Automate Your B2B Consulting Internal Workflow
Prompt to generate a complete automation plan for an internal workflow for a B2B consulting firm, with specific variables.
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Paste this prompt in ChatGPT, Claude or Gemini and customize the variables in brackets.
You are a process optimization consultant. For a B2B consulting firm specializing in [SPECIALTY], with [SIZE] employees, an average sales cycle of [SALES_CYCLE_DURATION] months. The firm handles assignments of [TYPE_OF_MISSION] (e.g., strategy, transformation support, steering). The current workflow has friction: erratic sales follow-up, excessive response times, time wasted on proposals. Generate a concrete and actionable automation plan in 5 steps: 1) Automatic lead qualification (scoring conditions based on sector, budget, urgency, fit with expertise). 2) Automated sending of quotes and commercial proposals (CRM integration, customized templates per mission type, electronic signature). 3) Customer follow-up and scheduled reminders (automated emailing, SMS, internal notifications for sales). 4) Deliverable management and reporting (cloud storage, automatic generation of project KPIs, budget/time overrun alerts). 5) Automated customer onboarding (email sequence, portal access, document checklist). For each step, specify: stakeholders involved, recommended tools (e.g., HubSpot, Notion, Zapier, Asana), expected performance indicators (KPIs), and estimated time savings in hours per month. Provide everything in a structured table with clear sections.
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Why this prompt works
<p>This prompt was designed for B2B consulting firms looking to structure and automate their internal workflow, from lead qualification to project follow-up. It integrates key variables such as the firm's specialty, size, sales cycle length, and assignment type, allowing for a tailored plan.</p><p>To use it, copy the text into the AI, replace the variables in square brackets with your firm's values, then analyze the generated table. It will provide, for each step, stakeholders, tools, KPIs, and time savings. Adapt the recommendations to your context and prioritize high-impact steps.</p><p>This plan is ideal for executives and sales managers looking to reduce manual tasks, accelerate the sales cycle, and improve customer satisfaction. It can be presented in team meetings or integrated into a digital transformation roadmap.</p>
Use Cases
Expected Output
A structured table with 5 sections (Qualification, Quotes, Follow-up, Deliverables, Onboarding) including for each: stakeholders, tools, KPIs, and estimated time savings in hours/month. The format is suitable for a presentation or internal document.
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- LéaAI
Demandez d'abord les hypothèses chiffrées : volume de leads/mois, temps moyen par proposition, taux de relances manuelles. Sans ces données, les gains en heures/mois seront inventés. Faites produire un tableau « hypothèse → calcul → gain », et relancez le prompt par type de mission : outils et KPI diffèrent entre stratégie, transformation et pilotage.
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