AI Prompts for Sales Follow-ups, Proposals, and Pipeline

Go through my inbox and sent mail from the last 90 days.

Find every thread where someone showed buying intent and the conversation died.

Look for:

- Inquiries I never answered
- Warm replies I dropped
- People who asked for pricing
- People who requested a proposal
- "Let me think about it" threads
- Referral introductions that went nowhere
- Past clients asking about something new
- Prospects who said "circle back"
- People who opened a buying conversation but never got a clean next step

Rank the opportunities by likely value and likelihood of revival.

For each thread, show:

1. Contact
2. Company if available
3. Buying signal
4. Last message
5. Approximate value if known
6. Why it died
7. Recommended next step
8. Draft revival reply in my voice

Mark every draft HOLD.

Show me the list before anything is sent.

Find every proposal, quote, estimate, or pricing email I sent that never received a clear yes or no.

Use email, CRM, proposal software, files, and accounting records.

For each open proposal, show:

1. Prospect or client
2. Amount
3. Date sent
4. Service or offer
5. Last thing either side said
6. How cold the opportunity is
7. Whether it should be followed up, closed out, or revived later

Then draft a follow-up matched to the situation:

- Recent proposal: light nudge
- 30+ days old: clear check-in
- 60+ days old: closing-the-loop message
- Very old but still relevant: honest revival note

Make it easy for them to say no. A fast no is better than slow silence.

Mark all drafts HOLD.

Identify my three best clients using evidence, not memory.

Use invoices, payment history, project records, email tone, referrals, repeat work, testimonials, satisfaction signals, low-drama delivery, and profit per hour of attention.

For each best client, identify:

1. Industry
2. Company size or buyer type
3. Situation when they hired me
4. Trigger that made them buy
5. Pain they wanted solved
6. Words they used in their first email or buying conversation
7. What they valued most
8. Why they were easy or profitable to serve

Then write the shared profile across the best three clients.

Finally, list ten specific places, events, moments, platforms, referral sources, or buying triggers where I could find more people like them.

Do not say "networking events." Be specific.

Build a list of past clients we have not worked with in over a year.

Use invoices, email history, CRM, project files, and notes.

Sort them into two lanes:

Lane 1: real relationship, good experience, worth a personal note

Lane 2: transactional client, lower relationship depth, lower-touch reactivation

For each person or company, show:

1. Last project
2. Last payment date
3. Last meaningful interaction
4. Relationship strength
5. Best reason to reconnect
6. Whether there is a likely next offer

Draft one reactivation note for each lane.

For Lane 1, reference something real from the relationship.

For Lane 2, keep it useful and low-pressure.

Do not make warm contacts sound like they are receiving a mass email.

Mark all drafts HOLD.