Let’s be real: AI isn’t magic. It’s just really fast pattern-matching - and if you give it garbage, it’ll spit garbage right back at you.
This guide is your tactical playbook for getting clean, consistent, and contextual AI outputs that don’t need to be babysat.
Whether you’re automating deal insights, pipeline updates, or coaching prompts, these best practices will help you ditch the guesswork and start prompting with precision.
Because your workflows deserve better than “let’s see what the model says.”
Too many prompts read like you’re writing a love letter to your CRM.
Newsflash: AI doesn’t need your poetic backstory. It needs a command.
The best prompts cut the fluff and tell the model exactly what to do. Want to pull a MEDDPICC field? Say so.
Don’t describe your sales process like it’s an onboarding doc. Just issue the command and move on - your workflows (and your sanity) will thank you
Context isn’t optional - it’s the difference between insight and nonsense.
AI can’t guess which “deal” you mean unless you give it data like {{stage_name}}, {{close_date}}, and other CRM variables.
Want smarter outputs?
Start spoon-feeding the AI what it needs using dynamic variables. That’s how you go from “huh?” to “hell yes” in your GTM automations
If your prompts are treating every call or email like it’s happening in a vacuum, you’re doing it wrong. Great prompting means merging new inputs with historical context - not starting over every time someone sneezes in a meeting.
Combine prompts help preserve knowledge across touch points, giving your AI superpowers like remembering key pain points, stakeholders, and next steps without having to reinvent the wheel every. single. time
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