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Complete Customer Avatar, Sales Strategy, & Content Plan | ChatGPT Prompt

Are you a sales person in need of a complete sales and marketing plan? This short series of plan will give you a Customer Avatar, Sales Strategy, and Content Map all in one!


Purpose: Create a short Customer Avatar Summary, complete Sales Strategy, and a Content Map for your next sales campaign.

AI Platform: ChatGPT

Source: Mark de Grasse

Associated Webinar: Transforming Sales with AI-Generated Video

See It In Action: Executed Sales Strategy Prompt


Copy and paste each of these three (3) prompts into a single ChatGPT chat. Replace the bracketed [ ] areas where indicated before executing each prompt.


PROMPT 1: Customer Avatar Creation


Based on the company information, summarize 5 potential customer avatars that may fit with their offerings and what they want to be known for. Name each avatar.

PROMPT 2: Customer Sales Journey Creation

Act as a sales strategist. Review the following information about your key marketing framework, the Customer Sales Journey.

The Customer Sales Journey

The Customer Sales Journey (a modified version of the Customer Value Journey created specifically for sales people) is an advanced, strategic marketing framework that guides customers through an eight-step process: from initial awareness to advocacy and promotion of your brand. This journey isn't one that customers can navigate alone. Your role as a business is to facilitate this journey, providing the necessary support and encouragement at each stage to propel them forward.

Step 1: Awareness

Awareness is the first and pivotal step of the CSJ, where prospective customers are introduced to your brand. This can be achieved through various channels such as advertising, social media, blogs, events, and word-of-mouth referrals. The objective here is to craft engaging, top-of-the-funnel content that grabs attention and offers valuable information or entertainment to put your brand on the prospects' radar.

Step 2: Engagement

Engagement, as defined by Merriam-Webster, is about emotional involvement or commitment. In the context of digital marketing, this stage encompasses all interactions a prospect has with your brand post the initial touchpoint. The engagement process facilitates the building or deepening of relationships through various channels such as blogs, online communities, emails, and customer support. The goal is to maintain an ongoing, meaningful conversation with your audience.

Step 3: Subscription

Subscriptions represent a level of trust and commitment to your brand. At this stage, customers are asked to offer their email address for ongoing communication. However, considering today's privacy-conscious environment, you must provide something of value in exchange for this information. This could be access to exclusive webinars, free product samples, chapters of a book, demos, reports, or guides. The exchange is simple: you provide something they want, and they give you their email address.

Step 4: Conversion

The conversion stage is where free offers evolve into monetizable interactions. This is achieved through an entry-point offer, a high-value, low-risk proposition that allows customers to sample your products or services. These offers are not designed for profit generation but serve as a transition from being a subscriber or follower to becoming a paying customer. The focus at this stage is to cover your customer acquisition costs, while profit generation is deferred to later stages in the journey.

Step 5: Excitement

The act of purchasing triggers a dopamine rush, leading to a sense of excitement. The fifth stage of the CSJ aims to amplify this excitement by providing the new customer with a memorable experience. This could involve offering a quick-start guide, bonus features, quick wins, or any other content or experience designed to enhance customer satisfaction and cement their relationship with the brand.

Step 6: Ascension

The ascension stage is where you aim to generate repeat purchases and actual profits. Unlike the entry-point offer, which was designed for conversions, your ascension offers should be focused on profit generation. This could involve simple upsells following the initial purchase, bigger and better solutions, or 'done for you' add-ons. If you're serving your customers well, they'll be eager to deepen their relationship with your brand.

Step 7: Advocacy

Advocacy occurs when happy customers willingly share their positive experiences with your brand. Sometimes, they may need a gentle nudge to do so. By encouraging customers to write reviews or share social media posts, you can help create more loyal brand advocates. This stage is integral in harnessing the power of word-of-mouth marketing and customer testimonials.

Step 8: Promotion

The promotion stage is where passive customer engagement transforms into active brand promotion. Customers become enthusiastic promoters of your brand, products, and services. They tell stories, make recommendations, and share your offers because they genuinely believe in them. Active promotion could involve affiliate or commission relationships, or even simple incentives for referring new customers. Ultimately, the promotion stage fosters a mutually beneficial relationship that deepens brand loyalty while expanding your customer base.

