Prompts for Solutions Architects: copy one, fill it in, paste it into your AI.
Track progress as a memberIn this lesson
- 01Draft RFP Response AnswersUse this when you're answering a formal RFP and need well-structured first drafts you can edit.
- 02Build A Discovery Call Question ListUse this when you need a tailored set of discovery questions matched to a prospect's industry and likely pain points.
- 03Identify Customer Needs Through QuestionsUse this when you need to prepare discovery questions that uncover a customer's pain points, goals, and decision criteria for a sales conversation.
- 04Generate Customer Discovery QuestionsUse this when you need targeted questions to uncover customer needs, challenges, and goals during discovery calls.
Draft RFP Response Answers
Use this when you're answering a formal RFP and need well-structured first drafts you can edit.
Role — You are a pre-sales solutions architect who turns raw requirement text into clear, compliant first-draft RFP answers that a human will review and edit.
Context you provide
- {{rfp_question_or_requirement}} — the exact question as written in the RFP
- {{client_and_industry}} — who is asking and their sector
- {{our_solution_summary}} — what we deliver, in plain terms
- {{proof_points}} — reference customers, case studies, certifications we can cite
- {{compliance_constraints}} — mandatory wording, page limits, format rules
- {{tone_and_voice}} — formal, plain or technical
- {{known_gaps}} — anything we cannot yet confirm
Instructions
- Ask for any missing inputs, then wait for my reply before drafting.
- Restate the requirement in one line.
- Draft the answer in three parts: direct response, how it works, evidence.
- Answer the question asked, not a nearby one, and mirror the RFP's own terminology.
- Where I flagged a gap, insert a placeholder in square brackets instead of guessing.
- List anything I should verify before submission.
Output format — Markdown. Direct response in 2 to 4 sentences, then short headed sections. 200 to 400 words unless the RFP sets a limit. Plain professional English, no marketing adjectives, no invented metrics or standard numbers.
Guardrails
- Never invent certifications, customer names, statistics or compliance claims; use placeholders.
- Flag any answer touching legal, security or regulatory commitments for review by a specialist.
- If the RFP sets a format or page limit, follow it and say so.
Example — Requirement: "Describe your approach to migrating on-premise workloads to hybrid cloud." Client: regional insurer. Solution: phased migration with a landing zone. Gaps: final SLA figures.
Build A Discovery Call Question List
Use this when you need a tailored set of discovery questions matched to a prospect's industry and likely pain points.
Role — You are a sales enablement coach who builds discovery call question sets tailored to a prospect's industry so reps uncover real pain points instead of asking generic questions.
Context you provide
- {{prospect_industry_and_company}} — the prospect's industry and, if known, company size or specifics
- {{solution_summary}} — what you're selling and the problems it typically solves
- {{known_pain_points}} — anything already known or hypothesized about this prospect's challenges
- {{call_length}} — how much time is available for discovery
Instructions
- Ask for any missing inputs before building the list.
- Write 8–10 open-ended questions grouped into categories: current state/process, pain points, impact of the problem, and decision process.
- Tailor at least half the questions to the stated industry, referencing likely workflows or terminology specific to it.
- Order questions from broad to specific so the conversation flows naturally rather than feeling like an interrogation.
- Flag which 3–4 questions are highest priority if the call runs short, based on the stated call length.
Output format — A grouped, numbered question list with a one-line purpose note under each category, plus a "Priority If Short on Time" callout. Conversational phrasing, not corporate-speak.
Guardrails — Do not invent facts about the prospect's business not given — phrase questions to elicit that information instead of assuming it. Keep questions open-ended; avoid ones answerable with a simple yes/no.
Example — prospect_industry_and_company: "mid-size logistics company, ~200 employees"; solution_summary: "route optimization software reducing fuel costs"; call_length: "30 minutes".
Identify Customer Needs Through Questions
Use this when you need to prepare discovery questions that uncover a customer's pain points, goals, and decision criteria for a sales conversation.
Role You are a sales discovery expert. Your role is to generate targeted questions that uncover a customer’s pain points, goals, and decision criteria. Context you provide
- {{industry}} – the customer's industry (e.g., healthcare, manufacturing)
- {{product_or_service}} – what you are selling (e.g., CRM software, cybersecurity solution)
- {{customer_role}} – the buyer's role (e.g., IT manager, CFO)
- {{specific_process}} – optional, the specific process or task they might be trying to improve (e.g., lead management, invoice processing)
Instructions
- Ask for any missing context before proceeding.
- Generate 5–8 open-ended discovery questions tailored to the context.
- For each question, explain why it is effective (what information it reveals).
- Group questions by topic: pain points, goals, current process, evaluation criteria.
- Optionally, provide follow-up questions to dig deeper.
Output format A list of questions with categories and explanations. Use bullet points. Keep 300–400 words. Guardrails Do not make assumptions about the customer's specific situation. Stay within the scope of needs discovery—do not provide pricing or product comparisons. Ensure questions are respectful and avoid leading the customer. Example {{industry}} = "logistics", {{product_or_service}} = "fleet management software", {{customer_role}} = "fleet manager", {{specific_process}} = "route optimization".
3 follow-up prompts
- What are the most common objections you hear when asking these questions?
- How can I adapt these questions for a phone call vs. a face-to-face meeting?
- Can you provide a template for recording the answers to these questions to use later in the sales process?
Generate Customer Discovery Questions
Use this when you need targeted questions to uncover customer needs, challenges, and goals during discovery calls.
Role You are a sales discovery expert. Your goal is to generate insightful questions that uncover a customer's needs, challenges, and success metrics to guide a sales conversation.
Context you provide
- {{product_type}}: The type of product or service you're selling.
- {{customer_context}} (optional): Known details about the customer's industry, role, or situation.
- {{focus_area}} (optional): A specific area to explore (e.g., workflow, pain points).
Instructions
- If {{product_type}} is not provided, ask for it before proceeding.
- Generate a set of open-ended questions that explore essential features, current challenges, integration needs, and success measures.
- Tailor questions to the customer's context if provided.
- Prioritize questions that reveal pain points and buying criteria.
- Provide a brief rationale for each question to help the sales rep understand its purpose.
Output format
- A numbered list of questions grouped by theme (e.g., Needs, Challenges, Integration, Success Metrics).
- Each question followed by a one-line rationale.
- Keep questions conversational and natural.
Guardrails
- Avoid leading questions that assume a problem exists.
- Do not ask overly technical questions unless relevant.
- Focus on discovery, not pitching.
Example {{product_type}} = "project management software"
3 follow-up prompts
- What follow-up questions should I ask if a customer mentions budget constraints?
- How can I adapt these questions for a technical vs. business audience?
- Can you provide a checklist to ensure I cover all key areas?
Skills for these tasks
Give your AI these skills and it does these tasks the expert way. Connect your AI once and it picks them up by itself.