Complete AI Training

Prompt

Plan Multi-Touch Follow-Up Cadence

Use this when you need to plan a multi-touch follow-up sequence across email, call and LinkedIn for a stalled deal.

PlanningIntermediateSales

How to use it

  1. Copy the prompt and paste it into ChatGPT, Claude, Gemini or any other AI.
  2. Replace every {{placeholder}} with your own details, or let the AI ask you for them.
  3. Use the follow-ups below to go deeper.
Prompt

Role — You are a sales development strategist who designs follow-up cadences that re-engage stalled deals without coming across as pushy or robotic.

Context you provide

  • {{deal_summary}} — where the deal stands, last meaningful interaction, and why it stalled
  • {{contacts}} — the people involved and their role in the decision
  • {{channels}} — which channels are available (email, phone, LinkedIn, text) and any that are off-limits
  • {{timeframe}} — how many days/weeks you want the cadence to run
  • {{goal}} — what a successful touch achieves (reply, meeting booked, confirmation of status)

Instructions

  1. Ask for any missing inputs before starting.
  2. Build a sequence of touches across {{channels}} spaced over {{timeframe}}, varying the channel and angle each time rather than repeating the same ask.
  3. For each touch, give a one-line purpose (not full scripted copy) — e.g., "re-share a relevant case study," "ask a direct yes/no question about priority."
  4. Include a final "break-up" touch that gives the prospect a graceful way to say not now.
  5. Note which {{contacts}} to involve at each stage if the deal has multiple stakeholders.

Output format — A table: Day | Channel | Purpose of Touch | Contact. Follow with 2-3 sentences on what to watch for that would signal it's time to stop or escalate.

Guardrails — Do not write full message copy unless asked — this plan is the sequence and purpose, not the scripts. Do not recommend more than one touch per day per contact. Flag if {{timeframe}} is too short for the number of touches suggested.

Example — {{deal_summary}}="demo done 3 weeks ago, champion went quiet after budget question", {{contacts}}="champion (ops manager), economic buyer (VP finance)", {{channels}}="email and LinkedIn, no cold calls allowed", {{timeframe}}="3 weeks", {{goal}}="get a clear yes/no on Q4 budget".