Use Gemini for sales

You can use this feature only if your organization supports it. For help, contact your administrator.

On this page

• Save time writing email
• Create a framework for customer research
• Brainstorm questions for leadership
• Build a customer contact tracker
• Create personalized social media posts
• Summarize technical information
• Organize a webinar
• Outline customer presentations
• Generate custom visuals 

 

Save time writing email

Ask Gemini for Google Workspace to email your customer asking for a meeting to discuss a specific topic. For an added touch, ask it to include something personal about the customer, such as where they live or a common interest you might share. Gemini can draft the email in seconds, which you can quickly refine and send. 

Setup:	In a Gmail compose window use Help me Write  to write a new email. Open cheatsheet
Prompt:	"Email my customer asking for a meeting. I saw on their public job profile that they live in Charleston, South Carolina, so make a personal reference to that city."

 

 

Create a framework for customer research

In Sheets, Gemini for Google Workspace can help you plan your research before a customer meeting. It can give you a list of questions to research, possible sources to consult, and other ideas for how to structure your prep time. 

Setup:	In a blank Google Sheet, use Help me organize  to build a new table. Open cheatsheet
Prompt:	"Create a framework for researching a sales prospect or their company, to prepare for a customer meeting."

 

 

Brainstorm questions for leadership

Gemini for Google Workspace can help brainstorm questions for any audience about any topic. Maybe you have only a few moments before heading into a meeting with leadership. Ask Gemini for a list of questions you might ask about company strategy, product direction, or some other relevant topic.  

Setup:	In a Google Doc, use Help me Write  to write new text. Open cheatsheet
Prompts:	"Give me 12 thoughtful questions to ask a Chief Marketing Officer on their strategy for 2024."

 

 

Create a customer contact tracker

In Sheets, Gemini for Google Workspace can quickly create a table for organizing a set of tasks, such as tracking customers you need to call in your pipeline. With just a few short words in your prompt, Gemini can build a table with placeholder data that you can replace with your customers' details.  

Setup:	In a blank Google Sheet, use Help me organize  to build a new table. Open cheatsheet
Prompt:	"Create a tracker for all the customers I need to call this week."

 

 

Create personalized social media posts

Use Gemini for Google Workspace to quickly draft social media posts, such as to invite customers to an educational webinar. State briefly what the post is about and who it's for. Gemini can create a first draft in seconds that you can refine and post. 

Setup:	In a Google Doc, use Help me Write  to write new text. Open cheatsheet
Prompt:	"Create a social media post inviting my customers to a webinar on [webinar topic]."

 

 

Summarize technical information

Gemini for Google Workspace can process large amounts of technical information to make it more digestible for your customers. Quickly generate one-pagers for customers based on a detailed product spec or technical white paper. Let Gemini do the hard work of generating the first draft, which you can more quickly refine.

Setup:	In a Google Doc, insert and then select the information you want to summarize. Then use Help me Write  to enter a prompt asking Gemini about the selection. Open cheatsheet
Prompt:	"This information about [insert topic] is too long and complex for my customers to read. Rewrite this as a one-page summary of features and benefits. Use shorter sentences and paragraphs that include bullet points to highlight key points."

 

 

Organize a webinar

In Sheets, Gemini for Google Workspace makes it easy to create agendas for webinars, educational sessions, or other events. In just a few words, describe the event and who it's for. Then let Gemini generate ideas for sessions and timelines. Use its suggested agenda as a template for organizing your particular event. 

Setup:	In a blank Google Sheet, use Help me organize  to build a new table. Open cheatsheet
Prompt:	"Create an agenda for an educational session on our latest technology for our customers. Include lunch and happy hour."

 

 

Outline customer presentations

Gemini for Google Workspace can give you a head start outlining customer presentations, based on just a few words in your prompt. Try to tailor its output by asking it to target a specific audience. Let Gemini generate ideas for your slides, and use its suggestion as a template for building your presentation.  

Setup:	In a Google Doc, use Help me Write  to write new text. Open cheatsheet
Prompt:	"Outline a presentation for a customer showing how our new product fits their specific needs. Target the presentation at a [job role]." Examples of job role might be "marketing manager" or "financial officer."

 

 

Generate custom visuals

Do you spend a lot of time searching stock art sites for images that only loosely convey your point or concept? Save time and get the actual image you want by using Gemini in Slides. Briefly describe your idea for an image. Then choose a style, such as photography, watercolor, or sketch. Keep generating images until you see one you like. 

Setup:	In Google Slides, use Create image  to generate new artwork. Open cheatsheet
Prompt:	“A mobile device on a desk in a professional, clean office.” Select the Photography style.