Prompt library
52 of 52 prompts
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CRO
5 prompts
Featured
Weekly Customer TLDR
Monday morning 20-second read across the entire customer base — top wins, top risks, accounts going quiet, ranked by ARR.
Scheduled
Leadership
Forecast Reality Audit
Audits every Commit and Best Case deal — pulls rep's stated narrative and compares it against actual signals in calls, emails, and champion engagement to flag the gap.
Prompt
Leadership
All cro prompts
Forecast Defense Cockpit
Live board of every Commit and Best Case deal showing rep narrative, signal score, top blocker, last meaningful touch, and days since champion engagement.
Live Artifact
Leadership
Champion News Watch
Weekly web-search digest of notable events (funding, layoffs, exec changes, press) for the top 20 strategic champions across customer and pipeline.
Scheduled
Leadership
Win/Loss Theme Analysis
Quarterly synthesis of every won and lost deal in the last 90 days, evidence-grounded from actual transcripts and emails — the real reasons, not the CRM dropdowns.
Prompt
Leadership
Sales
15 prompts
Featured
Forecast Reality Dashboard
Manager view of every Commit deal across the team, showing the gap between rep narrative and BackEngine signal, color-coded for the 30 minutes before forecast calls.
Live Artifact
Leadership
Daily Meeting Brief
Scans today's calendar for external meetings and drafts a one-page brief for each — who's in the room, last 3 touches, top open issues, and recent web-searched developments.
Scheduled
Leadership
Daily Call Prep Digest
Scans today's calendar for external meetings and drafts a brief for each — who's in the room, last 3 touches, open issues, objection history, recent prospect developments.
Scheduled
IC
All sales prompts
Stuck Deal Diagnosis & Recovery Map
Pulls all comms history on a stalled deal, identifies why it's stuck (champion silence, competitor entered, procurement issue), and drafts the unstick play with email or talk track.
Prompt
Leadership
Friday Forecast Slippage Scan
Every deal that slipped this week with the real reason vs the rep-stated reason, sourced from actual comms, formatted for the Monday forecast call.
Scheduled
Leadership
Lost Deal Resurrection Scan
Pulls every closed-lost deal from last 12 months, identifies why each was lost from comms, then web searches each company for changes that invalidate the original objection.
Scheduled
Leadership
MAP Drift Tracker
Every active mutual action plan in BackEngine, on-track vs slipping by date, flagging MAPs where the customer side has stopped responding.
Scheduled
Leadership
My Deal Wall
Every active opp with sentiment grade, last touch, top blocker, MEDDPICC status, and days in stage — click any row for the underlying evidence.
Live Artifact
IC
Champion Pulse Check
Is the champion still engaged? Pulls reply cadence, sentiment trajectory, meeting attendance, and things they've stopped doing — recommends multi-thread targets if they're fading.
Prompt
IC
Re-Engagement Brief
For a single dormant prospect, identifies the 2–3 themes they actually cared about (their words), web searches relevant developments, and drafts an opener grounded in both.
Prompt
IC
Weekly Dormant Account Outreach Pack
Same logic as Re-Engagement Brief, batched — top 5 prospects dormant 60+ days from the AE's book with personalized re-engagement emails drafted, lands before Monday.
Scheduled
IC
Competitive Vulnerability Brief
For an active deal where a competitor is in play — pulls everything the prospect said about that competitor, web searches the competitor for vulnerabilities, threads them together.
Prompt
IC
Strategic Account Deep Research Plan
For strategic accounts and whales — triggers deep research on the company (10-Ks, earnings, leadership, announcements) layered with everything BackEngine knows about the relationship.
Prompt
IC
Objection Recon
Pre-call: what objections has this prospect raised across past conversations, what worked, what didn't, and what's likely coming next.
Prompt
IC
Customer Success
11 prompts
Featured
Active Accounts Pulse
Daily morning dashboard of every account in the book with A–E grade, attention lines, and last meaningful touch.
Live Artifact
Leadership
Renewal Cockpit
Every renewal in the next 120 days with risk grade, expansion signal, top blocker, and owner — click any row for the underlying evidence.
Live Artifact
Leadership
Catch-Me-Up Since Last Touch
Before any customer interaction, pulls everything that's happened on the account since the CSM's last meaningful touch — calls, emails between customer and other teams, tickets, sentiment.
Prompt
IC
All customer success prompts
Unfulfilled Promises Weekly
Every commitment past due across the customer base, ranked by ARR exposure, pulled from actual call transcripts and emails.
Scheduled
Leadership
Daily QBR Prep Scan
Scans the calendar for any QBR scheduled in the next 5 days and drafts the brief from the last 90 days of customer comms — wins, risks, commitments, talking points.
Scheduled
Leadership
Hidden Account Risk
Identifies accounts whose health score lies — green in Gainsight, but conversations show silence, frustration, champion departure, or commitment failures.
Prompt
Leadership
Open Loops Live
Every open commitment, follow-up, and unanswered question across the CSM's book, with owner, account, days outstanding, and ARR — sourced from actual comms.
