Create a Quarterly Business Review (QBR)
What this prompt can help you accomplish:
This prompt is designed to help generate comprehensive analyses, summaries, and insights based on customer interactions over the past quarter. It is particularly useful for identifying trends, customer needs, and opportunities for improvement to enhance customer experience and strategic decision-making.
What content you'll need to provide:
To achieve the best results, you should compile and upload all relevant interactions with customers from the past quarter, including detailed meeting notes and recordings or transcriptions of customer calls. The ideal content would encompass thorough documentation of conversations, feedback, issues raised, resolutions provided, and any other pertinent details. Providing extensive and clear records of your customer interactions will enable the prompt to produce accurate, insightful, and actionable analyses tailored to your customer relationship management goals.
- Getting the answer you need from SmartChat™ often means going deeper into the content after your first prompt above, which you can accomplish by:
- Choosing the "Go Deeper" functionality on any part of Storytell's response
- Asking followup questions (we'll provide you with some suggested followup prompts)