Use this prompt to customize the entire Sales Operating System for your company, product, and role. Fill in the blanks, then paste it into Notion AI on any playbook page.
Copy this entire prompt, fill in the bracketed sections with your information, then paste into Notion AI:
I need you to help me customize this Sales Operating System for my specific context.
Here is my information:
**Company & Product:**
- Company name: [Your company name]
- Product/solution: [Brief description of what you sell, 1-2 sentences]
- Target market: [Industry, company size, buyer personas]
- Primary value proposition: [What problem do you solve and how]
**My Role:**
- Title: [Your sales role]
- Territory: [Geographic region, industry vertical, account segment]
- Deal size range: [Typical deal values, e.g., $25K-$250K ARR]
- Sales cycle length: [Typical time from first contact to close, e.g., 60-90 days]
- Team structure: [Do you work with SCs, CSMs, SEs? When do they engage?]
**Product Modules/Features:**
List your 3-7 main product offerings:
1. [Product/Module 1]: [What it does in one sentence]
2. [Product/Module 2]: [What it does in one sentence]
3. [Product/Module 3]: [What it does in one sentence]
4. [Add more as needed]
**Primary Tech Stack (what your product integrates with):**
- [System 1, e.g., Salesforce CRM]
- [System 2, e.g., Slack]
- [System 3, e.g., HubSpot]
- [Add more as needed]
**Key Metrics Your Buyers Care About:**
List 3-5 metrics you typically discuss in sales conversations:
- [Metric 1, e.g., Customer acquisition cost]
- [Metric 2, e.g., Time to revenue]
- [Metric 3, e.g., Conversion rate]
- [Add more as needed]
**Industry-Specific Terminology:**
Are there terms specific to your industry that should be used throughout?
- [Term 1]: [Definition]
- [Term 2]: [Definition]
- [Add more as needed]
**Sales Process Specifics:**
- Do you require a demo in every deal? [Yes/No]
- Do you run POCs/pilots? [Yes/No/Sometimes]
- What's your typical discovery call duration? [e.g., 30 minutes, 1 hour]
- What's your typical demo duration? [e.g., 30 minutes, 1 hour]
- Do you have security/compliance requirements? [Brief description]
Based on this information, please:
1. Review the <mention-page url="[https://www.notion.so/ea11ac0019f94352947c9fff1c6696bc">Glossary</mention-page>](https://www.notion.so/ea11ac0019f94352947c9fff1c6696bc">Glossary</mention-page>) and suggest updates for my industry/product
2. Identify places in <mention-page url="[https://www.notion.so/2d83f4313454814fad31c3521092bc73">Deal](https://www.notion.so/2d83f4313454814fad31c3521092bc73">Deal) Workflow Playbook</mention-page> where I should add product-specific guidance
3. Suggest customizations to <mention-page url="[ Discovery Transcript Processing](<https://lapis-prose-2e4.notion.site/Discovery-Transcript-Processing-2d83f43134548103b7dbd3c253b01dbd>)"> Discovery Transcript Processing</mention-page> based on my typical discovery questions
4. Recommend updates to <mention-page url="[https://www.notion.so/2d83f4313454810684c3e4b641863e23">Demo](https://www.notion.so/2d83f4313454810684c3e4b641863e23">Demo) Transcript Processing</mention-page> based on my demo structure
5. Provide a checklist of all the pages I should update with my specific information
Provide your recommendations in a structured format with specific page references and suggested changes.
Notion AI will provide:
Your next steps: