EN
Newsletter
Sales managers

AI Prompts for Sales Managers, Tested

Tested AI prompts for sales managers, filtered by task, with the model and date of each test.

Outreach emails

TestedOct 19, 2026Outreach emails

Three-touch cold email sequence grounded in your account notes

Account research in, a three-email sequence out — every claim traceable to your notes, no fabricated customer results, and a clean opt-out.

ChatGPTTested with gpt-6-astra · 5 of 5 criteria on average · 3 runs graded
Write a 3-email outbound sequence (day 1, day 4, day 10) to the prospect below.
Each email: subject line (max 6 words) and body (max 110 words). One clear ask per email.
Rules: use only the facts and proof points in the notes — do not invent statistics, customer names or results. Personalize from the notes. Include a simple opt-out line in each email. No fake urgency.
Notes:
[Paste your product one-liner, the prospect's role and company notes, and proof points you are allowed to use]
Test result · Oct 19, 2026
  • claude-opus-5-5: avg. 4.3 of 5 rubric criteria passed · 3 runs graded · all criteria met in 1 of 3 · judge: gpt-6-astra
  • claude-sonnet-5: avg. 3.7 of 5 rubric criteria passed · 3 runs graded · all criteria met in 0 of 3 · judge: gpt-6-astra
  • gpt-6-astra: avg. 5 of 5 rubric criteria passed · 3 runs graded · all criteria met in 3 of 3 · judge: claude-opus-5-5
  • claude-fable-5-1: avg. 3.7 of 5 rubric criteria passed · 3 runs graded · all criteria met in 0 of 3 · judge: gpt-6-astra
  • gemini-4-argon-medium: avg. 3.7 of 5 rubric criteria passed · 3 runs graded · all criteria met in 1 of 3 · judge: gpt-6-astra

Graded by an LLM from the other model family against a rubric written before the runs; a sample of verdicts re-checked by a separate AI editor agent. The two judges differ in strictness, so compare Claude vs GPT with caution. Not a professional review. How we test

Sample input used in the test (fictional)

Our product: Example Routing (fictional) — route-planning software for last-mile delivery fleets. Approved proof point: "Customers typically cut planning time from hours to minutes" (no % figures approved). Prospect: Avery Sample, VP Operations, Sample Fresh Foods (fictional), 60 delivery vans in 2 metro areas. Trigger: they announced expansion to a third metro in Q1 2027 (company press release). Avery spoke on a panel about driver retention last month.

Pipeline review

TestedOct 19, 2026Pipeline review

Weekly pipeline review: weighted forecast and deal risks

Paste the pipeline export. Get the weighted forecast computed correctly, the gap to quota, and the deals at risk with the questions to ask each rep.

ChatGPTTested with gpt-6-astra · 5 of 5 criteria on average · 3 runs graded
You are a sales manager's analyst. From the pipeline below:
1. Compute the weighted forecast (amount × stage probability) per deal and in total, for deals closing within the quarter.
2. Compare it with the remaining quota and state the gap.
3. Flag deals at risk with the reason (stale activity, close date in the past, missing champion, etc.) and one coaching question per deal.
Show the arithmetic. Use only the data given.
Data:
[Paste deals: name, amount, stage, stage probability, close date, last activity, notes; plus quota and quarter end]
Test result · Oct 19, 2026
  • claude-opus-5-5: avg. 4 of 5 rubric criteria passed · 3 runs graded · all criteria met in 0 of 3 · judge: gpt-6-astra
  • claude-sonnet-5: avg. 4.7 of 5 rubric criteria passed · 3 runs graded · all criteria met in 2 of 3 · judge: gpt-6-astra
  • gpt-6-astra: avg. 5 of 5 rubric criteria passed · 3 runs graded · all criteria met in 3 of 3 · judge: claude-opus-5-5
  • claude-fable-5-1: avg. 4 of 5 rubric criteria passed · 3 runs graded · all criteria met in 0 of 3 · judge: gpt-6-astra
  • gemini-4-argon-medium: avg. 4 of 5 rubric criteria passed · 3 runs graded · all criteria met in 0 of 3 · judge: gpt-6-astra

Graded by an LLM from the other model family against a rubric written before the runs; a sample of verdicts re-checked by a separate AI editor agent. The two judges differ in strictness, so compare Claude vs GPT with caution. Not a professional review. How we test

Sample input used in the test (fictional)

Quarter ends Dec 31, 2026. Today: Oct 19, 2026. Remaining quota for the quarter: $250,000. 1) Northwind Sample — $120,000 — Proposal (50%) — close Dec 15 — last activity Oct 16. 2) Example Clinics — $80,000 — Negotiation (75%) — close Nov 30 — last activity Sep 20 — champion left the company. 3) Testa Logistics — $60,000 — Discovery (20%) — close Dec 20 — last activity Oct 12. 4) Sample Retail Group — $45,000 — Commit (90%) — close Oct 10 — last activity Oct 8 — not signed yet. 5) Example Foods — $150,000 — Qualification (10%) — close Feb 15, 2027 — last activity Oct 17.

