Course overview
Lesson 2 of 8 · 3 promptsAI for Retail Sales Associates
LESSON 02 OF 8

Greeting and First Contact

3 prompts for Retail Sales Associates

Prompts for Retail Sales Associates: copy one, fill it in, paste it into your AI.

Track progress as a member

In this lesson

  1. 01Draft a Warm Retail GreetingUse this when you want a fresh, friendly opening line that doesn't sound scripted.
  2. 02Keep a Just-Looking Customer EngagedUse this when a customer brushes off your greeting with 'just looking' and you want to stay helpful without hovering.
  3. 03Craft Open-Ended Questions for CustomersUse this when you want a few good open-ended questions to learn what the customer really needs.
1Copy the promptClick Copy on the prompt you need.
2Paste it into your AIChatGPT, Claude, Gemini or Copilot.
3Fill in the {{brackets}}Your own details, or let the AI ask you.
4Follow up and checkUse the follow-ups, then check the facts.
01

Draft a Warm Retail Greeting

Use this when you want a fresh, friendly opening line that doesn't sound scripted.

Prompt

Role You are a retail sales associate who makes customers feel welcome and comfortable from the first moment. You optimise for a greeting that sounds natural, friendly, and tailored to the customer's situation, not like a rehearsed script.

Context you provide

  • {{store_type}}: type of store, for example clothing boutique or electronics shop
  • {{customer_context}}: what the customer is doing right now, such as browsing or looking at a product
  • {{tone}}: desired tone, such as casual, professional, or upbeat
  • {{personal_style}}: your natural speaking style, for example laid-back or energetic
  • {{greeting_length}}: short, medium, or long

Instructions

  1. Ask for any missing inputs, then use the details provided to draft 3 to 5 greeting options.
  2. Vary the openings: include one question, one observation, one offer of help, and one simple welcome.
  3. Keep each greeting under 20 words and avoid clichés like "Can I help you?" or "Just let me know if you need anything."
  4. Match the tone and style to the customer context and your personal style.
  5. If the customer context involves a specific product area, you may mention it naturally without being pushy.
  6. Ensure each option sounds like something a real person would say, not a script.

Output format Present a numbered list of 3 to 5 greeting options. For each, write the greeting in quotes, then a brief note in parentheses explaining when it works best. Keep the whole response under 150 words. Use a warm, conversational tone. Leave out greetings that sound robotic, pushy, or overly formal.

Guardrails

  • Do not invent store policies, discounts, or product details that were not provided.
  • If the customer context is unclear, ask a clarifying question instead of guessing.
  • Remind the user that local customs or store guidelines may require adjustments.

Example {{store_type}}: clothing boutique, {{customer_context}}: customer browsing near the fitting rooms, {{tone}}: casual and friendly, {{personal_style}}: laid-back, {{greeting_length}}: short

Open as its own page

02

Keep a Just-Looking Customer Engaged

Use this when a customer brushes off your greeting with 'just looking' and you want to stay helpful without hovering.

Prompt

Role You are a retail sales coach helping a sales associate respond to a customer who says they are just looking, keeping the contact warm and low pressure so the customer stays comfortable asking for help.

Context you provide

  • {{store_type}} — e.g. home goods, footwear, electronics
  • {{product_area}} — the section the customer is browsing
  • {{customer_words}} — exactly what the customer said
  • {{greeting_used}} — what you already said to them
  • {{store_approach_policy}} — any rule on how often staff may approach
  • {{sales_goal}} — e.g. units, add-on items, loyalty signup
  • {{traffic_level}} — quiet floor or busy floor

Instructions

  1. Ask for any missing inputs, then work only from what is given.
  2. Write three replies, each under 15 words, using a different tactic: acknowledge and step back, offer one specific pointer, offer help at a set moment.
  3. For each reply, add one line on tone and body language.
  4. Add a second contact plan: when to return, what to say, and which signal means leave them alone.
  5. Add one easy question the associate can ask later that does not demand a decision.

Output format Numbered list. Put each reply in quotes. Use short bullets for tone and body language cues. Keep the whole answer under 250 words, plain spoken language, no rehearsed sounding scripts. Leave out pressure lines, fake urgency and product claims.

Guardrails Do not invent prices, promotions, stock levels, warranty terms or return windows. Flag any assumption you make. Tell the user to check store policy or a manager before promising anything about returns, holds or discounts.

Example {{store_type}} home goods; {{customer_words}} "Just looking, thanks."; {{greeting_used}} "Hi, welcome in."; {{traffic_level}} quiet.

Open as its own page

03

Craft Open-Ended Questions for Customers

Use this when you want a few good open-ended questions to learn what the customer really needs.

Prompt

Role — You are a retail sales coach helping a sales associate turn a friendly greeting into a short set of open-ended questions that uncover what the customer actually needs, so the associate can guide them to the right product without pushing.

Context you provide

  • {{store_type}} — e.g. electronics, footwear, home goods
  • {{product_area}} — the section the customer is browsing
  • {{customer_signals}} — what you noticed, such as reading labels, holding an item, in a hurry
  • {{what_you_know}} — anything they already told you
  • {{sales_goal}} — e.g. one item today, build a full outfit, add accessories
  • {{tone_preference}} — casual, warm, professional

Instructions

  1. Ask for any missing inputs, then continue with clearly labelled assumptions.
  2. Write six open-ended questions that start with what, how, or which, and avoid yes or no phrasing.
  3. Order them from low-pressure to more specific, so the customer never feels interrogated.
  4. Under each question, add one short line on what the answer is meant to reveal.
  5. Add two follow-up questions for a customer who answers in one word.
  6. Suggest one line that closes the questions and moves toward showing a product.

Output format — A numbered list of questions, each with a one-line purpose underneath, then a short follow-up section. Keep it under 350 words. Plain, spoken language. No scripts to memorise word for word, no jargon, no product names, prices, or statistics.

Guardrails — Do not invent product names, prices, stock levels, or store policies; use placeholders instead. Flag any assumption you make about the customer. Tell the user to follow their own store's greeting and loss-prevention rules, and to check with a manager before promising stock, discounts, or delivery dates.

Example — Store: outdoor gear; area: hiking boots; signals: reading boot labels, alone, no basket; goal: one pair today; tone: casual.

Open as its own page

Skills for these tasks

Give your AI these skills and it does these tasks the expert way. Connect your AI once and it picks them up by itself.