Gemini sparkle

Prompting guide 101

A quick-start handbook for effective prompts

Sales

Understanding your customers inside and out is your ticket to success. You're in charge of maintaining critical relationships, deciphering buying signals, crafting tailored solutions, driving revenue for the business and more.

This section provides you with simple ways to integrate prompts in your daily tasks.

Getting started

First, review the general prompt-writing tips in the 'How to write effective prompts' section.

Each prompt below is presented with an accompanying scenario to serve as inspiration for how you can collaborate with Gemini for Google Workspace. The prompt iteration example shows how you could write follow-up prompts to build on the initial generated response.

Prompt iteration example
Use case:
Conduct customer research

You're an account executive and you've just been assigned to a new customer. You need a research assistant. You will need to get to know key contacts at the account to begin building trust between your teams, but first, you want to send an introductory email, so you open Gmail and prompt Gemini in Gmail by selecting Help me write. You type:

  • Legend
  • Task
  • Context
Write an email to [name], the new [title] at [company].
Congratulate them on their new role. Introduce me as their contact point at [company name]. Invite them to lunch next week and check if they prefer Monday or Tuesday.
Write an email to [name], the new [title] at [company].
Congratulate them on their new role. Introduce me as their contact point at [company name]. Invite them to lunch next week and check if they prefer Monday or Tuesday.
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Gemini in Gmail
Gemini in Gmail drafts an email to introduce an account executive to a new customer.

This provides a helpful starting point, but you want to try getting an even better response. You click Refine and Formalise.

The account executive prompts Gemini in Gmail to refine and formalise the email.
Gemini in Gmail refines and formalises the initial draft.

You're happy with the email, so you click Insert. You read the message one last time, make final light edits directly and then send the message. Now, you want to learn more about the customer and how it markets itself. To research, you visit the Gemini app and type:

  • Legend
  • Persona
  • Task
  • Context
I am an account executive in charge of a new account, [customer name].
I need to do initial research.
What is the market strategy of [customer]?
I am an account executive in charge of a new account, [customer name].
I need to do initial research.
What is the market strategy of [customer]?
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Gemini app
The account executive prompts Gemini to provide information about the customer's strategy. Gemini returns a framework for researching the customer.

Gemini provides you with useful information to get started in your research. You continue your research by first focusing on news announcements. You gather a list of URLs and you paste them into your conversation with the Gemini app. You type:

  • Legend
  • Task
  • Context
  • Format
[URLs]
Summarize these articles.
Provide key insights and contextualize why these announcements are important.
[URLs]
Summarize these articles.
Provide key insights and contextualize why these announcements are important.
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Gemini app

Now you have a clear summary of what was announced, why the news is important and additional insights. Next, you want to better understand the executive who will be your main point of contact. You find a recorded interview featuring the executive. You paste the YouTube URL into your conversation with the Gemini app and type:

  • Legend
  • Task
  • Context
  • Format
[YouTube URL]
Summarize this interview and tell me more about [executive name].
What does [executive] care about?
[YouTube URL]
Summarize this interview and tell me more about [executive name].
What does [executive] care about?
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Gemini app

You continue the conversation with additional lines of questioning to build familiarity with your key contact and the account. You prompt:

  • Legend
  • Task
Tell me how [company] can help [customer company] with achieving their goals.
Tell me how [company] can help [customer company] with achieving their goals.
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Gemini app

Once you've wrapped up your conversation, you export your results into a Google Doc. You open the Google Doc and prompt Gemini in Docs. You type:

  • Legend
  • Task
  • Context
Create an email draft
for [customer] explaining why [your company] is the perfect partner for them to achieve their market goals.
Create an email draft
for [customer] explaining why [your company] is the perfect partner for them to achieve their market goals.
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Gemini in Docs
Example use cases

Customer Success Manager
Use case:
Map customer journeys

It's your first time onboarding a new customer and you realise that you could benefit from creating custom-tailored assets. You open a new Doc and prompt Gemini in the Docs side panel and tag relevant files by typing @file name. You type:

  • Legend
  • Task
  • Context
Create personalized onboarding materials for [customer].
Use @[Standard Onboarding Documents] and @[New Customer Migration Notes] to personalize the assets.
Create personalized onboarding materials for [customer].
Use @[Standard Onboarding Documents] and @[New Customer Migration Notes] to personalize the assets.
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Gemini in Docs
Sales Manager
Use case:
Manage the request for proposal (RFP) process

