Skip to content
TTerryAI SDR
Get started
Claude

Prompts that work well in Claude

Fifteen things a sales rep can ask Claude to do in Terry, written the way you would say them.

Claude understands plain words, so you do not need special commands. These prompts work well because they say who, what and how much. Copy one, change the names, and try it. Claude always shows you the exact words before anything is sent.

Start your day

  1. "Give me an overview of my Terry workspace. What needs me today?"

Claude reads your desk: replies waiting on you, drafts to approve, and people it is time to nudge.

  1. "What meetings do I have coming up this week?"
  1. "What is on my LinkedIn to do list today?"

Claude lists the invitations and messages Terry has lined up for you, and can mark one done or skipped when you say so.

Work your inbox

  1. "Who replied this week and is still waiting on me? Draft an answer to each one and show me the words before anything sends."

Claude writes each reply and Terry checks it. Claude shows you the exact checked words in the chat, and sends only when you say send.

  1. "Show me the drafts waiting for approval. Reject any that mention a price."
  1. "Put Dana Lee on hold until 1 December. She asked us to check back after the holidays."

Nothing automated reaches Dana until that date. You can still write to her by hand.

Research and fit

  1. "Research Maple Roofing and give me two facts I could open an email with. Include the source for each."
  1. "Which of my prospects are the best fit? Score anyone who has not been scored yet, then list the top ten with one line on why."

Write and send

  1. "Write a first email to Dana Lee at Maple Roofing. Under 90 words, friendly, and mention their new commercial line. Show it to me first."

Claude writes it on your Claude plan, so it costs no Terry credits. Terry still checks it and holds it with your drafts to approve.

  1. "Have Terry's agent draft a follow-up to Sam Ortiz in our usual voice."

Use this when you want your company's own agent, with its rules and knowledge, to write. This uses Terry credits.

Lists and flows

  1. "Here is a list of 40 contractors we met at the Home Show on 12 October. Add them to Terry."

Attach or paste the list. Claude asks you where the list came from and whether you confirm the basis, repeats back what it will record, and imports only after you say yes.

  1. "Before I enrol these people in the Quote follow-up flow, show me who would be refused and why, and who is already in another flow."

Claude previews the enrolment first. A first enrolment, or one of more than 25 people, needs a tested flow: an admin can ask Claude to step through it or send a test run. If the flow has no test, Claude tells you and enrols only after you say go ahead.

  1. "Build a three touch email flow for homeowners who asked for a quote. Check it for problems, but do not publish until I say so." (admins)

Results and credits

  1. "What is working? Compare reply rates by time of day and subject length over the last 90 days, and tell me one thing to change tomorrow."
  1. "How many AI credits do we have left this month, and how much of my own allowance have I used?"

Related