Prep for the forecast call
Turn your deal list into a forecast you can defend on the call: commit, best case, the risks and the questions you'll get asked. Free, no signup needed.
- Answer the starred questions
- Copy the prompt
- Paste it into Claude, ChatGPT, Gemini or Copilot
Format it for
Fill in the starred questions and your prompt appears here.
Paste it into ChatGPT, then paste your deal list right below it.
Tip: Sign in free to save your prompts and downloads in My Tools, so they're there next time. No signup needed to use the prompts.
✨ AI polish
Claude asks you up to 3 quick questions, then writes a sharper prompt. Sign in for 3 free polishes a month.
Why this prompt works
Forecast calls go badly when the number can't be explained deal by deal. This prompt builds the forecast from evidence and gets you ready for the questions.
- It holds "commit" to a clear standard, so your number holds up when someone pushes on it.
- It shows the math, so you can check every line before the call.
- It predicts the tough questions and drafts honest answers.
Questions
- Which forecast method should I use?
- If you're not sure, pick "Not sure, suggest one" and the AI explains the simplest fit for your deal list.
- Does my deal data go through PromptSpoke?
- No. You paste it into your own AI.
- Can it compare to last quarter?
- Yes. Add last period's forecast and actual under More options.