把 AI 用进真实业务。从一个客户开始。Put AI into real business. Start with one customer.

六步客户开发实操The six-step customer exercise

每步的输入、核对标准和成果文件。Prompts, checks and output files for each step.

适用工作台Workbench V0.4.2文档更新Updated 2026-10-20

1. 检查资料1. Check the inputs

01、02、03三份输入都可读,当前目录正确。All three input files are readable and the workspace is correct.

请使用 broadlatus-trade-workbench-trial。先确认当前是本次新建的演练工作区,再检查“02-演练输入”中的三份文件能否打开。只报告文件清单和可读性,先不分析客户。Use broadlatus-trade-workbench-trial. Confirm this is the new exercise workspace, then check whether the three files in 02-演练输入 can be opened. Report only the file list and readability; do not analyze the customer yet.

2. 整理事实与客户档案2. Organize facts and build the archive

事实有来源,未知项未补造;两份成果能打开。Facts have sources, unknowns are not invented, and both output files open.

只读02-演练输入中的01-虚构公司事实.md和02-名片与会谈摘记.md,整理公司事实并为Northline Systems建档,注明来源和待确认项。按技能规定保存到03-成果,给我文件链接。暂不读03来信,不写邮件,不访问示例域名。Read only 01-虚构公司事实.md and 02-名片与会谈摘记.md in 02-演练输入. Organize company facts and build a Northline Systems archive with sources and unknowns. Save the required files in 03-成果 and give me links. Do not read input 03, draft email or visit example domains yet.

保存到03-成果:Save in 03-成果: 01-公司与产品事实.md · 02-客户档案.md

3. 策划三次沟通3. Plan three contacts

三次沟通各有作用,有回复会调整,有暂停条件。Each contact has a distinct purpose, adapts to replies and has stop conditions.

根据刚保存的档案,策划三次沟通。每次写清目的、新价值、一个问题、继续条件和暂停条件。保存为03-成果/03-沟通计划.md,给我链接。只做计划,不写邮件,不记为已发送。Plan three contacts from the saved archive. For each, state the purpose, new value, one question, and conditions to continue or pause. Save 03-成果/03-沟通计划.md and link to it. Plan only; do not draft email or record anything as sent.

保存到03-成果:Save in 03-成果: 03-沟通计划.md

4. 写首封英文待审稿4. Draft the first email

待审、未发送;事实、附件和签名已核对。Marked for review and not sent; facts, attachments and signature have been checked.

按第一次沟通计划,写给Alex的简短英文邮件,并用中文解释理由。只用确认事实,不编造价格、交期、质保或功率;没有实际附件就不写已附。复核最终稿,保存为03-成果/04-首封邮件待审稿.md,给我链接,不发送。Draft a short English email to Alex based on the first contact plan. Explain your reasoning in English. Use confirmed facts only; do not invent prices, lead times, warranties or power capacity. Do not claim an attachment that does not exist. Review the final draft, save 03-成果/04-首封邮件待审稿.md and link to it. Do not send.

保存到03-成果:Save in 03-成果: 04-首封邮件待审稿.md

5. 分析模拟来信并起草回复5. Analyze the sample reply and draft a response

可能需求与订单分清,功耗仍待确认,没有无依据承诺。Possible demand is not an order; power needs remain unknown and no unsupported promises are made.

现在读02-演练输入/03-客户后续来信.md。说明客户想要什么、缺什么、哪些由我决定,再写英文待审回复。保存为03-成果/05-来信分析与回复待审稿.md。“可能24台”不是订单;不承诺报价、交期或功率,不补造已发记录,不发送。Now read 02-演练输入/03-客户后续来信.md. Explain the request, missing information and decisions for me, then draft an English reply. Save 03-成果/05-来信分析与回复待审稿.md. Possible demand for 24 units is not an order. Do not promise price, lead time or power capacity, invent sent history, or send anything.

保存到03-成果:Save in 03-成果: 05-来信分析与回复待审稿.md

6. 记录决定与下一步6. Record your decision and next action

状态与人的决定一致,六份文件能打开。Status matches your decision and all six files open.

我的决定:先不报价,也不发送。整理内部澄清清单,面向客户只选1—2个关键问题;写明状态、下一步、负责人和等待信息。保存为03-成果/06-需求澄清与状态卡.md。检查03-成果的六份文件实际存在后,列出链接。My decision is no quote and no sending for now. Prepare internal clarification questions, select only one or two key customer questions, and record status, next action, owner and missing inputs. Save 03-成果/06-需求澄清与状态卡.md. Check that all six output files actually exist, then list their links.

保存到03-成果:Save in 03-成果: 06-需求澄清与状态卡.md

卡在这里?Stuck here?

带上版本、所用助手和当前步骤,我们一起把问题说清楚。Include the version, assistant and step so we can understand the issue.

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业务咨询BUSINESS INQUIRY
说清需求,让沟通更高效A CLEAR BRIEF. A BETTER CONVERSATION.

整理一份咨询说明Prepare an inquiry

只需先填写想解决的问题,其余可选。我们会把信息整理成一份清楚的沟通提纲,方便你核对和发送。Start with the problem you want to solve; other fields are optional. We will organize your answers into a clear brief for you to review and send.

01你的业务与目标Your business and goal
02现状与期望Current situation and expectations
03整理并发送Prepare and send

信息仅在当前页面整理,不调用 AI、不自动提交。请使用脱敏描述;生成后核对,再通过邮件或微信发送。Your answers stay on this page. No AI call or automatic submission is made. Use anonymized descriptions, then review and send the brief by email or WeChat.