You've just received an RFP and you want to quickly ingest the request as part of your information-gathering process. First, you want to do basic research on the company that issued the request. You visit the Gemini app and you type:

I just received an RFP from [company]. Before I dive into the RFP, I want your help in conducting research. Give me a business profile of the company including all of the basics (where they are located, what they provide for customers, who their target audience is, any recent news from the company). Be as detailed as possible as I want to see a full view of [the company].
I just received an RFP from [company]. Before I dive into the RFP, I want your help in conducting research. Give me a business profile of the company including all of the basics (where they are located, what they provide for customers, who their target audience is, any recent news from the company). Be as detailed as possible as I want to see a full view of [the company].
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Gemini app

Once you've finished your research on the company, you want to summarise the RFP. You continue your conversation with Gemini. You type:

[URL or uploaded file] I am a sales manager at [company], and this is the RFP we’ve received from [company]. Summarize this content in a few paragraphs. What is the customer seeking, what is the budget, and when is a response due by?
[URL or uploaded file] I am a sales manager at [company], and this is the RFP we’ve received from [company]. Summarize this content in a few paragraphs. What is the customer seeking, what is the budget, and when is a response due by?
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Gemini app
Use case:
Access information and tools on your phone while on the go

You are working remotely from your phone. From the mobile app, you open a thread in Gmail and select the Gemini chip to Summarise this email. Gemini quickly provides you with a summary of the back and forth so that you can focus on the most important points. (Gemini in Gmail)

Now, you want to generate a response acknowledging the latest developments. You prompt Gemini in Gmail. You type:

Write a response to this email letting [them] know that I’ve received the message and will take [action] by [Friday].
Write a response to this email letting [them] know that I’ve received the message and will take [action] by [Friday].
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Gemini in Gmail
Use case:
Develop customer relationships

Your annual conference is coming up and your most important prospects will be there. You want to personally invite them to a happy hour. You open Gmail and prompt Gemini in Gmail by selecting Help me write. You type:

Write an email inviting people interested in [focus area] to our happy hour taking place on [date, time] at [trade show event]. Include that we specialize in [focus area].
Write an email inviting people interested in [focus area] to our happy hour taking place on [date, time] at [trade show event]. Include that we specialize in [focus area].
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Gemini in Gmail

Now that the event is over, you want to follow up with customers who came to the happy hour. You open Gmail and prompt Gemini in Gmail by selecting Help me write. You type:

Draft an email thanking customers for their time at the happy hour on [date, time, location]. End with an invitation to continue the conversations in the next few weeks. Use a friendly tone.
Draft an email thanking customers for their time at the happy hour on [date, time, location]. End with an invitation to continue the conversations in the next few weeks. Use a friendly tone.
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Gemini in Gmail

You want to check in with the customers who attended workshops at the conference because their early feedback is important. You prompt Gemini in Docs. You type:

Draft 10 questions that I can use to survey customers about their recent experience with our [product/service]. Include questions to gauge how useful [the product] is, what they liked, and what they thought could use improvement.
Draft 10 questions that I can use to survey customers about their recent experience with our [product/service]. Include questions to gauge how useful [the product] is, what they liked, and what they thought could use improvement.
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Gemini in Docs
Use case:
Support the sales team

You need to contact all of your team leads in the Southeast region to provide immediate guidance on how to proactively contact customers about an ongoing issue. You open Gmail and prompt Gemini in Gmail by selecting Help me write. You type:

Draft an email to all Southeast region sales leads. Inform them of [issues]. Advise them to communicate with their teams to contact their customers and offer a 20% discount on a future order as an apology.
Draft an email to all Southeast region sales leads. Inform them of [issues]. Advise them to communicate with their teams to contact their customers and offer a 20% discount on a future order as an apology.
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Gemini in Gmail

Now, you need to email all of the regional team members. You open Gmail and prompt Gemini in Gmail by selecting Help me write. You type:

Draft an email to the regional sales representatives about an urgent meeting that needs to take place next week about the [issues]. Ask them to provide availability on Monday or Tuesday.
Draft an email to the regional sales representatives about an urgent meeting that needs to take place next week about the [issues]. Ask them to provide availability on Monday or Tuesday.
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Gemini in Gmail
Use case:
Coach and train the sales team

