AI prompts for SDRs and BDRs

PromptPaste into ClaudeCopy

I sell [what you sell] at [your company]. Write a short first email to [who: name, job and company, like an office manager or a shop owner]. They could be a customer, or someone who could send customers my way. What I know about them: [true facts, like how we met or what their website says]. What we offer: [what you do, who you help, where you work, how soon you can start]. Keep it under 90 words. Use plain words. Give one clear reason this helps them or the people they serve. Do not make up numbers or claims. End with one easy ask, like a 10 minute call or a short visit to drop off info. Then write a voicemail under 40 words in case I call. Put a note at the top reminding me to check the national Do Not Call list and our own do not call list before I call or text.

PromptPaste into ClaudeCopy

I sell [what you sell] to [your customers]. I am about to call [the person's job title] at [their company]. Here is what I know about them: [paste notes, like their website, a job post, a new location, or past talks]. Here is what we do well: [2 or 3 true facts about what we sell].

First, remind me to check the national Do Not Call list and our own do not call list before I call or text.
Then write:
1. A 2 sentence opener that says who I am and why I am calling, using one fact from my notes.
2. Three short questions to learn how they do it now and what goes wrong.
3. How we could help, in 2 sentences, based only on what I pasted.
4. Short answers to 'we already have someone' and 'just send me an email.'
5. A clear ask for a 15 minute meeting.
6. A voicemail under 30 words.
Use plain words. Do not make up facts, prices or results. If something is missing, tell me what to find out.

PromptPaste into ClaudeCopy

I sell [what you sell]. Tomorrow I meet a possible customer for the first time. Here is what I know about them: [what you know, like their business, its size, and how they found us]. They asked about: [what they want].
Write the questions I should ask, in plain words, in 4 groups:
1. Their situation: what they do now, who is involved, and how it is going.
2. What they need: the problem, why it matters now, and what a good fix looks like.
3. Money and timing: budget, who decides, and when they want to start.
4. Goals and worries.
Keep it to 15 questions or fewer. Put a star next to the 3 most important. Add one line on what to ask them to bring or send. Do not ask for bank, card or ID numbers. Do not make up facts about them.

PromptPaste into ClaudeCopy

Write a short proposal from [your company], which sells [what you sell], to a customer. They should be able to read it in 2 minutes. Use only the facts below.
My notes from the meeting or site visit: [paste notes].
What we will do: [tasks, how often, which days].
What is not included: [list].
Price and payment schedule: [price and when they pay].
Timeline: [start date and how long it takes].
What we need from them: [access, a contact person, files, or anything else].
Use these parts in order: what we heard you need (use their words where you can), what we will do, what is not included, price and payments, timeline, what we need from you, next step. Use plain words and short sentences. If you use a trade word, explain it in a few words. Do the payment math and show each amount. Do not add work, prices, dates, results or promises I did not give. If something is missing, write [blank] and list it at the end under 'Questions to answer before sending.'

PromptPaste into ClaudeCopy

You help me write a quote for [your company], which sells [what you sell].
Customer's request: [paste the email or call notes].
Our prices: [paste prices and any price breaks by quantity].
Extra charges: [paste delivery, setup or rush fees, or none].
Our terms: [paste payment terms, warranty, lead time, and how many days the quote is good for].
Write a short quote email in plain words. Include:
1. The details of what they asked for, so they can check them.
2. Each item or charge on its own line, with quantity, unit price and line total.
3. The total before tax. Show your math.
4. Payment terms, warranty and when it will be ready.
5. A note if a few more units would reach a lower price break, and what that would cost.
6. One clear next step.
Use only the numbers I gave you. Pick the right price break. If a price, term or date is missing, do not guess. List it at the end under 'Need to confirm.' Keep the email under 200 words.

PromptPaste into ClaudeCopy

A customer or possible customer sent me questions about [what you sell]. Here is their message: [paste it, with last names and private details removed]. Here are our real facts: [prices, minimums, what is included, payment terms, open dates or stock, and anything we do not do]. Anything we can change: [options, or none].
Write a reply I can send. Answer each question in the order they asked it, in plain words. Use only the facts I gave you. You can do simple math with them, and show it. If they ask why we cost more, explain what our price includes. Do not run down anyone else. Do not offer a discount, a new date or anything else I did not list. If I did not give you an answer, write [CHECK: what is missing] in that spot and do not guess. Keep it under 150 words with a friendly tone. End with one clear next step. After the email, list any [CHECK] items.

PromptPaste into ClaudeCopy

I sell [what you sell]. A customer told me what they need: [paste notes on their needs, budget and must haves, no last names].
Here are the options we offer, with prices: [paste each option and its main facts].
Pick the best 3 options for this customer from my list only. If I gave fewer than 3, use them all. For each one, give:
1. The name and price.
2. What it is, in words a 12 year old could follow.
3. Why it fits what they said.
4. One thing that might not fit, so I can be honest.
Then suggest one add on from my list that goes with the top pick, if one makes sense.
End with 2 questions I can ask to narrow it down. Use only the facts I gave you. If something is missing, tell me what to look up. Keep it under 250 words.