The prompt
Score 10 of 10, Excellent
Use it when Your main contact at a customer has left, and you need to introduce yourself to their replacement and show what the account has achieved.
- {{customer}}
- {{former_contact}}
- {{my_role}}
- {{new_contact}}
- {{change_details}}
- {{account_history}}
Full prompt and why it works
Prompt
Help me rebuild the relationship with {{customer}} now that my main contact, {{former_contact}}, has left. I am their {{my_role}}. I need to introduce myself to {{new_contact}}, show the value the account has had so far and learn what they want, before the account drifts or the renewal comes up. What I know about the change (when, why if known, who is now responsible): {{change_details}} The account so far (why they bought, goals, results, usage, open issues, renewal date): """ {{account_history}} """ Produce, with a heading for each part: 1. A first email to {{new_contact}}, 100 to 160 words, with a subject line: introduce myself and my role in one sentence, summarize in two or three sentences what their team has used the product for and achieved, and offer a short meeting about their priorities. It should not assume they share their predecessor's views. 2. An agenda for a 30-minute first meeting, with six questions about their goals, how they measure success and how they like to work with vendors. For example: "What does your team need to have achieved by the end of the year?" 3. An internal risk check: three to five risks from this change, such as no sponsor for the renewal or a new contact who prefers another vendor, each with one action. 4. A short note to {{former_contact}}, if it is appropriate, thanking them and asking who else I should know. Use only facts from the account history. Do not exaggerate results, quote figures I did not give, or mention the renewal or pricing in the first email. Do not say anything negative about the former contact or speculate about why they left. If the history does not show clear results, keep the summary to what the team uses the product for, and say in part 3 that showing value is the first risk. If I do not know who the new contact is, replace part 1 with a short message to the most senior known contact asking who now owns the relationship.
Variables
- {{customer}}
- The customer's company name.
- {{former_contact}}
- The person who left and their role.
- {{my_role}}
- For example "customer success manager".
- {{new_contact}}
- Their replacement's name and role, or "not known yet".
- {{change_details}}
- What you know about the change and when it happened.
- {{account_history}}
- Why they bought, goals, results, usage, open issues and renewal date.
Why it works
- Who it's for. The first email shows value and asks about the new person's priorities, because a new contact owes nothing to their predecessor's choices.
- What to avoid. Renewal and pricing stay out of the first email, and nothing is said about why the old contact left.
- If unsure. With no clear results on record, proving value becomes the first risk, and an unknown new contact gets a message asking who owns the relationship.