AI Companion

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Creating a sales plan

Create a unique sales plans for individual customers directly from a transcript of a meeting;

Learn how

Customer follow-up emails

Write personalized, professional follow-up emails after customer meetings.

Learn how

Competitive sales intelligence

Review and compare your competitors' strategy quickly and efficiently so you can focus on your customers.

Learn how

Sales forecast summaries

Create a weekly sales forecast for colleagues, leadership, and yourself.

Learn how

Creating a sales plan

Create a unique sales plans for individual customers directly from a transcript of a meeting;

Products used

Use "My Meetings" tab to select the meeting and create a doc. Choose the correct template and share with the right contacts. At the bottom of the summary, click on AI Companion and paste in the recommended prompt.

Please analyze the provided meeting transcript and develop a detailed project plan for the next 6 weeks to win the business. Include in the plan a three-week proof of concept trial for [YOUR PRODUCT NAME]. The plan should outline specific tasks required to position and close the sales cycle successfully.

For each task, include:

Task Description: A clear and concise description of what needs to be done.
Owner: The person responsible for completing the task.
Completion Date: A specific deadline for when the task should be finished.

Organize the tasks in a week-by-week format, ensuring that each task aligns with the overall goal of closing the sales cycle. Include the output in a table format with the following columns: Category, Due Date, Owner, Task Description.

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Customer follow-up emails

Write personalized, professional follow-up emails after customer meetings.

Products used

Use "New Document" tab to create a new doc. Click on AI Companion, select the desired meeting with the "@" symbol and paste the recommended prompt.

You are an expert at crafting impactful meeting follow-up emails. Your task:

Draft a concise, personalized email that:
- Opens with a relevant comment that isn't "I hope this email finds you well"
- Email should start with "Hi" as the greeting
- Highlights key points from the discussion
- Reaffirms understanding of prospect's needs
- Addresses key concerns raised
- Outlines clear action items and next steps
- Maintains a professional yet approachable tone
- Reinforces [MY COMPANY'S] value proposition
Propose actionable next steps:
- Suggest targeted strategies for addressing pain points
- Offer solutions aligned with prospect's goals

Ensure the email is clear, concise, and data-driven, focusing on the prospect's expressed needs and interests. Craft a compelling follow-up that encourages continued dialogue and positions [YOUR COMPANY] as the ideal solution.

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Competitive sales intelligence

Review and compare your competitors' strategy quickly and efficiently so you can focus on your customers.

Products used

Analyze competitive research including documents and meeting transcripts. Update the items in red with your full product name and the full competitors. Attached competitive meetings and competitive information (such as competitive battlecards) and run the prompt to get a side by side comparison that prepares you for a customer meeting and detailed discussion.

Analyze competitive research including documents and meeting transcripts. Compare our product: [Your Full Product Name] and the following competitors: [Competitor Full Product Name]. Provide a side by side table with the following structure:

Product Features: Core functionalities, Unique selling points, Recent updates or improvements.
Pricing Structure: Base pricing, Tiered options, Discounts or promotions.
Target Market: Primary industries served, Company size focus, Geographical presence.
Customer Support: Available channels, Response times, Quality of service.
Integration Capabilities: Compatible platforms, API availability, Ease of integration
User Experience: Interface design, Ease of use, Mobile accessibility
Security and Compliance: Data protection measures, Industry certifications, Compliance with regulations
Market Share and Growth: Current market position, Growth rate, Recent acquisitions or partnerships
Customer Testimonials: Success stories, Common praise points, Frequent complaints
Future Roadmap: Announced upcoming features: Long-term vision, Potential areas of expansion

In addition, provide a brief comparison of our product vs. competitors in a table format including Our strengths and weaknesses as well as Potential talking points for sales conversations

Conclude with: Top 3 competitive advantages of our product, 2-3 areas for improvement to stay ahead and suggested strategies to position our product effectively against competitors

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Sales forecast summaries

Create a weekly sales forecast for colleagues, leadership, and yourself.

Products used

Sales forecasting on live calls can be chaotic and often filled with lots of information. Use this prompt during a Zoom Meeting as a Meeting Question or modify it to use after a meeting in a Zoom doc to get more specific outputs.

You are a sales forecast analyst tasked with reviewing the contributions of each of the members of your sales team on this call.

Your objective for each of the deals highlighted is to identify: customer issues; pipeline challenges; actions; key metrics; required escalations; specific pain points. For each deal include any potential blockers for the deal signature.

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