The CRM Shop.
PRACTICAL AI / COPY-AND-PASTE PROMPT
Use your website, your prospect’s business, and the context you already have to draft a presentation that explains why your offer matters to them.
Summarize their business, audience, and role-specific priorities. Label anything that still needs validation.
Explain what you do, who you serve, and the offer relevant to this conversation.
Connect your offer to their stated needs or clearly labeled opportunities to explore.
Show a concrete workflow, with a credible division of work across the tools they already use.
Use verified customer examples and research only where they strengthen the story.
Make one ask that fits the relationship, from an introductory conversation to a focused evaluation.
Start with your company website, the prospect’s website, and the person’s role. Add the offer you want to discuss, your desired next step, and any approved notes. Sharing context helps the AI distinguish what is known from what still needs a conversation.
Yes. The prompt is written for any company explaining its value to a prospective customer. You supply the offer, audience, and evidence. It asks the AI to connect those inputs to the prospect’s situation rather than defaulting to a pitch for a particular software product.
File creation depends on the AI tool you use. The prompt requests an editable PowerPoint and a matching PDF when supported. If export is unavailable, it asks for slide-ready content and layout guidance instead. Review the content and test the exported files before sharing.
Use only information you are permitted to share with your chosen AI tool. Remove sensitive personal details and confidential customer material before adding notes or transcripts. Check the tool’s data-handling terms and your organization’s policies, and verify the final presentation before it reaches a prospect.
THE CRM SHOP / PRACTICAL AI
Submit the form to open the guide and copy the full six-slide prompt. You’ll receive the instructions for research, slide structure, fact-checking, and a short follow-up email.