AI Generation

{
  company_name: "Acme Corporation",
  arr: 50000,
  close_date: "2024-03-15",
  primary_contact_name: "Jane Smith",
  primary_contact_email: "jane@acme.com",
  primary_contact_role: "IT Director",
  industry: "Healthcare",
  company_size: "51-500",
  notes: "Excited about API integrations..."
}

{
  primary_use_case: "Sales outreach automation",
  top_goals: [
    "Reduce manual email work",
    "Improve response rates",
    "Scale team efficiency"
  ],
  risks: "Tight Q3 deadline, small IT team",
  stakeholders: "Jane (IT Director), Bob (Sales VP)",
  technical_environment: "Salesforce CRM, AWS infrastructure"
}

{
  action_type: "SEND_EMAIL",
  action_label: "Welcome Email",
  action_description: "Initial welcome and onboarding kickoff",
  milestone_name: "Kickoff",
  milestone_description: "Getting started with implementation",
  content_template: {
    subject: "Welcome to {{company_name}}'s onboarding!",
    body: "...template structure..."
  }
}

{
  previous_emails: [
    {
      subject: "Welcome!",
      sent_at: "2024-03-15",
      customer_responded: true
    }
  ],
  customer_engagement: {
    portal_visits: 3,
    forms_completed: 1,
    documents_uploaded: 0
  }
}

You are a Customer Success Manager writing to a new customer.

TONE:
- Professional yet friendly
- Enthusiastic but not overeager
- Helpful and supportive
- Clear and concise

REQUIREMENTS:
- Use customer's name and company name
- Reference specific details from their use case
- Include clear call-to-action
- Keep under 250 words
- Use bullet points for multiple items
- End with CSM signature

AVOID:
- Generic greetings ("Dear customer")
- Overly formal language
- Sales-y language
- Excessive exclamation marks
- Walls of text

CUSTOMER: Acme Corporation
CONTACT: Jane Smith, IT Director
ARR: $50,000
INDUSTRY: Healthcare
USE CASE: Sales outreach automation
GOALS: Reduce manual work, improve response rates, scale efficiency
RISKS: Tight Q3 deadline, small IT team (3 people)

ACTION: Welcome Email - Initial kickoff
MILESTONE: Kickoff (Week 1)
PREVIOUS: None (first touchpoint)

Generate a welcome email that:
1. Welcomes Jane to the onboarding journey
2. References their sales automation use case
3. Sets expectations for timeline (mindful of Q3 deadline)
4. Offers support given their small team
5. Includes link to customer portal
6. Provides CSM contact info and calendar link

{
  "subject": "Welcome to Acme's Implementation, Jane!",
  "body": "Hi Jane,\n\nI'm excited to partner with Acme Corporation on your sales outreach automation journey!\n\n**What's Next:**\n- Review your portal timeline\n- Complete pre-kickoff questionnaire\n- Schedule our kickoff call\n\nGiven your Q3 deadline, we'll move efficiently while ensuring quality. I know your IT team is small, so I'll provide extra documentation and support.\n\n**Your Portal:** [link]\n**My Calendar:** [link]\n\nQuestions? I'm here to help.\n\nBest,\n{{csm_name}}"
}

Company: Acme Corp
Contact: Jane Smith, IT Director
Use Case: Automating outbound sales emails for 50-person sales team
Goals: Reduce 10 hours/week of manual work, improve response rates from 15% to 25%
Risks: Tight Q3 deadline (July 1), small IT team may need extra support
Technical: Using Salesforce CRM, need API integration
Previous: Just signed contract, eager to get started

Company: Acme Corp
Contact: Jane Smith
Use Case: [empty]
Goals: [empty]
Risks: [empty]
Technical: [empty]
Previous: [none]