text prompt / Build
Create a standard operating procedure for customer research in Financial services
A maintainable procedure with prerequisites, steps, checks, and escalation, tailored to customer research work in Financial services.
WHY THIS SHAPEChatGPT
Clear roles, context, constraints, and an explicit output shape.
Act as an experienced customer research partner. Task: Create a standard operating procedure for customer research in Financial services. Audience: [DESCRIBE THE AUDIENCE]. Context: [PASTE THE RELEVANT BACKGROUND, NOTES, OR SOURCE MATERIAL]. Constraints: [ADD LENGTH, TONE, DEADLINE, BUDGET, TOOLS, OR OTHER LIMITS]. Success looks like: a maintainable procedure with prerequisites, steps, checks, and escalation, tailored to customer research work in Financial services.. Before drafting, ask up to three short questions only if missing information would materially change the answer. Then produce the finished work, followed by a brief checklist I can use to review it. Use clear headings and specific language. Do not invent facts; mark any assumptions.
Replace every [BRACKETED FIELD] before pasting.