Dispatches
Library11 startersStarters
05

Athena starters for sales

Account signals, call prep, and pipeline reviews that keep deals moving. 11 starters, 7 of which run on a schedule. Each shows what it needs, what it delivers, and the full prompt to copy.

Athena Library

Athena starters for sales are 11 ready-made prompts grouped into Accounts and prospects, Calls and deals and Pipeline. 7 run on a schedule: Athena runs them once, delivers a spreadsheet, PowerPoint deck and Word document, emails them to you, and repeats on the cadence you pick. A few need a connected app: calendar (Outlook or Gmail calendar), email (Outlook or Gmail). The rest need no setup.

FIG. 01 / SALESACCOUNTS AND PROSPECTSTrigger-event prospectsSCHEDAccount plan refreshSCHEDCompetitor battlecardSCHEDRevive lost dealsCALLS AND DEALSPre-call briefingDiscovery call summaryProposal draftPIPELINEPipeline health reviewSCHEDKey account reportSCHEDForecast call prepSCHEDWin/loss analysisSCHEDFIG. 01 / SALESACCOUNTS AND PROSPECTSTrigger-event prospectsSCHEDAccount plan refreshSCHEDCompetitor battlecardSCHEDRevive lost dealsCALLS AND DEALSPre-call briefingDiscovery call summaryProposal draftPIPELINEPipeline health reviewSCHEDKey account reportSCHEDForecast call prepSCHEDWin/loss analysisSCHED
FIG. 01The sales starters by group. SCHED marks a starter that runs on a schedule; each has its own page.
Contents
  1. 01Accounts and prospects
  2. 02Calls and deals
  3. 03Pipeline
  4. 04Why run it in Athena
  5. 05For your team
  6. 06Related dispatches
  7. 07Questions teams ask

01Accounts and prospects

Trigger-event prospects

New companies with a reason to call this week. See how it runs →

Setup
No setup needed
Runs
Every Monday at 7am, or every weekday or monthly instead
Outputs
spreadsheet, PowerPoint deck, Word document; emailed to you after every run
Runs on a scheduleSheetDeckDocNo setup needed
Show the prompt
Find new prospects with a reason to call this week. Ask me for my ideal customer profile (industry, size, region) if you cannot tell. Find 15-25 companies with a recent trigger: funding, a new executive, expansion, layoffs, or a hiring push in the team we sell to. Give the trigger, a likely buyer title, and a one-line opener for each. Cite every trigger. Deliver three files in my company's brand. If I have Word, PowerPoint, or Excel templates in Athena, ask once which to use and build every file from them, keeping their layouts, styles, and formulas. For the brand, use my company's design system if one exists. Otherwise find my company's website (search the web if you are not sure of the domain), run design_system_retriever on it to get the real logo, colors, and fonts, and save the result with create_design_system so every run matches. Use the real logo image; never redraw it or type the company name in its place. The files: (1) a spreadsheet with one row per company (company, website, trigger, date, likely buyer, opener, source link); (2) a PowerPoint deck with the logo on the title slide, a one-slide summary, a slide per section with a chart wherever there are numbers, and a so-what slide; (3) a Word document with the logo in the header, the full brief, and every source cited. Brand colors and fonts throughout, one idea per slide, no walls of text. Finish with a short summary in chat that links all three. When each run finishes, this one included, email me the three files from Athena: send them to my own email address with the chat summary in the body. If Athena cannot send email in this workspace, say so instead. When you are done, ask me if I want this every Monday at 7am (or every weekday, or monthly instead). Also ask which sections to keep and confirm my IANA time zone (for example America/New_York), and pass it explicitly when creating the schedule. If I choose a schedule, set up a scheduled agent that runs this same brief on it, keeps the spreadsheet asset ID and any template IDs in its instructions, reads the latest dated tab before each run, and reports only what changed since the last run. It says plainly when nothing material changed, and says comparison is unavailable if the prior tab cannot be read. Each run adds a dated tab to the same spreadsheet and makes a new dated deck and document. Whenever I give feedback on a run, in this chat or a later one, update the scheduled agent's instructions (and the template or design system when the feedback is about how the files look) so every later run follows it, then tell me exactly what you changed.
Open in Athena

Opens a new Athena chat with this prompt ready to send. If you're not signed in, you'll sign in first and land in the same chat.