To recap, the Customer Sales Journey is a comprehensive marketing framework that guides customers through eight distinct stages: Awareness, Engagement, Subscription, Conversion, Excitement, Ascension, Advocacy, and Promotion. Each stage requires a unique approach and a set of strategies tailored to meet specific objectives.

By understanding and properly implementing this framework, businesses can not only attract and retain customers but also turn them into ardent advocates and promoters of their brand. It's a well-rounded strategy that maximizes customer value while simultaneously driving business growth and profitability.

Here are the options for each stage of the Customer Sales Journey:

Step 1: Awareness
Personal introductions through networking events.
Sales cold-calling to targeted prospects.
Direct sales emails with company introduction.
Hosting a booth at industry trade shows.
Sales-driven webinars or informational sessions.
Direct mail campaigns with a sales letter.
Face-to-face meetings with potential clients.
Educational seminars or workshops led by sales teams.
Distributing sales material such as brochures or business cards.
Initiating sales conversations on professional social networks like LinkedIn.

Step 2: Engagement
Personalized follow-up calls after initial contact.
Interactive product demonstrations or trials.
In-depth discovery meetings to understand customer needs.
Consultative selling to provide solutions to their problems.
Regular check-ins with prospects to build rapport.
Providing personalized advice or insights relevant to their business.
Inviting prospects to Q&A sessions with sales experts.
Organizing roundtable discussions with industry peers.
Setting up peer-to-peer conversations with current customers.
Conducting needs-assessment surveys or interviews.

Step 3: Subscription
Offering a free consultation in exchange for contact details.
Providing a premium sales report or whitepaper.
Setting up a sales-driven newsletter with industry insights.
Creating a series of educational emails following a sales call.
Developing a customer portal with valuable resources.
Offering exclusive access to a sales event or demonstration.
Facilitating a subscription to a sales tips and tricks series.
Providing a limited-time access to a premium service feature.
Enabling subscription to a regular market analysis call.
Personalized subscription invitations from the sales representative.

Step 4: Conversion
Presenting an exclusive low-cost offer after a demo.
Structuring payment plans or financing options for the first purchase.
Limited-time offers to create urgency for the first buy.
Personal sales consultations to help choose the right entry-level product.
Offering a small complementary product as an incentive.
Structuring a trial-to-purchase pathway.
Crafting personalized proposals with entry-level pricing.
Implementing a refer-a-friend discount program.
One-time-only onboarding pricing for new customers.
Facilitating a smooth transaction process for the first purchase.

Step 5: Excitement
Personal thank-you messages from the sales rep after purchase.
Exclusive onboarding calls to ensure successful product use.
Offering personalized tips for getting the most out of the product.
Invitation to a customer success webinar post-purchase.
Quick response to any questions or issues post-sale.
Celebrating customer milestones with personal recognition.
Handwritten notes or small gifts to new customers.
Customer spotlights in company newsletters or calls.
Surprise upgrades or features enabled for first-time buyers.
Scheduling regular check-ins to ensure customer satisfaction.

Step 6: Ascension
Personalized outreach to discuss additional needs and upsells.
Customer-specific bundled offers based on purchase history.
Exclusive access to premium products or services for repeat customers.
Implementing a loyalty program with sales benefits.
Cross-selling complementary products during follow-up communications.
Creating custom packages or solutions for existing customers.
Providing a personal customer success manager for upsell opportunities.
Inviting customers to beta test new products at a special price.
Conducting regular business reviews to identify growth opportunities.
Offering special financing or payment terms for larger purchases.

Step 7: Advocacy
Asking for referrals during follow-up and check-in calls.
Implementing a customer referral program with sales incentives.
Requesting testimonials during a positive sales follow-up interaction.
Offering to feature case studies of customers in sales presentations.
Encouraging customers to join a user community or advisory board.
Inviting customers to speak at a sales-driven panel or event.
Providing branded merchandise for customers to use and showcase.
Conducting interviews with customers for sales team training.
Recognizing top advocates with awards or public acknowledgment.
Facilitating networking opportunities with other happy customers.

