Team and office

Make a one page 90 day plan from your real numbers

What it does: Reads 12 months of sales, costs and won and lost deals, asks what to stop, do less, do more and start, and picks no more than 3 moves.

Use it when: You have more ideas than time and no clear plan for next quarter.

You get: One page: where you stand in 5 facts, a Stop, Less, More, Start table, 3 moves with an owner, a number to watch and a date, plus the risks to test first.

This one runs in Claude: paste it there.

The prompt
You are my business strategist, a senior advisor with 20 years of helping small owners pick what to do next.

Goal: turn my real numbers into a one page plan for the next 90 days, so I end with 3 clear moves, an owner for each and a date.
Context: I run [your business]. I have more ideas than time. A plan only helps if it is built on what is really working, because guesses spread my team too thin.

First, check that you can open my Google Drive and my CRM. Tell me which sheets and how many deals you found for the last 12 months. If you can't open them, stop and ask me to paste my monthly sales and costs instead.

Ask me these, then run. Skip any I already answered.
1. What is the one goal for the next 90 days? (Default: grow sales from the kind of customer who already buys most.)
2. How much time and money can go into it? (Default: my team as it is now, no new spend.)
3. Who can own a move, and how many hours a week can each give? (Default: me, 3 hours a week.)

Do this:
1. Read the last 12 full months: sales by month, sales by offer and by kind of customer, won and lost deals with the reasons, and the biggest costs. Keep one time costs apart from monthly costs. For repeat services, compare cost to a full year of what those customers pay, not only the first sale.
2. Write where I stand in 5 facts, each with a number from my data.
3. Find what works best: the offer and kind of customer with the most sales and the best win rate. Find what works worst. If the top seller and the best win rate are different, show both and use the better win rate for the moves.
4. Answer 4 questions about how I do business, each with a fact. Stop: what should I stop doing? Less: what should I do less of? More: what should I do more of? Start: what could I start that my buyers asked for in my notes or emails? If you can search the web, check what others near me offer and add the link. If you can't, write [check: what others near me offer].
5. Pick no more than 3 moves from those answers. For each: the fact behind it, the first step this week, an owner from question 3, one number to watch and a due date. Never pick an owner I didn't name.
6. For each move, name the biggest risk and a small, cheap test to try first.
7. Check that the moves fit the money from question 2 and the hours from question 3. If they don't, cut the weakest move.

Example of one move, match this shape: "More: sell the yearly plan to repeat buyers. Why: repeat buyers were 6 of my 10 biggest deals. First step: list the 20 repeat buyers by Friday. Owner: Sam. Watch: yearly plans sold. Due: Dec 15." The numbers are made up, only copy the shape.

Give me one page, under 450 words, not counting your connect check, checks and the skill line: where I stand, a Stop, Less, More, Start table, the 3 moves in a table, the risks and tests, and what should be true on day 30, 60 and 90.

Before you show me, check your work:
- Every fact and number traces back to a sheet or a deal. Name the source.
- No more than 3 moves, and each has an owner and a date.
- The hours and money for the moves fit my answers to questions 2 and 3.

Rules:
- Drafts only. Read only. Don't send, share, change or delete anything until I say yes. Saving this skill is fine.
- Don't make up a number, trend, customer or result. Use only my data and what I tell you.
- Skip anything I said is off the table.
- If a number is missing, write [check: what is missing] and keep going.
- Plain words. Short sentences. No em dashes, no semicolons.

Last, save these steps as a skill called "90 Day Plan" so you do it this way each time I ask. To run it again next quarter, I just say: run 90 Day Plan.

You needCloseGoogle DriveAny 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: Blue Ocean Strategy. The four actions framework asks what to eliminate, reduce, raise and create, so every move ties to a fact.

Copilot version

Needs a Microsoft 365 Copilot work license. Grounded in your work email, files and meetings. Run it once, then save it in Copilot Prompt Gallery.

Goal: You are my business strategist, a senior advisor with 20 years of helping small owners pick what to do next. Turn my real numbers into a one page plan for the next 90 days, so I end with 3 clear moves, an owner for each and a date.

Context: I run [your business]. I have more ideas than time. A plan only helps if it is built on what is really working, because guesses spread my team too thin.

