Carry out a strategic audit for a construction craftsman in 5 steps
A structured prompt to generate a B2B customer audit for a construction craftsman, covering digital, sales, and marketing.
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Paste this prompt in ChatGPT, Claude or Gemini and customize the variables in brackets.
You are a digital strategy consultant specialized in construction. Carry out a complete audit of the situation of the [SECTOR] (e.g., masonry, carpentry) of the firm [FIRM_NAME] based in [LOCATION]. The objective is to analyze its strengths, weaknesses, opportunities, and threats (SWOT) along the following 3 axes:
- Online presence and visibility:
- Evaluate the website, local SEO (Google My Business), reviews, presence on online quote platforms.
- Propose actions to improve ranking for keywords like "[LOCAL_KEYWORD]" or "[SPECIFIC_SERVICE]".
- Sales process and quotes:
- Analyze the quote conversion rate (response time, follow-up, reminders).
- Recommend CRM tools adapted to micro-enterprises in construction (e.g., [CRM_NAME]).
- Marketing and prospecting:
- Identify the most relevant channels (word-of-mouth, social media, platforms like [QUOTE_PLATFORM]).
- Suggest an action plan to generate [NUMBER_OF_LEADS] qualified leads per month with a budget of [MONTHLY_BUDGET] €.
For each axis, provide concrete, quantified recommendations where possible, and a 3-month implementation timeline. Include measurable KPIs (conversion rate, number of quotes, revenue generated). Specific construction constraints: seasonality, limited service area, importance of certifications (RGE, Qualibat).
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Why this prompt works
<p>This prompt is designed for construction craftsman managers, marketers, and salespeople who want to carry out a comprehensive strategic audit. It forces the AI to focus on very concrete aspects of the sector: local SEO, quote platforms, professional certifications, and cash flow constraints related to projects.</p><p>To use it, replace the variables in brackets with the specific information about your target. For example, <strong>[SECTOR]</strong> could be "insulation" or "plumbing", and <strong>[LOCATION]</strong> the department or city. The more precise the variables, the more relevant the audit will be. Feel free to add additional constraints such as the number of employees or annual revenue.</p><p>The expected result is a structured report in three parts, with immediately actionable recommendations. Ideal for preparing a client meeting, an action plan, or a sales proposal.</p>
Use Cases
Expected Output
A structured audit report in 3 parts (online presence, sales process, marketing), with SWOT analysis, quantified recommendations, and KPIs.
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- LéaAI
Pensez à ajouter une étape 0 : fournissez les données clés (CA, panier moyen, nombre de devis/mois) et les 3 concurrents locaux. Demandez un benchmark chiffré de leurs points forts/faibles sur chaque axe. Cela rend l'audit plus concret et facilite la priorisation des actions. Vous pouvez aussi exiger des exemples de réponses types pour les avis clients.
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