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Meeting Intelligence: Crafting the Perfect Prompt
Meeting Intelligence: Crafting the Perfect Prompt
Sahil Aggarwal avatar
Written by Sahil Aggarwal
Updated over a year ago

We all know that ChatGPT is the biggest game-changer ever, but is your game really changing?

Read on to learn how to craft prompts that actually minimize grunt work, and bring you meaningful insights.

Structuring your prompt

Let’s use a hypothetical situation to break down a prompt:

Say that your AE is taking a call with a prospect, and you as the sales leader would like to know if the AE effectively used the SPICED framework to draw out the prospect’s pain points and build a rapport with them. Here, your goal is to better coach your AE through this deal.

Key elements of a prompt:

  1. Company background:

    First things first, introduce your company like you're talking to a new colleague who just joined the team. Don’t assume ChatGPT knows what Rattle does. Context sets the stage for a meaningful interaction.

  2. Call context:

    As a sales leader, you could probably differentiate between a discovery call and a demo call within the first 15 seconds of a recording. But without explicit context, the AI can't do this. Providing context to the nature or background of the call gives ChatGPT a better foundational understanding to interpret and apply your instructions. Outlining the stage and objective of the call, and defining the active participants and their roles will deliver a more relevant output.

    1. Need:
      This is where you spell out your requirements.

      1. Add a persona: Specify whom you’d like ChatGPT to analyze the call as. E.g.: A sales leader from Rattle with 15+ years of experience, looking to coach their sales team, with a penchant for baseball references.

      2. Define frameworks: If you're using frameworks like SPICED, don’t assume the AI is well-versed. Use parentheses to explain them. This ensures accurate and context-aware responses.

      3. Precise instruction: Clear instructions reduce the likelihood of the AI filling in the blanks with its own interpretation. Also, organize your instructions in a step-by-step format leaving less room for ambiguity.

  3. Constraints:

    Specify character count, personality and tone, and the format for your analysis. Without this, you may end up with a messy and unusable essay.

Best practices

Getting the hang of crafting prompts for AI generators is an art that takes us all time to master. Here are some tips to kickstart your creative process.

  1. Speak to the AI the way you would to a new teammate

    Chat GPT is a tool like no other, it learns but it also makes mistakes, it’s trainable - and it’s almost (but not!) human. Speak to the AI the way you would to an eager and green teammate. (They got an A+ in college, and know all the text-books by heart, but have zero real-life work experience).

  2. Words Matter: Distinguish between Prospect and Customer

    Be crystal clear with your language. The AI will respond differently to "prospect" and "customer," so choose your words wisely. Understand the nuances, and your prompts will reflect exactly what you're looking for.

  3. Purpose-driven is key

    When prompting for an email draft, set a clear purpose. Whether it's summarizing a meeting or capturing action items, ensure that ChatGPT knows the end goal. Without a defined purpose, you may be left with an unstructured, unusable wall of text.

  4. Iterate, iterate, iterate

    Like any new team member, ChatGPT won’t be perfect from the get-go, it will store information given and learn from instructions.

    Experiment with your prompts, send samples to yourself and iterate. Set this expectation and aim for that 60-70-80% sweet spot.

TLDR:

Describe your company, establish a perspective, choose words carefully, and add constraints—it's a formula. Speak to the AI as though you’re training a brand new highly intelligent but green employee. This structured approach ensures that Chat GPT provides responses that align with your sales objectives, giving you usable insights and content.

Remember, with these guidelines, you're not just interacting with a chatbot – you're unlocking the potential of an AI teammate ready to elevate your sales game and create a more seamless, effortless operation.

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