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ChatGPT prompts for Sales Engineers

#chatgpt #salesengineering |

This post is a follow-up to Introduction to ChatGPT for Sales Engineers and outlines how to write compelling content for ChatGPT. Let’s look at some example prompts you can use as a sales engineer with ChatGPT

Qualify leads

ChatGPT can be used to ask potential clients qualifying questions, such as their budget or timeline for purchasing, to help you forecast accurately and determine whether clients fit your products or services well. 

Prompt for Budget Inquiry

Draft a professional email to a potential client inquiring about their budget for [specific product/service]. The email should express our eagerness to understand their financial parameters to offer the most suitable solutions and dedicate resources to budgeted projects.

Prompt for Project Timeline Assessment

Create a set of questions I can ask during a call with a prospective client to determine their expected timeline for implementing [specific product/service]. Focus on understanding their urgency and any key deadlines they are working towards. 

These are the notes provided for this prospect:
[bullet point list of BDR notes, such as BANT].

These are the value props of our [product/service]:
[bullet point list of value props].

Prompt for Identifying Client Needs and Compatibility

Generate a list of targeted questions for a sales meeting that will help uncover the potential client's specific needs and challenges, which our [product/service] might address. Include questions about their current solutions and any gaps they're experiencing.

Prompt for Assessing Decision-Making Process

Compose an email to a new lead, asking about their decision-making process for purchasing [type of product/service]. Include queries about who is involved in the decision, what factors are most important to them, and any internal procedures they follow. Highlight how a good fit our [product/service] is to address their problems 

Summary of their problems and business requirements: [Their problem statement, business requirements]

These are the notes from the previous conversation:
[bullet point list of notes with timestamp].

[bullet point list notes of critical findings of how our [product/service] addresses their problems. List positive findings, results, and other insights].

Prompt for Clarifying Scope and Scale of Potential Engagement

Develop a questionnaire to send to potential clients before a discovery call, focusing on the scope and scale of their interest in our [product/service]. Ask about the number of units or scale of services they are considering [e.g., API transactions per month, number of domains, Number of API clients, etc.], any integration with existing systems, and their goals for implementing a [product/service] in terms of POV start date, POV duration, and the Date they intend to decide on a solution if they have a date in mind they want to implement a solution [e.g., in test or production].

Educate clients

You can use ChatGPT to provide information and educate your clients about your products or services, and this will help them understand the value of what you are offering and make an informed decision.

Prompt for Detailed Product/Service Overview

Creates a comprehensive overview of our [specific product/service], highlighting its key features, benefits, and how it differs from competitors. This overview should be written in an engaging, easy-to-understand manner for clients who might need to become more familiar with technical jargon. Tie back the [specific product/service] to being a solution to their pain points and achieving their goals."

These are the notes from the previous conversation:
[bullet point list of f BDR notes, such as BANT and your notes. Include their goals, pain points, and problems].

These are the value props of our [product/service]:
[bullet point list of value props].

Prompt for Explaining Technical Specifications:

Draft a clear and concise explanation of the technical specifications of [product/service] that non-technical clients can easily understand. Focus on how these specifications translate into real-world benefits and improved performance for the user."

These are the value props, Raw technical specifications, and benefits of our [product/service]:
[bullet point list]

Prompt for Creating a Comparative Analysis

Create a comparative analysis between our [product/service] and other leading options available in the market. This comparison should objectively discuss the features, pricing, performance, and overall value proposition, helping clients understand why our solution is better."

These are the value props, Raw technical specifications, and benefits of [Compeitor's product/service]:
[bullet point list]


These are the value props, Raw technical specifications, and benefits of [our product/service]:
[bullet point list]

Provide quick responses

ChatGPT can respond instantly to common customer queries, saving time and effort. Providing timely and helpful information can also improve the overall customer experience.

Prompt for Responding to Pricing Inquiries

Create a response to a customer asking for the pricing details of our [specific product/service]. The reply should provide the pricing information in a clear, concise manner and mention any available discounts or special offers.


Use this pricing information to help derive the response: 
[bullet points of how product/service is licensed and priced ]

Here is the technical query from the customer: 
[message/email from customer or bullet points of facts]

Here is the customer sizing information 
[bullet points of actual, desired/required, or forecasted sizing units and volume]

Prompt for Addressing Technical Support Questions

Compose a helpful and informative reply to this technical query about [specific product/service]. The response should guide the customer through basic troubleshooting steps and offer additional support options if the issue persists.

Here is the technical query from the customer: [message/email from customer or bullet points of facts]

  

Here are our general troubleshooting steps for this problem: [message/email from customer or bullet points of facts]. Incorporate this in the response if applicable only.