You've heard from many team members that they want more learning opportunities. You're organising a half-day learning programme to support this request. You need to create a schedule, so you open a new Google Doc and prompt Gemini in Docs by selecting Help me write. You type:

Create a half-day agenda for an educational session on our latest technology [products] for sales teams. Include time for the product development team to present and include time for lunch.
Create a half-day agenda for an educational session on our latest technology [products] for sales teams. Include time for the product development team to present and include time for lunch.
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Gemini in Docs

As a follow-up to the team meeting, you want to highlight different learning opportunities available. You open Google Sheets and prompt Gemini in the Sheets side panel. You type:

Create a spreadsheet that tracks online courses for sellers. Include columns for the course’s main topic, price, duration, and priority level.
Create a spreadsheet that tracks online courses for sellers. Include columns for the course’s main topic, price, duration, and priority level.
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Gemini in Sheets
Account Manager and Account Executive
Use case:
Improve collaboration and execution by customising sales materials

You are having an important meeting with a customer. From Google Meet, you turn on Transcription and activate Gemini in Meet by selecting Take notes with Gemini. The transcript provides an unedited Doc of what was said. The take notes with Gemini file will generate notes recapping the meeting, important topics discussed and action items. Now, you can fully engage with the customer conversation. (Gemini in Meet)

After the call, you want to send a recap message to the customer. You open a new message and prompt Gemini in the Gmail side panel and tag relevant files by typing @file name. You type:

Write a message to [customer] thanking them for their time at our last [meeting]. Provide a quick summary of the meeting and acknowledge any pain points discussed. Ask for additional time to discuss our [solution] using @[Customer Meeting Gemini Notes].
Write a message to [customer] thanking them for their time at our last [meeting]. Provide a quick summary of the meeting and acknowledge any pain points discussed. Ask for additional time to discuss our [solution] using @[Customer Meeting Gemini Notes].
Copied to clipboard.
Gemini in Gmail

In preparation for your next meeting, you want to use the transcript and your existing sales materials to generate a customised asset that showcases how your company's product solves the customer's pain points mentioned during the call. To do this, you open a new Doc and prompt Gemini in the Docs side panel and tag relevant files by typing @file name. You type:

I am an [account manager] and I just finished a call with [customer]. I want to summarize the [pain points] mentioned by [customer] during our last meeting. Provide a list of direct quotes from @[Customer Call Transcript] where [customer] discusses what they are trying to solve.
I am an [account manager] and I just finished a call with [customer]. I want to summarize the [pain points] mentioned by [customer] during our last meeting. Provide a list of direct quotes from @[Customer Call Transcript] where [customer] discusses what they are trying to solve.
Copied to clipboard.
Gemini in Docs

You read through the summary of pain points and see that they capture what was discussed. You click Insert from the side panel. Then, you want to use your existing files to generate custom responses to each of their pain points. You prompt Gemini in the Docs side panel again and tag relevant files. You type:

I need to create convincing reasons why [customer] should adopt [product] to solve for [their pain points]. Write specific reasons why [product] from [company] could help them achieve their [business goals] using @[Product Sales Kit Full Assets].
I need to create convincing reasons why [customer] should adopt [product] to solve for [their pain points]. Write specific reasons why [product] from [company] could help them achieve their [business goals] using @[Product Sales Kit Full Assets].
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Gemini in Docs
Use case:
Build customer relationships

You just had a great call with a customer and now you want to use the notes that you took from the meeting in Google Docs to draft an email to the customer. In the Google Doc with your notes, you prompt Gemini in Docs by selecting Help me write. You type:

Compose a personalized follow-up email to [client] following an initial conversation. Summarize the key points we discussed and address any outstanding questions.
Compose a personalized follow-up email to [client] following an initial conversation. Summarize the key points we discussed and address any outstanding questions.
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Gemini in Docs

The account has just adopted one of the company's service offerings and you need to ensure that they feel supported during the onboarding process. You want to make sure that you check on how things are progressing once a week, but you want to explore what the emails could look like. You open a new Google Doc and prompt Gemini in Docs by selecting Help me write. You type:

