Quadrivium Sales Agents
Press “Copy” below the prompt and paste into a new Copilot chat to begin.
Customer Insights
Diamond Core
This prompt helps you organise your customer insights. You can upload a photo of your worksheet, confirm the text is captured correctly, and then see your insights grouped into clear themes. After that, it shows you what information might be missing, so you know what to look into next.
Frame Up & Questions
Diamond Core
This prompt helps you check and improve how you frame insights and questions. You upload a photo of your completed worksheet, confirm the wording is captured correctly, and then get clear suggestions to strengthen your frame‑ups and open questions using the Frame‑up and Questions method, without changing what you originally wrote.
Insights to Initiatives
Diamond Core
This prompt helps you improve a draft initiative. You upload a photo of your completed worksheet, confirm the wording is captured correctly, and then get clear suggestions to strengthen how your insights flow into impacts, objectives, and a well‑formed initiative, without changing what you originally wrote.
Develop Segment Value Proposition
Diamond Advanced
This prompt helps you define a target segment, capture the value your company can credibly deliver to that segment, and then craft a strong segment value proposition.
Creating Initial Segment Level Message
Diamond Advanced
This prompt helps you clearly define a target segment and craft a short, compelling outreach message that earns a first meeting without over‑selling or inventing claims. It guides you step by step to capture the right inputs, shape a strong value‑led message, and produce a reusable template you can confidently adapt across stakeholders in the same segment.
Creating Specific Stakeholder Message
Diamond Advanced
This prompt helps you turn a strong segment‑level outreach message into a highly relevant, ready‑to‑send message for a specific stakeholder. It guides you to personalise safely using LinkedIn insights and approved context, so the message feels thoughtful and credible while staying focused on one outcome: securing a first meeting.
Initial Meeting Storytelling
Diamond Advanced
This prompt helps you turn your real experience, examples, or plausible scenarios into a clear, credible value story that works in an early sales conversation or first meeting. It guides you to structure the story so it is easy to tell, grounded only in what you know, and focused on helping the customer quickly see relevance, impact, and whether it is worth exploring further.
Planning For Commercial Conversations
Diamond Advanced
This prompt helps you prepare confidently for an important commercial meeting by clarifying what you want to achieve, who you’re meeting with, and how best to engage each person. It guides you to plan the conversation around buyer profiles, sharpen your key messages, and produce a clear, value‑focused agenda so the meeting runs well and leads to a strong next step.
Frame Up & Open Questions Planning
Diamond Advanced
This prompt helps you prepare confident, insight‑led conversations by turning your meeting agenda into clear frame‑ups and well‑sequenced questions. It guides you to focus on one agenda item at a time, shape how you introduce the topic, ask better questions, and steer the discussion toward useful insight and a natural next step.
Planning For Recording Meetings
Diamond Advanced
This prompt helps you confidently introduce AI note‑taking in a meeting in a way that feels transparent, respectful, and customer‑first. It guides you to plan how to ask for consent, handle sensitivity, and clearly explain the benefit to the stakeholder, so you reduce friction, build trust, and keep the conversation focused on what matters.
Competitor Differentiation Planning
Diamond Advanced
This prompt helps you stand out against competitors by turning your value proposition or case study into a clear, differentiated customer story. It guides you to position your approach around real customer context and outcomes, so you can explain why you’re more relevant and impactful in conversations where competitors are also in play.