
- Use Case 1
Support the sales team
Provide sales enablement tools, training materials, and strategic support to enhance team performance and deal closure rates
Draft an email to sales leads about a customer issue
I am a [sales manager/regional director/customer success leader] communicating with Southeast region sales leads about a customer service issue requiring immediate action. Draft a professional email (150-200 words) that clearly explains the specific issues: [issues] affecting our customers, provides context about the impact and scope of the problem, instructs sales leads to immediately communicate with their teams about proactive customer outreach, includes talking points for customer conversations and apology messaging, authorizes offering 20% discount on future orders as service recovery, specifies any limitations or approval processes for the discount, requests confirmation of customer contact completion by specific deadline, and maintains a solution-focused tone that demonstrates accountability and customer commitment.
Draft an email to schedule an urgent meeting
I am a [sales manager/regional director/sales leader] calling an urgent meeting with regional sales representatives to address critical issues. Draft a professional email (100-150 words) that communicates the urgency and importance of meeting about [specific issues], requests availability for Monday or Tuesday of next week with specific time options, briefly explains why immediate discussion is necessary without causing alarm, asks for prompt response with their preferred time slots, indicates the meeting format (in-person/virtual) and expected duration, mentions who else will be attending, and uses a serious but supportive tone that emphasizes the need for swift action and team collaboration to resolve the situation.
Create convincing reasons for a customer to adopt a product
I am a [sales professional/account manager/solution consultant] developing a compelling value proposition for [customer name] to adopt [product name]. Using @[Product Sales Kit Full Assets], create persuasive reasons why our solution addresses their specific pain points: [pain points] and helps achieve their business goals: [business goals]. Include: direct problem-to-solution mapping with quantifiable benefits, competitive advantages that differentiate us from alternatives, ROI calculations or cost savings projections, implementation ease and timeline considerations, relevant case studies or success stories from similar customers, and risk mitigation factors. Structure as a consultative sales presentation that positions our product as the optimal solution for their unique situation.
List likely objections from a prospect and how to respond
I am a [sales representative/account executive/business development professional] in the [specific industry] preparing for a sales call with a prospect regarding [specific use case] for our [product]. This is a new use case for me, so I need comprehensive objection handling preparation. Generate 8-10 most likely objections [customer type] might raise including: pricing and budget concerns, competitive alternatives, implementation challenges, ROI justification, timing issues, and technical fit questions. For each objection, provide: proven response techniques and scripts, supporting evidence or data points to reference, questions to ask that reframe the conversation, ways to turn objections into selling opportunities, and follow-up strategies to maintain momentum. Format as a quick-reference guide for the call
- Use Case 2
Prepare for new customer calls
Prepare for new customer calls with research, talking points, and strategic approach
Draft a customized script for a sales call
I am a [sales representative/account executive/business development manager] preparing for a 30-minute video sales call with a prospect in [customer’s industry]. Create a structured call script with timing estimates including: opening rapport-building and agenda setting (5 min), discovery questions to uncover pain points, tailored presentation of [company products/solutions] addressing their specific challenges (15 min), delivery system value proposition emphasizing seamless and timely service, competitive pricing structure with volume discount table, relevant customer reference story from [customer’s industry], objection handling preparation, closing techniques and next steps (5 min), and natural transition points for two-way dialogue. Format with speaker notes and key talking points for confident delivery.
Generate an elevator pitch for a product
I am a [sales professional/product manager/business development representative] developing a compelling elevator pitch for [product name] targeting [specific audience/industry]. Create a concise 60-90 second elevator pitch that includes: attention-grabbing hook addressing a clear pain point, key benefits and value propositions that [product name] delivers, 2-3 competitive differentiators that set us apart from alternatives, specific problems or challenges the product solves for customers, credibility elements (results, testimonials, or traction), and strong call-to-action for next steps. Structure for natural delivery with smooth transitions and memorable messaging that sparks further conversation.
