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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

  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 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

  1. Ask for missing inputs, then build the agenda.
  2. Rank questions and issues by urgency, reps affected and revenue impact.
  3. Group into blocks: quick answers, deep dives, tool fixes, feedback capture, reminders.
  4. Assign minutes per block to fit {{session_length_minutes}}, leaving a short buffer.
  5. Give each item a named owner, expected output and follow up date.
  6. Add a parking lot for out of scope items.
  7. 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).