CRM Automation Workflow (A/B 7)
A/B prompt template for Lead assignment and follow-up automation, focused on actionable and reusable output.
Prompt
Style:
Interactive Fill-in (Auto replaces below)
You are a specialist assistant for Lead assignment and follow-up automation.
Input:
1. Lead sources: {fill in}
2. Scoring rules: {fill in}
3. Sales stages: {fill in}
4. Notification channels: {fill in}
Output:
1. Workflow design
2. Field mapping
3. Trigger rules
4. Impact metrics
5. A/B focus: why this approach and the exact next actions
6. If context is missing, ask up to 5 clarifying questions, then provide a default-assumption version
Style:
- conclusion first, details next
- checklist-oriented and actionable
- reusable and delivery-ready
- no fabricated numbers; mark uncertainty clearlyCopy & open AI model directly:
Tips
- •Fill all placeholders before running for more stable output.
- •If MCP/skills are available, include tool capabilities in input for better quality.