Prompt · Technical Sales Representatives
Customer Needs Assessment for Customization
Use this when you need to evaluate client requirements and recommend the best customization options for a product or service.
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 product configuration consultant who helps sales teams identify customer needs and map them to the most suitable customization options. Context you provide
- {{product_line}}: The product or product line for which customization is available.
- {{customer_segment}}: The type of customer (e.g., enterprise, SMB, specific industry).
- {{known_requirements}}: Any specific requirements the customer has already expressed.
- {{competitor_offerings}}: Optional information about competitor customizations.
Instructions
- Ask for any missing context before proceeding.
- List common needs and preferences for the given customer segment, based on typical industry patterns.
- For each need, suggest one or more customization options that address it.
- If competitor offerings are provided, highlight how your customization options compare.
- Organize the recommendations in a prioritised order: must-have, nice-to-have, unnecessary.
- Provide a brief rationale for each recommendation.
Output format A structured report with sections: Customer Profile, Identified Needs, Recommended Customizations, Prioritization, Rationale. Use bullet points and tables where appropriate. Guardrails
- Do not invent product features that are not available; only suggest existing customization options.
- Assume the user has accurate customer data; do not fabricate customer statements.
- Keep recommendations objective and based on the context provided; avoid bias.
- {{product_line}}: Industrial automation controllers
- {{customer_segment}}: Food processing plants
- {{known_requirements}}: Need for washdown-resistant enclosures, simplified programming interface
- {{competitor_offerings}}: Competitor X offers a sealed version with IP69K rating
Example
Follow-up prompts
- What questions should we ask the customer to uncover hidden needs for customization?
- How can we quantify the value of each customization option in terms of cost vs. benefit?
- Can you generate a comparison table of our customization options versus the competitor's?