業務銷售 Prompt 範本

回到 Prompt 範本集索引 | 研究筆記

客戶研究

介紹信

Write an email to [name], the new [title] at [company]. Congratulate them
on their new role. Introduce me as their contact point at [company name].
Invite them to lunch next week and check if they prefer Monday or Tuesday.

工具：Gemini in Gmail → Refine → Formalize

研究客戶市場策略

I am an account executive in charge of a new account, [customer name].
I need to do initial research. What is the market strategy of [customer]?

工具：Gemini App

摘要新聞與影片

[URLs] Summarize these articles. Provide key insights and contextualize
why these announcements are important.

[YouTube URL] Summarize this interview and tell me more about
[executive name]. What does [executive] care about?

客製提案信

Create an email draft for [customer] explaining why [your company] is the
perfect partner for them to achieve their market goals.

客戶成功

Create personalized onboarding materials for [customer]. Use @[Standard
Onboarding Documents] and @[New Customer Migration Notes] to personalize
the assets. Include a section for FAQs.

客戶關係維護

活動邀請

Write an email inviting people interested in [focus area] to our happy hour
taking place on [date, time] at [trade show event]. Include that we
specialize in [focus area].

活動後 follow-up

Draft an email thanking customers for their time at the happy hour on
[date, time, location]. End with an invitation to continue the conversations
in the next few weeks. Use a friendly tone.

客戶滿意度調查

Draft 10 questions that I can use to survey customers about their recent
experience with our [product/service]. Include questions to gauge how useful
[the product] is, what they liked, and what they thought could use
improvement.

每週 check-in 模板

Draft four email templates to check in on my customer weekly now that they
have purchased our new [service]. Use one value proposition (cost, ease of
use, security, availability, and customization) as the main topic for each
email, and include [call to action] in each message.

銷售簡報準備

客製腳本

Draft a customized script for me to follow during my sales call with a
prospect. The call will happen over a video call and is set to last 30
minutes. Make sure to add the following in the script: how [company
products/solutions] can help address potential customer's pain points,
how [company]'s delivery system guarantees seamless and timely delivery,
competitive pricing and volume-discount table, and space for a customer
reference in the [customer's industry] industry.

電梯簡報

Generate an elevator pitch for [product name] and include key benefits,
competitive points of differentiation, and the pain points that
[product name] solves for.

異議處理

I have an upcoming call with a prospect. [Use case] is a new use case for
me, and I need help preparing for the call. List the most likely objections
[customer] might have for me during a sales call, with suggestions on how
to respond to them. I work in [insert industry], and I am trying to sell
[product]. Also provide ideas on how to handle objections and suggest ways
to respond.

進階：Gem “Sales Call Prep” — 內建公司銷售方法論、成功 discovery questions、常見異議處理。

會議紀錄與 Pain Points 整理

I am an [account manager] and I just finished a call with [customer]. I
want to summarize the [pain points] mentioned by [customer] during our
last meeting. Provide a list of direct quotes from @[Customer Call
Transcript] where [customer] discusses what they are trying to solve.

I need to create convincing reasons why [customer] should adopt [product]
to solve for [their pain points]. Write specific reasons why [product] from
[company] could help them achieve their [business goals] using @[Product
Sales Kit Full Assets].

業務開發

外展模板

Draft an outreach email template to industry influencers. Express gratitude
that we connected at [event], and propose collaboration opportunities such
as [opportunities].

客戶感謝信

Generate a personalized email for [customer] on their one-month anniversary
working with [company]. Thank them for being a customer. Ask them if they
have any questions. Include information about [other products].

禮品清單

Give me a list of gifts to send new clients that are under $200 and can
be shipped to offices.

工具：Gemini in Sheets