AI 提示詞： 跟進策略

I need to follow up with a prospect without being repetitive or annoying.

What I'm selling: [product/service]
Last interaction: [what happened, when, and through which channel]
What they said: [their last response, objection, or silence]
Their industry: [sector]
Their role: [job title and seniority]
Relationship warmth: [cold / lukewarm / was engaged / champion-level]
Follow-ups already sent: [how many and what angles you've used]

Create 5 follow-up messages, each delivering new value:
1. **Industry insight:** a relevant trend, stat, or shift happening in their space right now — with your brief take on what it means for them specifically
2. **Case study drop:** a success story from a similar company (match industry + company size + problem). Frame it as 'thought of you when I saw this result'
3. **Resource share:** a helpful tool, report, template, or benchmark — something genuinely useful even if they never buy from you
4. **Perspective piece:** a contrarian viewpoint or counterintuitive insight related to the problem you solve. Position yourself as a thinker, not just a seller
5. **Direct check-in:** acknowledge the gap honestly ('I know you're busy and this might not be a priority right now') with a simple yes/no question

For each message: subject line, body under 80 words, and recommended send timing relative to the previous touch. Also flag which message works best for each relationship warmth level.

A prospect went silent and I need to re-engage without desperation.

Last contact: [date and what you sent]
Stage when they ghosted: [after demo / after proposal / after verbal yes / after intro call]
How many follow-ups sent since: [number and channels used]
Relationship warmth before silence: [high engagement / polite interest / lukewarm]
Deal value: [if known]
Why they might have gone dark: [your honest best guess — budget freeze, internal politics, got busy, chose competitor]

Build a 5-step re-engagement plan:
1. **Pattern interrupt:** a message that breaks from your previous follow-up style. If you've been professional, go casual. If you've been long, go ultra-short. Include the exact message
2. **New information play:** something changed since you last spoke — new feature, new case study, industry shift, pricing update — that gives them a genuine reason to re-engage
3. **Channel switch:** if email failed, LinkedIn message. If LinkedIn failed, voicemail. Include the script for whichever channel you haven't tried
4. **Mutual connection leverage:** a template message to ask a shared connection for a warm re-introduction, without putting the connector in an awkward position
5. **Graceful breakup:** a final message that creates closure urgency without passive-aggression. Frame it as you respecting their time

Timeline: spacing between each step. Plus: the exact criteria for when to officially move this prospect to 'closed-lost' and stop reaching out.

I just finished a meeting and need to write the perfect follow-up.

Meeting type: [discovery call / demo / proposal review / negotiation / QBR]
Attendees: [list each person's name, role, and what they seemed most interested in or concerned about]
Key discussion points: [what was covered — paste rough notes if you have them]
Action items agreed on: [next steps discussed, with owners]
Their concerns or objections: [anything they pushed back on or hesitated about]
Energy level at end: [excited / cautiously interested / skeptical / noncommittal]
Next meeting: [scheduled with date, or not yet scheduled]

Write:
1. **60-minute recap email:** concise, professional, action-focused. Bullet-point format: key takeaways, agreed action items with owners and deadlines, proposed next step. Under 200 words
2. **Concern-addressing addendum:** a separate paragraph (or P.S.) that directly addresses their biggest hesitation from the meeting — don't ignore it, reframe it
3. **Internal debrief:** a 5-line summary for your sales manager covering: deal health (green/yellow/red), next milestone, biggest risk, competitive intelligence gathered, and forecast confidence
4. **Between-meetings touch plan:** what to send between now and the next interaction to maintain momentum without being pushy. 2-3 touches with specific content ideas
5. **Calendar invite:** if next meeting is scheduled, a description that pre-frames the agenda and references today's progress

I need a long-term nurture cadence for leads that aren't ready to buy yet.

Product/service: [what you sell and typical deal size]
Typical buying timeline: [how far out most leads are — 3 months? 12 months?]
Content assets I have: [blog posts, case studies, webinars, guides, templates, podcasts]
CRM/email tool: [what you use]
Lead segments: [how your leads differ — by industry, role, deal size, or awareness stage]
Current nurture: [what you do now, if anything]

Design a complete nurture system:
1. **90-day email sequence:** one email per week, mapped to awareness stages (problem-aware → solution-aware → product-aware → decision-ready). Include subject line and 2-sentence content brief for each
2. **Content-to-stage mapping:** which existing content pieces align to which awareness stage. Identify content gaps you need to fill
3. **Segment rules:** how to split nurture tracks by persona, industry, or deal size for higher relevance
4. **Re-engagement triggers:** 5 behavioral signals that indicate a nurture lead is warming up (pricing page visit, multiple email opens, content binge, returning after 60+ days of silence)
5. **Hand-raiser CTAs:** specific calls-to-action embedded in nurture emails that identify when someone is ready for a sales conversation — not just 'schedule a demo'
6. **Performance metrics:** what to measure weekly (open rate, click rate, unsubscribe rate, trigger-to-meeting conversion) with benchmarks for 'healthy' vs 'needs fixing'

Help me build follow-up playbooks triggered by specific buying signals.

