Section 1 - Instruction

You've learned how AI uses tools to expand its capabilities. But there's another powerful way to control AI behavior - system prompts.

Think of system prompts as the "boss instructions" given to AI before sales reps even start using it with prospects.

Engagement Message

Have you ever wondered why some AI sales assistants sound consultative while others seem pushy?

Section 2 - Instruction

System prompts are invisible instructions that define how AI should behave, what sales personality it should have, and what rules it must follow.

Unlike your regular prompts, system prompts are set by sales leaders and run in the background of every prospect interaction.

Engagement Message

It's like giving a new sales rep their playbook before they make their first call. What would you want in that playbook?

Section 3 - Instruction

These hidden instructions shape everything: the AI's approach (consultative vs. transactional), its role (lead qualifier vs. closer), and what topics it will or won't discuss.

For example, a prospecting AI might be system-prompted to always focus on pain points before presenting solutions.

Engagement Message

How might different system prompts change an AI assistant for your sales territory?

Section 4 - Instruction

System prompts ensure AI follows sales best practices consistently. They can prevent the AI from making unrealistic promises, sharing competitor information, or using inappropriate closing techniques.

They're like digital sales guardrails that keep AI aligned with your sales methodology and compliance standards across thousands of prospect conversations.

Engagement Message

What sales rules would be critical for AI representing your company?

Section 5 - Instruction

Smart sales teams use system prompts to create AI assistants that feel like extensions of their sales culture. The AI can adopt specific sales terminology, communication style, and value propositions.

This means every prospect interaction feels consistent, whether they're talking to a human sales rep or AI assistant.

Engagement Message

If you were giving system prompts to a sales AI, what would you ask it to prioritize first and foremost?

Section 6 - Instruction

System prompts can also define the AI's sales expertise level. A prospecting AI might be prompted to focus on qualifying basics, while avoiding complex pricing negotiations.

This specialization makes AI more valuable by keeping responses relevant and appropriately scoped for each stage of the sales process.

Engagement Message

Have you noticed any such instructions with sales tools you use?

Section 7 - Instruction

The key is balancing helpful AI behavior with necessary sales constraints. Too restrictive, and the AI becomes frustratingly limited. Too open, and it might make promises you can't keep.

Good system prompts create AI that's maximally helpful within clearly defined boundaries that protect both prospects and the sales team.

Engagement Message

Have you experienced sales AI that felt too scripted or too unpredictable?

Section 8 - Practice

Type

Fill In The Blanks

Markdown With Blanks

Let's test your understanding of system prompts in sales!

Complete these statements about how system prompts work in sales:

[[blank:System]] prompts are invisible instructions that shape AI behavior, while [[blank:user]] prompts are specific requests from sales reps. System prompts act like digital sales [[blank:guardrails]] that keep AI aligned with your methodology. The key is balancing helpful AI with necessary [[blank:constraints]] to protect both prospects and sales team.

Suggested Answers

  • System
  • guardrails
  • user
  • constraints
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