Call preparation

TestedOct 19, 2026Call preparation

Discovery call prep sheet from CRM notes

Ten minutes before a call: an agenda, open questions mapped to what you still don't know, likely objections with answers from your notes only, and the next step to ask for.

ClaudeTested with claude-opus-5-5 · 5 of 5 criteria on average · 3 runs graded
Prepare a one-page call prep sheet from the notes below: call goal, 3-point agenda, what we know vs what we still need to learn (as open questions), stakeholder map, likely objections with responses based only on facts in the notes, and the specific next step to ask for.
Do not invent pricing, product features, competitor facts or customer references not in the notes. Mark gaps as [unknown].
Notes:
[Paste CRM notes on the account and contacts, previous call notes and the goal of this call]
Test result · Oct 19, 2026
  • claude-opus-5-5: avg. 5 of 5 rubric criteria passed · 3 runs graded · all criteria met in 3 of 3 · judge: gpt-6-astra
  • claude-sonnet-5: avg. 4.7 of 5 rubric criteria passed · 3 runs graded · all criteria met in 2 of 3 · judge: gpt-6-astra
  • gpt-6-astra: avg. 5 of 5 rubric criteria passed · 3 runs graded · all criteria met in 3 of 3 · judge: claude-opus-5-5
  • claude-fable-5-1: avg. 4.7 of 5 rubric criteria passed · 3 runs graded · all criteria met in 2 of 3 · judge: gpt-6-astra
  • gemini-4-argon-medium: avg. 4.3 of 5 rubric criteria passed · 3 runs graded · all criteria met in 2 of 3 · judge: gpt-6-astra

Graded by an LLM from the other model family against a rubric written before the runs; a sample of verdicts re-checked by a separate AI editor agent. The two judges differ in strictness, so compare Claude vs GPT with caution. Not a professional review. How we test

Sample input used in the test (fictional)

Account: Example Dental Group (fictional), 14 clinics. Contact on this call: Robin Sample, COO. Previous call with their IT manager (Lee Example): current scheduling system is on-premise, contract renews June 2027. Our product: cloud scheduling with SMS reminders. Pricing: per clinic per month — exact quote not yet prepared. Robin's known concern (from email): "We tried a cloud tool in 2023 and staff hated the training." Competitor mentioned: they're also talking to another vendor (name unknown). Goal of this call: agree on a pilot at 2 clinics.

For every profession

TestedOct 20, 2026Meeting minutes

Teams transcript to minutes: keep a disputed date open, owners per action

Turn a Teams meeting transcript excerpt into minutes that record what was actually decided, keep a disputed go-live date open, and give every action an owner or say it has none.

ClaudeTested with claude-opus-5-5 · 5 of 5 criteria on average · 3 runs graded
Turn the Microsoft Teams transcript excerpt below into meeting minutes.

Use exactly these sections: Decisions, Open questions, Action items (owner – task – due date).
- Record only what the transcript shows was agreed as a decision.
- If people disagree and nobody settles it, put it under Open questions with each position and who holds it.
- Every action item needs an owner and a due date as stated; if none was stated, write "owner not assigned" or "no date set".
- Maximum 250 words. Do not add dates, amounts, names or commitments that are not in the transcript.

[Paste the transcript excerpt (speaker: text). Replace names of clients and colleagues with placeholders if needed.]
Test result · Oct 20, 2026
  • claude-opus-5-5: avg. 5 of 5 rubric criteria passed · 3 runs graded · all criteria met in 3 of 3 · judge: gpt-6-astra
  • claude-sonnet-5: avg. 3.3 of 5 rubric criteria passed · 3 runs graded · all criteria met in 0 of 3 · judge: gpt-6-astra
  • gpt-6-astra: avg. 4 of 5 rubric criteria passed · 3 runs graded · all criteria met in 0 of 3 · judge: claude-opus-5-5
  • claude-fable-5-1: avg. 3.3 of 5 rubric criteria passed · 3 runs graded · all criteria met in 0 of 3 · judge: gpt-6-astra
  • gemini-4-argon-medium: avg. 4.3 of 5 rubric criteria passed · 3 runs graded · all criteria met in 1 of 3 · judge: gpt-6-astra

Graded by an LLM from the other model family against a rubric written before the runs; a sample of verdicts re-checked by a separate AI editor agent. The two judges differ in strictness, so compare Claude vs GPT with caution. Not a professional review. How we test

Sample input used in the test (fictional)