Account plan refresh

Changes at your key accounts and your next three moves. See how it runs →

Setup
No setup needed
Runs
Every weekday at 7am, weekly on Mondays at 7am, or monthly on the 1st
Outputs
spreadsheet, PowerPoint deck, Word document; emailed to you after every run
Runs on a scheduleSheetDeckDocNo setup needed
Show the prompt
Refresh account plans for the key accounts I name. Ask me for the list. For each, cover leadership changes, strategy and earnings news, initiatives we could support, relationship gaps, and three moves for the next 30 days. Cite every item. Deliver three files in my company's brand. If I have Word, PowerPoint, or Excel templates in Athena, ask once which to use and build every file from them, keeping their layouts, styles, and formulas. For the brand, use my company's design system if one exists. Otherwise find my company's website (search the web if you are not sure of the domain), run design_system_retriever on it to get the real logo, colors, and fonts, and save the result with create_design_system so every run matches. Use the real logo image; never redraw it or type the company name in its place. The files: (1) a spreadsheet with one row per account and move (account, signal, opportunity, next move, owner, source link); (2) a PowerPoint deck with the logo on the title slide, a one-slide summary, a slide per section with a chart wherever there are numbers, and a so-what slide; (3) a Word document with the logo in the header, the full brief, and every source cited. Brand colors and fonts throughout, one idea per slide, no walls of text. Finish with a short summary in chat that links all three. When each run finishes, this one included, email me the three files from Athena: send them to my own email address with the chat summary in the body. If Athena cannot send email in this workspace, say so instead. When you are done, ask me how often I want this: every weekday at 7am, weekly on Mondays at 7am, monthly on the 1st, or not now. Also ask which sections to keep and confirm my IANA time zone (for example America/New_York), and pass it explicitly when creating the schedule. If I choose a schedule, set up a scheduled agent that runs this same brief on it, keeps the spreadsheet asset ID and any template IDs in its instructions, reads the latest dated tab before each run, and reports only what changed since the last run. It says plainly when nothing material changed, and says comparison is unavailable if the prior tab cannot be read. Each run adds a dated tab to the same spreadsheet and makes a new dated deck and document. Whenever I give feedback on a run, in this chat or a later one, update the scheduled agent's instructions (and the template or design system when the feedback is about how the files look) so every later run follows it, then tell me exactly what you changed.
Open in Athena

Opens a new Athena chat with this prompt ready to send. If you're not signed in, you'll sign in first and land in the same chat.

Competitor battlecard

How to win against one competitor, kept current. See how it runs →

Setup
No setup needed
Runs
Every weekday at 7am, weekly on Mondays at 7am, or monthly on the 1st
Outputs
spreadsheet, PowerPoint deck, Word document; emailed to you after every run
Runs on a scheduleSheetDeckDocNo setup needed
Show the prompt
Build and keep current a battlecard for selling against the competitor I name. Ask me which one. Cover their positioning, pricing signals, recent launches and wins, strengths, weaknesses, landmines to set, and questions that expose the gaps. Cite every item. Deliver three files in my company's brand. If I have Word, PowerPoint, or Excel templates in Athena, ask once which to use and build every file from them, keeping their layouts, styles, and formulas. For the brand, use my company's design system if one exists. Otherwise find my company's website (search the web if you are not sure of the domain), run design_system_retriever on it to get the real logo, colors, and fonts, and save the result with create_design_system so every run matches. Use the real logo image; never redraw it or type the company name in its place. The files: (1) a spreadsheet with one row per point (area, their claim, what is true, how we win, source link); (2) a PowerPoint deck with the logo on the title slide, a one-slide summary, a slide per section with a chart wherever there are numbers, and a so-what slide; (3) a Word document with the logo in the header, the full brief, and every source cited. Brand colors and fonts throughout, one idea per slide, no walls of text. Finish with a short summary in chat that links all three. When each run finishes, this one included, email me the three files from Athena: send them to my own email address with the chat summary in the body. If Athena cannot send email in this workspace, say so instead. When you are done, ask me how often I want this: every weekday at 7am, weekly on Mondays at 7am, monthly on the 1st, or not now. Also ask which sections to keep and confirm my IANA time zone (for example America/New_York), and pass it explicitly when creating the schedule. If I choose a schedule, set up a scheduled agent that runs this same brief on it, keeps the spreadsheet asset ID and any template IDs in its instructions, reads the latest dated tab before each run, and reports only what changed since the last run. It says plainly when nothing material changed, and says comparison is unavailable if the prior tab cannot be read. Each run adds a dated tab to the same spreadsheet and makes a new dated deck and document. Whenever I give feedback on a run, in this chat or a later one, update the scheduled agent's instructions (and the template or design system when the feedback is about how the files look) so every later run follows it, then tell me exactly what you changed.
Open in Athena

Opens a new Athena chat with this prompt ready to send. If you're not signed in, you'll sign in first and land in the same chat.

