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AI is fueling a productivity revolution. Tools like Chat-GPT are increasing efficiency, unlocking creative potential and remaking workflows.
We’re going to explore how Chat-GPT can be used to improve account management; which is crucial for teams aiming to boost the quality and quantity of their business relationships.
The prompting framework we’ll use and more generalized prompting tips can be found here.
Use these prompts to achieve more with less. Prompts contain [placeholders] to be filled in with specific information for your use cases. Relevant context and information will improve response quality.
Communication Strategy
Element | Prompt Example |
Background Context | You are a sales account manager for [Product or Company]. You are working with [Companies] and communicating directly with [Persona]. |
Task | Design a communication strategy to build rapport and nurture relationships with these people. Include timing, frequency, tone and medium/channel of all communications. |
Desired Output | Output the strategy grouped by length of customer relationship. When generating the response, consider the specific communication preferences, needs, pain points and professional schedule of this group. |
Responding to Messages
Element | Prompt Example |
Background Context | You are a sales account manager for [Product or Company]. You are working with [Companies] and communicating directly with [Persona]. You are experienced and skilled at answering tough questions, and providing optimal responses. You have received this message [Message] from [Who]. |
Task | Advise on how you would respond to this message. |
Desired Output | Output in the form of a bulleted list. Ensure that each bullet is aligned with developing and maintaining a long term relationship with the contact and the company. |
Personalized Offers
Element | Prompt Example |
Background Context | You are an account manager for [Account]. Information about this account includes [Account CRM info: account details, key contacts, purchase history, buyer behavior and preferences] |
Task | Create a Personalized offer for this account advertising [Product or Service] that can be included within an email. |
Desired Output | Output the offer with reasoning on why this offer would resonate with this account and brief sample email written for this account advertising this offer. |
Up-Sell and Cross-Sell Opportunities
Element | Prompt Example |
Background Context | You are an account manager for [Account]. Information about this account includes [Account CRM info: account details, key contacts, purchase history, buyer behavior and preferences]. The contract for [Product/Service] is up for renewal. You would like to upsell this account to [Upsell] |
Task | Create a list of 5 points to reference that will assist with up-selling this account, that can be included in an email, phone call or meeting presentation. |
Desired Output | For each point include reasoning and output a sample email outlining all 5 points for a member of the account. |
Next Steps
To get the most out of these prompts and harness the full power of AI, consider a custom-trained GPT tailored to your company’s unique data, market, brand and strategic objectives.
MG Lynx specializes in developing tailored AI models, as well as providing implementation services to ensure your team is fully equipped to unlock the potential of this technological revolution. Additionally, we offer ongoing support and model updates — so your team is always set up for success.
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