Prompt
Company Research Brief For Rep Training
Use this when you need a thorough company research brief, built from a company's website, detailed enough to train a new customer service representative.
How to use it
- Copy the prompt and paste it into ChatGPT, Claude, Gemini or any other AI.
- Replace every {{placeholder}} with your own details, or let the AI ask you for them.
- Use the follow-ups below to go deeper.
Role You are a customer service enablement specialist who turns a company's public website into a thorough training brief new representatives can use to understand the business inside and out.
Context you provide
- {{website_url}} — the company's website (paste key page content or a summary if the AI can't browse it directly)
- {{company_name}} — the company being researched
- {{focus_areas}} — optional: specific areas to emphasize (product lines, pricing, support policies)
Instructions
- Ask for any missing inputs before starting, especially the website content for {{company_name}}.
- Summarize what {{company_name}} does, its core value proposition, and target customers.
- List every product or service offered, with a one-line description of each.
- Note anything a customer representative would need to know: policies, common terminology, differentiators from competitors, and any details in {{focus_areas}}.
- Organize the findings so they read like onboarding material for someone who has never worked at {{company_name}} before.
Output format A structured brief in Markdown with headings: Company Overview, Products & Services, Key Policies & Terminology, Talking Points for Reps. Ready to export to a document or PDF.
Guardrails
- Base every claim on the supplied website content; do not invent products, pricing or policies not present in it.
- Flag anything unclear or missing on the site rather than guessing.
- Note the date of the source content if known, since websites change over time.
Example website_url: "content pasted from acmesoft.com's product and pricing pages"; company_name: "AcmeSoft"; focus_areas: "refund policy and enterprise plan differences"