Draft four email templates to check in on my customer weekly now that they have purchased our new [service]. Use one value proposition (cost, ease of use, security, availability, and customization) as the main topic for each email, and include [call to action] in each message.
Draft four email templates to check in on my customer weekly now that they have purchased our new [service]. Use one value proposition (cost, ease of use, security, availability, and customization) as the main topic for each email, and include [call to action] in each message.
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Gemini in Docs
Use case:
Prepare for new customer calls

You have an upcoming call with a prospect. This is a brand new use case for you and you need help preparing for the call. You visit the Gemini app and then you type:

Draft a customized script for me to follow during my sales call with a prospect. The call will happen over a video call and is set to last 30 minutes. Make sure to add the following in the script: how [company products/solutions] can help address potential customer’s pain points, how [company]’s delivery system guarantees seamless and timely delivery, competitive pricing and volume-discount table, and space for a customer reference in the [customer’s industry] industry.
Draft a customized script for me to follow during my sales call with a prospect. The call will happen over a video call and is set to last 30 minutes. Make sure to add the following in the script: how [company products/solutions] can help address potential customer’s pain points, how [company]’s delivery system guarantees seamless and timely delivery, competitive pricing and volume-discount table, and space for a customer reference in the [customer’s industry] industry.
Copied to clipboard.
Gemini app

Now that you've done initial research, you export your findings to a new Google Doc. You open the Google Doc and continue working. Now, you want to create a tailored pitch. Using the Google Doc with all of your research notes, you prompt Gemini in Docs by selecting Help me write. You type:

Generate an elevator pitch for [product name] and include key benefits, competitive points of differentiation, and the pain points that [product name] solves for.
Generate an elevator pitch for [product name] and include key benefits, competitive points of differentiation, and the pain points that [product name] solves for.
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Gemini in Docs

You have a great start to your elevator pitch and short talking points. You want to use this to further anticipate how the customer call might go. You resume your meeting preparation by returning to the Gemini app. You type:

I have an upcoming call with a prospect. [Use case] is a new use case for me, and I need help preparing for the call. List the most likely objections [customer] might have for me during a sales call, with suggestions on how to respond to them. I work in [insert industry], and I am trying to sell [product]. Also provide ideas on how to handle objections and suggest ways to respond.
I have an upcoming call with a prospect. [Use case] is a new use case for me, and I need help preparing for the call. List the most likely objections [customer] might have for me during a sales call, with suggestions on how to respond to them. I work in [insert industry], and I am trying to sell [product]. Also provide ideas on how to handle objections and suggest ways to respond.
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Gemini app
Business Development Manager
Use case:
Nurture relationships, personalised outreach and thought leadership

You're hoping to build deeper relationships with prospective customers that you recently met. You want to draft a template that you can customise for multiple contacts. You open a new Google Doc and you prompt Gemini in Docs. You type:

Draft an outreach email template to industry influencers. Express gratitude that we connected at [event], and propose collaboration opportunities such as [opportunities].
Draft an outreach email template to industry influencers. Express gratitude that we connected at [event], and propose collaboration opportunities such as [opportunities].
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Gemini in Docs

After having a successful call with prospective customers, you want to follow up with thought leadership content from your founder that they may find interesting. You open the Google Doc with the blog post and prompt Gemini in Docs by selecting Help me write. You type:

Summarize this blog content in bullet points and generate three ideas for follow-up questions I can ask my customers about their thoughts.
Summarize this blog content in bullet points and generate three ideas for follow-up questions I can ask my customers about their thoughts.
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Gemini in Docs
Use case:
Generate personalised customer appreciation materials

You want to personally thank your customers and make contact. You open Gmail and prompt Gemini in Gmail by selecting Help me write. You type:

Generate a personalized email for [customer] on their one-month anniversary working with [company]. Thank them for being a customer. Ask them if they have any questions. Include information about [other product].
Generate a personalized email for [customer] on their one-month anniversary working with [company]. Thank them for being a customer. Ask them if they have any questions. Include information about [other product].
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Gemini in Gmail

You also want to send these customers a gift to thank them. You open a Google Sheet and prompt Gemini in the Sheets side panel. You type:

Give me a list of gifts to send new clients that are under $200 and can be shipped to offices.
Give me a list of gifts to send new clients that are under $200 and can be shipped to offices.
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Gemini in Sheets

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Gemini at work

Explore the curated resources — from prompting guidance to customer stories and more — to learn how to get the most out of Gemini for Google Workspace.

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