Revive lost deals

Closed-lost deals worth reopening, and why now.

Setup
No setup needed
Runs
When you ask
Outputs
spreadsheet
SheetNo setup needed
Show the prompt
Go through these closed-lost opportunities: [attach a CRM export]. Find the ones worth reopening because something changed, such as new leadership, funding, a competitor problem, or a renewal coming up. Rank them, give the reason with a source, and draft a short reopening email for the top ten.
Open in Athena

Opens a new Athena chat with this prompt ready to send. If you're not signed in, you'll sign in first and land in the same chat.

02Calls and deals

Pre-call briefing

Who is on the call, history, and what to get out of it.

Setup
Needs Calendar (Outlook or Gmail calendar); Needs Email (Outlook or Gmail)
Runs
When you ask
Outputs
An answer in chat
Needs CalendarNeeds Email
Show the prompt
Prepare me for my next call with [company]: who is attending, what we have discussed before, open questions, and what I should get out of this call.
Open in Athena

Opens a new Athena chat with this prompt ready to send. If you're not signed in, you'll sign in first and land in the same chat.

Discovery call summary

Pain points, buyers, timeline, and the follow-up email.

Setup
No setup needed
Runs
When you ask
Outputs
An answer in chat
No setup needed
Show the prompt
Summarize my discovery call notes or transcript into pain points, current process, decision makers, budget, timeline, and next steps. Then draft the follow-up email.
Open in Athena

Opens a new Athena chat with this prompt ready to send. If you're not signed in, you'll sign in first and land in the same chat.

Proposal draft

Scope, pricing options, and success metrics from your notes.

Setup
No setup needed
Runs
When you ask
Outputs
Word document
DocNo setup needed
Show the prompt
Draft a proposal for [company] covering their problem in their words, our approach, scope, timeline, pricing options, and success metrics. Use my notes: [notes]. Put it in a Word document. Use my company's brand. If I have Word, PowerPoint, or Excel templates in Athena, ask once which to use and build every file from them, keeping their layouts, styles, and formulas. For the brand, use my company's design system if one exists. Otherwise find my company's website (search the web if you are not sure of the domain), run design_system_retriever on it to get the real logo, colors, and fonts, and save the result with create_design_system so every run matches. Use the real logo image; never redraw it or type the company name in its place.
Open in Athena

Opens a new Athena chat with this prompt ready to send. If you're not signed in, you'll sign in first and land in the same chat.

03Pipeline

Pipeline health review

Stalled deals, past-due close dates, and missing next steps. See how it runs →

Setup
No setup needed
Runs
Every Monday at 7am, or every weekday or monthly instead
Outputs
spreadsheet, PowerPoint deck, Word document; emailed to you after every run
Runs on a scheduleSheetDeckDocNo setup needed
Show the prompt
Review my open pipeline. Ask me for the latest CRM export (a spreadsheet in Athena or an upload). Flag deals with no activity in 14 days, close dates in the past, or missing next steps, show coverage against quota, and give me a prioritized list for this week. Deliver three files in my company's brand. If I have Word, PowerPoint, or Excel templates in Athena, ask once which to use and build every file from them, keeping their layouts, styles, and formulas. For the brand, use my company's design system if one exists. Otherwise find my company's website (search the web if you are not sure of the domain), run design_system_retriever on it to get the real logo, colors, and fonts, and save the result with create_design_system so every run matches. Use the real logo image; never redraw it or type the company name in its place. The files: (1) a spreadsheet with one row per deal (account, stage, amount, close date, last activity, issue, next step); (2) a PowerPoint deck with the logo on the title slide, a one-slide summary, a slide per section with a chart wherever there are numbers, and a so-what slide; (3) a Word document with the logo in the header, the full brief, and every source cited. Brand colors and fonts throughout, one idea per slide, no walls of text. Finish with a short summary in chat that links all three. When each run finishes, this one included, email me the three files from Athena: send them to my own email address with the chat summary in the body. If Athena cannot send email in this workspace, say so instead. When you are done, ask me if I want this every Monday at 7am (or every weekday, or monthly instead). Also ask which sections to keep and confirm my IANA time zone (for example America/New_York), and pass it explicitly when creating the schedule. If I choose a schedule, set up a scheduled agent that runs this same brief on it, keeps the spreadsheet asset ID and any template IDs in its instructions, reads the latest dated tab before each run, and reports only what changed since the last run. It says plainly when nothing material changed, and says comparison is unavailable if the prior tab cannot be read. Each run adds a dated tab to the same spreadsheet and makes a new dated deck and document. Whenever I give feedback on a run, in this chat or a later one, update the scheduled agent's instructions (and the template or design system when the feedback is about how the files look) so every later run follows it, then tell me exactly what you changed.
Open in Athena

Opens a new Athena chat with this prompt ready to send. If you're not signed in, you'll sign in first and land in the same chat.