Source: Use only /[my sales sheet], /[my costs or budget sheet] and /[my deal list or CRM export] for the last 12 months. First, check that you can open them. Tell me what you found. If you can't find one, tell me which one is missing. Or I will paste it in instead.

Expectations:
1. Read sales by month, by offer and by kind of customer, won and lost deals with reasons, and the biggest costs.
2. Write where I stand in 5 facts, each with a number.
3. Find what works best and what works worst.
4. Answer 4 questions, each with a fact. Stop: what should I stop doing? Less: what should I do less of? More: what should I do more of? Start: what could I start that buyers want and nobody near me offers?
5. Pick no more than 3 moves. For each: the fact behind it, the first step this week, an owner I named, one number to watch and a due date. Never pick an owner I didn't name.
6. Name the biggest risk for each move and a small, cheap test.
7. Make sure the moves fit [time and money I can put in]. If I don't say, assume my team as it is and no new spend.

Example of one move, match this shape: "More: sell the yearly plan to repeat buyers. Why: repeat buyers were 6 of my 10 biggest deals. First step: list the 20 repeat buyers by Friday. Owner: Sam. Watch: yearly plans sold. Due: Dec 15." The numbers are made up, only copy the shape.

Give me one page under 450 words: where I stand, a Stop, Less, More, Start table, the 3 moves in a table, risks and tests, and what should be true on day 30, 60 and 90.

Before you show me, check that every number traces to a file and that each move has an owner and a date.

Rules: Drafts only. Leave it as a draft for me. Don't share or change any file. Don't make up a number, trend or customer. If something is missing, write [check: what is missing]. Plain words, short sentences, no em dashes, no semicolons.

When it works, save this in Copilot Prompt Gallery as "90 Day Plan" and run it again next quarter.
See a real example

Tested on sample data Sample data run (simulated tool). failed first run, fixed, re-run passed

Watch: no video for this one yet.

AuthorCorey Leon

Related prompts

+2Team and officeRun the business

Plan your whole week in one go

What it does: Reads your calendar and the to do list you give it, picks your top 3 jobs, and finds time for each one.

Use it when: Your to do list is long and your week is a blank page.

You get: A day by day plan with your top jobs booked first and a list of what to drop.

Open in
See the prompt
You are my planner, a pro at planning a busy owner's week. You have access to my calendar.

Goal: a day by day plan for next week with my top 3 jobs booked first, so I can start Monday knowing what to do and what to drop.
Context: I run my business and my week fills up with small stuff. The big jobs only get done when they are booked first, because whatever is not on the calendar gets pushed.

First, check that you can open my calendar. Tell me how many meetings you found next week. If you can't open it, stop and follow the Google Calendar or Outlook steps at simpleai.community/connect/#calendar, or ask me to paste them instead.
Then check that you can read my to-do list. Tell me how many jobs are on it. If it's missing, stop and ask me to paste it instead.

My to-do list: [paste]

Ask me this, then run. Skip it if I already answered.
1. What hours do I work? (Default: 9am to 5pm, Monday to Friday.)

Do this:
1. Read my calendar for next week first, so you know what's already booked.
2. Look at the whole list. Pick the one job that matters most next week, then the next 2. Say why for each. Do the most important job first, then the next, not all at once.
3. Find 2-hour blocks for them first, the top job earliest in the week. Check each block is open on my calendar before you use it.
4. Put calls on Tuesday to Thursday.
5. Put admin in short blocks at the end of the day.
6. Say what I should drop or move if something urgent comes up.

Rules:
- Don't move my existing meetings.
- Ask me before you send, post, buy, book or delete anything. Show me the plan first, then ask if I want the blocks added to my calendar.
- Use only what is in my calendar, my list and what I tell you. Never make up a job, meeting, date or deadline.
- If something you need is missing, write [check: what is missing] in that spot and keep going.

Give me the plan day by day, one short line per block, then a list of what to drop. Keep it to one page.

Before you show me, check:
- No new block overlaps a meeting already on my calendar.
- Every job in the plan or the drop list is from my to-do list.

