原文核对：2026-10-13 · 中文正文 · 英文提示词与演示
场景定位
综合 CRM、客户沟通、用量、续约增长和规则，给出排名、理由、风险、行动、来源和跟进草稿。
- 难度
- 中级
- 时间跨度
- 30 分钟
适合用于
- 规划优先关注账户的销售与客户经理。
- 结合 CRM、沟通、用量和计划的续约、扩展或商机审阅。
- 要求行动依据来源而非无解释分数的团队。
相关工具
检查账户导出、评分字段和用量商机信号。
读取账户计划、续约和获准客户背景。
Google Drive ↗查找近期交易、续约和账户会话。
Slack ↗核对纳入审阅的客户邮件。
Gmail ↗起步提示词
英文原文 · 可复制后按实际材料修改
I'm planning my week for [renewal, growth, or pipeline] accounts.
Use the account export, recent call transcripts, open customer email threads, usage dashboard, account plans, and the review rules I provide. Rank the [number] accounts I should focus on first.
For each account, include:
- why it matters now
- the main risk or upside
- the recommended next action
- source links
- stale or missing context
Draft follow-up notes only where the next step is clear. Do not update CRM records or contact customers.汇合信号
结合账户列表、近期沟通、用量续约信号、计划与规则，说明账户为何现在重要，生成有解释的排序。
- 定义客户群、时间窗口和标准。
- 指定 CRM、通话、邮件、用量、计划和规则。
- 逐户要求理由、来源、过时背景和行动。
- 使用前审阅客户跟进建议。
- 获准行动手动转入正式系统，或通过另行审阅的流程执行。
风险、收益空间、紧急度和缺失背景分别展示，避免总排名掩盖判断所需证据。
调整排序
首版有效后，测试续约日期、扩展潜力、活动缺口或客户风险等不同规则。
官方提示词
英文原文 · 可复制后按实际材料修改
Re-rank the account list using [priority rule].
Compare it with the original ranking and show:
- accounts that moved the most
- the source signals behind each move
- accounts with stale or missing context
- actions that remain the same across both rankings
- follow-up drafts that still need owner review
Do not update CRM records or contact customers.展开英文原文对照
Give ChatGPT account records, customer conversations, usage signals, renewal or growth context, and review rules, then ask it to produce a ranked account brief with rationale, risks, next actions, source links, and follow-up drafts.
Bring the signals together
Account priority is more useful when it explains why an account matters now. Give ChatGPT the account list, recent conversations, usage or renewal signals, plans, and review rules, then ask for a ranked brief rather than an unexplained score.
- Define the account segment, time window, and priority criteria.
- Attach or name the CRM export, calls, emails, usage dashboard, plans, and review rules.
- Run the starter prompt and ask for rationale, sources, stale context, and next actions per account.
- Review any recommended customer follow-up before using it.
- Hand approved actions to the system of record manually or through a separately reviewed workflow.
Keep risk, upside, urgency, and missing context visible as separate fields. This prevents a high-level ranking from hiding the evidence an account owner needs to make a judgment.
Tune the priority list
Once the first ranking is useful, test how it changes under a different review rule, such as renewal date, expansion potential, activity gap, or customer risk.
官方提示词
英文原文 · 可复制后按实际材料修改
Re-rank the account list using [priority rule].
Compare it with the original ranking and show:
- accounts that moved the most
- the source signals behind each move
- accounts with stale or missing context
- actions that remain the same across both rankings
- follow-up drafts that still need owner review
Do not update CRM records or contact customers.