Simplified Sales Funnel and CRM in Excel
Prospecting, qualification and follow-up
Turn real sales data into a functional CRM in Excel, with sheet structure, tables, formulas, optional automations, dashb…
Assets de IA da categoria Automação Comercial publicados por criadores da plataforma - testados, com contexto de uso e prontos para adaptar.
Prospecting, qualification and follow-up
Turn real sales data into a functional CRM in Excel, with sheet structure, tables, formulas, optional automations, dashb…
Prospecting, qualification and follow-up
Questions that uncover real pain and the decision criteria. Structured prompt with steps, output format, and quality cri…
Prospecting, qualification and follow-up
Respond to a common objection without sounding defensive. Structured prompt with steps, output format, and quality crite…
Prospecting, qualification and follow-up
Keep sales and production inventory in sync. A structured prompt with steps, output format, and quality criteria.
Prospecting, qualification and follow-up
Spot upsell opportunities based on actual usage. Structured prompt with steps, output format, and quality criteria.
Prospecting, qualification and follow-up
Understand customer satisfaction without sounding like a bureaucratic form. Structured prompt with steps, output format,…
Prospecting, qualification and follow-up
Compare against a competitor without trashing them, using facts. Structured prompt with steps, output format, and qualit…
Prospecting, qualification and follow-up
Identify upsell opportunities based on real usage. A structured prompt with steps, output format, and quality criteria.
Automated routine and clear handoff
Route reimbursement requests through the right approval level. Structured prompt with steps, output format, and quality …
Prospecting, qualification and follow-up
A cadence that persists without getting annoying. Structured prompt with steps, output format, and quality criteria.
Prospecting, qualification and follow-up
Understand the real reason a deal was lost. A structured prompt with steps, output format, and quality criteria.
Automated routine and clear handoff
Get alerted when a ticket is close to missing its deadline. Structured prompt with steps, output format, and quality cri…
Prospecting, qualification and follow-up
Arguments to defend pricing without getting dragged into a discount war. Structured prompt with steps, output format, an…
Prospecting, qualification and follow-up
Respond to common objections without sounding defensive. Structured prompt with steps, output format, and quality criter…
Automated routine and clear handoff
Turn raw data into a reliable foundation with a complete Power Query pipeline: diagnosis, data quality rules, commented …
Prospecting, qualification and follow-up
Decide whether the lead is worth the team’s time. A structured prompt with steps, output format, and quality criteria.
Prospecting, qualification and follow-up
Reconnect with old contacts for a legitimate reason. Structured prompt with steps, output format, and quality criteria.
Faster delivery with real context
Turn real operational rules into robust Excel formulas for SLA, business deadlines, calendars, shifts, holidays, and ale…
Prospecting, qualification and follow-up
Pass the customer along without losing context. Structured prompt with steps, output format, and quality criteria.
Prospecting, qualification and follow-up
Questions that uncover real pain and the decision-making criteria. A structured prompt with steps, output format, and qu…