Last, save these steps as a skill called 'Plan My Week' so you do it this way each time I ask to plan my week.
To run it again, just say: "Run my Plan My Week 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 Extreme Ownership's Prioritize and Execute: do the most important thing first.

You needYour calendarAny AITested on sample data

AuthorCorey Leon

+1Team and officeRun the business

Answer your top objection with your best reps' words

What it does: Finds the objection you hear most in your Close call transcripts, quotes the replies that kept buyers talking, and writes one short answer for your team.

Use it when: Your reps freeze when buyers say the same no.

You get: The top 3 objections with counts, 3 quoted replies that worked, and one plain answer to use.

Open in
See the prompt
You are my sales coach, a senior rep who has coached cold callers through the same objections for 15 years.

Goal: find the objection we hear most and build one answer from what our best reps really said, so I have the words ready for my team the next time a buyer says it.
Context: I sell [what you sell] to [who you sell to]. My reps freeze when buyers say the same no. Buyers keep talking when they feel heard, not when they get argued with.

First, check that you can open my Close account and its call transcripts. Tell me how many calls from the time I pick have a transcript. If you can't open it, stop and follow the Close steps at simpleai.community/connect/claude/close/, or ask me to paste the transcripts instead.

Ask me these, then run. Skip any I already answered.
1. How far back? (Default: the last 30 days.)
2. What counts as the rep keeping the call going? (Default: the buyer kept talking for 60 seconds or more after the objection, or a meeting got booked.)

Do this:
1. Read every call with a transcript. Find the 3 objections we hear most, like "we already have someone" or "send me an email". Count each one.
2. For the top one, find the calls where the rep kept the call going after it. Skip calls where the buyer hung up right after. Quote the rep's exact reply.
3. Pick the 3 best replies. For each, say in one line what made it work. Check for these: the rep named the buyer's worry out loud ("It sounds like..."), repeated the buyer's last few words, or asked a "how" or "what" question instead of arguing.
4. Write one short answer we can all use, in plain words, built from those replies. It names the worry first, then asks one "how" or "what" question.

Here is the shape of the answer. It is made up, so build ours from the calls.
Example: "Sounds like you're set with who you have. What would they need to do better for you to look around?"

Give me: the top 3 objections with counts, then 3 quoted replies with the rep, the date and one line on why each worked, then the one answer in under 30 words.

Before you show me, check:
- Every quote is word for word from a transcript, with the rep and the date.
- The counts come from calls you read, and they match the number of calls you found.
- The answer names the worry first and asks one "how" or "what" question.

Rules:
- Only use what's in the transcripts. Quote them, with the rep and the date.
- If you find fewer than 3 good replies, say so.
- Read only. Never change, add or delete anything in Close, and never message a rep or buyer. Wait for my yes before you change 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 'Objection Answers' so you do it this way each time I ask.
To run it again, just say: "Run my Objection Answers skill."

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 Never Split the Difference's labeling: name the feeling out loud.

You needCloseAny AITested on sample data

AuthorCorey Leon

+1Team and officeRun the business

Sweep every call your team made yesterday

What it does: Reads your reps' calls in Close, scores them on your script, and shows where each rep gets stuck.

Use it when: You don't know how your reps' calls really went.

You get: A one page table by rep, best and worst call quotes, and one skill per rep.

Open in
See the prompt
You are my sales coach, a senior sales manager who has scored cold calls against a script every morning for 15 years.

Goal: score every call my team made yesterday and show where each rep gets stuck, so I can coach each rep on one thing today.
Context: I sell [what you sell] to [who you sell to]. My reps call from Close. I don't hear most calls. Reps get better fastest when coaching uses their own numbers and words, because they can't argue with their own calls.

First, check that you can open my Close account, its calls and transcripts. Tell me how many calls each rep made yesterday and how many have a transcript. If you can't open it, stop and follow the Close steps at simpleai.community/connect/claude/close/, or ask me to paste the calls and transcripts instead.

Ask me these, then run. Skip any I already answered.
1. Our script: the opener, the questions and the ask? (Default: score the 5 checks below without a script, and write [check: script] next to "opener matched".)
2. Which reps? (Default: everyone who made calls.)
3. Which day? (Default: yesterday.)

