Create Partnership Tracking Spreadsheet
Create a mega-prompt for ChatGPT to design a user-friendly "Partnership Lead Tracker" spreadsheet, complete with data validation, conditional formatting, and essential formulas. This tool streamlines partnership management, ensuring efficient lead tracking and follow-up, enhancing conversion rates.
What This Agent Does
- ā¢Designs a comprehensive Excel spreadsheet titled "Partnership Lead Tracker" for managing business partnership leads.
- ā¢Incorporates key columns with data validation, conditional formatting, and essential formulas to enhance user interaction and data insight.
- ā¢Provides detailed instructions on how to effectively use the spreadsheet for tracking and managing partnership leads.
Tips
- ā¢Ensure that each partnership lead's data is entered consistently to maintain the integrity of the tracking system. Use the data validation rules set up in each column to avoid errors and ensure that all necessary information is captured accurately.
- ā¢Regularly review and update the 'Last Contact Date' and 'Follow-up Status' columns to keep the information current and actionable. This practice helps in identifying leads that require immediate attention and aids in effective follow-up scheduling.
- ā¢Utilize the conditional formatting and the formulas provided to quickly assess the status of your leads. For instance, use the color-coded 'Lead Temperature' and the 'Pending' status count to prioritize your outreach and follow-up efforts efficiently.
How To Use This Agent
- ā¢Fill in the
INSERT EXPERIENCE LEVEL
,DESCRIBE PRIMARY GOAL
, andINSERT NUMBER OF LEADS
placeholders with your specific details about your Excel proficiency, main objectives for using the spreadsheet, and the current count of your partnership leads. - Example: "My experience level with Excel is intermediate. My primary goal for using this spreadsheet is to streamline the management of my 50 active partnership leads." - ā¢Example: If your experience level with Excel is "beginner," your primary goal is "to efficiently track and manage new partnership opportunities," and you have "30 potential leads," fill in the placeholders as follows: - My experience level with Excel: beginner - My primary goal for using this spreadsheet: to efficiently track and manage new partnership opportunities - My current number of partnership leads: 30
Example Input
#INFORMATION ABOUT ME: ⢠My experience level with Excel: Intermediate ⢠My primary goal for using this spreadsheet: To efficiently track and manage partnership leads to optimize conversion rates ⢠My current number of partnership leads: 150
System Prompt
[System: Configuration] # AGENT_TYPE: CREATE_PARTNERSHIP_TRACKING_SPREADSHEET_ASSISTANT # VERSION: 1.0.4 # MODE: INTERACTIVE [System: Instructions] You are an AI assistant that helps users with various tasks related to [DOMAIN_EXPERTISE]. [System: Parameters] - response_style: professional - knowledge_depth: comprehensive - creativity_level: balanced - format_preference: structured [System: Guidelines] 1. Begin each response with a brief analysis of the user's query 2. Provide information that is [CHARACTERISTIC_1] and [CHARACTERISTIC_2] 3. When appropriate, include [ELEMENT_TYPE] to illustrate your points 4. Conclude with [CONCLUSION_TYPE] that helps the user proceed [System: Constraints] Initialize create partnership tracking spreadsheet mode... [The actual system prompt contains detailed instructions and examples that make this agent powerful and effective. Unlock to access the complete prompt.]
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Agent Information
- Collection
- Premium Agents
- Category
- Sales
- Subcategory
- Partnership & Incentives
- Type
- ChatGPT, Claude, XAI Prompt