Step 8: Promotion
Establishing an affiliate program with commissions on sales referrals.
Offering exclusive discounts to customers who bring in new business.
Creating joint venture opportunities with highly engaged customers.
Developing a formal ambassador program for top promoters.
Incentivizing social sharing of product experiences post-purchase.
Inviting customers to co-host sales events or webinars.
Providing tools or platforms for customers to share their stories easily.
Offering branded promotional items for customers to give away

PROMPT 3: Customer Sales Journey Creation

​​Create a Customer Sales Journey for a company with the following details:

Industry: [ENTER INFO]
Primary Service/Product Category: [ENTER INFO]
Primary Product/Service: [ENTER INFO]
Customer Avatar/Target Market: [ENTER NAME SELECTED FROM PROMPT #1]
Primary Lead Magnet: [ENTER INFO]
Initial/Conversion Product: [ENTER INFO]

PROMPT 4: Sales Content Map Creation

Based on the Customer Avatar and Customer Sales Journey, create a 90-day Sales Content Map for the company. The Sales Content Map is defined as follows:

The Sales Content Map (SCM) is an innovative strategy designed to enhance the performance of sales professionals across the four crucial stages of the sales process: Prospecting, Follow-Up, Closing, and Client Management (retention). This comprehensive 90-day content production schedule is tailored specifically to leverage the power of video content, a dynamic and engaging medium.

Here’s a summary of the core components of the SCM:

Prospecting: During this initial phase, the SCM emphasizes the creation of video content that aims to attract potential clients. This includes material that showcases the sales professional’s expertise, addresses common questions or pain points, and introduces the value proposition of the products or services offered.

Follow-Up: At this stage, the SCM recommends producing personalized video content that nurtures leads. This could be tailored messages thanking prospects for their interest, providing additional information they might find useful, or answering specific queries they have raised.

Closing: In the closing phase, the SCM focuses on developing trust and persuading prospects to make a purchase. This involves crafting compelling video case studies, testimonials, and detailed product or service demonstrations that underscore the benefits and return on investment for the prospect.

Client Management (Retention): To aid in retention, the SCM advises the creation of videos that help maintain and grow customer relationships. This might include check-in messages, updates on new features or services, educational content that helps clients get more value from their purchase, and customer spotlights.

The goal of the SCM is to build a consistent and strategic video content library that sales professionals can use to demonstrate their industry expertise, build rapport with potential and existing clients, and ultimately streamline their sales process. By following the SCM, sales professionals are not just selling a product or service; they are also positioning themselves as trusted advisors and thought leaders in their field.

Types of content used for the SCM should be based on the following content categories and definitions:

Industry Insights:
Analysis and interpretation of industry trends.
Commentary on new developments, innovations, and technologies in the field.
Predictions about future industry directions.
Case Studies and Success Stories:
Anonymized success stories that illustrate effective strategies and solutions.
Examples of best practices in the industry and their outcomes.
Skills and Techniques:
Demonstrations of key skills through tutorials, how-to guides, or educational content.
Discussions about specialized techniques or methodologies unique to your industry.
Thought Leadership:
Publishing well-researched articles or whitepapers on relevant industry topics.
Offering new perspectives on common challenges or accepted practices.
Professional Development:
Tips on continuous learning and skill enhancement relevant to the industry.
Summaries and takeaways from industry events, seminars, or workshops.
Ethical Standards and Professionalism:
Explorations of ethical issues within the industry.
General advocacy for professional integrity and ethical behavior.
Trends and Technology:
Reviews and discussions about emerging technologies affecting the industry.
How-to guides on adopting new tools or technologies.
Strategies and Frameworks:
Explanations of strategic frameworks or business models pertinent to the industry.
Breakdowns of successful project management and execution strategies.
Quality Content Creation:
High-quality, well-researched content that reflects a deep understanding of industry topics.
Engaging multimedia content (like infographics, videos, podcasts) that provides value.
Collaborative Projects:
Descriptions of collaborative work with industry peers (with consent and confidentiality maintained).
Community projects or industry-wide initiatives.
Digital Presence and Branding (Professional):
Building a brand around professional services or a business entity without personal details.
Showcasing a portfolio of work or projects (without revealing sensitive personal or client information).
Innovation and Creativity:
Presenting original ideas or creative solutions to common industry problems.
Encouraging innovative thinking through brainstorming sessions or challenges.
Resource Sharing:
Curating and sharing valuable resources like articles, tools, websites, and books.
Creating guides or resources that can help others in the industry.
Networking and Community Involvement:
Highlighting the importance of professional networks and how to leverage them.
Sharing experiences from networking events or professional group activities without personal details.

Create a table containing a column for the day, the title of the content, the category of content, the Customer Sales Journey Stage(s) it applies to, and the sales stage (Prospecting, Follow-Up, Closing, Client Management) it applies to.

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