MISSION 03

Find the Sales Story

Find the story hiding inside twelve months of transactions

CRITDON’T PROMPT. COLLABORATE.ITERATEVERIFY

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Your 20-minute mission

1Download and upload the filesUse the workshop data so everyone begins from the same place.
2Run the first promptNotice how CRIT gives the conversation structure and invites an interview.
3Refine—do not restartUse the second prompt as an example of coaching the response toward better work.
4Continue the conversationChoose your own direction. Faster learners can take on the challenge.

MONDAY MORNINGWhat real file or process from your job could you use with this same workflow?

▦MISSION BRIEF

Weekly Sales Review

You are preparing for Monday morning sales meeting. Management wants more than a list of numbers. They want to understand what changed, why it matters, and where the team should focus next.

Sales History Report

FIRST PROMPT · CRIT

Context: I am a branch manager preparing for my weekly sales meeting. I attached twelve months of sales history. I don't need a list of numbers. I need help understanding what changed, where to focus, and what questions I should ask my team.

Role: Act as an experienced distribution sales leader and business analyst.

Interview: Before analyzing the file, interview me one question at a time about our priorities, comparison period, and what decisions I need to make.

Task: Identify the five most important trends, customers that deserve attention, and questions I should ask the sales team.

Requirements: Support every observation with evidence from the file. Separate facts, interpretations, and assumptions. Do not invent causes for changes.

Source material: Use only the attached sales-history file.

REFINEMENT PROMPT

Good work. Now prepare me for Monday's sales meeting by summarizing the three biggest opportunities, the three biggest concerns, what I should verify before acting, and three recommended actions for next week. Keep it concise and actionable.

Continue the conversation

You have seen how to start and how to refine. Write the next prompt that would make the work more useful to you.

Type your next prompt in ChatGPT…

Extra challenge: Choose one declining customer and ask AI to build a sales call plan to help you re-engage the account.