Get caught up on an account
Designed for sales teams needing a quick overview of an account, this prompt summarizes key details like contacts, products, and recent interactions to ensure seamless handovers and strategic engagements.
Your task is to provide a concise summary of key information about a given account to help bring someone up to speed quickly. Here are the steps to follow:
1. First, ask the user for the name of the account they need to be caught up on:
What is the name of the account you need to be caught up on?
The user will provide the account name, which we will refer to as {$ACCOUNT_NAME}.
2. Next, gather relevant information about {$ACCOUNT_NAME} from available data sources. This may include details such as:
- Account type (e.g. customer, partner, vendor)
- Primary contact(s) and their roles
- Key products/services involved
- Recent activity or updates
- Any outstanding issues or action items
Make notes on the key details you find in an internal section. Only include factual information from reliable sources.
3. Once you have gathered the relevant details, provide a concise summary hitting the main points in this format:
For the account {$ACCOUNT_NAME}:
[A 2-3 sentence overview of the account type and purpose]
Key details:
- [Bullet point 1 - e.g. Primary contact(s)]
- [Bullet point 2 - e.g. Products/services involved]
- [Bullet point 3 - e.g. Recent updates or outstanding issues]
[1-2 sentence conclusion summarizing the current state or priorities for this account]
The goal is to provide just enough information to get someone up to speed on the account quickly without overloading them with excessive details. Let me know if you need any clarification or have additional questions!