- Use Case 3
Nurture relationships, personalized outreach, and thought leadership
Build long-term customer relationships through personalized outreach and thought leadership content
Draft an outreach email template to industry influencers
I am a [business development manager/marketing director/partnerships lead] following up with industry influencers after networking at [specific event name]. Draft a professional outreach email template (150-200 words) that references our connection at the event, expresses genuine appreciation for the conversation or insights they shared, proposes specific collaboration opportunities: [collaboration types – content partnerships/speaking engagements/co-marketing], outlines mutual value and benefits for both parties, includes relevant background on our company and why we’re a good fit, requests a brief call or meeting to discuss further, and maintains an authentic, relationship-focused tone rather than purely transactional approach.
Summarize blog content and generate follow-up questions
I am a [sales professional/account manager/customer success manager] using blog content to engage customers in meaningful conversations. Using the attached blog content, create a concise bullet-point summary of key insights and takeaways, then generate 3 thoughtful follow-up questions I can ask customers that: relate the blog’s themes to their business challenges or goals, encourage them to share their perspectives or experiences, demonstrate genuine interest in their industry knowledge, and create opportunities for deeper business discussions. Focus on open-ended questions that position me as a consultative partner rather than just a vendor
- Use Case 4
Map customer journeys
Map detailed customer journeys to identify touchpoints and improvement opportunities
Create personalized onboarding materials for a new customer
I am a [customer success manager/onboarding specialist/account manager] creating customized onboarding materials for [customer name]. Using @[Standard Onboarding Documents] and @[New Customer Migration Notes], develop personalized onboarding assets including: welcome packet with customer-specific implementation timeline, customized setup guides reflecting their unique requirements, personalized training materials addressing their specific use cases, migration checklist tailored to their current systems, key contact information and escalation paths, success metrics and milestone tracking relevant to their goals, and next steps calendar with scheduled check-ins. Ensure all materials reflect their business context and specific needs identified during the sales process
- Use Case 5
Managing communications from key clients
Manage strategic communications with key clients and enterprise accounts
Summarize emails from a specific person
You are an executive assistant and communications analyst. Analyze all emails from [SPECIFIC PERSON’S NAME] over the specified time period to understand their priorities, expectations, and relationship dynamics. Create a structured analysis with a table including Date, Subject Line, Key Message/Request, Action Items, Deadline/Timeline, and Priority Level. Look for communication patterns, satisfaction cues, escalating concerns, and commitments needing tracking. Format with headings: ‘Communication Overview & Patterns,’ ‘Detailed Email Summary Table,’ ‘Priority Analysis & Deadlines,’ ‘Relationship Health Assessment,’ and ‘Strategic Recommendations’ for proactive stakeholder management.
- Use Case 6
Manage the request for proposal (RFP) process
Manage the complete RFP process from requirements gathering to vendor evaluation and selection
Conduct research on a company that issued an RFP
I am a [sales professional/business development manager/proposal writer] preparing to respond to an RFP from [company name] and need comprehensive company intelligence. Research and create a detailed business profile including: company overview (headquarters location, founding date, size, ownership structure), core products/services and value proposition, target market segments and customer base, key leadership team and decision makers, recent financial performance or funding announcements, current strategic initiatives or business developments, recent news, press releases, or market activities, competitive positioning and industry reputation, and potential pain points or challenges they may be facing. Present findings in a structured format suitable for RFP strategy development
Summarize an RFP
I am a sales manager at [company name] analyzing an RFP received from [client company]. Using the attached [RFP document/URL], create a concise executive summary (3-4 paragraphs) covering: what the customer is seeking (specific products/services, scope of work, key requirements), project timeline and implementation expectations, budget parameters or spending authority mentioned, response deadline and submission requirements, evaluation criteria and decision-making process, key stakeholders involved, and any unique specifications or compliance requirements. Highlight critical elements that will impact our proposal strategy and competitive positioning.
