EXAMPLE: PROSPECT FOLLOW-UP FROM A PROJECT
First, create a new Project for ‘Patent Lawyers4You’ and add these mock files to ‘SOURCES’ in the home view of your Project:
1) Patent Lawyers4You Company Background
2) pro-manchester Membership Offer
Once that’s created, and the source files are add, open the Project, start a new chat and add this prompt:
GOAL: I want to follow up with my prospect, Patent Lawyers4You.
ROLE: Act as my business development assistant, ready to convert our initial meeting into a concrete next step.
INSTRUCT: Use the meeting notes and company background saved in this Patent Lawyers4You Project, alongside my pro-manchester service overview, to prepare a draft follow-up email. Relate the priorities and opportunities discussed in the meeting to relevant aspects of pro-manchester membership, and outline a proposed next step for their consideration.
PARAMETERS: Give me a 300 words maximum email with a clear single call to action. Keep the tone professional but direct.