The Ask Avoma Prompt Handbook

Ask Avoma is Avoma’s AI copilot that answers questions from your meeting transcripts and conversation history.

This handbook shows Sales and Customer Success teams how to use ready-made prompts for call preparation, deal and account reviews, and follow-ups.

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Who this handbook is for

• Sales teams preparing for calls and reviewing active deals
• Customer Success teams managing accounts, QBRs, and renewals

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What you’ll find inside

• A curated library of prompts designed for common Sales and Customer Success workflows
• Examples of how teams use prompts during preparation, reviews, and follow-up
• The I.N.S.I.G.H.T framework for writing prompts that produce structured, reliable answers

Prompt for Sales

Early-stage conversations

• Discovery call preparation
• Demo call preparation

Deal qualification and risk assessment

• Prospect qualification review (MEDDIC / BANT)
• Competitor handling call

Commercial and closing stages

• Pricing call preparation
• Final closing call preparation

Follow-through and handoff

• Follow-up email generator
• Sales → CSM handoff call prep

Prompts for Customer Success

Onboarding and kickoff

• Kickoff call preparation

Adoption and executive reviews

• QBR / Executive review preparation

Renewal strategy

• Renewal preparation (90–120 day review)