My product/service: [what you sell]
CRM I use: [tool name]
Website tracking: [what you can see — page visits, downloads, form fills, chat interactions]
Email tracking: [open tracking, click tracking, link-specific tracking]
Common buying signals I've noticed: [events that seem to predict pipeline movement]

For each signal, build a complete follow-up play:
1. **Pricing page visit:** message content, channel, timing (within X minutes), and tone. Include exact email/message text
2. **Case study or ROI content download:** follow-up that references the specific content without being creepy ('I saw you downloaded...' = bad)
3. **3+ email opens in 7 days:** gentle re-engagement that acknowledges renewed interest without calling it out
4. **Returned after 60+ days of silence:** welcome-back message with a 'here's what's new' angle
5. **Attended webinar or event:** same-day follow-up that references a specific moment from the event
6. **Visited competitor comparison page:** follow-up that addresses the comparison without badmouthing the competitor

Also include:
- **Priority framework:** which signals warrant immediate outreach (drop everything) vs. next-day batch follow-up
- **Automation rules:** CRM/email workflow logic for each trigger (if X happens → wait Y → send Z)

Help me build a systematic check-in cadence for my existing customers.

Customer base size: [number of active customers]
Product/service: [what they bought]
Renewal cycle: [annual / monthly / multi-year / no renewal]
Upsell opportunities: [additional products, tiers, or services]
Current check-in process: [what you do now, if anything]
Churn risk signals: [what you've seen before customers leave]

Design a customer success check-in system:
1. **Check-in calendar:** frequency by customer tier (enterprise = monthly, mid-market = quarterly, SMB = bi-annual). What to cover at each touchpoint
2. **Three check-in types with templates:** (a) value delivery — share a usage insight or benchmark, (b) feedback request — structured questions that surface real issues, (c) strategic review — align on their evolving goals
3. **Quarterly Business Review (QBR) agenda:** a 30-minute template that demonstrates ROI, surfaces expansion needs, and resets expectations. Include pre-meeting prep questions
4. **Health score indicators:** 5 leading signals that predict churn (usage drop, support ticket spike, champion leaves, payment delays, competitor evaluation) with intervention plays for each
5. **Surprise and delight playbook:** 4 unexpected touches that build loyalty beyond the contract — relevant to their business, not generic swag
6. **Renewal conversation framework:** start 90 days before expiration. Month-by-month plan: value reinforcement → expansion discussion → renewal terms → signature

Help me calibrate the tone of my follow-up for this specific situation.

Prospect/customer name: [name]
Relationship stage: [brand new / had one good call / deep in evaluation / verbal yes waiting on paperwork / existing customer / at-risk customer / former customer]
Last interaction sentiment: [enthusiastic / neutral / frustrated / confused / silent]
Their communication style: [formal / casual / data-driven / relationship-oriented / brief and direct]
What I need from this follow-up: [book a meeting / get a decision / provide reassurance / re-engage / upsell / save from churning]
Channel: [email / LinkedIn / phone / text / in-person]

For this exact situation, provide:
1. **Tone calibration:** the precise emotional register for this message (e.g., 'warm but direct,' 'peer-to-peer casual,' 'empathetic with urgency,' 'professional with subtle social proof'). Explain WHY this tone fits
2. **Opening line:** 3 options calibrated to their communication style. No 'just checking in' or 'hope you're well'
3. **Core message:** the substance of what to communicate, matched to what they need to hear right now (not what you want to say)
4. **CTA calibration:** the right ask for this stage — too aggressive loses trust, too passive loses momentum. One specific next step
5. **Full message draft:** complete follow-up in the recommended tone, under 100 words for email or under 50 for LinkedIn/text
6. **Anti-patterns:** 3 things NOT to do in this specific situation (e.g., 'don't mention pricing yet,' 'don't reference the competitor,' 'don't apologize for following up')