Unify Chat: Prompt Library

Use these prompt templates as starting points in Unify Chat. Swap in your own accounts, reps, deal names, competitors, and timeframes to tailor each prompt to your workflow.

Prompts for SDRs

Account research & prioritization

Score and rank the accounts already in your book.

• Rank the accounts in my book by signal strength, including tech changes, hiring activity, and funding. Surface the top 10.

• Which accounts in my book had website activity in the last 48 hours but no outreach yet?

• Summarize the last 90 days of signals for [insert account].

List building

Build your own list of accounts.

• Find companies matching my ICP that are hiring for roles tied to our product. Surface the ones not yet in my CRM.

• Find lookalikes of our best closed-won customers this year. Exclude anything already in an active sequence.

• Give me companies that have open job postings mentioning [insert competitor].

Multithreading

Go wider inside the accounts in your book.

• What level of multithreading is happening across the accounts in my book?

• For accounts in my book where I've only touched one lead, map the buying committee and find two more contacts to reach out to.

• Which accounts in my book have a champion who's changed jobs in the last quarter?

Outreach & sequencing

Send smarter and learn from what's already working.

• Who in my book should I email today to book a meeting?

• Which of my sequences have the highest reply rates? Tell me learnings I can incorporate in future sequences to book more meetings.

• Draft a personalized 5-step email, call, and LinkedIn sequence. Use a signal-based opener in the first email that calls out a recent buying signal.

Re-engagement & review

Revive cold threads in your book and close the loop.

• Which contacts in my book opened an email three or more times but never replied?

• Pull closed-lost accounts in my book with loss reason = timing. Check for a new buying signal and draft a re-engagement note with a fresh angle.

• Which of my sequences went cold in the last 60 days? Recommend which ones are worth restarting.

Prompts for AEs

Account selection & prep

Know which accounts in your book to chase.

• Before my next call with this account in my book, pull any relevant context, including recent news, closed-lost history, and prior touches.

• Which accounts in my book showed the strongest buying signals this week, like new hires, funding, or website activity? Rank the top 10.

• Pull closed-lost accounts in my book from the last 6 months that are now showing renewed intent. Give me the top 5 to re-engage this week.

Buying committee mapping

Know who's in the room across your book and who's missing.

• For deals in Stage 2 or later, who on the buying committee have I not engaged? Flag economic buyers and technical evaluators.

• Build a relationship map for this account and tell me which persona I'm missing at the table.

• Which accounts in my book have a champion who's changed jobs in the last quarter?

Pipeline management

Move the opportunities in your book forward with real data behind every step.

• Which of my Stage 1 opportunities have gone quiet, with no engagement in 2+ weeks? Suggest a re-engagement angle for each based on their last touchpoint.

• Which open opportunities in my book have had no activity in the last 14 days?

• Which 3 accounts in my book with open opportunities should I focus on today?

Competitive intel

Know where you stand against alternatives in every deal.

• Which accounts in my book have shown signals of evaluating a competitor?

• For [insert account], summarize what we know about their current tools and where our product has the edge.

• Which of my open deals went quiet right after a competitor mention? Suggest a differentiation angle for each.

Forecast & reporting

Walk into forecast review with a clear view.

• Give me a one-line status on every deal closing this month: last activity, next step, and confidence level based on engagement trends.

• Which deals in my forecast have the highest engagement but haven't moved stage in the last 3 weeks?

• Summarize this month's wins and losses in my book.

Prompts for sales managers

Pipeline & team performance review

See where the team stands at a glance.

• Show my team's pipeline by stage this quarter versus last, and flag any rep whose coverage ratio has dropped below target.

• Which reps are behind on pipeline generation for this quarter, and by how much?

• Summarize this week's wins and losses across my team with the stated reason for each loss.

Coaching insights

Find the gap between top and bottom performers.

• Which reps have the lowest reply rates on their sequences this month? Tell me what's different about their messaging versus my top performer's.

• Compare call-to-meeting conversion across my team and flag reps who'd benefit from a coaching session.

• Pull three examples of high-performing outreach messages from this month I can share as team examples.

Meetings & quota tracking

Make sure reps are on track to hit quota.

• How many meetings has each rep booked this month?

• Which rep should I coach next to help them book more meetings?

• Which reps are booking meetings that don't move to the next stage? Show me each rep's meeting-to-pipeline conversion rate.

Rep activity & productivity

Keep the team's motion healthy.

• Rank my reps by outbound activity this week: calls, emails, and sequences started.

• Which reps have accounts sitting untouched for more than 30 days?

• How many tasks has [insert rep] completed versus skipped?

Territory & signal trends

Spot patterns across the whole book of business.

• What are the top buying signals showing up across my team's territories this month?

• Which segments or verticals in our book are generating the most qualified pipeline right now?

• Are there any territories with high signal volume but low rep coverage?

Tip: These prompts are designed to be adapted. Replace bracketed placeholders and adjust timeframes or ownership scopes to match the accounts, reps, and deals you want to analyze.