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OpenAI iconPowered by GPT-4Powered by GPT-4
Claude iconRuns on Claude 4Runs on Claude 4
Notion iconBuilt for NotionBuilt for Notion
Zapier iconWorks with ZapierWorks with Zapier

Certified AI Insights

Our AI prompts follow the principles of industry standard methodologies such as MEDDICC®, ISO®, and Lean Six Sigma®.Elevate your business with certified AI insights—and let it help your business at a pace that works for you.

CRM Integration

Directly integrate AI Prompts with your business' CRM, and other productivity tools.Need help? We can get you on the way with integration.

Improved Flip Cards

For Sales Ops

Score leads instantly, track follow-ups, and reduce admin time with AI prompts.

For RevOps

Automate pipeline insights and unify CRM data with smart prompt systems.

For Customer Success

Spot churn early and personalize outreach with AI-generated summaries.

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Essentially Free

All AI Prompts are available for free download, with the option to contribute.For real impact, consider purchasing our Tailored AI Prompt Packs—which include a prompt vault, strategic instructions and much more to help you drive real results.

Nurture your business with sustainable AI insights.

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AI Prompt Packs

Lead Qualification

PACK: 10 Prompts to streamline your Lead Management process.

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Support

Ultimate AI Prompt Guide

The ultimate AI prompting guide

The ultimate AI prompting guide for implementing AI in your business.

Includes:

  • MyPromptVault: the interactive database to store all your AI prompts.

  • Strategy Guide for custom implementation

  • Extensive Rollout Checklist

  • Proven Example Walkthroughs

  • Troubleshooting Common Issues (and how to avoid them)

  • Prompt Customization Instructions

  • Best Practices

Quick-start Guide

The ultimate AI prompting guide

The quick-start guide for starting with AI prompts (FREE)

Includes:

  • Prompt Customization Instructions

  • Best Practices

FAQ

These prompts help AI assistants (like ChatGPT or Claude) analyze CRM, operational, or support data and return clean, structured answers like:

• ✅ Ratings
• ⚠️ Flags
• 📅 Dates
• 📝 Summaries
• 📌 Recommendations

All mapped directly to your fields.
It’s a simple 4-step process:

1. 📋 Copy the prompt
2. 🔄 Replace variables (like $Deal Stage) with CRM field tokens
3. 🤖 Run it in ChatGPT, Claude, or send via Make/Zapier
4. 💾 Output gets written back to your CRM, Airtable, Notion, etc.
These prompts plug into most modern systems:

• 🧩 CRMs: HubSpot, Salesforce, Pipedrive, Zoho, Close, Copper
• 📊 Databases: Airtable, Notion, Google Sheets
• ⚙️ Automation: Make, Zapier, Bardeen
• 🧪 Custom stacks: Webhooks or API flows
Yes — they work for:

• 🔹 Single record inputs (like one deal or one customer)
• 🔹 Full data sets or tables (multiple records at once)
Absolutely. You can tweak:

• 📄 Field variables (e.g. $Deal Stage → $Customer Health Score)
• 🗣️ Tone (formal, technical, casual, etc.)
• 🏷️ Output format (e.g. "High Risk", numeric scores, emojis)
• 🧠 Instruction context (e.g. "Act like a risk compliance expert")
For sure. I offer help with:

• 🔧 Prompt formatting & testing
• 🔌 CRM/tool integration
• 🧭 Field mapping
• 🧹 Troubleshooting AI outputs

Just send me a message by clicking the button below.
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About

Promptfields helps businesses use AI—sustainably and effectively.What We Offer🧠 AI Prompts – powerful individual prompts to implement in your organization.📦 AI Packs – Tailored to grow productivity across every area of your business.📘 AI Guides – From learning prompt basics to full toolkits for serious AI rollout.📂 MyPromptVault – Organize and store your prompts for easy access.🤝 Consulting – Support for help with implementing AI in your business.Built for founders, operators, consultants, and anyone who wants to use AI prompts with effective structure.Simple. Scalable. Sustainable.

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Contact

Please feel free to send a message for any inquiry you may have (how to use, custom AI prompts & prompt packs, implementation support, etc.)

