ChatGPT Prompts for Creating a Sales Process from Scratch

A well-defined sales process helps sales teams:

• Ensure consistency – Every rep follows a structured approach
• Improve efficiency – Reducing wasted time and effort
• Increase win rates – Moving leads through the funnel effectively
• Enhance forecasting – Making revenue predictions more reliable
• Scale sales efforts – Helping new reps ramp up quickly

With ChatGPT-powered prompts, you can design a step-by-step sales process tailored to your business and target audience.

1. The Sales Process Framework

ChatGPT Prompt:

Create a structured sales process for [Your Industry] that includes key stages, goals, and activities for each step.

Example Sales Process:

• Lead Generation
  
  • Identify and attract potential customers
  • Use inbound (content, SEO) and outbound (cold outreach, referrals) strategies
• Lead Qualification
  
  • Assess if the lead is a good fit using frameworks like BANT (Budget, Authority, Need, Timing) or MEDDIC
  • Disqualify leads that are unlikely to convert
• Discovery & Needs Analysis
  
  • Conduct initial calls to understand the prospect’s challenges and goals
  • Ask key questions to uncover pain points
• Solution Presentation
  Deliver a tailored demo or proposal based on prospect needs
  
  • Highlight key benefits and differentiators
• Handling Objections
  
  • Address pricing, competition, or implementation concerns
  • Provide case studies or proof points to build confidence
• Negotiation & Closing
  Discuss pricing, contracts, and final details
  
  • Secure commitment and finalize paperwork
• Post-Sale Onboarding & Customer Success
  
  • Ensure a smooth handoff to customer success or account management
  • Set expectations for long-term value and retention

2. The Lead Qualification Checklist

ChatGPT Prompt:

Write a checklist for qualifying leads in a sales process to ensure they are a good fit before moving forward.

Example Checklist:

• Does the prospect have a real need for our solution?
• Do they have the budget to purchase?
• Are we speaking with the right decision-maker?
• What is their timeline for making a decision?
• Are they currently using a competing solution?

If a lead meets most or all of these criteria, move them to the next stage.

3. The Discovery Call Script

ChatGPT Prompt:

Write a structured script for a discovery call that uncovers prospect pain points and sales opportunities.

Example Script:

"Hi [First Name], thanks for taking the time today! I’d love to learn more about your current challenges with [Pain Point] and see if we can help.

• Can you walk me through your current process for [Relevant Task]?
• What are the biggest challenges you're facing?
• How are you currently trying to solve this?
• What would success look like for you in the next [X] months?"

At the end: "Based on what you’ve shared, I think we can help. Would you be open to a follow-up to explore solutions?"

4. The Sales Pipeline Stages

ChatGPT Prompt:

Define clear sales pipeline stages and criteria for moving leads from one stage to the next.

Example Pipeline Stages:

1. Prospecting – New lead identified
2. Qualified – Lead meets key criteria (budget, authority, need)
3. Discovery – First sales call completed, needs assessed
4. Proposal Sent – Custom solution and pricing shared
5. Negotiation – Handling objections, finalizing deal terms
6. Closed-Won – Customer commits and signs contract
7. Closed-Lost – Deal did not move forward

5. The Objection Handling Guide

ChatGPT Prompt:

Create a guide for handling common sales objections, including responses and counter-questions.

Example Objections & Responses:

• "We don’t have the budget.": Response: "I understand. Many of our clients initially felt the same, but they found that [Cost Savings or ROI] made the investment worthwhile. Would it help if we explored pricing options?"
• "We’re happy with our current provider.": Response: "That makes sense. Out of curiosity, what’s one thing you wish they did better?"

6. The Proposal & Pricing Discussion Framework

ChatGPT Prompt:

Develop a framework for presenting pricing and proposals in a sales process.

Example Framework:

1. Restate the Prospect’s Needs: "Based on our discussions, your key priorities are [Need 1], [Need 2], and [Need 3]."
2. Position Your Solution: "Our [Product] is designed to help companies like yours achieve [Outcome]."
3. Present Pricing Clearly: "For a team of [Size], your investment would be [$X] per [Timeframe]."
4. Handle Questions & Concerns: "Do you have any questions about how this fits into your budget?"

7. The Closing Strategy

ChatGPT Prompt:

Write a structured approach for closing a deal, including key closing techniques.

Example Closing Techniques:

• The Summary Close – "Just to recap, we’ve covered how [Product] helps with [Pain Point], and you’re interested in moving forward. Shall we finalize the agreement?"
• The Urgency Close – "If we move forward today, we can get you onboarded by [Date]. Does that timeline work for you?"

8. The Sales Playbook for Reps

ChatGPT Prompt:

Create a sales playbook outlining the key steps, messaging, and strategies for reps to follow.

Example Playbook Sections:

1. Ideal Customer Profile & Target Personas
2. Sales Process & Pipeline Stages
3. Discovery & Qualification Questions
4. Messaging & Value Propositions
5. Common Objections & Responses
6. Closing Strategies & Negotiation Tips
7. Follow-Up & Nurturing Tactics

9. The CRM Data Entry Best Practices

ChatGPT Prompt:

Write best practices for sales reps to maintain accurate CRM records and track deals properly.

Example Best Practices:

• Update deal stages immediately after prospect interactions
• Add clear notes on prospect needs and objections
• Set follow-up reminders to prevent deals from going cold
• Log all calls, emails, and meetings for tracking and forecasting

10. The Post-Sale Handoff Process

ChatGPT Prompt:

Create a structured handoff process from sales to customer success or account management.

Example Handoff Process:

1. Internal Handoff Call: Sales rep briefs the customer success team on key details
2. Customer Welcome Email: Introduce the new account manager and outline next steps
3. Kickoff Meeting: Align expectations and define success metrics
4. Ongoing Check-Ins: Ensure a smooth onboarding experience and continued engagement

Final Thoughts: How to Build a Scalable Sales Process

• Keep it simple – Start with a clear, repeatable framework
• Document everything – Create a sales playbook for consistency
• Focus on qualification – Don’t waste time on unqualified leads
• Optimize continuously – Improve based on data and feedback
• Align with customer success – Ensure smooth handoffs and long-term retention

Use these ChatGPT-powered prompts to design a structured, scalable, and high-converting sales process from scratch!