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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.