- Use Case 7
Improve collaboration and execution by customizing sales materials
Improve sales collaboration and execution by customizing materials for specific clients and opportunities
Write a recap message to a customer after a meeting
I am a [sales representative/account manager/customer success manager] following up with [customer name] after our recent [meeting type – discovery call/product demo/consultation]. Using @[Customer Meeting Gemini Notes], write a professional follow-up message (150-200 words) that thanks them for their time and engagement, provides a concise summary of key discussion points and decisions made, acknowledges specific pain points or challenges they shared, demonstrates understanding of their business needs, proposes next steps to discuss how our [solution] addresses their requirements, and requests additional meeting time with suggested availability. Use a consultative tone that reinforces our value proposition
Summarize customer pain points from a call transcript
I am an account manager analyzing our recent customer call to identify key pain points and challenges. Using @[Customer Call Transcript], extract and summarize the specific pain points mentioned by [customer name] including: direct quotes where they describe problems they’re trying to solve, context around each challenge and its business impact, frequency or urgency indicators they mentioned, any current solutions they’ve tried unsuccessfully, and quantifiable impacts (time, cost, efficiency losses) they referenced. Organize findings by priority level and provide brief analysis of how each pain point relates to our solution capabilities.
- Use Case 8
Generate personalized customer appreciation materials
Create personalized thank you notes, appreciation gifts, and customer recognition materials
Generate a personalized email for a customer’s one-month anniversary
I am a [customer success manager/account manager/sales representative] at [company name] sending a one-month anniversary email to [customer name]. Write a personalized email (150-200 words) that celebrates their one-month milestone as a valued customer, expresses genuine appreciation for their business and partnership, checks in on their experience and addresses any questions or concerns, introduces [other product] as a relevant solution that could enhance their results, includes a clear call-to-action for scheduling a check-in call or accessing additional resources, and maintains a warm, relationship-building tone that reinforces our commitment to their success.
Give me a list of gifts to send new clients
I am a [sales professional/account manager/business development representative] selecting client appreciation gifts for new partnerships. Generate a list of 10-12 professional gift options under $200 that can be shipped directly to corporate offices, including: branded and non-branded options, gifts suitable for different industries and company cultures, items that reflect quality and thoughtfulness, shipping-friendly products that arrive in good condition, gifts appropriate for various business relationships (small startups to large enterprises), estimated price ranges for budget planning, and brief rationale for each gift’s professional appeal and memorability.
- Use Case 9
Develop customer relationships
Develop customer relationships through strategic communication and value-added interactions
Write an email inviting people to a happy hour
I am a [sales representative/business development manager/marketing coordinator] inviting prospects and clients to a networking happy hour at [trade show event]. Write a professional yet inviting email (100-150 words) that welcomes people interested in [focus area] to join us on [specific date and time] at [venue/location], highlights our expertise and specialization in [focus area], mentions what attendees can expect (networking, industry insights, casual conversation), includes RSVP instructions with contact information, and uses a warm, approachable tone that encourages attendance while positioning our company as a thought leader in the space.
Draft a follow-up email after a happy hour
I am a [sales representative/account manager/business development professional] following up with attendees from our happy hour networking event. Draft a warm, friendly thank-you email (100-125 words) that expresses genuine appreciation for their attendance at the happy hour on [specific date, time, location], briefly mentions highlights or positive moments from the event, reinforces our expertise in [relevant area] and value we discussed, invites continued conversation over the next few weeks, provides clear contact information and availability, and maintains the relaxed, personable tone from the networking event while opening doors for business discussions.
- Use Case 10
Conduct customer research
Conduct comprehensive customer research to understand needs, preferences, and buying behavior
Write an introductory email to a new customer
I am a [account manager/sales representative/customer success manager] at [company name] writing a welcome email to [customer name], our new [title] contact at [client company]. Draft a professional introductory email (100-150 words) that congratulates them on their new role, introduces myself as their dedicated point of contact with brief overview of my support role, expresses enthusiasm about our partnership and commitment to their success, proposes an initial meeting (lunch or call) to discuss their priorities and how we can best serve their needs, offers specific scheduling options (Monday or Tuesday next week), and uses a warm, relationship-building tone that establishes trust while demonstrating our proactive customer service approach
Research a new customer’s market strategy
I am an [role-] researching [customer name] as a new client. Analyze their current market strategy including: core business model and value proposition, target market segments and customer base, competitive positioning and key differentiators, recent strategic initiatives or market moves, growth objectives and expansion plans, and current market challenges or opportunities they’re addressing. Focus on insights that will help me understand their business priorities and identify ways our solutions can support their strategic goals. Present findings in a client briefing format.