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AI Prompts

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Leads

Lead Score Category

Classify leads into “Hot,” “Warm,” or “Cold” categories using AI-driven insights.

ICP Fit Rating

Score how well each lead matches your Ideal Customer Profile (ICP) using AI.

Follow-up Priority

Set the urgency level for your next lead follow-up using AI insights.

Objection Predictor

Anticipate the next likely objection from your leads using AI-driven insights.

Next Step Suggestion

Recommend the most logical next step for each lead using AI integration.

Lead Risk Flag

Flag possible lead disqualification risks using AI-insights.

Engagement Channel Preference

AI insights to identify the preferred contact channel for each lead.

Decision Maker Detected

AI-driven insight to confirm if a lead is a decision-maker.

Lead Nurture Track

Assign a nurture path to the lead using AI insights.

Lead Engagement Level

Assess overall lead engagement intensity using AI-driven insights.

Lead Conversion Probability

Estimate the likelihood of lead conversion with AI-insights.

Lead Source Quality

Using AI, evaluate the quality of your lead acquisition sources.

Buyer Persona Match

Rate alignment to buyer personas using AI-insights.

Lead Response Time

Using AI-driven insights, summarize average response time to lead.

Lead Contact Preference

Discover how your leads want to be contacted using AI.

Budget Confirmation Status

Confirm if lead budget has been verified using AI-driven suggestions.

Qualification Summary

Using AI-suggestions, generate a clear summary of why each lead qualifies.

Lead Stage

AI prompt that pinpoints exactly where your lead is in the funnel.

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RevOps

Forecast Confidence Rating

Estimate the likelihood of closing a deal using AI-insights.

Expected Close Date Adjusted

Refine projected close date through AI-prompting.

Forecast Category Assignment

Assign a forecast category to opportunities using AI-driven context.

Revenue Risk Flag

Proactively identify revenue risks before they impact your forecast using AI.

Revenue Contribution Estimate

Use AI to estimate the potential revenue for each opportunity in your pipeline.

Commit Justification

Provide clear reasoning behind a “Commit” forecast designation through AI-insights.

Deal Slippage Risk

Anticipate deals at risk of slipping to the next sales period using AI-insights.

Best Case Scenario

AI-driven insight to capture and outline the best possible outcome for each deal.

Forecast Stage Rationale

AI provides a clear explanation for why a deal is positioned in its current forecast stage.

Forecast Accuracy Review

Use AI to evaluate past revenue to improve future forecasting models.

Upsell/Expansion Potential

Identify accounts with room for upsell or expansion through AI.

Deal Closure Probability

Estimate the likelihood of a deal closing with AI-insights.

Revenue Growth Potential

AI assesses and quantifies the potential for revenue growth within each deal.

Forecast Adjustment Reason

Document and standardize reasons behind forecast changes with AI.

Seasonality Impact

Assess the impact of seasonal trends on business performance with AI-insights.

Pipeline Health Score

Assess the overall quality and health of your sales pipeline using AI.

Revenue Forecast Confidence

Assess the confidence level in the accuracy of your revenue forecasts with AI.

Deal Win Time Estimate

Predict how long it will take to close each deal using AI-insights.

Customers

Churn Risk Score

Evaluate customer retention risk with precision using AI-insights.

Retention Strategy

Generate AI-tailored retention strategies based on customer behavior and signals.

Customer Health Rating

Evaluate and standardize the overall health of customer accounts with AI.

Upsell Opportunity Flag

AI-insights to spot and prioritize accounts with upsell potential using real signals.

Renewal Likelihood

Forecast the probability of contract renewal to prioritize retention efforts using AI.

Primary Retention Concern

Pinpoint the key issue threatening customer retention using AI-insights.

Engagement Improvement

Identify practical steps to boost customer engagement and reduce churn risk using AI.

Customer Satisfaction Summary

AI-insights to summarize customer satisfaction feedback to inform service improvements.

Support Escalation Risk

Evaluate the likelihood of support issues escalating to higher severity or management, using AI.

Retention
Follow-up Priority

Prioritize retention efforts based on risk and urgency using AI.

Upsell Opportunity Score

Identify expansion potential with AI-driven precision.

Churn Risk Prediction

Use AI to spot churn before it hits your bottom line.