Key account report

Volume, share, and budget variance by account. See how it runs →

Setup
No setup needed
Runs
Every Monday at 7am, or every weekday or monthly instead
Outputs
spreadsheet, PowerPoint deck, Word document; emailed to you after every run
Runs on a scheduleSheetDeckDocNo setup needed
Show the prompt
Build the weekly key account report. Ask me for the sales files (sell-in, sell-out, or depletion data, as spreadsheets in Athena or uploads) and the accounts I manage. Show volume, share, and budget variance by account, the biggest movers, and one action per account. Deliver three files in my company's brand. If I have Word, PowerPoint, or Excel templates in Athena, ask once which to use and build every file from them, keeping their layouts, styles, and formulas. For the brand, use my company's design system if one exists. Otherwise find my company's website (search the web if you are not sure of the domain), run design_system_retriever on it to get the real logo, colors, and fonts, and save the result with create_design_system so every run matches. Use the real logo image; never redraw it or type the company name in its place. The files: (1) a spreadsheet with one row per account (account, volume, vs. budget, vs. last year, share, change, action); (2) a PowerPoint deck with the logo on the title slide, a one-slide summary, a slide per section with a chart wherever there are numbers, and a so-what slide; (3) a Word document with the logo in the header, the full brief, and every source cited. Brand colors and fonts throughout, one idea per slide, no walls of text. Finish with a short summary in chat that links all three. When each run finishes, this one included, email me the three files from Athena: send them to my own email address with the chat summary in the body. If Athena cannot send email in this workspace, say so instead. When you are done, ask me if I want this every Monday at 7am (or every weekday, or monthly instead). Also ask which sections to keep and confirm my IANA time zone (for example America/New_York), and pass it explicitly when creating the schedule. If I choose a schedule, set up a scheduled agent that runs this same brief on it, keeps the spreadsheet asset ID and any template IDs in its instructions, reads the latest dated tab before each run, and reports only what changed since the last run. It says plainly when nothing material changed, and says comparison is unavailable if the prior tab cannot be read. Each run adds a dated tab to the same spreadsheet and makes a new dated deck and document. Whenever I give feedback on a run, in this chat or a later one, update the scheduled agent's instructions (and the template or design system when the feedback is about how the files look) so every later run follows it, then tell me exactly what you changed.
Open in Athena

Opens a new Athena chat with this prompt ready to send. If you're not signed in, you'll sign in first and land in the same chat.

Forecast call prep

Commit, best case, and risks by deal for the quarter. See how it runs →

Setup
No setup needed
Runs
Every Monday at 7am, or every weekday or monthly instead
Outputs
spreadsheet, PowerPoint deck, Word document; emailed to you after every run
Runs on a scheduleSheetDeckDocNo setup needed
Show the prompt
Prepare the weekly forecast call. Ask me for the latest CRM export (a spreadsheet in Athena or an upload) and the deal size worth calling out. Group this quarter by stage with commit, best case, and risks for each large deal, and show what moved since last week. Deliver three files in my company's brand. If I have Word, PowerPoint, or Excel templates in Athena, ask once which to use and build every file from them, keeping their layouts, styles, and formulas. For the brand, use my company's design system if one exists. Otherwise find my company's website (search the web if you are not sure of the domain), run design_system_retriever on it to get the real logo, colors, and fonts, and save the result with create_design_system so every run matches. Use the real logo image; never redraw it or type the company name in its place. The files: (1) a spreadsheet with one row per deal (account, stage, amount, close date, category, change since last week, risk); (2) a PowerPoint deck with the logo on the title slide, a one-slide summary, a slide per section with a chart wherever there are numbers, and a so-what slide; (3) a Word document with the logo in the header, the full brief, and every source cited. Brand colors and fonts throughout, one idea per slide, no walls of text. Finish with a short summary in chat that links all three. When each run finishes, this one included, email me the three files from Athena: send them to my own email address with the chat summary in the body. If Athena cannot send email in this workspace, say so instead. When you are done, ask me if I want this every Monday at 7am (or every weekday, or monthly instead). Also ask which sections to keep and confirm my IANA time zone (for example America/New_York), and pass it explicitly when creating the schedule. If I choose a schedule, set up a scheduled agent that runs this same brief on it, keeps the spreadsheet asset ID and any template IDs in its instructions, reads the latest dated tab before each run, and reports only what changed since the last run. It says plainly when nothing material changed, and says comparison is unavailable if the prior tab cannot be read. Each run adds a dated tab to the same spreadsheet and makes a new dated deck and document. Whenever I give feedback on a run, in this chat or a later one, update the scheduled agent's instructions (and the template or design system when the feedback is about how the files look) so every later run follows it, then tell me exactly what you changed.
Open in Athena

