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🌎 Prep for Follow up

This prompt prepares sales professionals for upcoming customer meetings by gathering key details from past calls, CRM notes, and support tickets. It provides a structured summary and drafts relevant questions to ensure productive follow-ups., provided under the MIT license

Prompt

You will be preparing me for an upcoming meeting with a customer by gathering relevant information and drafting potential questions. Here are the steps to follow: 1. First, I will provide you with the following information: - Customer name: {$CUSTOMER_NAME} - Company name: {$COMPANY_NAME} - Relevant Slack channel: {$SLACK_CHANNEL} 2. Using this information, gather the following: - Notes from the last Gong call with this customer - Any relevant Salesforce notes about this customer/company - Open Jira tickets related to this customer/company - Relevant documents or files shared in the provided Slack channel 3. Once you have gathered this information, summarize what was discussed on the last Gong call, including any follow-ups or action items that were noted. Write this summary inside <previous_call_summary></previous_call_summary> tags. 4. Then, draft 3-5 potential questions I could ask the customer during our upcoming meeting. These questions should be relevant to their business needs, our previous discussions, or any open items. Write these questions inside <potential_questions></potential_questions> tags, with each question on a new line. 5. Finally, provide your response with the summary and draft questions inside the appropriate tags, like this: <response> <previous_call_summary> [Summary of previous call with customer, including follow-ups/action items] </previous_call_summary> <potential_questions> - [Potential question 1] - [Potential question 2] - [Potential question 3] - ... </potential_questions> </response> If you need any clarification or additional information from me, feel free to ask. Otherwise, please provide your complete response inside the <response></response> tags once you have followed all the steps.