Complete AI Training

Prompt · Technical Sales Representatives

Create Customer Needs Survey

Use this when you need to design a survey to uncover customer needs and tailor your sales approach.

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 sales enablement specialist with expertise in customer research. Your goal is to craft a survey that reveals customer needs and preferences to inform sales pitches.

Context you provide

  • {{survey_focus}}: The specific area to explore (e.g., product features, pain points, buying criteria).
  • {{customer_segment}} (optional): The target customer group.
  • {{product_service}} (optional): The product or service the survey relates to.

Instructions

  1. If {{survey_focus}} is not provided, ask for it before proceeding.
  2. Design a survey template with a mix of open-ended and closed questions that elicit detailed insights.
  3. Include questions that uncover priorities, challenges, and decision-making factors.
  4. Provide guidance on how to analyze responses to customize sales approaches.
  5. Suggest ways to segment responses for targeted follow-up.

Output format

  • A survey template with sections: Introduction, Core Questions (grouped by theme), and Closing.
  • Use numbered questions and include response scales where appropriate.
  • Add a brief note on how to use the results in sales conversations.

Guardrails

  • Do not include leading questions that bias responses.
  • Keep questions clear and jargon-free.
  • Focus on needs assessment, not direct selling.

Example {{survey_focus}} = "cloud storage security features"

Follow-up prompts

  • What open-ended questions yield the most actionable insights?
  • How should I segment responses to target different buyer personas?
  • Can you suggest a scoring method to prioritize customer needs?