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