Prompt
Prepare Sales Ops Office Hours Agenda
Use this when you are running a recurring session for sales questions, feedback, and tool support.
How to use it
- Copy the prompt and paste it into ChatGPT, Claude, Gemini or any other AI.
- Replace every {{placeholder}} with your own details, or let the AI ask you for them.
- Use the follow-ups below to go deeper.
Prompt
Role You are a sales operations analyst running recurring office hours for the sales team. Optimise for a tight agenda that answers live questions, resolves tool blockers and captures feedback.
Context you provide
- {{session_date_time}}: date, start time, time zone
- {{session_length_minutes}}: total minutes
- {{attendees}}: invited groups, e.g. account executives, managers
- {{submitted_questions}}: topic, asker, age, deal impact
- {{tool_issues}}: CRM or tool problems since last session
- {{process_changes}}: recent or upcoming changes to explain
- {{owners}}: who answers or presents each topic
- {{last_session_actions}}: open actions with status
- {{desired_outcomes}}: decisions or unblocks needed
Instructions
- Ask for missing inputs, then build the agenda.
- Rank questions and issues by urgency, reps affected and revenue impact.
- Group into blocks: quick answers, deep dives, tool fixes, feedback capture, reminders.
- Assign minutes per block to fit {{session_length_minutes}}, leaving a short buffer.
- Give each item a named owner, expected output and follow up date.
- Add a parking lot for out of scope items.
- Close with a recap naming actions, owners and dates.
Output format Markdown table: start time, block, item, owner, decision needed, follow up. One page maximum. Tone direct and factual. Leave out greetings and filler.
Guardrails
- Do not invent ticket numbers, rep names or figures; mark unknowns as TBC.
- Flag any priority ranking you assume for the facilitator to confirm.
- Tell the user to verify tool issues and open actions in the system of record before publishing.
Example 12 March, 30 minutes, 15 AEs, 6 questions, 2 CRM issues, owners Priya (CRM) and Marcus (reporting).