Do this:
1. Find every call each rep made that day in Close. Count all dials per rep. Then skip voicemails, calls with no answer and calls under 60 seconds.
2. Read the transcript of each call left. If a call has no transcript, list it and skip it.
3. Score each call from 1 to 5 on each of these (1 = not done, 3 = partly done, 5 = done like the script):
- Did they check they had the right person?
- Did the opener match our script?
- Did they ask a question and wait for the answer?
- Did they handle the no without arguing?
- Did they ask for a meeting with 2 real times?
4. For each rep, find where calls stall most: few people reached, talks that end at the opener, or talks that never get to the ask.
5. Pick one skill for each rep to work on, with the words to say instead, taken from the best call of the day when you can.

Give me one page:
- A table: rep, dials, real conversations, meetings booked, average score, where calls stall.
- The best call and the worst call, with the lead's name and one quote from each.
- One skill for each rep, with the words to say instead, in 2 lines or less.

Here is one table row. It is made up, so use our calls.
Example: "Sam | 48 dials | 6 real conversations | 1 meeting | 3.2 | talks end at the opener"

Before you show me, check:
- Dials per rep match the calls in Close for that day.
- Every quote is word for word from a transcript.
- Each average score is the real average of that rep's scored calls.

Rules:
- Only use what's in Close. Quote the transcript.
- If a rep had no real conversations, say so.
- Read only. Never change, add or delete anything in Close, and never message a rep. Wait for my yes before you change 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 'Team Call Sweep' so you do it this way each time I ask.
To run it again, just say: "Run my Team Call Sweep skill."

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 Sales Acceleration Formula's coaching based on numbers.

You needCloseAny AITested on sample data

AuthorCorey Leon

+2Team and officeRun the business

Find one coaching fix per rep each week

What it does: Reads this week's call reviews in your files and writes one fix for each rep, with a quote, new words, and a drill.

Use it when: You have call scores but no time to coach each rep.

You get: One fix per rep, a quote, words to say, a 10 minute drill, and a short summary list.

Open in
See the prompt
You are my sales coach, a senior sales manager who has coached reps one fix at a time for 15 years.

Goal: find the one fix that matters most for each rep this week, so I can coach each of them in 10 minutes with their own calls.
Context: I sell [what you sell] to [who you sell to]. I save a call review page each day. Reps get better when they work on one thing at a time, because a list of 10 gets none of them done.

First, check that you can open my files (Google Drive or OneDrive) and find this week's call review pages. Tell me how many pages you found and which reps are in them. If you can't open them, stop and follow the files steps at simpleai.community/connect/#files, or ask me to paste the reviews instead.

Ask me these, then run. Skip any I already answered.
1. Which folder or doc holds the reviews? (Default: the folder in my files with "call review" in the name.)
2. Which week? (Default: this week, Monday to today.)

For each rep:
1. Find the one thing that cost them the most this week, like talking over the buyer or not asking for the meeting. Count how many calls it showed up in. Skip anything that showed up in only 1 call.
2. Quote one moment from their calls that shows it.
3. Give them the words to say instead, in one or two lines.
4. Give a 10 minute practice drill for it, done first in a safe role play, not on a big call.
5. Set the bar for next week: use the new words on at least 3 real calls before we judge it.
6. Name one thing they did well, with a quote.

Here is the shape of one fix. It is made up, so use our reviews.
Example: "Sam: asks for the meeting without times (5 calls). Say instead: 'Does Tuesday at 10 or Wednesday at 2 work better?'"

Then give me a short list: each rep, their one fix and how many calls it showed up in. Keep each rep's part under 120 words.

Before you show me, check:
- Each rep has exactly one fix.
- Every quote is word for word from a review page, with the date.
- Each call count matches the pages you read.

Rules:
- One fix per rep. Never a list of 10.
- Only use what's in the reviews. Quote them.
- Draft only. Never send this to a rep, and never change my files. Wait for my yes before you change 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 'Weekly Coaching Fix' so you do it this way each time I ask.
To run it again, just say: "Run my Weekly Coaching Fix skill."

Connect first: your files. 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 Extreme Ownership's rule that there are no bad teams, only bad leaders.

You needYour filesAny AITested on sample data

AuthorCorey Leon

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