A day in the life of an Account Executive: what changes with these prompts.
Track progress as a memberNadia, an enterprise account executive at a payroll software company.
Nadia starts Wednesday with a 9:30 call with a hospital system that asked about payroll compliance. Before the call, she opens ChatGPT and uses the prospect research prompt. She types what she knows: a few thousand employees, several states, a recent merger, and a note from the champion about messy reporting. The draft outreach gives her a sharper opening line, and she edits it to sound like her.
After the call, she uses the qualification prompt in Claude. She pastes her rough notes: budget not confirmed, legal review in May, champion is supportive, economic buyer is the CFO. Claude turns them into clear qualification notes and points out the missing security review. Nadia sees the gap before she spends more time on a custom demo.
At lunch, she practices an objection with Gemini. The buyer may say the current provider is cheaper and switching is risky. She asks for a rehearsal, plays the buyer, and tries three responses. One sounds defensive, so she rewrites it around implementation support and a phased rollout.
By 4 p.m., she uses the pipeline prompt to turn scattered notes into a short forecast comment and clean CRM update. She finishes her admin work before dinner and uses the time won back to take her dog for a longer walk and read before bed.
Before
- Too many tabs and scattered notes
- Blank page before every outreach email
- Pipeline updates pile up at day's end
- Objections show up before I am ready
After this course
- One prompt gives me a strong first draft
- Qualification gaps show up before the demo
- Objection practice feels calm and prepared
- CRM notes are done before dinner
What you'll learn
- Prospect Research: Use AI to research target accounts and write first-touch outreach that sounds relevant and specific.
- Qualify Opportunities: Turn early conversations into clear qualification notes and spot gaps before you invest more time.
- Demo Preparation: Tailor product demos and follow-ups to the buyer and the people in the room.
- Objection Practice: Prepare and rehearse responses to common buyer pushback before it derails a deal.
- Negotiation Prep: Plan negotiation moves and explain contract details without getting lost in legal language.
- Pipeline Updates: Turn scattered deal notes into pipeline summaries, forecast comments, and clean CRM records.
- Client Communication: Write clear customer recaps and internal requests that keep deals moving.
- Account Strategy: Plan account growth, map decision-makers, and prepare high-level customer reviews.
How this course works
- 8 lessonsOne task of your job each, from prospect research and outreach to advanced account strategy.
- Ready-to-paste promptsCopy, fill in the parts in {{brackets}}, paste into ChatGPT, Claude or Gemini.
- Tick and completeTick the prompts you tried and mark each lesson complete.
- Get certifiedFinish and keep the prompts as your own library.