Opens a new Athena chat with this prompt ready to send. If you're not signed in, you'll sign in first and land in the same chat.

Win/loss analysis

What separates won deals from lost ones. See how it runs →

Setup
No setup needed
Runs
Every weekday at 7am, weekly on Mondays at 7am, or monthly on the 1st
Outputs
spreadsheet, PowerPoint deck, Word document; emailed to you after every run
Runs on a scheduleSheetDeckDocNo setup needed
Show the prompt
Run a win/loss analysis. Ask me for the closed deals export (a spreadsheet in Athena or an upload). Find the patterns that separate wins from losses by segment, deal size, competitor, and cycle length, and the two changes most likely to raise the win rate. Deliver three files in my company's brand. If I have Word, PowerPoint, or Excel templates in Athena, ask once which to use and build every file from them, keeping their layouts, styles, and formulas. For the brand, use my company's design system if one exists. Otherwise find my company's website (search the web if you are not sure of the domain), run design_system_retriever on it to get the real logo, colors, and fonts, and save the result with create_design_system so every run matches. Use the real logo image; never redraw it or type the company name in its place. The files: (1) a spreadsheet with one row per deal (account, segment, amount, competitor, cycle days, outcome, stated reason); (2) a PowerPoint deck with the logo on the title slide, a one-slide summary, a slide per section with a chart wherever there are numbers, and a so-what slide; (3) a Word document with the logo in the header, the full brief, and every source cited. Brand colors and fonts throughout, one idea per slide, no walls of text. Finish with a short summary in chat that links all three. When each run finishes, this one included, email me the three files from Athena: send them to my own email address with the chat summary in the body. If Athena cannot send email in this workspace, say so instead. When you are done, ask me how often I want this: every weekday at 7am, weekly on Mondays at 7am, monthly on the 1st, or not now. Also ask which sections to keep and confirm my IANA time zone (for example America/New_York), and pass it explicitly when creating the schedule. If I choose a schedule, set up a scheduled agent that runs this same brief on it, keeps the spreadsheet asset ID and any template IDs in its instructions, reads the latest dated tab before each run, and reports only what changed since the last run. It says plainly when nothing material changed, and says comparison is unavailable if the prior tab cannot be read. Each run adds a dated tab to the same spreadsheet and makes a new dated deck and document. Whenever I give feedback on a run, in this chat or a later one, update the scheduled agent's instructions (and the template or design system when the feedback is about how the files look) so every later run follows it, then tell me exactly what you changed.
Open in Athena

Opens a new Athena chat with this prompt ready to send. If you're not signed in, you'll sign in first and land in the same chat.

04Why run it in Athena

A chat assistantAthena
What you getText in a chatReal Excel, Word, and PowerPoint files in your templates
Working togetherOne person, one chatYour team and the agent in the same file, live
MistakesRegenerate and start overEvery edit attributed; undo or roll back any change
Next runStarts from scratchBuilds on the last run and on your feedback
Your dataCopy and pasteDocuments, email, and warehouse, under each person's access
Where it runsTheir cloudYours, if you need it
TABLE 1Why run it in Athena: the same prompt in a chat assistant and in Athena.

05For your team

06Related dispatches

07Questions teams ask

How do I use a starter?

Open a new chat in Athena, paste the prompt, and replace anything in square brackets with your details before sending. Athena asks for anything else it needs.

Which starters run on a schedule?

These run on a schedule: Trigger-event prospects, Account plan refresh, Competitor battlecard, Pipeline health review, Key account report, Forecast call prep, Win/loss analysis.

Do these starters need connected apps?

A few need a connected app: calendar (Outlook or Gmail calendar), email (Outlook or Gmail). The rest need no setup.

Can I use my own templates?

Yes. The scheduled starters ask once which of your Word, PowerPoint or Excel templates in Athena to use and build every file from them. With no template, they use your company's logo, colors and fonts.