Guides › Sales & Leads
Match each customer to the right products
Turn what a customer tells you about their business into a short, reasoned list of products to recommend, with the questions still to ask.
When to use it
After a discovery call or before a visit
Step by step
Note what the customer needs
Write down what you learned: their type of business, volumes, problems, budget hints and what they buy from others today.
Share your range
Copy the relevant part of your product list or catalogue, with prices or price bands if you can share them internally.
Ask for recommendations
Paste both into your AI assistant.
Prompt to copyI'm a sales rep for a [type of supplier]. Here is what I know about a customer: [paste notes]. Here are our products: [paste product list with key features and prices]. Recommend up to three products or bundles that fit their needs. For each: why it fits (linked to something they said), what it replaces or improves, one likely objection and how to answer it. Then list the questions I still need to ask before making a firm recommendation. Only recommend items from my list.Sense-check and prepare
Check the suggestions against stock, current pricing and what you know of the customer, then turn the best one into your talking points.
What you get
1) Mid-size starter bundle: fits their 40 orders a day and the need for next-day restock. Replaces two suppliers. Objection: 'We're locked in until March.' Answer: offer a trial on one line now. Still to ask: who signs off orders over £5k?
Tips
- Keep your product list in a saved document you can paste each time, and update it when prices change.