: start the block with your three easiest Tier 1 calls.
Debrief a bad block
When the block went badly and the feeling is louder than the facts.
My block went badly. Here's what happened: [describe, numbers included]. Help me separate it into: (1) what actually happened, in numbers, (2) what I controlled, (3) one change for next time. Keep it short and practical. Don't cheer me up; help me see it clearly.
Then: close the laptop. The next block is a new block.
Every prompt here stops at the call. The call itself, the first four seconds, the pause, the objection, is practiced out loud. Start Practice mode free.