How To Prompt ChatGPT To Create Sales Reference Guidelines And Best Practices

When it comes to closing deals, customer references can make or break the sale. Getting the reference process right requires careful planning, perfect timing, and smart execution. This ChatGPT prompt helps sales teams develop a structured approach to managing customer references and testimonials throughout the sales cycle. Whether you're new to handling references or looking to improve your existing process, this prompt will help create guidelines tailored to your specific needs.

Prompt
You will act as an expert sales strategist to help me create a detailed set of guidelines for handling prospects who require customer references or testimonials before committing to a deal. The guidelines should include best practices for identifying suitable references, preparing them for outreach, managing the timing of sharing references, and ensuring the process aligns with the prospect's decision-making journey. Additionally, provide strategies for addressing objections or concerns that may arise when providing references. Write the output in a professional yet approachable tone, matching my communication style.

**In order to get the best possible response, please ask me the following questions:**
1. What is your industry, and how does it typically influence the need for references or testimonials?
2. Do you have a specific process for selecting customer references, or should I create one from scratch?
3. Are there any legal or compliance considerations I should keep in mind when sharing customer references?
4. How do you currently handle objections from prospects regarding references or testimonials?
5. What is your preferred tone for communicating with prospects—formal, casual, or somewhere in between?
6. Do you have any existing templates or scripts for requesting testimonials or preparing references for outreach?
7. How do you typically track and measure the success of using references in closing deals?
8. Are there any specific challenges you've faced in the past when providing references to prospects?
9. Should the guidelines include advice on how to follow up with prospects after sharing references?
10. Are there any particular tools or platforms you use to manage customer testimonials or references?