Guides › Marketing & Social
Hear what customers ask your sales team for each month
A quick form your sales and buying staff fill in, and a monthly summary of the products and features customers keep asking for.
When to use it
Staff log requests any time; you review on the first Monday of the month
Step by step
Make a short request form
In Google Forms, create four questions: what the customer asked for, type of customer, how often you hear it, and anything else. Link it to a Google Sheet so answers collect automatically.
Share it with the front line
Send the form link to your sales and buying team and ask them to log any request or complaint about the range in under a minute.
Set a monthly review
Add a recurring Google Calendar event for the first Monday of each month called 'Customer demand review'. If your AI assistant offers scheduled tasks, you can also set one to remind you.
Summarise the month's requests
Copy the month's rows from the sheet into your AI assistant with this prompt.
Prompt to copyHere are this month's customer requests logged by our sales and buying team. Group them into themes. For each theme give: a short name, how many times it came up, which customer types asked, two typical examples, and whether it points to a new product, a change to an existing one, better messaging or nothing. End with the top 3 opportunities to raise with product development, ranked by likely impact. Use only what's in the data. [paste rows]Feed it into planning
Paste the summary into a 'Monthly insights' tab in the sheet and bring the top three to your product or planning meeting.
What you get
Theme: Refill packs (14 mentions, mostly cafes). Example: 'Do you do a 5kg refill?' Points to: new product. Theme: Delivery times unclear (9 mentions). Points to: better messaging on the website. Top opportunity: trial a refill pack in two sizes.
Tips
- Ask staff not to type customers' names or contact details into the form, just the request.
- Keep the form short or people will stop using it.