Teams meeting "New booking system — weekly check-in", 2026-10-21, fictional company Example Clinics Group. Priya (Project lead): Vendor says the build is on track. I'd like go-live on Monday November 16. Marco (Operations): November 16 is too tight for front-desk training. I want November 23. Priya: Let's not fix it today — I'll ask the vendor about a training sandbox first. Marco: Fine. Either way I'll book the large training room for front-desk staff. Priya: Good. I'll send the signed vendor contract to finance by October 28. Sam (Finance): And the extra licence budget — let's park that until finance replies on Friday. Marco: Someone also needs to update the patient FAQ page before go-live. Priya: Agreed, we need that. Let's figure out who next week. Sam: One more thing — we agreed to keep the old system read-only for 90 days after go-live, right? Priya: Yes, confirmed, 90 days read-only.

TestedOct 20, 2026Document summaries

Explain a PivotTable to your manager in 150 words, with exact numbers

Turn a pasted PivotTable (region by quarter) into a short, accurate summary for a manager, flagging the (blank) row instead of hiding it.

ClaudeTested with claude-sonnet-5 · 5 of 5 criteria on average · 3 runs graded
You are helping an analyst explain an Excel PivotTable to a manager who will not open the file.

Write a summary of at most 150 words based ONLY on the PivotTable output below:
- Give the grand total and each region's full-year total exactly as shown.
- Say which quarter had the highest and which the lowest total.
- If something in the table looks like a data problem, say what it is and what to check.
- Do not calculate percentages or growth rates, and do not guess reasons (seasonality, campaigns, staffing…) for any number.

[Paste the PivotTable output as text: row labels, column labels, values and the Grand Total. Remove client names.]
Test result · Oct 20, 2026
  • claude-opus-5-5: avg. 4.7 of 5 rubric criteria passed · 3 runs graded · all criteria met in 2 of 3 · judge: gpt-6-astra
  • claude-sonnet-5: avg. 5 of 5 rubric criteria passed · 3 runs graded · all criteria met in 3 of 3 · judge: gpt-6-astra
  • gpt-6-astra: avg. 5 of 5 rubric criteria passed · 3 runs graded · all criteria met in 3 of 3 · judge: claude-opus-5-5
  • claude-fable-5-1: avg. 4.3 of 5 rubric criteria passed · 3 runs graded · all criteria met in 1 of 3 · judge: gpt-6-astra
  • gemini-4-argon-medium: avg. 5 of 5 rubric criteria passed · 3 runs graded · all criteria met in 3 of 3 · judge: gpt-6-astra

Graded by an LLM from the other model family against a rubric written before the runs; a sample of verdicts re-checked by a separate AI editor agent. The two judges differ in strictness, so compare Claude vs GPT with caution. Not a professional review. How we test

Sample input used in the test (fictional)

PivotTable "Sales by region" — Sum of Net Sales (USD), fiscal year 2026, fictional company Example Supplies Inc. Row Labels | Q1 | Q2 | Q3 | Q4 | Grand Total North | 48,200 | 51,900 | 47,300 | 55,600 | 203,000 South | 39,750 | 42,100 | 44,800 | 46,350 | 173,000 West | 61,400 | 58,200 | 63,900 | 66,500 | 250,000 (blank) | 1,150 | 0 | 3,400 | 950 | 5,500 Grand Total | 150,500 | 152,200 | 159,400 | 169,400 | 631,500

TestedOct 20, 2026Excel formulas

Monthly SUMIFS on an expense log where some dates are really text

Total one month of expenses with SUMIFS and catch the imported dates Excel stores as text, which SUMIFS silently leaves out.

ClaudeTested with claude-opus-5-5 · 5 of 5 criteria on average · 3 runs graded
You are an Excel helper. Using ONLY the expense log below:

1. Write a SUMIFS formula that totals all expenses dated in September 2026, and a second SUMIFS formula that totals only the Travel expenses in September 2026.
2. Look at the dates carefully. Tell me which rows (if any) these formulas will NOT count, and why.
3. State what each formula returns on this data as it is now, and what the correct September totals are once any problem rows are fixed.
4. Explain one way to fix the problem rows without retyping the whole column.

Keep the answer under 250 words. Do not change, drop or invent any amount.

