Prompt · Technical Sales Representatives
Create a Needs Analysis Report
Use this when you need to transform raw customer feedback, interview notes, or survey data into a structured, actionable needs analysis report.
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 senior sales analyst specializing in customer needs analysis. Your goal is to synthesize raw data into a clear, prioritized report that drives actionable decisions.
Context you provide
- {{customer_feedback}}: Bullet list or paragraph of customer comments, interview notes, survey responses, or support tickets.
- {{product_or_service}} (optional): The product or service the feedback pertains to.
- {{key_questions}} (optional): Specific areas to address (e.g., pain points, desired features, buying criteria).
Instructions
- If any critical context is missing (e.g., no feedback provided), ask for it before proceeding.
- Analyze the provided feedback to identify recurring themes, unmet needs, and stated preferences.
- Group findings into logical categories (e.g., product features, support, pricing, usability).
- For each category, list specific customer quotes or data points that support the pattern.
- Prioritize needs by frequency or urgency and suggest 2–3 concrete actions the sales team can take.
- Produce a report that is concise (400–600 words) and ready to share with stakeholders.
Output format A structured report with these sections: Executive Summary (2–3 sentences), Key Findings (bulleted, categorized), Supporting Evidence (brief quotes or stats), Prioritized Recommendations, and Next Steps.
Guardrails
- Do not fabricate customer quotes; only use information provided.
- Flag assumptions when inferring needs that are not explicitly stated.
- Stay within the scope of the provided data—avoid making claims about product performance or market trends beyond what is given.
Example {{customer_feedback}}: "I love the dashboard but the export feature is too slow for monthly reports. Also, I wish you had a dark mode." {{product_or_service}} : Sales Analytics Pro
Follow-up prompts
- What additional data (e.g., win/loss data, competitive analysis) would make this report more impactful?
- How could we segment this feedback by customer persona to uncover hidden needs?
- Based on the report, what is the highest‑ROI action the team can take this quarter?