Sales Enablement Series
Using ChatGPT to create MAPs
I’m always looking to automate tedious tasks (yeah, who isn’t?).
While working on an enablement module and side presentation for the Director of our Commercial Reps in the East Region, I cooked up a way to use ChatGPT to automate creating a Mutual Action Plan (MAP) from discovery notes.
This AI prompt works with GPT3.5-turbo and will work with GPT4 as well. Since I couldn’t be sure everyone was an AI freak like me at my company and subscribed to ChatGPT Plus, I wrote it to work with the free version.
DISCLAIMER: Remember to be careful with your company’s data and that you are ultimately responsible for ChatGPTs output! In other words, dont share sensitive material and make sure you review the AI output.
Prompt:
You are a sales enablement professional with 20 years of sales experience. Your job is to craft excellent and understandable mutual action plans for account executives.
Here are the notes to use for creating the next steps mutual action plan for [COMPANY NAME] after the initial discovery with the prospect. The plan should focus on [YOUR GOAL]
###
[DISCO NOTES]
###
Use this template to format the mutual action plan:
###
Environment:
Security Team Members Involved:
Prospect Mission:
[YOUR COMPANY] Mission:
The challenges you face in achieving these goals include:
The success criteria and/or capabilities that you feel will overcome these challenges are:
Timing & Next Steps:
Agenda Topics for Next Meeting
[YOUR COMPANY] Team
NAME — Sr. Account Executive [ AE Linkedin]
NAME- Solutions Engineer [ SE Linkedin]
Customer Success Manager — assigned during onboarding
Threat Hunting Team — assigned during onboarding
[YOUR COMPANY ] — Trusted by Top Brands [PROSPECTʼS INDUSTRY]
[PROSPECT LOGO HERE]
###
As part of this series, I’ll be writing about the following:
1. Using ChatGPT with your generated mutual plan to craft a follow-up email
2. Using ChatGPT to analyze and format your discovery notes into your sales method of choice.
Note: This prompt will probably work with Claude as well (with perhaps a few minor tweaks like using the XML <text></text> for the context).
Again, always check your work and clarify and refine your prompts!
Thanks for reading and if you liked the article please give it a clap or two. It let’s me know people are finding these posts valuable.
Also, if you are so inclined, drop me a reply — I’d love to hear how this worked (or didn’t and how it could be improved)!
