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💼BusinessIntermediateAll AIs

Prepare an Irresistible Strategic Recommendation for Your B2B Clients

A structured prompt for designing a complete strategic web recommendation, tailored to demanding B2B clients.

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Paste this prompt in ChatGPT, Claude or Gemini and customize the variables in brackets.

You are a senior digital strategy consultant. You need to prepare a strategic recommendation for a B2B client, [CLIENT_NAME], in the [CLIENT_SECTOR] sector. The client has a budget of [ESTIMATED_BUDGET] euros and a main objective: [MAIN_OBJECTIVE: lead generation / brand awareness / loyalty / digital transformation]. The client is a company of [COMPANY_SIZE: SME / mid-cap / large account] based in [GEOGRAPHIC_LOCATION]. Its target audience is: [TARGET_AUDIENCE_DESCRIPTION]. Its main competitors are: [COMPETITOR_NAMES]. Currently, its website has the following strengths: [STRENGTHS] and the following weaknesses: [WEAKNESSES]. The client already uses [EXISTING_TOOLS: CRM, analytics, marketing automation] with a digital maturity level of [MATURITY_LEVEL: low, medium, advanced]. Your mission: write a structured recommendation in 5 parts: 1. Executive Summary (summary of issues and value proposition); 2. Diagnosis (analysis of existing situation, pain points, opportunities); 3. Proposed Strategy (priority axes: SEO, SEA, UX/UI, content, automation, CRM) with key indicators (KPIs); 4. Action Plan (phases, milestones, required resources, typical schedule); 5. Estimated Budget and Expected ROI. Use a professional but engaging tone, with quantified arguments and concrete cases. Integrate social proof elements: [SIMILAR_CLIENT_CASE] and references to sector best practices. The recommendation must convince the client to invest in an ambitious digital transformation. End with a clear call to action.

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Why this prompt works

<p>This prompt is designed for consultants and salespeople at web agencies who need to prepare a business proposal or strategic recommendation. It forces structuring the thinking around key variables such as <strong>[BUDGET]</strong>, <strong>[SECTOR]</strong> or <strong>[STRENGTHS/WEAKNESSES]</strong>, ensuring deep personalization. By using this prompt, you will produce a document directly usable for a client meeting.</p><p>To use it, replace each variable in square brackets with the client's specific information. The prompt guides you through the essential steps of a recommendation: diagnosis, strategy, action plan, and budget. It also integrates social proof elements to strengthen credibility. You can then refine the AI-generated text according to your house tone.</p><p>This prompt is particularly suitable for <strong>web agencies</strong> that want to standardize their recommendation process while remaining flexible. It covers all digital levers (SEO, SEA, UX, content, automation) and links each action to an expected ROI, which is crucial to convince solvent B2B decision-makers.</p>

Use Cases

Prepare a business proposal for a new potential clientStructure a strategic audit for an existing clientTrain sales teams in consultative selling

Expected Output

A structured document in 5 parts (executive summary, diagnosis, strategy, action plan, budget ROI) with a professional tone, quantified arguments, and references.

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