Customer Health Report

Compile a customer report across all touchpoints

🧪 Tested by a human Advanced 👤 Sales 👤 Customer Success
Compile a report on [CUSTOMER] across all touchpoints. Gather emails, meetings, support tickets, contract status. Produce a health summary in Word and 3-slide deck.

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⭐ M365 Copilot (Best) 🟢 ChatGPT 🟠 Claude

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🟢 ChatGPT 🟠 Claude

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📎 More Prompts

Build a Client Proposal End-to-End

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Build a proposal for [CLIENT NAME] for [PROJECT/SERVICE]. Steps: (1) Research recent correspondence with this client from emails and Teams, (2) Draft the proposal in Word using our [TEMPLATE] with their specific needs, (3) Create a pricing comparison in Excel with [OPTIONS — 3 tiers], (4) Build a 4-slide summary deck in PowerPoint for the pitch meeting, (5) Draft a cover email to [CLIENT CONTACT] with the proposal attached.
⭐ M365

Compile Weekly Status Report

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Compile my weekly status report for [WEEK/PERIOD]. Gather: (1) Action items completed from my emails and Teams chats, (2) Key decisions made in meetings this week, (3) Blockers or escalations raised, (4) Plans for next week based on my calendar. Write it up in Word as a formatted status report and email it to [MANAGER/TEAM] by end of day Friday.
⭐ M365

Content Repurposing Pipeline

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Repurpose this [CONTENT] into: LinkedIn post, executive summary in Word, 3-slide deck, email to stakeholders, Teams channel post. Consistent messaging.
⭐ M365 🟢 GPT 🟠 Claude
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