原文核对：2026-10-13 · 中文正文 · 英文提示词与演示
场景定位
结合近期客户信号更新关系图、需求缺口、风险、价值假设、异议、证据和行动。
- 难度
- 中级
- 时间跨度
- 1 小时
适合用于
- 计划过时或涉及多位相关人的战略账户。
- 需汇集需求缺口、异议、风险和证据的交易团队。
- 要求行动依据近期客户信号的账户审阅。
相关工具
检查账户商机、活动、用量和缺口。
读取旧计划、客户文档、证据和公司背景。
Google Drive ↗审阅账户会话、人员和风险。
Slack ↗读取范围内近期客户或内部邮件。
Gmail ↗起步提示词
英文原文 · 可复制后按实际材料修改
Refresh the strategic account plan for [account].
Use CRM account and opportunity records or exports, recent call transcripts, account threads, email context, customer docs, usage notes, prior account plans, product needs, and relevant company context I provide.
Create a deal strategy pack with:
- stakeholder map
- discovery gaps
- risks and objections
- value hypothesis
- proof points
- next-best actions
Flag assumptions, stale information, and anything that needs account-owner or manager confirmation. Do not update CRM records or contact the customer.根据近期客户信号更新
计划应反映客户最近说过、做过和优先关注的事；提供旧计划、账户商机、通话、会话、邮件、用量、需求和获准公司背景。
- 定义账户、规划期、商机和团队受众。
- 提供旧计划及最新背景。
- 识别过时信息、需求缺口、人员变化和风险。
- 审阅价值假设、异议、证据及行动。
- 更新 CRM 或分享客户内容前由账户负责人确认。
客户证据与内部假设分开，标明获准对客证据，客户草稿不包含内部风险。
让计划可执行
将行动对应到证据和负责人，避免只留下静态摘要。
官方提示词
英文原文 · 可复制后按实际材料修改
Turn this account plan into a 30-day action map.
For each action, include:
- customer or internal owner
- source signal that justifies it
- desired outcome
- dependency or risk
- suggested date
- evidence that will show progress
Flag actions that need AE or manager approval. Do not update CRM records or contact the customer.展开英文原文对照
Give ChatGPT account and opportunity records, calls, threads, emails, usage notes, product needs, prior plans, and company context, then ask it to refresh the stakeholder map, discovery gaps, risks, value hypothesis, objections, proof points, and next actions.
Refresh from recent customer signals
An account plan should reflect what the customer has said, done, and prioritized recently. Give ChatGPT the prior plan, account and opportunity data, recent calls, threads, emails, usage notes, product needs, and approved company context.
- Define the account, planning horizon, opportunity, and team audience.
- Attach the prior plan and the recent account, customer, product, and usage context.
- Ask ChatGPT to identify stale information, discovery gaps, stakeholder changes, and open risks.
- Run the starter prompt and review the value hypothesis, objections, proof points, and next actions.
- Confirm the plan with the account owner before updating the CRM or sharing customer-facing content.
Keep customer evidence separate from internal assumptions. Mark proof points that are approved for customer use and keep internal risks out of a customer-facing draft.
Make the plan actionable
Ask ChatGPT to map the next actions to evidence and owners so the plan does not become a static summary.
官方提示词
英文原文 · 可复制后按实际材料修改
Turn this account plan into a 30-day action map.
For each action, include:
- customer or internal owner
- source signal that justifies it
- desired outcome
- dependency or risk
- suggested date
- evidence that will show progress
Flag actions that need AE or manager approval. Do not update CRM records or contact the customer.