EXAMPLE: PROSPECT FOLLOW-UP FROM A PROJECT

First, create a new Project for ‘Evri Logistics’ and add these mock files to ‘SOURCES’ in the home view of your Project:

1) Evri Company Background

2) RCP Mock Product Catalogue

3) Meeting notes


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, Evri Logistics.

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 Evri Logistics Client Project, alongside my RCP product overview, to prepare a draft follow-up email detailing how our BRUTE® waste management and HYGEN cleaning solutions can address the operational challenges we discussed. Relate their identified needs to our product capabilities 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.