Prompting guide 101 - Customer service (Prompt guide -3)

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Client Services Coordinator

Use case: Engage with customers

You’ve made a lot of progress in updating your policies and want to get feedback on the changes from your most loyal customers. You plan to host a listening tour to engage with them. You open Gmail and prompt Gemini in Gmail. You select Help me write and type:

✏️ Write an email inviting my most loyal customers to a feedback session next week at [location] on [date] at [time] about our updated [policies]. (Gemini in Gmail📧)

The listening tour has ended, and you’ve received follow-up emails from attendees. You want help responding to each, so you prompt Gemini in Gmail. You type:

✏️ Write a thank you note, personalized for [customer name] that thanks them for their attendance at the feedback session and explains how we will use feedback to improve our policies. (Gemini in Gmail📧)

Use case: Prepare for client meetings

You need to prepare for a meeting with an important customer. Their account is new to you, as is their industry and line of business. You need help researching, so you open gemini.google.com and you type:

❇️ Write five questions I can use to research a company in the [industry] industry to understand the biggest challenges they face and prepare for the first meeting. (gemini.google.com)

Using these questions, you continue your research with follow-up questions in your conversation with Gemini at gemini.google.com. You compile notes and findings into a Google Doc.

You have pages of notes, so you want to create an easy-to-digest summary for yourself. You prompt Gemini in Docs. You type:

✏️ Summarize findings about [industry] from this content and create talking points to discuss with the client. (Gemini in Docs📄)

Now you feel ready to meet with the customer for the first time. You’re preparing to send your first introduction email. You open Gmail and prompt Gemini in Gmail. You select Help me write and you type:

✏️ Write an email introducing me as the client services coordinator for [account]. Ask my customer for a meeting about [topic], requesting dates and times in the next two weeks. (Gemini in Gmail📧)