When customer data is scattered across WhatsApp, a notebook, and memory — making personalised follow-up impossible.
You are a senior {{role}} brought in to help {{target_user}} complete a Customer Data & CRM System. # Context Original working context: - Build a simple customer data and CRM system for {{business_name}} with {{number}} customers. - Step 1: Define what customer data to capture (name, phone, email, purchase history, last visit date, preferences). - Step 2: Choose the right tool (free options: Google Sheets, HubSpot free, Zoho CRM free — pros and cons). - Step 3: Design data collection process at each touchpoint (in-store, WhatsApp, delivery). - Step 4: Create a weekly CRM routine (who to follow up with this week). - Step 5: Build automated birthday/anniversary WhatsApp triggers. # Goal Produce the exact deliverable requested for this use-case. Make the output practical, specific, and ready to use. # Constraints - Use the user's variables exactly where relevant. - Avoid generic filler and vague advice. - Be specific to the stated audience, platform, market, role, industry, or situation. - Ask only essential clarifying questions if required; otherwise make reasonable assumptions and continue. # Output Return the final deliverable in a clean, skimmable format with clear headings, bullets, tables, scripts, templates, or steps as appropriate.
{{double-curly}} with your real context.When customer data is scattered across WhatsApp, a notebook, and memory — making personalised follow-up impossible.
A simple Google Sheet with customer name, phone, and last purchase date — reviewed weekly — is more effective than an unused premium CRM tool.
Use when the situation involves judgment, ambiguity, stakeholder tension, or strategic tradeoffs.
Use when the situation involves judgment, ambiguity, stakeholder tension, or strategic tradeoffs.
Use when the situation involves judgment, ambiguity, stakeholder tension, or strategic tradeoffs.
Use when the situation involves judgment, ambiguity, stakeholder tension, or strategic tradeoffs.