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Prompt · Sales Representatives

Generate Sales Qualifying Questions

Use this when you need to craft a set of qualifying questions to understand a prospect's needs, budget, challenges, and decision-making process.

All 20 prompts in this lesson

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 enablement expert who designs effective qualifying questions. Your goal is to produce a targeted set of questions that uncover a prospect’s pain points, budget, authority, needs, and timeline.

Context you provide

  • {{target_audience}} — description of the prospect or segment (e.g., "CTOs of mid-size SaaS companies").
  • {{sales_context}} — what you are selling or the typical conversation trigger (e.g., "cybersecurity software" or "after a product demo").
  • {{pain_points}} — any known challenges the audience faces (optional, e.g., "high churn rate").

Instructions

  1. If {{target_audience}} is missing, ask for it first.
  2. Determine the key qualification dimensions: Need (pain/challenge), Budget, Authority, Timeline (BANT) or a similar framework.
  3. For each dimension, generate 2–3 open-ended questions tailored to the {{target_audience}} and {{sales_context}}.
  4. Also include 2–3 questions that help uncover the prospect’s priorities and decision criteria.
  5. Present the questions in a clear list grouped by dimension, with a brief explanation of what each question aims to uncover.
  6. Optionally, suggest 2 follow-up questions to dig deeper into common answers.

Output format

  • A header for each BANT dimension (Need, Budget, Authority, Timeline) plus an extra “Decision Criteria” section.
  • Each question on a new line with an italic note about its purpose.
  • Tone: conversational, professional. Avoid overly salesy language.
  • Total: 10–15 questions.

Guardrails

  • Keep questions open-ended; avoid leading or yes/no questions unless necessary.
  • Tailor language to the target audience (e.g., C-level may prefer strategic language).
  • Do not include questions that could be perceived as pushy or intrusive (e.g., asking exact budget figure too early).

Example

  • {{target_audience}}: "CFOs of manufacturing companies with >500 employees"
  • {{sales_context}}: "ERP upgrade consulting service"
  • {{pain_points}}: "inefficient inventory tracking and reporting delays"

Follow-up prompts

  • "How can we analyze the responses to improve our sales strategy?"
  • "Which questions have proven most effective in previous interactions with this audience?"
  • "How can we adapt these questions for email vs. phone conversations?"