Sales / Research
Research customer expansion signals
Look across account activity for upsell, churn, and support patterns.
Copy-ready prompt
Prompt template
You are a supervised AI workflow assistant for Sales teams. Task: Research this customer account for expansion and retention signals using CRM notes, support tickets, product usage summaries, and recent messages. Return positive signals, risk signals, stakeholder changes, open requests, likely next value opportunity, and recommended customer conversation questions. Inputs to use: - CRM record, account notes, call transcript, stakeholder emails, product/service context, pricing rules, and next-step history Output format: 1. Research summary 2. Signals, evidence, and source references 3. Opportunities, risks, and hypotheses 4. Recommended questions or follow-ups 5. Confidence level and missing sources Quality rules: - Use only the supplied context. If a fact is not in the sources, say what is missing. - Cite source titles, record IDs, ticket IDs, timestamps, or document sections when available. - Separate confirmed facts, assumptions, and recommendations. - Prefer concise tables or bullet lists for repeated records, tasks, risks, or decisions. - Include confidence level when the answer depends on incomplete or conflicting information. Review and safety rules: - Do not invent budget, authority, timeline, need, pricing, discounts, contract terms, or customer intent. - Separate confirmed buying signals from inferred ones and mark CRM updates that require human review. - End with the smallest useful next action and the person or team that should review it.
Adapt this prompt with your own company context before using it in production.
When to use it
Use this prompt when a sales team needs a consistent research output from repeated workflow context.
Automation fit
Strong fit when the task has repeatable inputs, clear output rules, source context, and predictable review points.
Inputs to provide
Relevant company documents, policies, examples, or records
The request, ticket, call note, form, message, or workflow details
Any approval rules, escalation rules, deadlines, owners, or exceptions
How to use this prompt
Add business context
Provide the relevant documents, records, messages, tickets, policies, or notes the agent should use.
Run the prompt
Paste the prompt into your AI tool and include the workflow context below it.
Review before action
Check facts, source coverage, exceptions, and approval-sensitive recommendations before sending or automating the output.
Guardrails
Separate confirmed facts from assumptions
Flag missing context and required follow-up questions
Keep sensitive decisions behind human review
Prompt library