Claude prompt for sales forecast call prep
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
Format it for
Fill in the starred questions and your prompt appears here.
Paste it into Claude, 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.
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How to use it in Claude
Open a new chat in Claude, paste the prompt, then paste anything the prompt asks for right below it.
The prompt is split into sections wrapped in simple tags like <task> and <rules>. Claude follows clearly separated instructions closely, so your rules don't get lost in the details.
If you've connected your email, calendar or other tools to Claude, choose "Let my AI look them up" and it can find the details itself.
Example: the finished prompt
For a sample company, Northside Supply. Yours uses your answers and your company profile.
Show the example promptHide the example
<context> My name: Sam Rivera My role: Sales manager My company: Northside Supply What we do: Commercial shelving and racking, installed in 2–3 weeks Who we sell to: Warehouses and distribution centers </context> <task> Help me prepare this month's forecast against a target of $450k, for my manager. Sort the deals using Commit / Best case / Pipeline. Right after this prompt I'll paste my deal list. Use only what's in it. </task> <details> Deals I'm unsure about: Harbor Foods: legal review, no date yet Last period's forecast vs actual: Forecast $410k, closed $372k. Use it to say whether I tend to call high or low. Upside not in the CRM: Pinecrest may add a second site, about $40k. Keep it out of commit. </details> <rules> - Tone: direct and honest, like a sales leader who has to defend the number. - No buzzwords: avoid "leverage", "synergy", "circle back", "touch base", "unlock", "streamline", "game-changer". - Short sentences. Plain words. Get to the point in the first line. - My notes may be rough or have typos. Fix spelling and grammar, but keep my meaning. - Use only facts I give you, in this prompt or in anything I paste or point you to. If something important is missing, put a [placeholder] in brackets instead of making it up. - Commit means evidence: a decision maker engaged, a dated next step, and paperwork in motion. Explain any deal that doesn't meet it. - Don't inflate. If a deal looks soft, say so and say why. - Show your math so I can check it. - Point out the deals that would move the number most if they slipped or closed. </rules> <output> - Topline: commit, best case and gap to target. - A table: deal, amount, close date, category, and the one reason it's in that category. - The 3 biggest risks, and what I'd do this week about each. - 5 questions I'm likely to be asked on the call, with short honest answers. </output>
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.
- Why does the Claude version use tags like <task>?
- Claude reads tagged sections very reliably, which keeps your rules separate from your notes. The words inside are the same as in the other versions.