Prompt for Answering Product Compatibility Questions

Draft a response to a customer asking about the compatibility of our [product/service] with their existing systems or other products. Provide clear information on compatibility requirements and suggest any additional accessories or services that might be needed.

Here is the technical query from the customer: [message/email from customer or bullet points of facts]

Here are our general system requirements for [product/service]

Gather feedback

ChatGPT can gather client feedback about your product or service experience or articulate raw data as insights, and this will help you understand their pain points and convey critical takeaways.

Prompt for Summarizing a recently completed POV

Analyze customer feedback results and key findings collected during our recent Point of View (POV) sessions and summarize the key themes and insights. Lead by concluding we have reached the end of POV, that all success criteria have been met, and that all test cases have been completed. Acknowledge the shortcomings or difficulties; however, focus on pain points and problems solved, highlight praised features and positive feedback.

Here are POV success criteria:
[Insert list]

Here are the key findings:
[quotes, notable results, facts, and other key findings]
Generate a report from the data of customer queries received over the last quarter. Identify and summarize the most frequently asked questions and the topics of highest interest or concern to our customers. Highlight the common themes across these queries.


Here are the customer queries:
[list of queries including their descriptions]

Follow-up

After a conversation with a client, ChatGPT can send personalized follow-up messages, such as thank-you notes or additional information, to maintain a good relationship with the client.

Prompt for a Thank You Follow-Up After Initial Meeting

Compose a thank you email to a client after our initial meeting. The email should express appreciation for their time, reiterate critical points discussed, and offer assistance for any further questions they might have about our [product/service]. Also, state the agreed-upon next steps.

These are the notes provided for this prospect:
[bullet point list of BDR notes, such as BANT].

These are essential points discussed in the meeting: 
[bullet point list important points addressed].

These are the value props of our [product/service]:
[bullet point list of value props].

These are the agreed-upon next steps and who owns those deliverables and needs to take action:
[bullet point list].

Prompt for Providing Additional Information Requested by Client

Generate a follow-up message to a client who requested more detailed information on a specific aspect of our [product/service]. The message should include the requested details and be structured to invite further questions or a deeper discussion.

These are the queries asked by the prospect:
[bullet point list of notes, questions, and quotes].

Use this information about [product/service] to answer the question:
[bullet point list of accurate notes, unstructured answers, or data ].

Prompt for Follow-Up After a Product Demo

Create a follow-up email for a client who recently attended a product demo. The email should thank them for attending, ask for their feedback or impressions of the demo, and ask them to provide their desired next steps and timeline if they are interested in proceeding further.

These are the notes provided for this prospect:
[bullet point list of BDR notes, such as BANT].

These are essential points discussed in the meeting: 
[bullet point list important points addressed].

These are the value props of our [product/service]:
[bullet point list of value props].

Prompt for Checking In After Sending a Proposal

Draft a follow-up email to a client, [name of client]; we've recently sent a sales proposal. The email should inquire if they've had a chance to review the proposal, offer to clarify any points, and suggest a call or meeting to discuss any potential questions or negotiations.

Prompt for Re-engaging a Client After No Response

Write a polite and assertive Follow-up message to a client who has yet to respond to our previous communications. The message should gently remind them of our last interaction, express eagerness to assist them, and ask if there have been any changes in their needs or timelines.

Add value to this communication by mentioning the following:
[value added information you want to say]

Upsell and cross-sell

ChatGPT can suggest introducing complementary products or services to clients based on their previous conversations and needs, making it easier for sales engineers to upsell or cross-sell.

Prompt for Upselling a Higher-End Product

Draft an email template to upsell a higher-end version of [Product A] to a client who recently purchased [Product B]. The email should highlight the advanced features and added benefits of the higher-end product, explaining how it better meets their specific needs as discussed in our last conversation."


Contrasting Highlights between [Product A] and [Product B]:
[list with details]

Notable pain points and problems [Product B] help solve:
[list with details]

Prompt for Introducing a New Feature as an Add-On:

Draft an email to inform existing clients about a new feature [Feature Z] that can be added to the product they are currently using. Explain how [Feature Z] addresses some of the challenges they mentioned in previous interactions and invite them to a demonstration or a trial.


Contrasting Highlights between current state and future state with [Feature Z]:
[list with details]

Support after-sales

ChatGPT can be integrated into your customer support system to provide quick and efficient after-sales support or simply as an ad-hoc tool to craft one-off email responses. This can help address any issues or concerns a client may have, leading to increased customer satisfaction.

Prompt for Addressing a Product Issue

Draft an email responding to a client experiencing an issue with [specific product]. The email should acknowledge the issue, mention our notable findings to illustrate our understanding and express our commitment to resolving it, and outline the next steps we will take to troubleshoot or replace the product."