Follow-up Meeting Priority

Prioritize retention efforts based on risk and urgency using AI.

Renewal Upsell Potential

AI Identifies renewal contracts that have potential for upsell opportunities.

Post-Meeting Action Summary

Capture clear, concise AI summaries of key actions and opportunities from sales meetings.

Churn Risk Driver Analysis

AI determines the key factors driving customer churn risk to act proactively.

Expansion Readiness

Assess customer readiness to expand product or service adoption using AI.

Upsell Objection

Anticipate objections with AI-insights to upsell conversations before they arise.

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Operations

Process Bottleneck Identifier

AI-Insights quickly pinpoint operational bottlenecks holding back progress.

Resource Utilization Rating

AI evaluates how effectively internal resources are being used.

Cycle Time Deviation

Quickly identify deviations from your expected sales cycle with AI.

Error Rate Summary

Track and communicate the impact of process or data errors with AI-insights.

Improvement Opportunity

Use AI to identify actionable opportunities to boost operational efficiency.

Task Completion Quality Rating

Ensure every task meets your quality standards with AI-audit.

Operational Risk Assessment

Proactively identify risks that could disrupt your operational flow using AI.

Throughput Estimation

AI estimates your process throughput to optimize performance.

Compliance Status Check

Ensure your operations meet compliance standards consistently with AI-help.

Workflow Automation Potential

Uncover which workflows are ready for automation to boost efficiency using AI.

Cost Reduction Opportunity

Spot high-impact opportunities with AI to cut costs without cutting corners.

Process Automation Potential

Use AI to pinpoint which processes are worth automating to save time and scale smarter.

Revenue Impact Assessment

Forecast the real revenue upside of fixing broken processes with AI-insights.

Follow-up Action Priority

Let AI Cut through the clutter and focus on what actually matters next.

Bottleneck Identification

Use AI to detect the choke points that slow down your workflows and hurt productivity.

Customer Impact Summary

Quick AI-assessment and summary of how operational problems are impacting customers.

Upsell Enablement Check

AI evaluates whether recent events have created opportunities to upsell or expand accounts.

Cost vs. Benefit Summary

Summarize the expected cost vs. benefit of a project with AI-driven insights.

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Compliance

Compliance Status

Assess the current compliance status of a process with criteria standardized by AI.

Risk Level Assessment

Evaluate the compliance risk level of a process, vendor, or workflow with AI-insights.

Regulatory Change Impact

AI summarizes how new or updated regulations affect internal processes, systems, or policies.

Audit Readiness Score

AI evaluates how prepared a team, department, or process is for an internal or external audit.

Policy Adherence Level

Assess adherence to internal company policies based on record-level data with AI-insights.

Corrective Action Plan

Summarize the expected cost vs. benefit of a project with AI-driven insights.

Control Effectiveness

Evaluate the strength and reliability of compliance or operational controls with AI.

Training Completion Rate

AI reports the percentage of employees who have completed required training programs.

Incident Summary

Summarize compliance or operational incidents using AI, including impact and status.

Compliance Follow-up Priority

Set the priority level for compliance follow-up activities using AI-implementation.

Compliance Risk Impact

Assess the potential impact of non-compliance events or gaps with AI-insights.

Regulatory Change Revenue

AI assesses potential revenue impact caused by recent or upcoming regulatory changes.

Training Revenue Gap

Identify revenue risk caused by incomplete compliance training across teams using AI.

Incident Priority Revenue

AI ranks compliance incidents according to their potential financial damage or revenue risk.

Audit Readiness Revenue Focus

AI-summary for readiness to avoid costly audit penalties or disruptions to revenue flow.

Contract Risk Exposure

AI-driven insights verify contract compliance to protect revenue streams and legal exposure.

Reporting Penalty Risk

Evaluate financial penalties risk from inaccurate or late reporting using AI.

Compliance Improvement ROI

AI estimates the return on investment from improving compliance processes.

AI Packs

Plant powerful AI Prompts in your business tools

The best AI Prompt Packs to grow productivity in every area of your business.

AI Prompts

Plant powerful AI Prompts in your business tools

Plant powerful AI Prompts in your business tools – and pick only the ones you need.

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