Meetings

Build a first call deck in Gamma that teaches the buyer

What it does: Reads your won and lost deal notes, finds the hidden cost that shows up again and again, and writes a 6 card deck that teaches it before you pitch.

Use it when: First calls feel like every other pitch and buyers tune out.

You get: One lesson with the deals behind it, 6 short cards ready to paste into Gamma, and questions to ask out loud.

The prompt
You are my sales coach, a senior rep with 20 years of first calls who teaches buyers something new about their own problem before pitching.

Goal: build a short first call deck from what my won and lost deals really show, ready to paste into Gamma, so I can open first calls by teaching the buyer one thing they don't know yet.
Context: I sell [what you sell]. Buyers on a first call have heard every pitch. They lean in when I show them a cost they didn't see in their own business, because that is worth their time even if they never buy.

First, check that you can open my CRM. Tell me how many won and lost deals with notes you found from the last 12 months. If you can't open it, stop and follow the CRM steps at simpleai.community/connect/#crm, or ask me to paste my notes from 10 deals instead.

Ask me these, then run. Skip any I already answered.
1. Who is the deck for? (Default: the kind of buyer in most of my won deals. Tell me who you picked.)
2. How long is the call? (Default: 30 minutes, so the deck is 6 cards.)

Do this:
1. Read the notes on my won and lost deals. For each one, write what the buyer thought the problem was, and what the real problem turned out to be, in their words.
2. Find the gap. Look for a hidden cost or cause that shows up in 3 or more deals. If none shows up 3 times, stop and tell me "not enough to teach yet", with what you did find.
3. Check that the lesson is true for the buyer even if they never buy from me. Skip any lesson that only makes sense if they buy.
4. Write the deck as 6 cards: what most buyers like them think, the thing they miss, what it costs them (only numbers from my notes), a short story from one real deal with no names, the new way to look at it, and how I help.
5. Make card 6 the only card about me. End it with one ask, like "When would be a good time to map this out for your team?"
6. Write 2 questions for each of cards 1 to 3 to ask out loud, so the buyer talks more than I do.
7. Give the Gamma steps in plain words: make a new presentation, choose to paste in my own text, paste the cards, and keep it at 6 cards.

Example card, match this tone: "The thing they miss. Most roofers think slow quotes lose jobs. In our deals, it was missed calls after 5pm."

Give me: the lesson in one line, the deals behind it (a list with counts), the 6 cards (each under 45 words, with a title), and the questions.

Before you show me, check:
- The lesson shows up in 3 or more deals, and the count matches the list.
- Every number and story traces to a deal note. No customer name is in the deck.
- Only card 6 talks about me.

Rules:
- Drafts only. Ask me before you send, share or post the deck, or change anything.
- Never promise a result. Never make up a name, number, date, price, link or promise.
- If something is missing, write [check: what is missing] in that spot and keep going.

Last, save these steps as a skill called 'First Call Deck' in Claude or ChatGPT if you use one. In Gamma, save this prompt and use it again next time.
To run it again, just say: "Run my First Call Deck skill." Run it every 3 months as new deals close.

You needYour CRMGammaAny AITested on sample data

Connect first: your CRM. The steps for each AI are on one page. Then the prompt reads it for you. It ends by saving itself as a skill.

Built on The Challenger Sale's rule to teach the buyer something new.

Copilot version

There is no separate Copilot version of this one yet. Paste the prompt above into Microsoft 365 Copilot Chat.

See a real example

Tested on sample data Sample data run (simulated tool).

Watch: no video for this one yet.

AuthorCorey Leon

Related prompts

MeetingsFirst message

Get coached on your last 5 sales calls from Fathom

What it does: Reads your last 5 sales calls in Fathom and scores how you did on questions, listening and next steps, with real lines from each call.

Use it when: You want to get better at sales calls but nobody listens to yours.

You get: A short scorecard across 5 calls, your 3 best and 3 worst moments with timestamps, and one thing to change on your next call.

Open in
See the prompt
You are my sales coach. I sell [what you sell].

Before you start, check my tools:
- Fathom: if not connected or set up yet, stop and tell me to do this first: Connect Fathom. In Claude go to Customize, then Connectors. Find Fathom in the directory, click Connect and allow access. On a team plan, an owner turns it on first. It can only see meetings you can already see in Fathom.

First ask me these, then run. Skip any I already answered.
1. How many calls? (Default: my last 5 calls with outside people.)
2. What do you want to get better at? (Default: asking about their problem before I pitch.)
3. My name in the transcripts? (Default: the person who hosted.)

Then do this:
1. Read the transcripts of those calls.
2. For each call, count: my questions about their problem, my questions about anything else, and how long until I first pitched (the first time I describe what I sell).
3. Find whether the call ended with a next step that has a date.
4. Pick my 3 best moments and 3 worst moments across all calls. Quote them with call and timestamp. Say why in one line.
5. Pick the one change that would help most next call, tied to what I want to get better at.
6. Write 3 questions I could have asked, using the buyer's own words from a call.

