C4B Practice
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#60Chapter 06 — Claude for Sales & Customer Relations
I manage a portfolio of [number] accounts. For each account below, I've compiled their health data from the past 90 days. Turn this data into a Health Score Narrative — a human-readable assessment that tells me what's happening, why, and what to do about it.

**Account 1: [Company name]**
- Usage metrics: [Monthly active users, login frequency trend, feature adoption — up/down/flat vs. previous quarter]
- Support tickets: [Count, themes, severity, tone of recent tickets]
- NPS/CSAT score: [Latest score + trend]
- Contract details: [Value, renewal date, months remaining]
- Last QBR summary: [One sentence — what was discussed]

**Account 2: [Same format]**
... (continue for all accounts)

For each account, provide:

1. **Health narrative (3-4 sentences):** What's the story behind these numbers? Not "usage is down 15%" — WHY is usage likely down and what does it mean for the relationship?
2. **Risk level:** Healthy / Needs Attention / At Risk — with one sentence justifying the rating
3. **Expansion signal:** Is there anything in this data that suggests they're ready for more? (Increasing usage, new teams onboarding, feature requests that map to our premium tier)
4. **Recommended action:** One specific thing I should do THIS WEEK for this account. Not "schedule a check-in" — a targeted action based on what the data reveals.
5. **Conversation opener:** If I called this customer today, what's the one thing I should lead with based on their data?

Flag any interpretations that go beyond what the data directly shows with [VERIFY] — I may need to cross-check with account manager notes or direct conversation.
Claude for Business
Claude for Business

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