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Find out where your customers actually come from
You spend on ads, leaflets and posts but can't say which brings in work. Get a simple tracking sheet and the question to ask every new customer.
The prompt · ChatGPT
Help me find out where my customers really come from. My business: [what you do] Where I market and roughly what each costs per month: [e.g. Facebook ads, leaflets, Google profile, local magazine] How customers contact me: [e.g. phone, website form, walk in, WhatsApp] Who takes the enquiries: [me, staff] What I'd count as a result: [e.g. enquiry, booking, sale] Ask me up to 3 short questions first. Wait for my answers. Then: 1. A simple tracking sheet: date, name, how they found me, enquiry or sale, value. 2. The natural way to ask "how did you hear about us?" on the phone, by email and on a form. 3. Simple ways to tell channels apart, such as a code word on leaflets or separate links. 4. A monthly check: what to add up and how to work out cost per customer for each channel. 5. What to do after 3 months: keep, change or cut. Simple enough to keep up, UK English. Stay in this ChatGPT chat. Do not turn on apps or connectors, and do not use memory from another chat.
A short example
Fill the blanks, then paste. what you do: a short note you already have. e.g. Facebook ads, leaflets, Google profile, local magazine: a short note you already have. Leave the rest of the prompt as written.
The prompt · Copilot
Help me find out where my customers really come from. My business: [what you do] Where I market and roughly what each costs per month: [e.g. Facebook ads, leaflets, Google profile, local magazine] How customers contact me: [e.g. phone, website form, walk in, WhatsApp] Who takes the enquiries: [me, staff] What I'd count as a result: [e.g. enquiry, booking, sale] Ask me up to 3 short questions first. Wait for my answers. Then: 1. A simple tracking sheet: date, name, how they found me, enquiry or sale, value. 2. The natural way to ask "how did you hear about us?" on the phone, by email and on a form. 3. Simple ways to tell channels apart, such as a code word on leaflets or separate links. 4. A monthly check: what to add up and how to work out cost per customer for each channel. 5. What to do after 3 months: keep, change or cut. Simple enough to keep up, UK English. Stay in this Copilot chat. Leave plugins off, and do not open a file from OneDrive.
A short example
Fill the blanks, then paste. what you do: a short note you already have. e.g. Facebook ads, leaflets, Google profile, local magazine: a short note you already have. Leave the rest of the prompt as written.
You list everywhere you market and roughly what each costs.
The assistant asks how customers contact you and who takes the enquiry.
You get a tracking sheet, the question to ask, simple codes for leaflets and ads, and a monthly check.
What happens
Use Copilot to find out where your customers actually come from
You spend on ads, leaflets and posts but can't say which brings in work. Get a simple tracking sheet and the question to ask every new customer.
Tools
Paste the prompt, fill the blanks, copy the draft.
- Microsoft Copilot — required. Drafts from the text you paste. Nothing is sent.
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