Check your work before you show me:
- Every count can be checked against the transcript.
- Only quote real lines. No made up examples.
- If talk time isn't in the data, say so instead of guessing.

Give it to me like this:
Scorecard table (one row per call). Best 3. Worst 3. The one change. 3 questions.

Rules:
- Read only. Never send, post, change or delete anything.
- Use only what is in my data and what I tell you. Never make up a name, number, date, price, link, result or promise.
- If something you need is missing, write [check: what is missing] in that spot and keep going.
- Plain words a 10 year old can read. Short sentences. No em dashes, no semicolons.
- Read only. Don't share the calls or notes with anyone.

Last, save these steps as a skill called 'Call Coach'. To run it again tomorrow, I just say: run Call Coach.

Built on: Gap Selling. Know where the buyer is now and where they want to be before you pitch.

You needFathomClaudeTested on sample data

AuthorCorey Leon

+3MeetingsBook and prep the meeting

Book the meeting in one short email

What it does: Reads your email thread and calendar, then writes a short email offering 3 times in their time zone.

Use it when: They said yes, but no time is set yet.

You get: A 2-line email with 3 times, your booking link, and a clear next step.

Open in
See the prompt
You are my scheduling assistant, a pro with 10 years of turning a yes into a meeting on the calendar.

Goal: write a short email that offers 3 times and my booking link, so I end with a reply ready to send and a meeting that gets set.
Context: I sell [what you sell]. When someone says yes, they want it easy. A meeting isn't real until it's on both calendars at a set time, because a yes with no time fades fast.

First, check that you can open my email (Gmail or Outlook) and find our thread. Tell me the date of their last email. If you can't open it, stop and follow the email steps at simpleai.community/connect/#email, or ask me to paste the thread instead.
Then check that you can open my calendar (Google Calendar or Outlook). Tell me how many open hours you found in the next 5 work days. If you can't open it, stop and follow the calendar steps at simpleai.community/connect/#calendar, or I can paste my free times instead.

First ask me these, then run. Skip any I already answered.
1. Who is it? (Default: the newest thread where someone said yes to a meeting.)
2. Their time zone? (Default: the one their email or signature shows. If none, write [check: their time zone].)
3. My booking link? (Default: leave [check: booking link].)

Do this:
1. Read our thread. Check they really said yes to a meeting. If not, stop and tell me what they said. If a meeting with them is already booked on my calendar, stop and tell me.
2. Read my calendar for the next 5 work days. Pick 3 open times between 9 AM and 5 PM their time, on different days.
3. Write a 2-line email that:
- Offers the 3 times in THEIR time zone, adds my booking link, and asks "Or when would be a good time?"
- Says I'll send a calendar invite as soon as they pick one, and asks them to accept it.

Example of the email, match this: "Hi Sam, great. Do any of these work: Tue 10 AM, Wed 2 PM or Thu 11 AM your time? Or pick here: [booking link]. I'll send the invite once you choose, please accept it."

Give me the email, under 50 words, then the 3 times in my time zone so I can check them.

Before you show me, check:
- Double-check the time zone math for all 3 times.
- Each time is open on my calendar.

Rules:
- Friendly, short, no pressure.
- Ask me before you send, post, book, buy or delete anything.
- Use only what is in my data and what I tell you. Never make up a name, number, date, price, link or promise.
- If something you need is missing, write [check: what is missing] in that spot and keep going.

Last, save these steps as a skill called 'Book The Meeting' so you do it this way each time I ask.
To run it again, just say: "Run my Book The Meeting skill."

Connect first: your email and your calendar. The steps for each AI are on one page. Then the prompt reads it for you. It ends by saving itself as a skill.

Built on Exactly What to Say's "When would be a good time?" ask.

You needYour emailYour calendarAny AITested on sample data

AuthorCorey Leon

+2MeetingsBook and prep the meeting

Call to confirm every meeting 1 or 2 days before

What it does: Finds your meetings in the next 2 days and writes a short call script for each one.

Use it when: You want to confirm meetings but forget to prep the call.

You get: A name, time, and one line to say for each meeting, plus a 10 minute prep idea.

Open in
See the prompt
You are my meeting assistant, a senior rep with 15 years of calling buyers to confirm before the meeting.

Goal: give me a short call script for each sales meeting in the next 2 days, so I can call and confirm each one in under 2 minutes.
Context: I sell [what you sell]. People who said yes to a meeting often wonder if it was worth it. This call tells them it was.

First, check that you can open my calendar (Google Calendar or Outlook). Tell me how many meetings in the next 2 days you found. If you can't open it, stop and follow the calendar steps at simpleai.community/connect/#calendar, or ask me to paste the meeting names, times and invite notes instead.

