Needs & priorities summary

Quickly capture a buyer’s top priorities and show how they align—or don’t—with your solution strengths.

Prompt template

Summarize the top needs and priorities expressed by [Buyer Name] and their team. Use CRM notes, call transcripts, emails, and meeting summaries.


For the summary, include:


– Buyer’s stated needs and priorities
– Alignment with our solution strengths (features, outcomes, customer stories)
– Identified gaps where our product may not fully address their requirements
– Suggested positioning to reinforce strengths and mitigate gaps

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