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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.

All 17 prompts in this lesson

How to use it

  1. Copy the prompt and paste it into ChatGPT, Claude, Gemini or any other AI.
  2. Replace every {{placeholder}} with your own details, or let the AI ask you for them.
  3. Use the follow-ups below to go deeper.
Prompt

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

  1. If any critical context is missing (e.g., no feedback provided), ask for it before proceeding.
  2. Analyze the provided feedback to identify recurring themes, unmet needs, and stated preferences.
  3. Group findings into logical categories (e.g., product features, support, pricing, usability).
  4. For each category, list specific customer quotes or data points that support the pattern.
  5. Prioritize needs by frequency or urgency and suggest 2–3 concrete actions the sales team can take.
  6. 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?