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- 🧙♂️ How-to Prompt for Sales - A Seller's Guide to Prompting
🧙♂️ How-to Prompt for Sales - A Seller's Guide to Prompting
"Help! My AI Speaks Gibberish!" LOL
Hey there, AI apprentice!
Is your AI giving you responses that feel like they were written by a caffeinated squirrel? Are you tired of playing "guess what the AI meant" when you're trying to create that perfect sales email? Time to level up your prompt game!

🤖 Stat of the Week:
"Sales reps who use well-structured prompts report 71% higher satisfaction with AI outputs and save an average of 5.2 hours per week compared to those who don't."
Salesforce AI Adoption Report 2024
This Week in AI Sales:
The CROT Framework: Your Secret Weapon for Perfect Prompts
Why Your AI Responses Suck (And How to Fix Them)
From Meh to Magic: Transforming Your Prompting Game
The Prompt Library Your Team Needs Yesterday

Prompting Fundamentals
Prompting is the language of AI. The elements of a good prompt are simple.
Here’s what I like to include, at a minimum:
Task overview
Steps to follow
Output formatting
If it’s something I’m going to run a bunch of times, I’ll also include:
Skills or Role (keywords) the AI must have for the Task
Goal(s) for the prompt
Definitions or Context of the key concepts
Constraints and what’s not allowed
None of this information is required for a good prompt, per se. You can write it however you want.
I don’t necessarily overtly add these sections to the prompt anymore. I just make sure the information is there. Also, I write the prompt like you might write it for a human.
The CROT Framework - Your Ticket to AI Excellence
🎯 Why Most Prompts Fail
Let's be real - most of us treat AI like a drive-through window: throw our order at it and hope for the best. Then we get mad when it gives us a fish sandwich instead of the chicken nuggets we wanted. Sound familiar? We are not giving enough context to our AI.

🌟 Enter the CROT Framework
Think of CROT as your AI GPS - it makes sure you actually get where you want to go:
C - Context (Setting the Scene)
Like telling your friend why you're calling before asking for a favor
Gives AI the background it needs
Helps avoid those "Wait, what?" moments
R - Role (Giving AI its Character)
It's like casting an actor in a movie
Tells AI how to "think" and "behave"
Makes responses more focused and relevant
O - Output (The "How" of Your Request)
Your AI delivery instructions
Format, length, style preferences
No more "This isn't what I wanted" moments
T - Task (The Actual Job)
The specific thing you need done
Clear, actionable instructions
Your "make it happen" moment
The RISEN Framework
For those who want even more control and precision, the RISEN framework offers another powerful approach that many sales experts are now adopting:
R - Role (Define the Expert)
Who should the AI embody? (Sales coach, CMO, prospect, etc.)
What expertise should they draw upon?
What perspective should they take?
I - Instructions (Clear Direction)
The specific action you want performed
Step-by-step guidance if needed
Any constraints or limitations
S - Specifics (Critical Details)
Industry-relevant information
Target audience characteristics
Key metrics or data points to incorporate
Pain points to address
E - Examples (Show, Don't Just Tell)
Provide sample outputs you like
Include snippets of tone or style you want to match
Demonstrate good/bad examples for clarity
N - Nuance (Fine-tuning)
Tone and style preferences
Ethical guidelines or boundaries
Additional context that shapes the output
Cultural sensitivities to consider
🎭 The Prompt Makeover Challenge
Bad Prompt: "Write me a sales email." (About as helpful as telling a chef "make food")
Better Prompt:
Context: Following up with a prospect after a positive discovery call about our AI sales solution. They mentioned struggling with long sales cycles.
Role: Act as an experienced sales development expert specializing in follow-up communication.
Output: Create a short, punchy email (max 150 words) with a clear call to action.
Task: Write a follow-up email that references their pain point about sales cycles and suggests a concrete next step.
As you can see above, the more context the more better.
Prompt: Create A Proposal
Here is a more complex example of using this prompt framework to create a proposal.
Context: Creating a sales proposal for [Company Name] after 3 discovery meetings. Key identified challenges include:
- Current sales cycle: 9 months average
- Manual proposal process taking 2 weeks
- 40% of deals lost due to slow response
- $2M potential revenue impact
Key stakeholders: CRO, Head of Sales Ops, VP of Sales
Role: Act as an expert sales proposal strategist with deep experience in enterprise software sales and value-based selling methodologies.
Output: Generate a comprehensive proposal outline including:
- Executive summary
- ROI analysis
- Solution architecture
- Implementation timeline
- Pricing structure
- Success metrics
Task: Create a proposal that:
1. Maps our solution to their specific pain points
2. Quantifies business impact
3. Provides clear success metrics
4. Outlines implementation approach
5. Includes relevant case studies
6. Highlights competitive differentiators
7. Details pricing options aligned with value delivered
Focus on how we reduce sales cycles from 9 months to 3 months with AI automation.
🤓 Your AI Assistant: Like That Eager (but Awkward) Sales Intern
Picture this: Your AI is like Chad, that enthusiastic intern who graduated top of his class but has zero real-world experience. Sure, he's brilliant—he memorized every sales book ever written—but he keeps telling CEOs about his pet hamster and high-fiving clients during contract signings.
Just like Chad, your AI needs proper guidance and context. Otherwise, you'll get responses that make you facepalm harder than Chad's attempt at water cooler small talk.

🎓 How to Train Your AI to Speak in Your Voice (Without the Awkward Phase)
Feed It Your Brain 🧠
Tell your AI about:
Your product's secret sauce and unique value props
War stories from past deals (successes AND failures)
Industry-specific lingo and no-nos
Your ICP's peculiar habits and preferences
Get to Know Me Prompt
Before we begin, here’s crucial context about me and my product:
- I sell AI-powered sales automation to B2B SaaS companies - Our key differentiator is [X]
- My target buyers are usually struggling with [Y]
- I have 12 years of enterprise sales experience
- Our most successful customers are [Z]
The idea here is that you feed your AI as much context as you can about your product, your history, and your prospect so that it can better answer your request.
Tell AI What NOT to Do 🚫
Remember Chad suggesting pizza for the client lunch... when the client was a weight loss company? Yeah, don't let your AI do that.
Prompt: Please Avoid Speaking About
Use negative prompts like:
- Generic corporate jargon
- Overly formal language
- Mentioning competitors by name
- Making specific pricing promises
- Using exclamation marks excessively!!!
Prompt: Make My Voice Industry Savvy 🎯
Give it the inside scoop:
Important industry context:
- Current market challenges include [A, B, C]
- Common objections in our space are [X, Y, Z]
- Recent regulatory changes affecting our buyers
- Trending topics our prospects care about
Pro Tip: Create a "Context Vault" or "Prompt Guide" document with all this information. Then just copy-paste the relevant sections into your prompts. It's like having a cheat sheet for your AI intern! I have created one and will have it available for free download soon.
Remember: Your AI has all the enthusiasm of Chad the Intern with none of the alcohol-overindulging incidents—as long as you train it right!
What You Learned Today:
The CROT Framework: Your Secret Weapon for Perfect Prompts
Why Your AI Responses Suck (And How to Fix Them)
From Meh to Magic: Transforming Your Prompting Game
The Prompt Library Your Team Needs Yesterday
Don't let your AI sound like a Robot! Train AI to speak like you!
Also - Don't let AI leave you in the dust. Supercharge your sales skills and learn AI now!
That is all for this week, but keep pushing forward 💪
Steve
