Lead Through Change
- Free Sales Assistant exercise
Your Sales Assistant prompt is ready
Open your AI chat tool and paste the exercise below.
USE ANONYMIZED NOTES FROM A RECENT CONVERSATION.
Try your first assignment
01
Copy this prompt
Using only my call notes, draft a warm follow-up under 120 words. Summarize what I agreed to do and ask for one next step. Include only confirmed prices, dates and commitments. Flag missing details separately. My notes follow.
02
Add your notes
Include the client’s priority and your agreed next step.
03
Review before sending
Check every promise against the conversation.
KEEP THE PROMPT FOR YOUR NEXT CALL.
Give it your voice
Add one short email you wrote and ask the assistant to match its warmth.
- Remove private details
- Confirm the next step
Your judgment shapes the final email.
Monika Philp, Lead Through Change
- Review the draft before sending
AI Workforce Starter Kit