[Paste the expense log with cell addresses (date, category, amount) and describe any cells that look odd, e.g. left-aligned dates.]
Test result · Oct 20, 2026
  • claude-opus-5-5: avg. 5 of 5 rubric criteria passed · 3 runs graded · all criteria met in 3 of 3 · judge: gpt-6-astra
  • claude-sonnet-5: avg. 5 of 5 rubric criteria passed · 3 runs graded · all criteria met in 3 of 3 · judge: gpt-6-astra
  • gpt-6-astra: avg. 5 of 5 rubric criteria passed · 3 runs graded · all criteria met in 3 of 3 · judge: claude-opus-5-5
  • claude-fable-5-1: avg. 5 of 5 rubric criteria passed · 3 runs graded · all criteria met in 3 of 3 · judge: gpt-6-astra
  • gemini-4-argon-medium: avg. 5 of 5 rubric criteria passed · 3 runs graded · all criteria met in 3 of 3 · judge: gpt-6-astra

Graded by an LLM from the other model family against a rubric written before the runs; a sample of verdicts re-checked by a separate AI editor agent. The two judges differ in strictness, so compare Claude vs GPT with caution. Not a professional review. How we test

Sample input used in the test (fictional)

Sheet "Expenses", A1:C11 (header in row 1). Column A is formatted as Date. Imported from a card statement export. Row | A: Date | B: Category | C: Amount (USD) 2 | 2026-08-29 | Travel | 412.30 3 | 2026-09-02 | Software | 129.00 4 | 2026-09-05 | Travel | 86.40 5 | Sept 11 2026 | Meals | 57.80 6 | 2026-09-17 | Travel | 1,240.00 7 | 2026-09-23 | Office | 318.65 8 | 09/26/2026 | Travel | 94.20 9 | 2026-09-30 | Software | 49.99 10 | 2026-10-01 | Travel | 230.00 11 | 2026-10-03 | Meals | 41.10 What I see: A5 and A8 are left-aligned while the other dates are right-aligned. The formula bar for A8 shows "09/26/2026 " with a trailing space.

TestedOct 20, 2026Excel formulas

XLOOKUP client names into an invoice list, with a clean "Not found"

Pull client names from a second sheet into your invoice list, show a readable message instead of #N/A, and total one client's invoices.

ClaudeTested with claude-sonnet-5 · 5 of 5 criteria on average · 3 runs graded
You are an Excel helper for a small-business bookkeeper. Work ONLY from the two tables below.

1. Write ONE formula for cell D2 of the Invoices sheet that returns the client name for the client ID in B2 and can be filled down to D13. When the client ID is not in the Clients sheet, the cell must show the text "Not found" instead of an error.
2. List every invoice row (row number and invoice number) that will show "Not found".
3. Write a formula that returns the total amount of all invoices for client ID C-104, and state the result it returns on this data.
4. Explain in plain English, in at most 120 words, how the lookup formula works.
5. End with a short "Check before using" note for anything in the data a person should verify.

Do not invent client names, IDs or amounts that are not in the tables.

[Paste both tables with their sheet names and cell ranges (header row included). Replace real client names with placeholders.]
Test result · Oct 20, 2026
  • claude-opus-5-5: avg. 4.7 of 5 rubric criteria passed · 3 runs graded · all criteria met in 2 of 3 · judge: gpt-6-astra
  • claude-sonnet-5: avg. 5 of 5 rubric criteria passed · 3 runs graded · all criteria met in 3 of 3 · judge: gpt-6-astra
  • gpt-6-astra: avg. 5 of 5 rubric criteria passed · 3 runs graded · all criteria met in 3 of 3 · judge: claude-opus-5-5
  • claude-fable-5-1: avg. 4.7 of 5 rubric criteria passed · 3 runs graded · all criteria met in 2 of 3 · judge: gpt-6-astra
  • gemini-4-argon-medium: avg. 5 of 5 rubric criteria passed · 3 runs graded · all criteria met in 3 of 3 · judge: gpt-6-astra

Graded by an LLM from the other model family against a rubric written before the runs; a sample of verdicts re-checked by a separate AI editor agent. The two judges differ in strictness, so compare Claude vs GPT with caution. Not a professional review. How we test

Sample input used in the test (fictional)

Sheet "Invoices" (A1:C13, header in row 1): Row | A: Invoice | B: Client ID | C: Amount (USD) 2 | INV-1001 | C-101 | 1,250.00 3 | INV-1002 | C-104 | 980.50 4 | INV-1003 | C-102 | 4,350.00 5 | INV-1004 | C-101 | 615.25 6 | INV-1005 | C-105 | 2,200.00 7 | INV-1006 | C-118 | 1,740.00 8 | INV-1007 | C-104 | 3,125.75 9 | INV-1008 | C-103 | 890.00 10 | INV-1009 | C-105 | 1,505.40 11 | INV-1010 | C-102 | 760.00 12 | INV-1011 | C-104 | 2,049.75 13 | INV-1012 | C-103 | 1,310.60 Sheet "Clients" (A1:B6, header in row 1): Row | A: Client ID | B: Client name 2 | C-101 | Northwind Example Bakery 3 | C-102 | Harbor Example Dental 4 | C-103 | Pine Example Studio 5 | C-104 | Summit Example Plumbing 6 | C-105 | Lakeside Example Vet Column D of "Invoices" is empty and should hold the client name.