Live Artifact
IC
Monday Morning Book Scan
What changed across the CSM's book over the weekend — new tickets, sentiment shifts, exec movements (web searched), unanswered emails.
Scheduled
IC
Stakeholder Sentiment Map
Maps every contact on one account — sentiment trajectory, last engagement, role in the buying or renewal decision, and who's hot, cold, gone quiet, or newly engaged.
Prompt
IC
Dormant Customer Touchpoint
For a customer not engaged in 30+ days, pulls past conversation themes, web searches their world for relevant developments, and drafts a re-engagement note grounded in both.
Prompt
IC
Revenue Operations
5 prompts
Featured
Phantom Pipeline Audit
Identifies deals that exist in CRM but have no real signal in BackEngine — no recent emails, no calls, no champion activity. Surfaces the phantoms with evidence.
Prompt
Leadership
CEO / Co-Founder
Live MEDDPICC compliance by rep, deal, and segment, showing which fields are filled vs which are actually substantiated by real comms. Filled-but-fake counts as non-compliant.
Live Artifact
Leadership
All revenue operations prompts
Weekly Pipeline Hygiene Report
Exceptions to clean before Monday's forecast call — stage-criteria gaps, single-thread risk, deals advancing without earning it, missing close plans.
Scheduled
Leadership
Win/Loss Reason Reconciliation
Compares CRM-recorded win/loss reasons against the source-grounded reality from comms — reps mark 'lost on price' but the transcript shows the prospect lost a champion.
Scheduled
Leadership
Cross-Channel Outreach Dedup
Before launching outbound, scans BackEngine across email, calls, tickets, signals, and partner intros to flag anyone already in-relationship — preventing the double-ping mistake.
Prompt
Leadership
Marketing
2 prompts
Featured
Webinar / Event Attendee Triage
After any webinar or event, cross-references the attendee list against BackEngine, scores by ICP fit + relationship, tiers the list, and drafts personalized follow-ups for the top tier.
Prompt
IC
Cross-Channel Outreach Dedup
Before launching outbound, scans BackEngine across email, calls, tickets, signals, and partner intros to flag anyone already in-relationship — preventing the double-ping mistake.
Prompt
IC
Product Marketing
5 prompts
Featured
Voice of Customer Live
Top themes across all customer comms in the last 30 days, with click-through to the source quotes — the dashboard that updates itself.
Live Artifact
IC
Monthly Win/Loss Synthesis
Patterns across won and lost deals in the last 30 days with the quotes that drove each outcome — formatted as a memo to the CRO.
Scheduled
IC
All product marketing prompts
Competitor Mention Dashboard
Every mention of a named competitor across customer comms in the last 90 days — frequency, sentiment, what reps said back, win/loss outcome, with click-through to the source.
Live Artifact
IC
Battlecard from Objection Patterns
For any competitor, builds a battlecard from real objection patterns — what customers actually say, what reps actually answer, what works. Not opinions.
Prompt
IC
Case Study Candidate Detector
Every customer with a recent measurable win worth writing up, pulled from comms — 'we hit X this quarter thanks to you' said on a call. Ranked by quote strength.
Scheduled
IC
Product
4 prompts
Featured
Feature Request Heatmap
Every feature request mentioned in customer comms, weighted by ARR + frequency + recency — click any request for the source quotes from real customers.
Live Artifact
Leadership
Lost Deal Product Gap Analysis
Quarterly. Every deal lost in the last 90 days where product capability was a factor — the actual gap, the customer's words, the ARR. Roadmap input grounded in lost revenue.
Prompt
Leadership
All product prompts
Weekly Feature Request Digest
Top 10 feature requests ranked by ARR weight, with asking accounts named and source quotes attached.
Scheduled
Leadership
Product-Caused Churn Pattern Analysis
Quarterly. Every churn in the last 90 days — the product issues that actually caused it (not what the exit survey said), and the patterns across churns.
Prompt
Leadership
Founder
5 prompts
Featured
Weekly Customer TLDR
Monday morning 20-second read across the entire customer base — top wins, top risks, accounts going quiet, ranked by ARR. Universal founder workflow.
Scheduled
Leadership
What I'd Tell the Board Auto-Draft
Monthly draft of the customer-facing portion of the board update — top wins with quotes, top risks with evidence, churn pattern, expansion signal. Founder edits, doesn't write.
Scheduled
Leadership
All founder prompts
Top Customer Concerns This Week
Pre-investor or pre-board prep — the 3 things customers are most worried about right now, grounded in actual quotes from this week's calls and emails.
Prompt
Leadership
Champion News Watch
Weekly web-search digest of notable events (funding, layoffs, exec changes, press) for the top 20 strategic champions across customer and pipeline.
Scheduled
Leadership
Referral Partner Candidate Map
Across every customer and prospect contact, web searches each for seniority + network reach, cross-references with sentiment signals, ranks who'd be best to ask for intros and what the ask is.
Prompt
Leadership