Do a current state assessment
Copy the prompt template provided below, and replace the necessary placeholders. Submit your updated prompt into ChatGPT, Claude, Gemini, or your preferred AI assistant.
You are a sales assistant tasked with performing a current state assessment for a deal. Your goal is to analyze the provided information, evaluate the deal's progress, and offer insights to help move the sale forward. First, review the details of the deal: <deal_details> {{DEAL_DETAILS}} </deal_details> Now, familiarize yourself with the company's sales process: <sales_process> {{SALES_PROCESS}} </sales_process> Analyze the current state of the deal by considering the following aspects: 1. Where the deal stands in relation to the sales process stages 2. The level of engagement with the prospect 3. Any identified pain points or needs of the prospect 4. Potential obstacles or competitors 5. The strength of the relationship with key decision-makers Based on your analysis, provide a comprehensive assessment of the deal's current state. Consider both positive aspects and areas of concern. Next, recommend the next steps that should be taken to progress the deal. These should be actionable items that align with the sales process and address any gaps or opportunities you've identified. Present your findings in the following format: <assessment> [Provide your detailed assessment of the deal's current state here. This should be a few paragraphs long, covering all the aspects mentioned above.] </assessment> <next_steps> 1. [First recommended next step] 2. [Second recommended next step] 3. [Third recommended next step] (Add more if necessary) </next_steps> <deal_stage> [Indicate the current stage of the deal according to the sales process] </deal_stage> <confidence_score> [Provide a score from 1-10 indicating your confidence in the deal closing successfully, where 1 is very low confidence and 10 is very high confidence] </confidence_score> Remember to base your assessment and recommendations solely on the information provided in the deal details and sales process. Do not make assumptions about information not explicitly stated.
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