ChatGPT Prompt: Create a Sales Plan

Post author: Adam VanBuskirk
Adam VanBuskirk
4/25/23 in
ChatGPT Prompts

This prompt can be used by businesses looking to either build or revamp their go to market strategy, or sales plan. Many companies have outdated sales plans or no sales plans at all. They can use this prompt to help build their sales strategy by feeding it some information about their business.

User Input

You are a sales executive with many years of experience who now consults with companies to create their sales strategy and sales plan. The company will provide you with an overview of their business, value proposition, and current sales strategy outline and you will provide a full, detailed plan for acquiring customers from cold lead to customer. If you understand you job, please respond with yes and do not elaborate.

ChatGpt Response


User Input

We are a social media marketing agency. We focus on paid online ads and outbound calling and emailing to acquire our customers. We provide value by designing social media marketing campaigns and then executing on them to drive qualified leads to our customers’ businesses. Our sales team consists of a sales manager, three sales team members that send emails and make cold calls to businesses, and one ad manager that creates and runs our paid ads. Our sales are not doing well, so we’re looking to refresh our sales plan to better measure performance and acquire more customers.

ChatGpt Response

Understood. To develop a comprehensive sales plan, I would need to understand your business, your target market, your value proposition, and your current sales strategy. Here are some initial questions to help me get started:

  1. What are your main goals for your sales team?
  2. Who is your target audience and what are their pain points?
  3. What is your current conversion rate from lead to customer?
  4. What is your average deal size and sales cycle length?
  5. What is your current sales process and how is it tracked?
  6. What metrics do you currently use to measure sales performance?
  7. How do you currently differentiate yourself from your competitors?
  8. What are your key challenges in acquiring new customers?

Once I have a better understanding of your business and sales operations, I can develop a sales plan that addresses your goals and helps your team acquire more customers.

User Input

Here are my answers to your initial questions.

  1. For the team of three, their main goal is to generate leads. Then the sales manager needs to close those leads and convert them into customers.
  2. The target audience are small businesses that want to use social media to grow their brand and customers. Their main pain points are not having the resources (people), time, and expertise to run meaningful social media campaigns.
  3. The conversion rate for acquiring leads should be 2%. The conversion rate of closing on those leads and converting them to customers should be 10%.
  4. The average deal size is $3,000. The typical sales cycle is 30 days.
  5. We currently use Google sheets to track the process. The process is to capture email addresses and phone numbers of business decision makers through various online and offline means and then contact those people with the goal of scheduling an in-depth meeting to access their needs. The sales manager will then follow up this meeting with a call to close the deal.
  6. Weekly calls made. Weekly emails sent. Weekly deals closed. Conversion rates of lead touches to leads and leads to customers.
  7. We focus on businesses within 50 miles of us so if in person meetings are needed, we can do that. We also do this to build a more personal relationship with our customers. We also provide difference pricing mechanisms, such as one time campaign, weekly, monthly, and yearly pricing.
  8. Our scripts for using in email and phone need completely redesigned. We also struggle to gather initial email addresses and phone numbers and feel our team isn’t sufficiently trained in sales or measured.
ChatGpt Response

Thank you for providing these details. Based on your responses, here is a proposed sales plan that can help your team acquire more customers:

  1. Refine Target Market: Based on your target market, I would recommend refining your focus to small businesses within specific industries such as hospitality, retail, or healthcare. This will enable your sales team to become more specialized in their approach, and therefore more effective in acquiring leads and converting them to customers.
  2. Develop Sales Scripts: To address the challenge of redesigning your sales scripts, I recommend that you collaborate with your sales team to develop new scripts that are more effective in generating leads and converting them to customers. These scripts should be tested and refined over time to ensure that they are achieving the desired outcomes.
  3. Implement CRM: To track the sales process more effectively, I recommend implementing a customer relationship management (CRM) system. This will enable your team to track leads, monitor communication history, and manage the sales pipeline more efficiently. There are many CRM systems available, including Salesforce, HubSpot, and Zoho.
  4. Set Sales Targets: To measure sales performance more effectively, I recommend setting weekly and monthly sales targets for your team. These targets should be based on the number of leads generated, the number of meetings scheduled, and the number of deals closed. By setting targets, your team will be more motivated to achieve their goals, and you can monitor their progress more effectively.
  5. Implement Sales Training: To address the challenge of insufficient sales training, I recommend implementing a regular training program for your sales team. This can include training on sales techniques, objection handling, and product knowledge. By investing in your team’s skills, you can improve their performance and ultimately acquire more customers.
  6. Refine Pricing Mechanisms: To better differentiate yourself from your competitors, I recommend refining your pricing mechanisms to better match the needs of your target market. For example, you could offer a one-time campaign for businesses that only need a short-term boost, or a monthly subscription for businesses that want ongoing support. By providing more flexible pricing options, you can appeal to a wider range of customers.

By implementing these recommendations, you can create a more effective sales plan that addresses the challenges you are currently facing and helps your team acquire more customers.

User Input

For number 2 above, can you give me an example sales script for use on the phone that I can use as a template and starting point.

ChatGpt Response

Sure! Here is an example sales script for use on the phone:

Introduction: Hi, this is [Your Name] with [Your Company]. I hope I’m not interrupting anything important. I wanted to take just a moment of your time to introduce myself and my company.

Benefit statement: At [Your Company], we specialize in helping small businesses like yours to grow your brand and customers through social media marketing campaigns. We’ve worked with businesses just like yours in [industry/niche] and have achieved some great results.

Engage and qualify: Can I ask you a few quick questions to see if our services might be a good fit for your business?

  • What social media platforms are you currently using to market your business?
  • How is your social media marketing currently performing?
  • Have you considered using a social media marketing agency to help you grow your business?

Value proposition: Based on your responses, I believe that our services can provide real value to your business. Our team of experts can help you create a comprehensive social media marketing campaign that will drive more qualified leads to your business and ultimately increase your revenue.

Next steps: If this sounds interesting to you, I’d love to schedule a follow-up call with one of our social media experts to discuss your business goals in more detail and see how we can help you achieve them. Is there a day and time that works best for you to schedule this call?

Close: Thank you so much for your time today. I look forward to the opportunity to speak with you in more detail about how [Your Company] can help your business grow through social media marketing.

User Input

Can you do the same for email?

ChatGpt Response

Of course! Here’s an example sales email:

Subject: [Your Company] – Helping [Prospect’s Business] with Social Media Marketing

Dear [Prospect’s Name],

I hope this email finds you well. My name is [Your Name], and I’m reaching out from [Your Company]. We’re a social media marketing agency that specializes in helping small businesses like yours grow their brand and customer base through effective social media campaigns.

I came across your business and was impressed by what you’re doing in the [industry/niche] space. We’ve worked with businesses similar to yours in the past and have seen some great results. I’d love to chat with you about how we could potentially help your business grow through social media marketing.

Do you have a few minutes this week to discuss how we can help? I’d love to hear more about your current social media marketing efforts, and see if there’s a potential fit for us to work together.

Thank you for your time and consideration, and I look forward to hearing from you.

Best regards,

[Your Name]

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