Key findings and learning from the issue:
[list of findings ]

Our proposed next steps:
[list of next steps in logical order].

Prompt for Following Up on Service Installation

Compose a follow-up email for a client who recently had [specific service or product] installed. Check-in to see if the service meets their expectations, ask for feedback, and offer assistance or additional resources to ensure they are delighted.

The [product or service] installed was called [product or service name] on [Date of completion]

Post-sales contact details if there are any issues and want to report a support case or escalate any issues:
[contact details of applicable departments]

Prompt for Offering Help with Product Setup or Usage

Draft an email offering help to a client needing assistance setting up or using [product/service]. Include step-by-step guidance or links to online resources and tutorials, and propose a one-on-one call or visit if they need more personalized assistance.

Important links to resources for [product or service]:
[list of resources]

Generate leads

ChatGPT can also be used as a lead-generation tool by engaging potential clients in conversations and collecting their contact information for further follow-up.

Prompt for Initiating Engagement with a Potential Lead

Compose an introductory message to initiate a conversation with a potential lead, [Lead Name], we met at [event/trade show]. The message should reference our meeting, briefly introduce our [product/service], and invite them to discuss how it might benefit their business."

Notable discussion points during that interaction were:
[list areas of interest, pain points, etc]

Prompt for a Follow-Up Email After Initial Contact

Generate a follow-up email for someone interested in our [product/service] on [social media channel or communication medium]. The email should thank them for their interest, provide more information about our offer, and ask for a suitable time for a more detailed discussion or a demo.

Prompt for a Cold Email to a Prospective Client List

Create a cold email template for prospective clients who might benefit from our [product/service]. The email should introduce our company, highlight key benefits of our offerings, and include a call-to-action to schedule a call or meeting for more information."

Prompt for Gathering Contact Information During Online Interactions

Draft a conversational script in online chat interactions that smoothly transitions from answering [product/service] questions to asking for the potential lead's contact information for sending detailed resources or arranging a follow-up discussion.

Use these discovery questions in that script:
[list product/service discovery questions]

Prompt for Reactivating Old Leads

Compose a re-engagement email to send to leads who showed interest in the past but didn't convert. The email should acknowledge the time since our last interaction, update them on new developments or improvements in our [product/service], and invite them to reconnect and discuss their current needs.

Timeline of engagement:
[list touch points with timestamp]

Analyze data

Using ChatGPT, you can gather valuable data on customer interactions and conversations, such as during a PoV. This can provide insights into customer behavior and preferences, helping you improve your sales strategies.

Prompt for Summarizing Customer Feedback from a Recent POV

Analyze the customer feedback collected during our recent Point of View (POV) sessions and summarize the key themes and insights. Focus on common pain points, specific features that were praised, and any suggestions for improvement.

Feedback from customers:
[list feedback, quotes, snippets of messages. etc.]
Generate a report from the data of customer queries received over the last quarter. Identify and summarize the most frequently asked questions and the topics of highest interest or concern to our customers.

Feedback from customers:
[list feedback, quotes, snippets of messages. etc.]

Prompt for Analyzing Customer Satisfaction Levels

Review the customer satisfaction scores and comments from our customer satisfaction surveys. Create a summary of overall satisfaction trends, areas of excellence, and aspects where customers indicate a need for improvement.

This is the customer satisfaction scores and comments:
[Insert survey responses]

Responding to RFPs and RFIs

Crafting concise and precise responses to RFPs (Request for Proposals) and RFIs (Request for Information) is crucial for sales engineers. Here are examples of ChatGPT prompts to help in generating well-written, brief, and clear answers to such requests:

Prompt for Explaining Product Features in RFP

ChatGPT, draft a concise response for an RFP question asking about the key features of our [product/service]. Focus on the top three features, briefly explaining each and their direct benefits to the customer while linking to our product datasheet for more detailed information.

The Questions:
[Insert RFx Question]

Details to help with the response:
[Insert product/service details to help answer the question]

Prompt for Describing Technical Specifications in RFI

Create a brief answer for an RFI inquiry regarding the technical specifications of our [specific product]. Highlight the most critical specifications, ensuring clarity and precision, and provide a link to our technical documentation for in-depth details.

The Question:
[Insert RFx Question]

Technical specifications:
[dump of technical specifications]

Prompt for Addressing Compliance and Standards in RFP

Generate a succinct response for an RFP question about our compliance with industry standards [specify standards if known]. Mention our key compliance points and attach a link to our compliance certification document or relevant section on our website.

The Question:
[Insert RFx Question]

Compliance and Standards details:
[dump of Compliance and Standards]

External link to Compliance and Standards details: 
[If applicable]

Effective ChatGPT prompt resources

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