- Use Case 11
Coach and train the sales team
Provide coaching, training, and mentorship to sales team members to improve performance and achieve targets
Create a half-day agenda for an educational session
Create a 4-hour educational session agenda for our sales team on [specific technology products]. Structure the agenda with: welcome/objectives (15 min), product development team presentation (60-90 min), hands-on demo or Q&A session (45 min), lunch break (60 min), sales strategy discussion (45 min), and wrap-up/next steps (15 min). Include specific learning objectives for each segment, suggested presenters or facilitators, and any materials or prep work needed. Ensure the agenda balances product education with practical sales application
Create a spreadsheet to track online courses
Create a spreadsheet template for tracking online sales training courses with these columns: Course Name, Main Topic/Category, Provider, Price, Duration (hours), Priority Level (High/Medium/Low), Completion Status, Start Date, Target Completion Date, and Notes. Include data validation for priority levels and status fields, conditional formatting to highlight overdue courses, and sample data for 5-10 relevant sales courses. Format as a professional template that’s easy to sort, filter, and update regularly
- Use Case 12
Build customer relationships
Develop and maintain strong relationships with customers through personalized communications and value-added interactions
Compose a personalized follow-up email to a client
I am a [role – account manager/sales rep/consultant] composing a follow-up email to [client name] after our [meeting type – discovery call/presentation/consultation] on [date]. Draft a professional email (150-250 words) that recaps the 3-4 key discussion points, addresses any outstanding questions or concerns they raised, outlines agreed-upon next steps with specific timelines, and includes a clear call-to-action for our next interaction. Use a warm, professional tone and reference specific details from our conversation to demonstrate active listening.”
Draft weekly check-in email templates for a new customer
I am a [customer success manager/account manager] creating weekly check-in email templates for new [service] customers during their first month. Draft 4 email templates (100-150 words each) focusing on one value proposition per email: cost savings, ease of use, security, and availability. Each template should include: a personalized greeting, specific tips or insights related to that week’s focus area, a brief success story or example, and a clear [call to action]. Use a helpful, supportive tone that reinforces their purchase decision and encourages engagement with our platform.
Create an email draft explaining why your company is a good partner
I am a [sales/business development role] at [company name] writing to [prospect company] about a potential partnership. Draft a persuasive email (200-300 words) explaining why we’re the ideal partner to help them achieve [specific market goals – expansion, customer acquisition, etc.]. Include: our relevant expertise and track record, 2-3 specific capabilities that align with their objectives, quantifiable benefits or outcomes we can deliver, and a clear call-to-action for next steps. Use a professional yet personable tone and reference any mutual connections or previous interactions if applicable
Explain how a company can help a customer achieve their goals
Explain how [company name] can help [customer company] achieve their specific business goals of [list 2-3 key objectives]. Identify relevant products/services that address each goal, provide concrete examples of how these solutions would be implemented, and quantify potential benefits (cost savings, efficiency gains, revenue impact). Structure the response as a value proposition that connects our capabilities directly to their stated priorities and include 1-2 success stories or case studies from similar clients.
- Use Case 13
Access information and tools on your phone while on the go
Access sales tools, customer information, and business resources while traveling or working remotely
Write a response to an email acknowledging receipt and providing a timeline
Write a professional email response with the following specifications:
Content Requirements:Acknowledge receipt of [sender’s name]’s message regarding [specific topic/request]
Confirm commitment to [specific action to be taken] by [day of week, date]
Include 2-3 sentences maximum for conciseness
Maintain a professional yet approachable toneFormat Requirements:
Include proper email greeting addressing [sender’s name]
Add appropriate professional closing with signature line
Use standard business email structureTone Guidelines:
Professional but warm
Confident and reassuring
Clear and direct communicationOutput Format:
Provide the complete email ready to send, with clear placeholders in brackets [ ] for customization.