First ask me these, then run. Skip any I already answered.
1. Which meetings are sales meetings? (Default: any meeting with someone outside my company.)
2. My time zone? (Default: the time zone on my calendar.)

Do this:
1. Find my sales meetings in the next 2 days. Skip meetings with my own team and anything already cancelled.
2. For each one, give me their name, company, phone number if it's in the invite, and the meeting time in THEIR time zone and mine.
3. In one line, tell me what they said when we booked, from the invite notes. If there's nothing, say so.
4. Write one line I can say that repeats what they want to get out of the meeting, in their words.
5. Give me one thing we prepped for them that I can mention. If there's nothing yet, tell me one small thing I could prep in 10 minutes.

Example of the line, match this: "Hi Sam, it's Alex. Calling to confirm Thursday at 2. You said you want [their words], and we'll have that ready."

Give me a list, one block per meeting, 5 short lines each.

Before you show me, check:
- Every phone number is copied from the invite. If there is none, write [check: phone].
- Both times are right. Check the time zone math.
- "What they said" is quoted from the notes, or says there's nothing.

Rules:
- I make the calls myself. Don't send anything.
- Never guess a phone number.
- Use only what is in my data and what I tell you. Never make up a name, number, date, price, link or promise.
- If something you need is missing, write [check: what is missing] in that spot and keep going.

Last, save these steps as a skill called 'Confirm My Meetings' so you do it this way each time I ask.
To run it again, just say: "Run my Confirm My Meetings skill."

Connect first: your calendar. The steps for each AI are on one page. Then the prompt reads it for you. It ends by saving itself as a skill.

Built on Never Lose a Customer Again's Affirm phase: calm a new buyer's doubts fast.

You needYour calendarAny AITested on sample data

AuthorCorey Leon

+5MeetingsBook and prep the meeting

Prep your next call from past notes

What it does: Reads your calendar, email, CRM and their website, then writes a one page brief with quotes and open questions.

Use it when: You have a call soon and no time to dig through old emails.

You get: A one page brief with their history, their words, and 5 questions to ask.

Open in
See the prompt
You are my meeting prep helper, a senior rep with 15 years of walking into calls knowing the buyer's problem before they say it.

Goal: write a one page brief for my next sales call, so I can walk in knowing our history, their words, and the questions to ask.
Context: I sell [what you sell]. Buyers hate telling the same story twice. They trust me more when I already know what they told us, because it shows we listen.

First, check that you can open my calendar (Google Calendar or Outlook). Tell me the next sales call you found and when it is. If you can't open it, stop and follow the calendar steps at simpleai.community/connect/#calendar, or ask me to paste the invite instead.
Then check that you can open my CRM (Close or HubSpot) and my email (Gmail or Outlook). Tell me how many notes, calls and emails with them you found. If you can't open them, stop and follow the steps at simpleai.community/connect/#crm and simpleai.community/connect/#email, or ask me to paste them instead.

First ask me these, then run. Skip any I already answered.
1. Which call? (Default: my next sales call on my calendar.)
2. How far back should you read? (Default: everything, newest first.)

Do this:
1. Find my next sales call on my calendar. Tell me who it is with and when. If there are two, do the sooner one first.
2. Read their company website.
3. Read everything we have with them in my CRM and my email: past calls, emails, notes and deals, newest first. Check the email domain matches their company before you use any of it.

Give me one page:
1. What their company does, in 3 lines, from their website.
2. Our history with them, one line each, with the date.
3. What they told us before, in their words. Quote it.
4. Who else at their company has talked to us.
5. Where they are today, from what we know: the facts, the problems they named, what those problems cost them, and the likely cause. Write "unknown" for any part we don't have.
6. 5 open questions, in this order: one to check a fact, two about the problem and its cause, one about what it costs them, and one about where they want to be. None about my product.

Before you show me, check:
- Every fact says where it came from: calendar, CRM, email or website.
- Every quote is copied word for word.
- There are exactly 5 questions, in that order, and none are about my product.

Rules:
- Only use what's in my calendar, CRM, email and their website. Say where each fact came from.
- If we have nothing on them, say so.
- This brief is for me only. Don't send, change or add anything in my CRM, email or calendar.
- Use only what is in my data and what I tell you. Never make up a name, number, date, price, link or promise.
- If something you need is missing, write [check: what is missing] in that spot and keep going.

Last, save these steps as a skill called 'Prep For My Next Call' so you do it this way each time I have a call coming up.
To run it again, just say: "Run my Prep For My Next Call skill."

Connect first: your email, your calendar and your CRM. The steps for each AI are on one page. Then the prompt reads it for you. It ends by saving itself as a skill.

Built on Gap Selling's current state.

You needYour CRMYour emailYour calendarAny AITested on sample data

AuthorCorey Leon

Back to the guide

Don't see your work here?

Tell me what you do every day, and I'll make guides and prompts for it.

Want this built for you?