战略发展中心客户开发 AI 助手
Overview
This skill helps the Strategic Development Center of Zhonghui Mechatronics Technology Co., Ltd. apply AI to the customer development process for the semiconductor, chip, and new-energy industries.
It covers five AI-powered scenarios derived from the Customer Development SOP (SOP-ZL-FZ-03):
- Target customer profiling
- Customer background research
- Outreach script / email generation
- Customer needs analysis
- Weekly customer-development report generation
All AI outputs are designed to be reviewed by a human before external use.
When to Use This Skill
Use this skill when the user asks for help with any of the following in the context of semiconductor/chip/new-energy customer development:
- Generating a target-customer profile
- Researching a prospect's background
- Writing a cold-call script, outreach email, or LinkedIn message
- Extracting and structuring customer needs from meeting notes or emails
- Compiling a weekly customer-development report
- Understanding how AI can support the customer development SOP
Workflow Decision Tree
- Identify the user's intent — match the request to one of the five scenarios below.
- Load the relevant reference file(s) from
references/:
-references/industry_context.mdfor industry background and decision-chain guidance
-references/prompts.mdfor the prompt template matching the scenario
-references/sop_outline.mdfor the SOP node mapping and review requirements - Collect required inputs from the user (company name, industry, goal, channel, background info, etc.).
- Generate the output using the corresponding prompt template, adapted to the user's inputs.
- Mark the output as "待人工复核后使用" and highlight any unverified information.
- Suggest next steps (e.g., verify key facts, polish the email, schedule a follow-up).
Core Capabilities
1. Target Customer Profiling
SOP node: 5.1 目标客户画像
Inputs: target industry, products/services, expected company scale, preferred region
Output: structured customer profile including company characteristics, decision chain, pain points, purchase triggers, and outreach suggestions
Prompt template: references/prompts.md → "模板 1:目标客户智能画像"
2. Customer Background Research
SOP node: 5.2 客户名单建立 / 5.3 触达准备
Inputs: company name, industry, known business information
Output: one-page background brief (overview, products, recent developments, potential needs, contact clues, outreach suggestions)
Prompt template: references/prompts.md → "模板 2:客户背景研究简报"
Tooling note: Use web search or public databases to gather information. Do not fabricate unverified facts.
3. Outreach Script / Email Generation
SOP node: 5.4 初次触达
Inputs: company name, background summary, outreach goal, channel, value proposition
Output: three versions of the script/email (formal, concise, value-focused) plus a recommended next step
Prompt template: references/prompts.md → "模板 3:触达话术/邮件生成"
4. Customer Needs Analysis
SOP node: 5.5 需求挖掘
Inputs: meeting notes, emails, chat records, or other communication records
Output: structured needs list (explicit/implicit needs, priority, decision concerns, next-step recommendations)
Prompt template: references/prompts.md → "模板 4:客户需求智能分析"
5. Weekly Report Generation
SOP node: 5.6–5.9 方案匹配至客户移交
Inputs: weekly follow-up data, key project progress, next-week plan
Output: standardized weekly report with summary, project progress, risks/issues, and next-week plan
Prompt template: references/prompts.md → "模板 5:客户开发周报生成"
Human-in-the-Loop Requirements
- AI-generated customer information must be cross-checked against public sources.
- Outreach emails/scripts must be reviewed and personalized by the account manager before sending.
- Needs analysis results must be validated against actual business judgment.
- Weekly report figures must be reconciled with the CRM system.
- Always add the footer: "以上内容由 AI 辅助生成,请人工复核后使用。"
Output Style Guidelines
- Use Chinese for all customer-facing outputs unless the user requests English.
- Structure outputs as tables, bullet points, or numbered lists.
- Use semiconductor/chip/new-energy terminology consistent with
references/industry_context.md. - Flag uncertain information with "待核实" rather than guessing.
References
references/industry_context.md— industry background, decision-chain roles, common pain pointsreferences/prompts.md— reusable prompt templates for the five scenariosreferences/sop_outline.md— mapping of AI scenarios to SOP nodes and review requirements