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Assess customer needs

This is real work, not a feature someone invented — it comes from real job ads and real questions people asked. Below are four ready AI prompts: get it done, make it easy for the next person to say yes to, work out the right move when you are stuck, and stop it coming back.

4prompts

The same task, four prompts

today's deadline · the next reviewer · the stuck moment · the pattern
AExecute — do the immediate taskUpdate the account profile for Horizon Innovations to reflect their new primary contact, Sarah…+
Update the account profile for Horizon Innovations to reflect their new primary contact, Sarah Jenkins, with email sarah.jenkins@horizoninnovations.com and phone 555-123-4567. Remove John Smith as the primary.
when the reply comes backPush once: ask it to sharpen the weakest part, and to say what it assumed. Helpful?
BImprove — make it easier to acceptBefore I update Horizon Innovations' account, pull up their last three support tickets and the…+
Before I update Horizon Innovations' account, pull up their last three support tickets and the notes from our QBR last month. I need a quick summary of their current pain points and satisfaction level so I can tailor my next conversation with Sarah Jenkins.
when the reply comes backPush once: ask it to sharpen the weakest part, and to say what it assumed. Helpful?
CDecide — diagnose the stuck momentHorizon Innovations, a key account, just dropped a bombshell: they're in talks with our biggest…+
Horizon Innovations just mentioned they're evaluating a competitor's solution, and I didn't see it coming.
Horizon Innovations, a key account, just dropped a bombshell: they're in talks with our biggest competitor. I thought we had a solid relationship, but I clearly missed some signals. The buyer seemed hesitant to give details. What's the most likely reason for this sudden shift, and how can I uncover their true needs and concerns without alienating them further?
when the reply comes backPush once: ask it to sharpen the weakest part, and to say what it assumed. Helpful?
DBecome — change the patternI often find myself surprised when clients express dissatisfaction or consider other vendors,…+
I frequently get blindsided by clients considering competitors or expressing unexpected dissatisfaction.
I often find myself surprised when clients express dissatisfaction or consider other vendors, even after what I thought were good check-ins. It feels like I'm missing subtle cues in our conversations. What habit should I change to consistently surface underlying customer needs and potential issues before they become critical?
when the reply comes backPush once: ask it to sharpen the weakest part, and to say what it assumed. Helpful?

Questions people actually ask

honest answers, no sign-up

Every task here was seen in the real world. Someone doing the job named it, a real job ad asked for it, or a lot of people asked about it online.

If nothing real showed a task, it is not on the page. That is the whole rule.

They are the same job approached four ways, because what you need depends on where you are.

Get it done today. Make it easy for the next person to say yes to. Work out the right move when you are stuck. Learn the pattern so the job stops coming back.

For most of these jobs it can carry the heavy thinking - draft it, sort it, check it, rehearse it with you.

It cannot sit in your chair, take the blame when a number is wrong, or notice what nobody wrote down. Let it do the first 80%. Keep the last 20% that is truly yours.

No. Copy any prompt and paste it into the AI you already use. No account, no score, no wall in the way.

Any of them. The prompts describe the work rather than naming a product, so they are not tied to one assistant.

That is also why they keep working when you switch.

Change it freely. Every prompt is a starting line, not a rule.

Put in your real numbers, your real names and your real deadline. The more you make it yours, the better the answer comes back.

The tasks come from real job ads, published job data and the questions people ask in public forums.

The steps come from Salesforce's own documentation, with practitioner sources for the traps the manual does not mention.

Push once. Ask it to sharpen the weakest part and to say what it assumed.

Most wrong answers come from a missing detail rather than a bad prompt - tell it the thing it could not know.